Semiconductor News & Analysis Feed
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2026-07-04
www.thestreet.com
2026-07-04
thestreet.com
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
2026-07-03
simplywall.st
2026-07-03
simplywall.st
2026-07-03
digitimes.com
2026-07-03
Japanese Prime Minister Sanae Takaichi held her first summit with Indian Prime Minister Narendra Modi in New Delhi on July 2, during a three-day visit that both governments framed as the next step in a long-running partnership.
2026-07-03
www.techradar.com
2026-07-03
TechRadar
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Anthropic's Claude to help Micron design better HBM, DRAM, and SSD for AI even as both companies refuse to address computational storage directly
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By Rahim Amir
Published July 3, 2026
AI-designed solutions for AI-designated consumption?
(Image credit: Anthropic)
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Infineon completes €570m ams Osram sensor portfolio acquisition
Infineon said the portfolio will be incorporated into its newly established Edge Systems division. Credit: Kittyfly / Shutterstock.com · Just Auto · Kittyfly / Shutterstock.com
GlobalData
Thu, July 2, 2026 at 10:21 AM PDT 2 min read
IFX.DE
-0.75%
AMS.SW
-1.93%
Germany-based Infineon Technologies has completed its acquisition of the n
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
PC Components RAM DRAM
SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed
News
By Anton Shilov
Published July 3, 2026
Over the next decades.
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
(Image credit: SK hynix)
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2026-07-03
www.just-auto.com
2026-07-03
Just Auto
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2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
www.eenewseurope.com
2026-07-02
eeNews Europe
Infineon Technologies has completed its acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM, strengthening its position in automotive, industrial and medical sensing. The deal, first announced in February 2026, has now closed after receiving all required regulatory approvals.
2026-07-02
www.koreaherald.com
2026-07-02
The Korea Herald
A semiconductor research facility at Seoul National Unviersity's Gwanak Campus (Seoul National University)
Samsung Electronics and SK hynix are discussing plans with Seoul National University to launch company-sponsored semiconductor programs at regional universities, as the government pushes for a semiconductor megaproject in South Korea’s southwest, local media reported Thursday.
The plan cent
2026-07-02
www.elektroniknet.de
2026-07-02
elektroniknet
Infineon successfully acquired ams Osram’s non-optical analog/mixed-signal sensor portfolio effective July 1, 2026. Medical technology such as photon-counting detectors and interface ASICs, as well as position, temperature, and capacitive sensors, will now be manufactured by a different company.
The transaction for non-optical analog and mixed-signal sensors, announced in February 2026, has now b
2026-07-02
www.electronicsweekly.com
2026-07-02
Electronics Weekly
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2026-07-02
www.digitimes.com
2026-07-02
digitimes
Stephan Zizala, Division President Edge Systems at Infineon. Credit: Infineon
Infineon Technologies completed its acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM on Tuesday, expanding its position in automotive and industrial sensing and adding roughly 230 employees across three new locations.
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2026-07-02
www.tradingview.com
2026-07-02
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Key facts: U.S. Suit Names SK hynix Over DRAM Cuts; June Exports Rise
Key facts: U.S. Suit Names SK hynix Over DRAM Cuts; June Exports Rise
Less than 1 min read
000660
−5.68%
Lawsuit filed June 25 names SK hynix (000660) in U.S. suit alleging DRAM output cuts while shifting to HBM, blaming higher conventional DRAM prices and seeking class-action status and damages
1
SK hynix
2026-07-02
digitimes.com
2026-07-02
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
2026-07-02
digitimes.com
2026-07-02
Infineon Technologies completed its acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM on Tuesday, expanding its position in automotive and industrial sensing and adding roughly 230 employees across three new locations.
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and HBM4 qualification samples still rationed among lead customers. For investors trying to translate that supply tightness into portfolio exposure, three exchange-traded funds capture different slices o