Semiconductor News & Analysis Feed
1389 articles
2026-07-11
www.yakimaherald.com
2026-07-11
Yakima Herald-Republic
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2026-07-11
lancasteronline.com
2026-07-11
LancasterOnline
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2026-07-10
www.thestreet.com
2026-07-10
thestreet.com
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2026-07-10
www.thestreet.com
2026-07-10
thestreet.com
2026-07-10
tspasemiconductor.substack.com
2026-07-10
semivision
SK hynix Is Taking HBM to Wall Street—and Rewriting the Rules of AI Memory
Original Article By SemiVision Research [Reading time: 12 mins]
SEMIVISION
JUL 10, 2026
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SK hynix Is Taking HBM to Wall Street—and Rewriting the Rules of AI Memory
AI data center investment is entering a period of unprecedented expansion. Global spending is projected to rise from approximately USD 466 bill
2026-07-10
247wallst.com
2026-07-10
24/7 Wall St.
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The artificial intelligence boom has turned memory chips into one of the hottest corners of the semiconductor market. High-bandwidth memory (HBM) has become essential for AI accelerators, pushing demand for advanced DRAM to levels few expected just two years ago.
That enthusiasm is now spilling into U.S. markets as SK hynix begins trading today on the Nasdaq under the ticker SKHY af
2026-07-10
www.marketscreener.com
2026-07-10
marketscreener.com
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Reference #18.596bdc17.1784675131.36ee16b9
https://errors.edgesuite.net/18.596bdc17.1784675131.36ee16b9
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
Nasdaq edges higher as SK Hynix makes record-breaking debut
Proactive
July 10, 2026 4 min read
CL=F
+0.40%
000660.KS
+4.08%
1:45pm: SK Hynix stock pops
Stocks edged higher on Friday as shares of South Korean memory chip maker and Nvidia supplier SK Hynix surged more than 14% in their US market debut.
The company raised $26.5 billion in the largest US IPO by a foreign company, with SK Group chair
2026-07-10
www.greenwichtime.com
2026-07-10
Greenwich Time
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2026-07-10
www.trefis.com
2026-07-10
Trefis
The Real Price of NVIDIA Stock Is Three Years Away
July 10th, 2026 · by Trefis Team
NVDAYTD+9.1%
SPYYTD+9.1%
QQQYTD+13.5%
Analyze NVDA →
The chipmaker’s premium valuation melts away when you look at what analysts expect it to earn, but that discount depends entirely on the growth arriving.
The engine behind NVIDIA (NVDA)’s growth is the accelerating build-out of what management calls “AI factori
2026-07-10
www.trefis.com
2026-07-10
Trefis
2026-07-10
www.marketbeat.com
2026-07-10
MarketBeat
Main Street Research LLC Buys 5,012 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 10, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Main Street Research LLC increased its stake in Taiwan Semiconductor Manufacturing by 2.3% in the first quarter, buying 5,012 additional shares and bringing its total holding to 223,159 shares worth about $75.4 million.
2026-07-10
www.marketscreener.com
2026-07-10
marketscreener.com
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Reference #18.49102017.1784629438.19b43f1
https://errors.edgesuite.net/18.49102017.1784629438.19b43f1
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
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2026-07-10
smestreet.in
2026-07-10
SMEStreet
SectorsNews
LTSCT and Azuremoto Technologies Sign MoU to Advance SiC and Power Semiconductor Solutions
Under the terms of the MoU, the collaboration spans two primary product domains. The first encompasses SiC MOSFETs, diodes and related modules and components for AI Data Centre applications such as power supplies,
SMEStreet Edit Desk
10 Jul 2026 10:28 IST
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2026-07-10
www.cnbc.com
2026-07-10
CNBC
As global chip giant SK Hynix makes its Nasdaq debut Friday, the listing will test whether the stock will be able shed its long-standing “Korea discount.”
“Korea discount” refers to the tendency of South Korean companies to trade at lower valuations compared to global peers due to concerns over corporate governance and opaque conglomerate structures.
The listing on the Nasdaq via American depos
2026-07-10
www.cnbc.com
2026-07-10
CNBC
As global chip giant SK Hynix makes its Nasdaq debut Friday, the listing will test whether the stock will be able shed its long-standing “Korea discount.”
“Korea discount” refers to the tendency of South Korean companies to trade at lower valuations compared to global peers due to concerns over corporate governance and opaque conglomerate structures.
The listing on the Nasdaq via American depos
2026-07-10
www.marketscreener.com
2026-07-10
marketscreener.com
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Reference #18.d3432417.1784622508.ecf7b86
https://errors.edgesuite.net/18.d3432417.1784622508.ecf7b86
2026-07-10
digitimes.com
2026-07-10
High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production costs, and long-term agreements lock up an increasing share of global DRAM capacity, according to memory industry sources.
2026-07-10
digitimes.com
2026-07-10
Nvidia CEO Jensen Huang will travel to Japan for an event celebrating the US chipmaker's three-decade relationship with Sega, revisiting a partnership that helped Nvidia survive its difficult early years as semiconductor competition expands from data centers to personal computers.