Semiconductor News & Analysis Feed
476 articles
2026-07-03
digitimes.com
2026-07-03
As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components and Technology Conference described a shift in which Intel, Marvell, TSMC, and others detailed new packaging approaches as packages themselves begin hitting limits.
2026-07-03
news.google.com
2026-07-03
MarketWatch
2026-07-02
www.phoronix.com
2026-07-02
Phoronix
2026-07-02
www.indexbox.io
2026-07-02
IndexBox
2026-07-02
www.rfi.fr
2026-07-02
RFI
2026-07-02
tomshardware.com
2026-07-02
Hassam Nasir
It seems like a never-before-seen engineering sample for AMD's last-gen Radeon RX 7900 XTX has just popped up online, featuring specs that indicate it's a binned down model.
2026-07-02
www.linkedin.com
2026-07-02
LinkedIn
2026-07-02
digitimes.com
2026-07-02
Socionext announced that it would develop a high-performance compute chiplet using TSMC's A14 process technology, positioning the project as a platform for next-generation custom silicon aimed at AI data center infrastructure.
2026-07-02
news.google.com
2026-07-02
Yahoo Finance
2026-07-01
www.eejournal.com
2026-07-01
EEJournal
2026-07-01
www.indexbox.io
2026-07-01
IndexBox
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2026-07-01
www.marketwatch.com
2026-07-01
MarketWatch
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2026-07-01
www.trefis.com
2026-07-01
Trefis
Applied Materials Stock Is Priced For Perfection
June 30th, 2026 · by Trefis Team
AMATYTD+131.2%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze AMAT →
After a historic run, the biggest threat to the chip-equipment giant isn’t a lack of demand but the immense difficulty of executing flawlessly when expectations are this high.
If you hold Applied Materials (AMAT) stock, you’ve been rewarded for believing in th
2026-07-01
tomshardware.com
2026-07-01
Andrew E. Freedman
Microsoft is further pruning its Surface line, with the Surface Laptop Go 3 and Surface Go 4 going out of stock without clear follow-ups.
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Forget SanDisk: This Coiled-Spring Semiconductor Titan Is Primed to Outperform
Alex Sirois
June 30, 2026 3 min read
SNDK
-7.26%
MU
-4.71%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron crushed Q3 estimates by 18%, generated $18 billion in free cash flow, yet trades at only 9x forward earnings.
SanDisk's 26-bagger rally masks a $1.64 billion net loss, a 10% sequential consumer sa
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is the ticker every screen is flashing right now, with the stock up 4,841.8% over the past year on a post-spinoff NAND euphoria trade that has Reddit calling it “the next play”.
Video Muted
The SanDisk Trade Has Nothing Left to Give
SanDisk went from $47.25 to $2,335 in twelve months. That is a 26-bagger in a commodity NAND business that just printed
2026-06-30
www.gurufocus.com
2026-06-30
GuruFocus
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2026-06-30
tomshardware.com
2026-06-30
Jowi Morales
This "thinking cap" could let patients use a BCI without needing to go under the knife.
2026-06-30
www.moomoo.com
2026-06-30
Moomoo
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2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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