Semiconductor News & Analysis Feed
153 articles
2026-07-09
www.investors.com
2026-07-09
Investor's Business Daily
2026-07-09
digitimes.com
2026-07-09
South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from private funding rounds into public markets.
2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg
2026-07-07
www.barrons.com
2026-07-07
Barron's
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2026-07-07
www.barrons.com
2026-07-07
Barron's
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2026-07-07
www.barrons.com
2026-07-07
Barron's
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2026-07-07
www.ad-hoc-news.de
2026-07-07
AD HOC NEWS
Micron’s, HBM
Micron’s HBM Windfall Under Attack: Cartel Claims and a Rival’s Nasdaq Arrival
Veröffentlicht: 07.07.2026 um 08:06 Uhr, Redaktion boerse-global.de
Micron shares drop 13% amid collusion lawsuit and SK Hynix's US listing; analysts see 51% upside despite structural DRAM squeeze.
Micron’s - Micron’s HBM Windfall Under Attack: Cartel Claims and a Rival’s Nasdaq Arrival 07.07.2026 - Bild
2026-07-07
finance.biggo.com
2026-07-07
finance.biggo.com
As the artificial intelligence (AI) infrastructure investment boom deepens a memory semiconductor shortage, the world's top three memory manufacturers are entering a full-scale expansion race. With South Korea, the U.S., Japan, and even China joining the fray, a global battle for semiconductor supremacy is heating up.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Why this AI chip startup could rival Nvidia
Yahoo Finance Video and Josh Lipton
Mon, July 6, 2026 at 2:14 PM PDT
NVDA
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Etched co-founder and president Robert Wachen explains how his company fits into the artificial intelligence (AI) trade and how it compares to Nvidia (NVDA).
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron-Ford chip deal, TeraWulf stock gets lift, private equity takes over easyJet
Yahoo Finance Video and Josh Lipton
Mon, July 6, 2026 at 12:30 PM PDT
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Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including Micron Technology (MU) announcing a new chip partnership wi
2026-07-07
www.thestreet.com
2026-07-07
thestreet.com
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2026-07-06
news.google.com
2026-07-06
TIKR.com
2026-07-06
news.google.com
2026-07-06
simplywall.st
2026-07-06
news.google.com
2026-07-06
digitimes
2026-07-06
digitimes.com
2026-07-06
As Moore's Law approaches its physical limits, simply shrinking semiconductor process nodes is no longer the sole path to improving chip performance.
2026-07-04
digitimes.com
2026-07-04
Volatile precious metal prices weighed heavily on passive component suppliers in early 2026, but the cost pressures have also created unexpected order-transfer opportunities for Taiwanese manufacturers.
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Private Advisor Group LLC
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Private Advisor Group LLC trimmed its TSM position by 3.7% in the first quarter, selling 4,219 shares and leaving it with 108,560 shares worth about $36.7 million.
Analysts remain bullish on Taiwan Semiconductor Manufacturing,
2026-07-03
digitimes.com
2026-07-03
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
2026-07-03
www.mitsloanme.com
2026-07-03
MIT Sloan Management Review Middle East
Nvidia Rival Etched Steps Out of Stealth With $5B Valuation
The startup believes today's AI chips are held back by memory and networking bottlenecks—and has built two technologies to address them.
MITSloan ME Editorial
6 days ago
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UAE Companies Expand Recruitment for AI Talent Despite Global Headwinds
Qatar Lau
2026-07-02
www.barrons.com
2026-07-02
Barron's
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