Semiconductor News & Analysis Feed
640 articles
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
digitimes.com
2026-07-04
China Resources Microelectronics (CR Micro), a Chinese power semiconductor integrated device manufacturer, has notified customers and partners that it will raise prices across its entire product lineup starting July 1, with increases beginning at 15%.
2026-07-03
www.marketwatch.com
2026-07-03
MarketWatch
__fail__
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
TSMC (NYSE:TSM) Expands 3 Nanometer Capacity Across Taiwan Arizona And Japan
Bailey Pemberton
Fri, July 3, 2026 at 3:18 AM PDT 3 min read
2330.TW
+1.02%
TSM
+1.02%
Trade TSM on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
TSMC (NYSE:TSM) is expanding its 3-nanometer manufacturing capacity across Taiwan, Ar
2026-07-03
www.suasnews.com
2026-07-03
sUAS News
www.suasnews.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a1828fbcaf5d6392
Performance and Security by Cloudflare
Privacy
2026-07-03
digitimes.com
2026-07-03
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.
2026-07-03
www.geekwire.com
2026-07-03
GeekWire
Nvidia recruits longtime Microsoft sales leader Nick Parker with $40M+ pay package
BY TODD BISHOP on Jul 2, 2026 at 12:43 pm
Share
Microsoft executive Nick Parker at a conference in 2018. (Microsoft Photo)
Nick Parker, a 26-year Microsoft veteran who led the company’s worldwide commercial sales business, is leaving to become Nvidia’s new sales chief — a high-profile talent shift between two of
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Microsoft vs. Nvidia: Which Is the Better AI Stock to Own for the Next 3 Years?
Justin Pope, The Motley Fool
Thu, July 2, 2026 at 10:03 AM PDT 4 min read
MSFT
-1.41%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its ha
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Microsoft (
MSFT
1.42%
) and Nvidia (
NVDA
+3.74%
) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its hand in every tech market segment, especially anything involving enterprise customers. Meanwhile, Nvidia has become the de facto leader in GPU chips used in AI data centers.
Both stocks have made investors very wealthy over t
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Chicago, IL – July 2, 2026 – Today, Zacks Investment Ideas feature highlights JPMorgan JPM, Sandisk Corp. SNDK, Micron Technology MU, Nvidia NVDA, Broadcom AVGO, Advanced Micro Devices AMD, Taiwan Semiconductor TSM, Arista Networks ANET, Meta Platforms META and Microsoft MSFT.
The second quarter of 2026 will likely be remembered as one of the strongest periods for U.S. equities in recent memory.
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
Zacks Investment Ideas feature highlights: JPMorgan, Sandisk, Micron Technology, Nvidia, Broadcom, AMD, Taiwan Semiconductor, Arista Networks, Meta Platforms and Microsoft
Zacks Equity Research July 02, 2026
JPM Quick Quote
JPM
AMD Quick Quote
AMD
MSFT Quick Quote
MSFT
MU Quick Quote
MU
NVDA Quick Quote
NVDA
SNDK Quick Quote
SNDK
AVGO Quick Quote
AVGO
TSM Quick Quote
TSM
ANET Quick Quote
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
Access Denied
You don't have permission to access "http://www.marketscreener.com/news/nova-wmca-expanding-adoption-across-the-most-advanced-packaging-processes-ce7f5fd3d98cf32c" on this server.
Reference #18.24422417.1783584915.a3a12e5
https://errors.edgesuite.net/18.24422417.1783584915.a3a12e5
2026-07-02
www.prnewswire.com
2026-07-02
PR Newswire
Nova WMC™ Expanding Adoption Across the Most Advanced Packaging Processes
NEWS PROVIDED BY
Nova
Jul 02, 2026, 07:30 ET
SHARE THIS ARTICLE
REHOVOT, Israel, July 2, 2026 /PRNewswire/ -- Nova (NASDAQ: NVMI), today announced the selection of its Nova WMC™ platform by a leading global foundry customer for multiple layers' measurement in the most advanced packaging processes. The selection fol
2026-07-02
www.prnewswire.com
2026-07-02
PR Newswire
Nova WMC™ Expanding Adoption Across the Most Advanced Packaging Processes
NEWS PROVIDED BY
Nova
02 Jul, 2026, 14:30 IDT
SHARE THIS ARTICLE
REHOVOT, Israel, July 2, 2026 /PRNewswire/ -- Nova (NASDAQ: NVMI), today announced the selection of its Nova WMC™ platform by a leading global foundry customer for multiple layers' measurement in the most advanced packaging processes. The selection fol
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
finance.yahoo.com
2026-07-02
Yahoo Finance
How Investors Are Reacting To Cadence Design Systems (CDNS) Upbeat Analyst Views On Earnings Prospects
Sasha Jovanovic
Wed, July 1, 2026 at 2:15 PM PDT 3 min read
CDNS
-0.74%
Trade CDNS on Coinbase
Trading disclosure
Recently, Cadence Design Systems drew increased investor attention after analysts highlighted expectations for strong earnings growth and reaffirmed stable consensus forecasts for th
2026-07-02
tomshardware.com
2026-07-02
Andrew E. Freedman
Microsoft is reportedly testing a feature to digitize physical games going back to the Xbox One with digital copies tied to the owner of the physical disc.
2026-07-01
techafricanews.com
2026-07-01
TechAfrica News
With Claude in Foundry running on NVIDIA GB300 NVL72 systems with NVIDIA Quantum-X800 InfiniBand networking, enterprises can now build and run more powerful agentic systems, including autonomous and specialized sub-agents that can work across business domains to perform advanced tasks.
Now generally available in Microsoft Foundry, Claude on NVIDIA GB300 Blackwell Ultra gives Azure-native enterpri
2026-07-01
digitimes.com
2026-07-01
As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become a key bottleneck for AI-related shipments. To keep pace with AI investment, Qnity was spun off from US chemical giant DuPont and listed independently in November 2025.
2026-07-01
digitimes.com
2026-07-01
Taiwan's carbon fee system has begun collecting payments, with the first batch covering 240 high-emitting companies across 461 factories and generating NT$4.97 billion (US$156.07 million) in initial revenue. Taiwan also plans to roll out an emissions trading system (ETS) in 2028, initially targeting 20 major emitters in the steel, cement, and semiconductor sectors.