Semiconductor News & Analysis Feed
841 articles
2026-07-03
eciks.org
2026-07-03
eciks.org
Micron signs long-term memory supply deal with General Motors
Published on 2 July 2026 at 9:06 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 95 times
© Micron signs long-term memory supply deal with General Motors
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Micron Technology and General Motors announced a Strategic Customer Agreement on July 1, 2026, securing a long-term supply of memory and storage p
2026-07-03
digitimes.com
2026-07-03
China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.
2026-07-03
digitimes.com
2026-07-03
TSMC has accelerated efforts to localize its supply chain in recent years, using joint development, joint validation, and long-term partnerships to help Taiwanese equipment, materials, and chemical suppliers enter the advanced semiconductor supply chain. The move is steadily building a more resilient and complete local supply system, with both CoWoS and panel-level advanced packaging (CoPoS) now s
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
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGM:CAMT
Why Camtek (CAMT) Is Down 7.5% After Securing $105 Million In New AI-Linked Orders
July 03, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Camtek announced over US$105 million in new multi-system orders, including US$55 million tied to AI applications and US$50 million for its Hawk inspection platforms supporting advanc
2026-07-03
www.securitysystemsnews.com
2026-07-03
Security Systems News
VERKADA, NVIDIA PARTNER TO ADVANCE PHYSICAL AI CAPABILITIES
Suppliers
SSN Staff
Updated 12:31 PM CDT, Thu July 2, 2026
SAN MATEO, Calif.—Verkada has announced a collaboration with NVIDIA aimed at accelerating the development and deployment of physical artificial intelligence (AI) technologies across the built environment, while also revealing that NVIDIA has made a strategic investment in the
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Innoscience Secures Removal of Court-Enjoined Infineon GaN Products from Display at electronica China 2026
PR Newswire
Thu, July 2, 2026 at 8:09 AM PDT 3 min read
IFX.DE
-0.75%
2577.HK
+2.34%
SHANGHAI, July 2, 2026 /PRNewswire/ -- Infineon Technologies was forced to remove certain gallium nitride (GaN
2026-07-02
texasborderbusiness.com
2026-07-02
Texas Border Business
Austin
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Publisher's Picks
Updated: Jul 2, 2026
FormFactor Secures $24 Million Texas Semiconductor Grant
Jul 2, 2026
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MeGustaTVJul 7, 2026
Simón Levy Discusses U.S.-Mexico Security, Politics, and Organiz
2026-07-02
www.coindesk.com
2026-07-02
CoinDesk
Ondo Finance
ONDO
$0.3152
launched blockchain-based versions of BlackRock's iShares Core S&P 500 ETF (IVV) and Micron Technology (MU) shares in a structure designed to operate within the existing U.S. securities system, based on the Securities and Exchange Commission's (SEC) staff statement for third-party tokenized securities in the U.S.
2026-07-02
tomshardware.com
2026-07-02
Luke James
Altman is understood to have raised the idea with President Donald Trump, Commerce Secretary Howard Lutnick, and Treasury Secretary Scott Bessent.
2026-07-02
digitimes.com
2026-07-02
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.
2026-07-02
digitimes.com
2026-07-02
Taiwan's passive component suppliers are entering the second half of 2026 with stronger order momentum, as demand from AI data centers, networking equipment, power systems, and automotive electronics helps offset earlier pressure from volatile metal prices and weaker consumer electronics planning.
2026-07-02
digitimes.com
2026-07-02
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on S
2026-07-02
digitimes.com
2026-07-02
Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in schedule as of the second quarter, according to people familiar with the PCB industry.
2026-07-02
www.cnbc.com
2026-07-02
CNBC
A day after closing out a blockbuster three months on Wall Street, high-flying chip stocks suffered steep declines to open the third quarter.
Memory maker Micron
dropped 11%, wiping out $138 billion of market cap. Intel
fell 9% and rival chipmaker Advanced Micro Devices
dropped 7%.
Those three stocks boomed in the second quarter, adding $2 trillion in combined value, as investors wagered that
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
securitytoday.com
2026-07-02
Security Today
The biometrics company added advanced GPUs to boost model training and expand cloud computing resources.
A biometrics and deep learning company has acquired advanced graphics processors to expand its artificial intelligence research and enterprise capabilities.
Neurotechnology integrated NVIDIA Blackwell Ultra B300 accelerators into its existing infrastructure to handle large-scale data processi
2026-07-01
investingnews.com
2026-07-01
Investing News Network
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Micron Technology, Inc. (Nasdaq: MU) and General Motors announced a Strategic Customer Agreement (SCA) to secure a long-term, reliable supply of memory and storage platforms critical to GM's vehicle production and delivery at scale. Micron and GM are working together to strengthen semiconductor and aut
2026-07-01
stocktwits.com
2026-07-01
Stocktwits
stocktwits.com
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2026-07-01
www.securitysales.com
2026-07-01
Security Sales & Integration
SAN MATEO, Calif. — Artificial intelligence-powered physical security and operations provider Verkada, today announces a collaboration with NVIDIA to “accelerate the development and deployment of physical AI across the built environment.”
NVIDIA also joins as a new investor in Verkada, following a strategic investment from Alphabet’s CapitalG at the end of last year.
Verkada is “applying AI to