Semiconductor News & Analysis Feed
841 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
General Motors shares rise after securing long-term Micron chip supply
Fiona Craig
Wed, July 1, 2026 at 6:35 AM PDT 2 min read
GM
-2.34%
MU
-4.71%
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General Motors ©Shutterstock
GM strengthens semiconductor supply chain with Micron agreement
Shares of General Motors (NYSE:GM) edged higher on Wednesday after the automaker unveiled a strategic partnership
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
stocktwits.com
2026-07-01
Stocktwits
stocktwits.com
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2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
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Micron and General Motors Sign Strategic Agreement to Secure Supply and Accelerate Innovation
Micron Technology, Inc.
Wed, 1 July 2026 at 5:30 am GMT-7 5 min read
MU
-4.71%
GM
-2.34%
Micron Technology, Inc.
Supply commitment supports next-generation GM vehicle platforms with reliable, high-performance
2026-07-01
www.sammobile.com
2026-07-01
SamMobile
SamMobile has affiliate and sponsored partnerships, we may earn a commission.
Mass production of the company's 1.4nm chips has been delayed by two years compared to its original plan.
Samsung Foundry's Shin Jong-shin delivering a keynote speech during SAFE Forum 2026 event in Korea - Source: Samsung Electronics
Earlier today, Samsung Foundry held its SAFE Forum 2026 event in South Korea. During
2026-07-01
news.google.com
2026-07-01
ET Telecom
2026-07-01
www.bisinfotech.com
2026-07-01
Bisinfotech
www.bisinfotech.com
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2026-07-01
digitimes.com
2026-07-01
India's proposed second phase of the India Semiconductor Mission (ISM 2.0) has reportedly taken a key step forward, clearing the Finance Ministry's Expenditure Finance Committee (EFC), according to Indian media reports. The development could pave the way for a broader expansion of the country's semiconductor manufacturing ambitions.
2026-07-01
digitimes.com
2026-07-01
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure on prices. Although early stocking tied to sports events, plus shortages and price hikes in components such as memory, lifted global TV panel shipments in the first half of 2026, the market is now entering the tr
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.
2026-07-01
www.cnbc.com
2026-07-01
CNBC
Chipmakers not named Nvidia
soared in the second quarter as investors widened their artificial intelligence portfolios, with Micron
and Intel
more than tripling in value and Advanced Micro Devices
not far behind.
Those three companies gained about $2 trillion in combined market cap in the period and are now the 10th, 11th and 12th most valuable U.S. tech companies.
While AI chipmaker Nvidia
2026-07-01
www.cnbc.com
2026-07-01
CNBC
Semiconductor stocks are about to complete their best quarter ever. And yet, the biggest chipmaker of them all — Nvidia
— has largely sat out the rally. To reignite its stock, Jim Cramer said Nvidia needs to open its checkbook and return more cash to investors.
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2026-07-01
themachinemaker.com
2026-07-01
Machine Maker
themachinemaker.com
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2026-06-30
www.moomoo.com
2026-06-30
Moomoo
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2026-06-30
www.computerworld.com
2026-06-30
Computerworld
Locking down hardware allows AI models — and the data they hold — to be protected from hackers by allowing access only to authorized users, says Dion Harris, Nvidia's senior director of high-performance computing and AI factory solutions
Credit: Shutterstock
There are a variety of security concerns about artificial intelligence (AI), especially when it comes to the behavior of agentic AI. But un
2026-06-30
tomshardware.com
2026-06-30
Luke James
Maker's Pet has launched oomwoo, an open-source robot vacuum that owners build themselves.
2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-30
digitimes.com
2026-06-30
Microcontroller customers are accelerating shipments into the first half of 2026 as higher production costs ripple through the supply chain, with global implications for electronics pricing and availability. Industry sources said buyers are seeking to secure supply before further increases, while weak demand and AI-related capacity pressure continue to shape the market.
2026-06-30
digitimes.com
2026-06-30
South Korea is overhauling its semiconductor manufacturing footprint to secure an edge in the AI era, drawing direct inspiration from a fierce competitor: Taiwan.