Semiconductor News & Analysis Feed
3535 articles
2026-07-09
www.digitimes.com
2026-07-09
digitimes
Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the...
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2026-07-09
intellectia.ai
2026-07-09
Intellectia AI
intellectia.ai
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2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Navitas Semiconductor (NVTS) Is Down 19.2% After Patent Suit And Index Removal News Event - Has The Bull Case Changed?
Sasha Jovanovic
Wed, July 8, 2026 at 6:13 PM PDT 3 min read
NVTS
+1.71%
WOLF
+1.96%
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In late June 2026, Navitas Semiconductor Corporation was removed from multiple Russell equity indices after investors learned rival Wolfspeed had file
2026-07-09
drrobertcastellano.substack.com
2026-07-09
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Wall Street Is Misreading the AI Chip Selloff
Five Industry Indicators Tell a Very Different Story
DR. ROBERT CASTELLANO
JUL 09, 2026
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Global HBM Demand Remains Strong
Chart 1. Global HBM Shipments Forecast (Billions of Gb)
Building an AI Infrastructure Investment Thesis
Why Wall Street Thinks AI Demand Is Slowing
The Problem With the Consensus
Where the Bear C
2026-07-09
www.indexbox.io
2026-07-09
IndexBox
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2026-07-09
semiengineering.com
2026-07-09
Ann Mutschler
As the semiconductor ecosystem pivots to AI, it is transforming how IP is created, veri...
2026-07-09
digitimes.com
2026-07-09
GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could matter for manufacturers, cloud suppliers, automakers, and industrial users worldwide. The company said strong AI-related demand and high utilization supported the latest results.
2026-07-09
digitimes.com
2026-07-09
Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.
2026-07-09
digitimes.com
2026-07-09
Infineon has secured a final US import ban against Innoscience after the US International Trade Commission's May 7 ruling was upheld following the presidential review period, confirming that the Chinese GaN power semiconductor maker infringed an Infineon patent. The decision blocks the import and sale of Innoscience's infringing gallium nitride (GaN) products in the US market.
2026-07-09
digitimes.com
2026-07-09
Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.
2026-07-09
digitimes.com
2026-07-09
Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).
2026-07-09
digitimes.com
2026-07-09
Micron Technology said July 9 it plans to invest up to $3 billion to strengthen the US semiconductor supply chain, with the bulk of the announcement centered on a new financing and supply arrangement with Taiwan's GlobalWafers.
2026-07-09
pluang.com
2026-07-09
Pluang
Semiconductor stocks drop sharply after hitting record highs, raising valuation concerns.
After a strong run driven by artificial intelligence demand, semiconductor stocks have started to decline. The PHLX Semiconductor Index fell 4.7%, dropping below its 50-day moving average for the first time since April. The iShares Semiconductor ETF ...
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2026-07-09
www.brownstoneresearch.com
2026-07-09
Brownstone Research
www.brownstoneresearch.com
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2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
ON Semiconductor Corp. (ON) Increases Despite Market Slip: Here's What You Need to Know
ON Semiconductor Corp. (ON) Increases Despite Market Slip: Here's What You Need to Know · Zacks
Zacks Equity Research
Wed, July 8, 2026 at 3:00 PM PDT 3 min read
ON
+3.72%
^GSPC
+0.38%
^DJI
+0.02%
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Trading disclosure
ON Semiconductor Corp. (ON) ended the recent trading session at $93.79, de
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Navitas Semiconductor (NVTS) Faces Wolfspeed Patent Lawsuit And Fires Back
Bailey Pemberton
Wed, July 8, 2026 at 2:15 PM PDT 2 min read
NVTS
+1.71%
WOLF
+1.96%
Explore stocks on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Wolfspeed has filed a patent infringement lawsuit against Navitas Semiconductor (Nas
2026-07-09
www.timesfreepress.com
2026-07-09
Chattanooga Times Free Press
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2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Qualcomm AI Factory Bet Comes as the Semiconductor Pendulum Swings
Ethan Feller
Wed, July 8, 2026 at 11:07 AM PDT 14 min read
QCOM
-3.20%
MU
+4.92%
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Trading disclosure
Since the start of the AI boom in 2023, there have been several moments where the narrative around the buildout and long-term potential of this emerging technology has swung sharply from exuberance to doub
2026-07-09
simplywall.st
2026-07-09
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Does Navitas Semiconductor’s (NVTS) Russell Exit and Board Shift Reveal a Deeper Governance Repositioning?
July 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Navitas Semiconductor was removed from multiple Russell indexes, including the Russell 3000E, Russell 2000 Value, and Russell Microcap, while shareholders als
2026-07-09
www.zacks.com
2026-07-09
Zacks Investment Research
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