Semiconductor News & Analysis Feed
83 articles
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-09
digitimes.com
2026-07-09
SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastruc
2026-07-09
digitimes.com
2026-07-09
Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology tensions are no longer just reshaping chip exports, but the buildout of China's AI infrastructure itself.
2026-07-07
www.trefis.com
2026-07-07
Trefis
The company's historic run has been a marvel, but its greatest vulnerability now comes from the challenge of maintaining a perfect, breakneck pace.
You don't reach a market capitalization in the trillions without near-flawless execution. For NVIDIA (NVDA), that execution has become the story. But it also creates the central risk for anyone holding the stock today: the law of large numbers is unfo
2026-07-07
tomshardware.com
2026-07-07
Hassam Nasir
Chinese RAM proves itself once again.
2026-07-04
global.morningstar.com
2026-07-04
Morningstar
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2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Here's What a $25,000 Investment in Nvidia Could Be Worth if History Repeats Itself
Bram Berkowitz, The Motley Fool
Fri, July 3, 2026 at 9:25 AM PDT 5 min read
NVDA
+3.65%
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Trading disclosure
The artificial intelligence chip giant Nvidia (NASDAQ: NVDA) has struggled recently and is now down nearly 13% over the past month (as of July 1). After years of an incredible AI rall
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
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2026-07-03
finance.biggo.com
2026-07-03
finance.biggo.com
The benefits of the semiconductor supercycle are spreading to the backend industry, with inspection equipment component maker TSE emerging as a standout in the probe card market for High Bandwidth Memory (HBM). The company's strategic shift from a NAND flash-centric portfolio to HBM has become the key driver simultaneously lifting its stock price and earnings outlook.
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Pullback Puts Its Undervalued Narrative To The Test
July 02, 2026
Simply Wall St
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Tradr ETFs has launched a new Cboe-listed leveraged ETF that seeks to deliver two times the daily performance of Tower Semiconductor (NasdaqGS:TSEM), putting fresh attention on how the stock trades around short term moves.
See our
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Qualcomm Is Remaking Itself Into an AI Company. Its Shares Look Dirt Cheap.
Chris Neiger, The Motley Fool
June 29, 2026 4 min read
QCOM
+5.80%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Many technology companies were off to the races when the AI boom first started, but Qualcomm (NASDAQ: QCOM) initially seemed slow to adapt.
Not anymore. The company has shifted its strategy toward
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Many technology companies were off to the races when the AI boom first started, but Qualcomm (
QCOM
+5.80%
) initially seemed slow to adapt.
Not anymore. The company has shifted its strategy toward artificial intelligence processors, applying its existing knowledge of edge computing to AI. It recently made a nearly $4 billion acquisition of an AI company to expand its reach for data center tech.
2026-06-23
simplywall.st
2026-06-23
simplywall.st
Japan/Semiconductors/TSE:6963
Is ROHM (TSE:6963) Quietly Repositioning Its Power Device Portfolio Around 48V and SiC Leadership?
June 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier in June 2026, ROHM Semiconductor launched its AG16xFNxx Series of 80V power MOSFETs for 48V automotive power systems, featuring compact HPLF5060 and DFN3333 packages, enhanced heat dissipation, and AEC-Q101
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm (QCOM) Stock After 48% Year Gain Is The Price Getting Ahead Of Itself
Bailey Pemberton
Mon, June 22, 2026 at 8:16 PM PDT 6 min read
QCOM
-8.01%
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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
If you are wondering whether QUALCOMM is still reasonably price
2026-06-23
www.cnbc.com
2026-06-23
CNBC
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2026-06-22
eetimes.com
2026-06-22
In an environment of cloud platforms and AI models, security must be embedded into defense systems from the outset.
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Is Up 9.1% After Major AI Photonics Deal And IP Settlement - What's Changed
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In June 2026, IQE plc announced a multi-year deal to supply Indium Phosphide epiwafers for Tower Semiconductor’s advanced silicon photonics platforms, while both companies settled an intellectual p
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Stock Could Be 8.6% Undervalued After IQE Silicon Photonics Deal
June 20, 2026
Simply Wall St
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Tower Semiconductor (TSEM) has drawn fresh attention after IQE plc agreed to supply Indium Phosphide epiwafers under a multi-year deal related to AI data center optical connectivity and the expansion of silicon photonic
2026-06-19
www.thelec.net
2026-06-19
thelec.net
Techwing's Cube Prober, a die-level test handler. (Photo: Techwing)
South Korean semiconductor test component maker TSE is developing a next-generation test handler designed to significantly increase inspection throughput for high-bandwidth memory (HBM) devices, a move that could improve manufacturing efficiency for advanced memory production.
The company said on June 19 that it is jointly devel