Semiconductor News & Analysis Feed
20 articles
2026-07-26
simplywall.st
2026-07-26
Power Integrations (POWI) has recently experienced a sharp price decline, with a 22% drop over the past month, prompting renewed scrutiny of its valuation. While the company's proprietary high-voltage GaN technology, particularly at 1250V and 1700V, positions it well for emerging markets such as nex
2026-07-26
www.proactiveinvestors.com
2026-07-26
Trust Stamp Inc (NASDAQ:IDAI) has been selected as a direct participant in the European Union's Important Project of Common European Interest (IPCEI) semiconductor initiative, strengthening its role in the European technology ecosystem. This program aims to build an integrated and strategically impo
2026-07-25
www.engadget.com
2026-07-25
Bloomberg reports that Qualcomm, a leading global smartphone processor manufacturer, is planning to raise its product prices by double-digit percentages by the end of summer 2026. The price increase will take effect for shipments after September 1, 2026. Qualcomm stated that it can no longer absorb
2026-07-25
stocktwits.com
2026-07-25
Following NVIDIA CEO Jensen Huang's debut on X, Bitwise advisor Jeff Park interpreted his post as a bullish signal for the convergence of AI and crypto. Huang's open letter, 'Open Weights and American AI Leadership,' emphasized the risks of centralizing cutting-edge AI capabilities and advocated for
2026-07-25
tomshardware.com
2026-07-25
A Reddit user showcased a 'RAM Machine' mini-ITX gaming PC build featuring 36 RAM sticks, inspired by the Steam Machine but with significantly upgraded specs including an Intel Core Ultra 5 CPU, RTX 5060 GPU, 32GB DDR5 RAM, and a 2TB SSD. Despite not being a top-tier unit, its cost exceeds $1,500—50
2026-07-25
www.fool.com
2026-07-25
As the artificial intelligence boom continues to reshape global markets, NVIDIA has emerged as a dominant force in the AI chip sector, driving investor interest with its market leadership and strong financial performance. However, with its stock price reaching unprecedented levels, investors are inc
2026-07-25
hothardware.com
2026-07-25
NVIDIA's Jetson edge AI platform is set to play a pivotal role in a groundbreaking lunar mission, marking a significant leap in space-based AI processing. Firefly Aerospace plans to deploy Jetson hardware aboard its Elytra spacecraft on the Blue Ghost Mission 2, scheduled for launch in late 2026. Th
2026-07-25
finance.yahoo.com
2026-07-25
As the artificial intelligence boom continues to reshape the global tech landscape, NVIDIA has emerged as a dominant player in AI chip technology, driving its market cap beyond $5 trillion. However, concerns over its valuation and increasing competition, including from its own customers developing i
2026-07-25
seekingalpha.com
2026-07-25
During the week of July 20 to 24, 2026, several notable insider trading activities were observed involving major companies such as Johnson & Johnson (JNJ), Snap (SNAP), and Taiwan Semiconductor Manufacturing Company (TSMC). Notably, J&J Executive Vice President Vanessa Broadhurst sold 23,054 shares
2026-07-25
seekingalpha.com
2026-07-25
This article analyzes the recent pullback in the semiconductor sector and its underlying investment dynamics. The iShares Semiconductor ETF (SOXX) has surged 250% since April 2025, but has declined 20% from its June highs—a typical correction following a strong rally. The semiconductor industry is i
2026-07-25
www.thestreet.com
2026-07-25
2026-07-25
www.premar-atlantique.gouv.fr
2026-07-25
The semiconductor industry continues to be driven by technological advancements and market dynamics. TSMC, as the world's leading semiconductor manufacturer, has maintained its edge in 3nm process technology, providing strong support for chipmakers like NVIDIA. NVIDIA's expansion in AI and data cent
2026-07-25
seekingalpha.com
2026-07-25
SK Hynix, a leader in AI memory, faces significant challenges despite strong fundamentals. Listed on NASDAQ in July 2026, it raised $26.5 billion, the highest amount ever raised by a foreign company. However, Wall Street expects a 250% revenue increase this year, leaving little room for error. Inten
2026-07-25
www.fool.com
2026-07-25
Navitas Semiconductor is pursuing one of AI's less obvious opportunities: power delivery. As data centers become increasingly hot, dense, and expensive to operate, the company's GaN and SiC technologies could gain prominence if it converts design wins into real adoption. The semiconductor industry i
2026-07-25
www.digitimes.com
2026-07-25
SK Group and NVIDIA have formed a comprehensive partnership valued at over $500 billion, covering AI factory construction and next-generation memory supply. This strategic alliance, signed at an AI summit, represents a significant move in semiconductor industry consolidation. The collaboration focus
2026-07-25
tomshardware.com
2026-07-25
NVIDIA and SK Group have announced a strategic partnership valued at over $500 billion, marking a significant step in global AI infrastructure development. The collaboration spans multiple areas, including a long-term memory supply agreement between NVIDIA and SK hynix, SK Telecom's plan to build a
2026-07-25
www.tomshardware.com
2026-07-25
NVIDIA and SK Group have entered into a strategic partnership valued at over $500 billion, marking a major step in the global expansion of AI infrastructure. The collaboration includes a long-term memory supply agreement between NVIDIA and SK Hynix, as well as SK Telecom’s plan to build a 2-gigawatt
2026-07-25
www.fool.com
2026-07-25
Micron Technology's stock experienced significant volatility between June 22 and July 22, trading as low as $804 and as high as $1,255. With the stock now trading below $1,000, investors are questioning whether this presents a 'buy-the-dip' opportunity. Based on the median price target from 54 analy
2026-07-25
www.theglobeandmail.com
2026-07-25
Micron Technology's stock has experienced significant volatility between June 22 and July 22, trading as low as $804 and as high as $1,255. With the stock currently below $1,000, investors are questioning whether this presents a 'buy-the-dip' opportunity. Analysts tracking Micron have set a median p
2026-07-25
wccftech.com
2026-07-25
In the increasingly competitive semiconductor industry, Samsung is narrowing the gap with TSMC, the global leader in foundry services, by leveraging its dual strengths in advanced process nodes and memory technologies. Recent reports indicate that Samsung has secured a multi-billion-dollar agreement