Semiconductor News & Analysis Feed
347 articles
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-09
www.businessinsider.com
2026-07-09
Business Insider
2026-07-09
digitimes.com
2026-07-09
Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.
2026-07-09
simplywall.st
2026-07-09
simplywall.st
2026-07-09
simplywall.st
2026-07-09
simplywall.st
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
2026-07-08
tomshardware.com
2026-07-08
Zak Killian
The global AI memory squeeze is pricing cheap phones out of existence and forcing mid-range devices to compromise on hardware.
2026-07-08
eetimes.com
2026-07-08
This white paper describes the critical engineering and strategic pain points behind today’s AI data center infrastructure gap and offers practical frameworks for resolving them. Whether you’re architecting a new hyperscale facility or expanding or hardening an existing one, here you’ll find the technical and business insights you need to make smarter, more effective infrastructure […]
2026-07-08
www.axios.com
2026-07-08
Axios
2026-07-08
www.axios.com
2026-07-08
Axios
2026-07-08
www.barrons.com
2026-07-08
Barron's
2026-07-08
www.newelectronics.co.uk
2026-07-08
New Electronics
2026-07-08
www.digitimes.com
2026-07-08
digitimes
2026-07-08
digitimes.com
2026-07-08
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.
2026-07-08
www.reuters.com
2026-07-08
Reuters
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Perplexity says it plans to use Nvidia's new CPU
Stephen Nellis
Tue, July 7, 2026 at 12:03 PM PDT 1 min read
PEAI.PVT
NVDA
-0.25%
INTC
+1.58%
AMD
+5.47%
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Trading disclosure
By Stephen Nellis
SAN FRANCISCO, July 7 (Reuters) - AI startup Perplexity on Tuesday confirmed it plans to use Nvidia's new central processing units, as the chip giant works to broaden its market a
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semiconductor Bull 3X Shares ETF (
SOXL
+11.12%
), which crashed 14% this afternoon.
And Samsung is to blame.
Image source: Getty Images.
Korea sends the semi market South
South Korean technology giant Samsung reported Q2 2026 earnings la
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Why Direxion Daily Semiconductor Bull 3X ETF Just Crashed
Rich Smith, The Motley Fool
Tue, July 7, 2026 at 11:23 AM PDT 3 min read
^IXIC
+1.28%
005930.KS
+0.18%
SOXL
+10.47%
NVDA
-0.14%
Explore stocks on Coinbase
Trading disclosure
It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semicondu
2026-07-08
developer.nvidia.com
2026-07-08
NVIDIA Developer
2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Could Be 87% Above Fair Value As Index Exits Rattle Investors
July 07, 2026
Simply Wall St
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Index exits and governance changes put Navitas Semiconductor in focus
Navitas Semiconductor (NVTS) has been dropped from several Russell indices after a month in which the stock fell more than 40%, alongsid