Semiconductor News & Analysis Feed
653 articles
2026-07-11
www.thestreet.com
2026-07-11
thestreet.com
2026-07-10
www.indexbox.io
2026-07-10
IndexBox
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2026-07-10
digitimes.com
2026-07-10
New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly US$300 compared with the iPhone 17 Pro Max released in September last year. Ballooning memory costs largely account for this increase, although Apple may be better placed than most other smartphone brands to weather such price hikes.
2026-07-10
digitimes.com
2026-07-10
ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor materials, marking a significant step toward commercializing technologies widely viewed as essential for extending Moore's Law beyond the limits of conventional silicon scaling.
2026-07-10
digitimes.com
2026-07-10
China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh salary data show computer science and software engineering losing ground as strategic industries draw more talent, while hard tech majors gain pay advantages across the country.
2026-07-10
digitimes.com
2026-07-10
GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical material
2026-07-10
news.google.com
2026-07-10
Barron's
2026-07-10
www.barrons.com
2026-07-10
Barron's
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2026-07-10
stockstory.org
2026-07-10
StockStory
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2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
Applied Materials and KLA Corporation Shares Are Soaring, What You Need To Know
Radek Strnad
July 9, 2026 3 min read
NVDA
+0.23%
KLAC
-2.42%
000660.KS
+4.54%
AMAT
-0.75%
BABA
+4.67%
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Trading disclosure
What Happened?
A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that
2026-07-10
www.benzinga.com
2026-07-10
Benzinga
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2026-07-10
seekingalpha.com
2026-07-10
Seeking Alpha
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2026-07-09
www.barrons.com
2026-07-09
Barron's
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2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Applied Materials (AMAT) Rebounds On AI Demand Outlook As Fair Value Debate Returns
Simply Wall St
Thu, July 9, 2026 at 7:14 AM PDT 3 min read
AMAT
-2.73%
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Applied Materials (AMAT) is back in focus after a rebound that followed a sharp pullback in s
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Applied Materials Shares Jump as CEO Highlights Long-Term Chip Investment Outlook (AMAT)
Fiona Craig
Thu, July 9, 2026 at 6:55 AM PDT 3 min read
AMAT
-2.73%
Trade AMAT on Coinbase
Trading disclosure
Semiconductor ©Adobe Stock Images
CEO Points to Strong Multi-Year Demand for Semiconductor Equipment
Applied Materials (NASDAQ:AMAT) shares climbed 6% in pre-market trading on Thursday after Chief Exe
2026-07-09
www.streetinsider.com
2026-07-09
StreetInsider
www.streetinsider.com
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2026-07-09
simplywall.st
2026-07-09
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Is Down 12.4% After Russell Reclassification And AI Tool Launches Has The Bull Case Changed?
July 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Applied Materials was removed from several Russell value-oriented indexes while unveiling new systems for DRAM, advanced packaging, and eBeam inspe
2026-07-09
asia.nikkei.com
2026-07-09
Nikkei Asia
'Tremendous visibility' into demand for next 24 months backs confidence in growth
Applied Materials CEO Gary Dickerson said he is confident that AI-driven chip demand will continue for many years. (Photo by Cheng Ting-Fang)
SINGAPORE -- Chipmakers are sharing their equipment demand outlooks for two years or more to ensure their capacity expansions proceed smoothly, the chief executive of Applied
2026-07-09
digitimes.com
2026-07-09
Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products in particular are seeing robust traction. The company's update reflects continued momentum for global electronics supply chains, as AI-related upgrades and high-speed computing fuel broader demand across Asia.
2026-07-09
247wallst.com
2026-07-09
24/7 Wall St.
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