Semiconductor News & Analysis Feed
10167 articles
2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel's Arizona fab that is now ramping production of chips using 18A fabrication process.
2026-07-01
eetimes.com
2026-07-01
Single Pair Ethernet is becoming increasingly popular in industrial networking due to the simplified cabling with just one twisted pair of wires. If power is also supplied via this, the SPE transmission standard with Power over Data Lines is unbeatable simple, but the implementation not trivial. The reference design for Single Pair Ethernet (SPE) with […]
2026-07-01
moneywise.com
2026-07-01
moneywise.com
Rebecca Payne
Jul 1, 2026
An antitrust lawsuit has been filed in California alleging that three chipmakers have engaged in collusion and price-fixing, amid a global shortage of memory chips that is driving up prices for manufacturers and consumers.
The class-action lawsuit was filed in the U.S. District Court for the Northern District of California against chip giants Samsung, SK Hynix and Micro
2026-07-01
tomshardware.com
2026-07-01
Zak Killian
While Nintendo remains a holdout, this announcement essentially sounds the death knell for physical media in cutting-edge gaming.
2026-07-01
tomshardware.com
2026-07-01
Jowi Morales
Is Elon trying to buy goodwill through discounted internet access?
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Micron TechnologyMU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro DevicesAMD and Intel INTC, also contr
2026-07-01
www.businessinsider.com
2026-07-01
Business Insider
Michael Burry has placed fresh bets against Tesla, Caterpillar, Nvidia, Applied Materials, and an index of microchip stocks.
The investor of "The Big Short" fame, best known for predicting and profiting from the collapse of the mid-2000s housing bubble, revealed his latest shorts in a Substack post on Tuesday afternoon.
Burry said he refreshed his wager against the iShares Semiconductor ETF (SOX
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
China Is Coming For Micron's Thick Margins
Trefis Team
Wed, July 1, 2026 at 6:33 AM PDT 5 min read
MU
-4.71%
005930.KS
-6.25%
AAPL
-0.64%
000660.KS
-5.68%
NVDA
+0.71%
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Image by PublicDomainPictures from Pixabay
The Squeeze That Created An Opening
The proximate cause is the AI memory supercycle. Conventional DRAM contract prices surged between 93% and
2026-07-01
www.trefis.com
2026-07-01
Trefis
China Is Coming For Micron’s Thick Margins
July 1st, 2026 by Trefis Team
-34.10%
Downside
938
Market
618
Trefis
MU
Micron Technology
The memory industry is in the middle of an unprecedented boom.
AI servers are driving up unprecedented demand for high-bandwidth memory; supply remains tight, and DRAM prices have surged, forcing PC and smartphone makers to look beyond their traditional suppliers.
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
stocktwits.com
2026-07-01
Stocktwits
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2026-07-01
eetimes.com
2026-07-01
OxCore GPU IP is up and running on FPGA today, CEO Raja Koduri told EE Times.
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Micron TechnologyMU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro DevicesAMD and Intel INTC, also contr
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
The Zacks Analyst Blog Highlights Micron Technology, FormFactor, Texas Instruments and Taiwan Semiconductor Manufacturing
The Zacks Analyst Blog Highlights Micron Technology, FormFactor, Texas Instruments and Taiwan Semiconductor Manufacturing · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 6:18 AM PDT 8 min read
MU
-4.71%
TXN
-3.36%
2330.TW
+1.02%
AMZN
+0.75%
FORM
-10.63%
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2026-07-01
wincountry.com
2026-07-01
WNWN-FM
July 1 (Reuters) – Micron Technology and General Motors have signed a long-term supply agreement for memory and storage platforms used in vehicle production, the companies said on Wednesday.
Under the agreement, GM will secure supplies of memory and storage chips, while the companies work together to develop future technologies.
Surging investments towards AI-powered data centers have boost
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Hit a 52 Week High, Can the Run Continue?
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Hit a 52 Week High, Can the Run Continue? · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 6:15 AM PDT 3 min read
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A strong stock as of late has been TSMC (TSM). Shares have been ma
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) may very well be the king of the so-called “AI Factories,” but the GPU titan also stands to gain as the AI revolution makes its way to the edge as well. Of course, there seems to be no slowing the great AI data center buildout.
Video Muted
The buildout could continue to accelerate, gobbling up all of the DRAM, NAND, GPUs, and server racks, even as sup
2026-07-01
blogs.nvidia.com
2026-07-01
NVIDIA Blog
For 250 years, America has built railroads that connected a continent, power grids that lit up cities, factories that powered prosperity, semiconductors that made the digital age possible and the internet that opened knowledge to the world.
NVIDIA and its partners are investing in American manufacturing, supply chains, energy grids and skilled workforces so the U.S. can produce the infrastructure
2026-07-01
finimize.com
2026-07-01
Finimize
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2026-07-01
www.foxnews.com
2026-07-01
Fox News
ARTIFICIAL INTELLIGENCE
One of America's oldest manufacturers says AI is creating jobs — not replacing them
NVIDIA partnership with Corning will build three optical fiber facilities in North Carolina and Texas, creating 3,000 jobs
By Amanda Macias Fox News
Published July 1, 2026 9:00am EDT
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