Semiconductor News & Analysis Feed
10707 articles
2026-07-02
www.933thedrive.com
2026-07-02
93.3 The Drive
By James Davey
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes
2026-07-02
tomshardware.com
2026-07-02
Luke James
Google is testing a reCAPTCHA check that switches on a user's camera and asks them to wave or hold up an open palm.
2026-07-02
today.rtl.lu
2026-07-02
RTL Today
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2026-07-02
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2026-07-02
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2026-07-02
www.cnbc.com
2026-07-02
CNBC
Chipmaker Nvidia is expanding its support for fast-growing AI startups by introducing a partnership program that leverages its network of AI cloud service providers to offer these firms access to critical computing infrastructure, the company said Thursday.
Cloud-based AI firms, model builders and other enterprises will share both product and cloud revenue with Nvidia, which is positioning itself
2026-07-02
www.france24.com
2026-07-02
France 24
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:KLAC
KLA (KLAC) Could Benefit From Samsung And SK Hynix's $1.3 Trillion Chip Bet
July 02, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Samsung and SK Hynix announced a planned $1.3 trillion multiyear semiconductor investment in South Korea.
The spending is aimed at advanced chip fabrication and packaging facilities tied to AI and high perfo
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
tomshardware.com
2026-07-02
Anton Shilov
SpaceX is reportedly working on a handheld device that runs a proprietary operating system and features advanced AI capabilities from xAI, but Elon Musk denies existence of the product.
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Micron Technology (
MU
1.64%
) is a candidate for stock of the year halfway through 2026. Its shares are trading up about 309% so far in 2026, making it the second-best performing stock in the S&P 500 (
^GSPC
0.89%
), trailing only Sandisk, another memory chipmaker. Its newfound success has also allowed it to join the $1 trillion valuation club.
But after the stock has quadrupled to start the yea
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:ON
ON Semiconductor (ON) Joins Russell Growth Indexes On A Pullback But Is It Fully Valued
July 02, 2026
Simply Wall St
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ON Semiconductor (ON) has just been added to several Russell growth indices, including the Russell 3000 Growth and Russell 1000 Growth Benchmarks, bringing renewed attention to how the stock fits into growth-focused portfolio
2026-07-02
www.tradingpedia.com
2026-07-02
TradingPedia
Nvidia Introduces Revenue-Sharing Model for AI Startups
Written by Brian McColl, | Updated: July 2, 2026
Key Moments
Nvidia announced a revenue-sharing and credit-support framework to supply computing resources to artificial intelligence startups.
AI cloud providers in the program will offer Nvidia-powered cloud services, generating both traditional product revenue and a share of cloud earnings fo
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia launches revenue-sharing model to help AI startups access computing power (NVDA)
Fiona Craig
Thu, July 2, 2026 at 2:36 AM PDT 1 min read
NVDA
+0.21%
Trade NVIDIA on Coinbase
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Nvidia sign on building ©Adobe Stock Images
Nvidia (NASDAQ:NVDA) has unveiled a new initiative designed to help artificial intelligence startups gain access to high-performance computing infrastructu
2026-07-02
www.channelnewsasia.com
2026-07-02
CNA
Business
UK's Currys warns memory chip shortage will push up prices
FILE PHOTO: People walk past a Currys store in London, Britain, January 6, 2026. REUTERS/Corey Rudy/File Photo
02 Jul 2026 05:31PM
(Updated: 02 Jul 2026 05:35PM)
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2026-07-02
www.einpresswire.com
2026-07-02
EIN Presswire
The aerospace and defense segment dominated the market in 2020, contributing more than two-fifths of the global revenue.
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2026-07-02
evertiq.com
2026-07-02
Evertiq
© tsmc
Electronics Production | July 02, 2026
TSMC and Sony sign MOU for next-generation image sensor JV
Evertiq
TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to form a strategic partnership for the development and manufacturing of next-generation image sensors.
The two companies intend to establish a joint venture at Sony's newly constructed fab in K
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
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2026-07-02
Stocktwits
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2026-07-02
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2026-07-02
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Premier Path Wealth Partners LLC Sells 1,346 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Premier Path Wealth Partners LLC cut its Taiwan Semiconductor Manufacturing stake by 29% in the first quarter, selling 1,346 shares and leaving it with 3,297 shares valued at about $1.11 million.
TSMC continues t