Semiconductor News & Analysis Feed
11341 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question
Marc Guberti
Wed, July 1, 2026 at 2:55 AM PDT 4 min read
AVGO
-0.83%
000660.KS
-5.68%
NVDA
+0.71%
AMAT
-6.46%
MU
-4.71%
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Quick Read
SOXX surged 96% year-to-date then shed nearly 8% in one week after Broadcom's softer AI chip forecast and SK Hynix slowed memory expansion.
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet it just shed almost 8% in a single week, closing near $590. That whipsaw, triggered by Broadcom’s softer AI chip sales forecast and SK Hynix slowing its AI memory expansion, is exactly why the next 12 months for SOXX will hinge on
2026-07-01
taiyangnews.info
2026-07-01
TaiyangNews
Enphase’s latest IQ9N series microinverter uses GaN-based switching devices for power conversion and is rated for a maximum efficiency of 97.95%
It features a module-level RSD safety function and is housed in a double-insulated polymer-based enclosure
US-based microinverter producer Enphase Energy, Inc., showcased its latest microinverter, the IQ9N, at Intersolar Europe 2026, with a focus on E
2026-07-01
qz.com
2026-07-01
qz.com
A version of this article originally appeared in Quartz’s AI & Tech newsletter. Sign up here to get the latest AI & tech news, analysis and insights straight to your inbox.
Nvidia $NVDA +0.71% is currently worth more than $3 trillion by selling chips for tens of thousands of dollars apiece that they cannot make fast enough. Its CEO Jensen Huang has become a genuine celebrity, signing autographs a
2026-07-01
thequantuminsider.com
2026-07-01
The Quantum Insider
Press release – Wave Photonics announced that, as of today, all the PDKs developed or managed by Wave Photonics through the PDK management platform are now compatible with Synopsys OptoCompiler. OptoCompiler is the industry’s first unified electronic and photonic design platform, combining dedicated photonic technology with Synopsys’ industry-proven electronic design capabilities, including schema
2026-07-01
www.sammobile.com
2026-07-01
SamMobile
SamMobile has affiliate and sponsored partnerships, we may earn a commission.
Mass production of the company's 1.4nm chips has been delayed by two years compared to its original plan.
Samsung Foundry's Shin Jong-shin delivering a keynote speech during SAFE Forum 2026 event in Korea - Source: Samsung Electronics
Earlier today, Samsung Foundry held its SAFE Forum 2026 event in South Korea. During
2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Cadence Design Systems, US12541W1027
Spectre X from Cadence Design Systems - tailored mixed-signal verification for complex SoCs
Veröffentlicht: 01.07.2026 um 11:35 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Spectre X from Cadence Design Systems pushes mixed-signal simulation performance for advanced SoC design teams working at 7 nm and beyond. Anyone h
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
www.techzine.eu
2026-07-01
Techzine Global
3 MIN
INFRASTRUCTURE
Memory shortages are only partly due to AI, says Micron
MELS DEES
Jul 1, 2026, 5:34 PM GMT+8
According to Micron, the global memory chip shortages are not solely the result of the explosive growth of AI. CEO Sanjay Mehrotra (photo) argues that years of price pressure from customers prevented the industry from investing enough, causing production capacity to lag behind when de
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Here's Why I Will Never Pay Anywhere Near $1,100 for Micron Stock
Anthony Di Pizio, The Motley Fool
Wed, July 1, 2026 at 2:20 AM PDT 6 min read
MU
-4.71%
NVDA
+0.71%
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Trading disclosure
Micron Technology (NASDAQ: MU) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become
2026-07-01
www.newelectronics.co.uk
2026-07-01
New Electronics
www.newelectronics.co.uk
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Why NN (NNBR) Is Up 24.7% After Pre-Selling New NVIDIA Liquid Cooling Capacity Expansion
Sasha Jovanovic
Wed, July 1, 2026 at 2:16 AM PDT 3 min read
NVDA
+0.71%
NNBR
-5.68%
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Trading disclosure
In late June 2026, NN, Inc. announced a major expansion of its liquid cooling production for NVIDIA AI data center racks, adding 47 new machine centers in its Wuxi, China plant with
2026-07-01
www.trendforce.com
2026-07-01
TrendForce
[News] ASE Reportedly Raises Advanced Packaging Quotes by More Than 20% in Latest AI-Driven Price Hike
2026-07-01 Semiconductors editor
News
Please note that this article cites information from MoneyDJ, Liberty Times, and Economic Daily News.
AI-driven semiconductor demand is reportedly fueling another round of price increases across the OSAT industry. According to MoneyDJ, citing indust
2026-07-01
www.azom.com
2026-07-01
AZoM
From Kayaku Advanced Materials
Reviewed by Ify Isibor
Jul 1 2026
insights from industry
Meg Nagesha & Abigail Rendos
Technical BD Engineer - Kayaku Advanced Materials
Applications Engineering Manager - Kayaku Advanced Materials
In this interview, industry experts Meg Nagesha and Abigail Rendos explain how photo-patternable bonding materials support advanced device manufacturing, helping engineers
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In research materials released on June 26, UBS provided more specific details on the diffusion of demand within China's AI hardware chain: AI infrastructure demand remains strong, with its pull extending beyond just GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
qz.com
2026-07-01
qz.com
A version of this article originally appeared in Quartz’s AI & Tech newsletter. Sign up here to get the latest AI & tech news, analysis and insights straight to your inbox.
Nvidia $NVDA +0.71% is currently worth more than $3 trillion by selling chips for tens of thousands of dollars apiece that they cannot make fast enough. Its CEO Jensen Huang has become a genuine celebrity, signing autographs a
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Patton Fund Management Inc. Has $241,000 Stake in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Patton Fund Management cut its Cadence Design Systems stake by 91.5% in Q1, leaving it with 869 shares valued at about $241,000.
Several analysts raised price targets on CDNS and kept bullish ratings, with the stock carrying a consensu