Semiconductor News & Analysis Feed
11346 articles
2026-07-01
digitimes.com
2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-07-01
digitimes.com
2026-07-01
South Korea's plan to build a KRW800 trillion (approx. US$51 billion) memory fab cluster in the southwestern Honam region is running into an inconvenient fact: the region has the country's weakest base of semiconductor materials, components, and equipment suppliers, according to government data submitted to lawmaker Koo Ja-keun and cited by Chosun Ilbo.
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
www.indexbox.io
2026-07-01
IndexBox
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2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Does Navitas Semiconductor's (NVTS) Index Exit Quietly Reshape Its Liquidity And Governance Narrative?
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Navitas Semiconductor Corporation was removed from multiple Russell indexes and related growth and value benchmarks following the annual reconstitution process.
A
2026-07-01
www.techbuzz.ai
2026-07-01
The Tech Buzz
Micron Technology CEO Sanjay Mehrotra just dropped a truth bomb about why the memory chip industry can't keep up with AI demand. Years of customers squeezing suppliers on price left chipmakers chronically underinvested in new capacity, he revealed in remarks to CNBC. The admission comes as memory prices surge and tech giants scramble for high-bandwidth memory chips essential for AI data centers.
2026-07-01
moneymorning.com
2026-07-01
Money Morning
STOCKS
Micron Is Up 259% This Year. One Analyst Just Called It a Sell.
Money Morning Team
July 1, 2026
Micron Technology (MU) just reported the most impressive quarterly earnings in its history. Revenue hit $41.5 billion in fiscal Q3 2026, up 346% from a year ago. Gross margins reached 84.9%. Q4 guidance of $49 to $51 billion beat Wall Street's $43.2 billion estimate by $6 to $8 billion. The co
2026-07-01
wccftech.com
2026-07-01
Wccftech
NVIDIA's GeForce RTX 5090D from GALAX (HOF OC LAB) has become the first Blackwell GPU to hit an overclock of 4 GHz.
It was going to happen sooner or later, but a year and a half after launch, the NVIDIA GeForce RTX 5090D has been able to set the fastest clock speed ever recorded on a Blackwell GPU.
Team OGS from Greece was able to post the spectacular overclock record at HWBOT. The session featu
2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
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2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
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2026-07-01
www.cnbc.com
2026-07-01
CNBC
Micron
CEO Sanjay Mehrotra said Tuesday that memory chipmakers aren’t the only ones to blame for the current supply-and-demand imbalance, which has recently led to price hikes for smartphones, computers and other consumer electronics.
Customers who drove a hard bargain in pricing in recent years also contributed to the squeeze, Mehrotra argued, suggesting that left the industry underinvested for
2026-07-01
www.thelec.net
2026-07-01
thelec.net
Former Dongbu Group (now DB Group) Chairman Kim Jun-ki leaves the Seoul Central District Court in Seoul on October 25, 2019, following a pre-arrest detention hearing. (Photo: News1)
DB HiTek Co., Ltd. (DB HiTek) has proposed a government-backed model for building a public production fab for silicon carbide (SiC) and gallium nitride (GaN) power semiconductors, shifting from earlier requests for po
2026-07-01
www.thelec.net
2026-07-01
thelec.net
Infineon's AIROC UWB TSL100 series for automotive, industrial, and consumer applications. (Source: Infineon Technologies)
Infineon Technologies AG announced that it has launched its AIROC UWB TSL100 series of ultra-wideband (UWB) semiconductor chips for secure location and access control applications, including vehicle digital keys.
UWB is a wireless communication technology that utilizes a wid
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
boisedev.com
2026-07-01
BoiseDev
boisedev.com
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2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500's daily gain of 0.79%. Elsewhere, the Dow
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500
2026-07-01
www.idahoednews.org
2026-07-01
Idaho Education News
Micron Technology will provide seed funding for eligible children in Idaho communities where the company operates through a new initiative tied to federally created Trump Accounts. The company will also offer matching contributions for employees’ children.
Children in Ada, Boise, Canyon, Elmore and Gem counties will receive a $250 seed deposit from Micron into their 530A account, also known as a
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, Intel and AMD add $2 trillion in value in Q2 rally
Vlad Schepkov
June 30, 2026 1 min read
INTC
-9.66%
NVDA
+0.71%
MU
-4.71%
Explore stocks on Coinbase
Trading disclosure
Investing.com -- Three major chipmakers gained about $2 trillion in combined market value during the second quarter as investors expanded their artificial intelligence holdings beyond Nvidia.
Micron Technology rose over
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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