Semiconductor News & Analysis Feed
897 articles
2026-07-03
digitimes.com
2026-07-03
A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered by a Chinese court injunction.
2026-07-03
digitimes.com
2026-07-03
China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.
2026-07-03
digitimes.com
2026-07-03
Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China 2026 were covered by an ongoing patent dispute and had already been barred from sale under a Chinese court ruling. According to Innoscience, after its representatives identified the products during the exhibition and
2026-07-03
digitimes.com
2026-07-03
Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.
2026-07-03
digitimes.com
2026-07-03
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
2026-07-03
digitimes.com
2026-07-03
Infineon China said on July 3 that it is pursuing legal remedies after several gallium nitride (GaN) products became the subject of a removal dispute at electronica Shanghai 2026, saying public accounts of the incident did not fully reflect the case's background or specific circumstances.
2026-07-03
digitimes.com
2026-07-03
With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the world leans further into automation and data centers, choosing between Broadcom (
AVGO
+5.00%
) and ON Semiconductor (
ON
+2.95%
) has become a classic debate for tech investors.
Broadcom provides networking chips, wireless connectivity, and infrastructure software used across cloud, enterprise, and data-center environments, while ON Semiconductor specializes in power management for the au
2026-07-03
www.tradingview.com
2026-07-03
TradingView
News
/
Reuters
/
Innoscience Says Infineon Removes Court-Enjoined Gan Products From Electronica China 2026 Booth
Innoscience Says Infineon Removes Court-Enjoined Gan Products From Electronica China 2026 Booth
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Cash App parent settles states' probe over fraud
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the artificial intelligence boom matures, investors must decide between proven giants and emerging specialized players. Comparing Broadcom (
AVGO
+5.12%
) and Navitas Semiconductor (
NVTS
6.22%
) reveals two very different paths to potential long-term returns.
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AVGO & NVTS: Performance Comparison
AVGO (Broadcom)
NVTS (Navitas Semiconductor)
YTD
1M
3M
6M
1Y
5Y
Key Financial Metrics
AVGO
2026-07-03
news.google.com
2026-07-03
Yahoo Finance
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Technology Has Fantastic News for This Artificial Intelligence (AI) Infrastructure Stock That Has More Than Doubled in 2026
Harsh Chauhan, The Motley Fool
Thu, July 2, 2026 at 9:05 AM PDT 5 min read
MU
+1.11%
LRCX
+2.15%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) delivered fantastic results for the third quarter of fiscal 2026 (which ended on M
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Micron Technology (
MU
+0.91%
) delivered fantastic results for the third quarter of fiscal 2026 (which ended on May 28) on June 24. The memory specialist not just crushed Wall Street's expectations by a mile, but its guidance made it clear that the red-hot demand for memory chips isn't going away any time soon.
Micron stock jumped nearly 16% after its blowout quarterly report. The company's perf
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Innoscience Secures Removal of Court-Enjoined Infineon GaN Products from Display at electronica China 2026
PR Newswire
Thu, July 2, 2026 at 8:09 AM PDT 3 min read
IFX.DE
-0.75%
2577.HK
+2.34%
SHANGHAI, July 2, 2026 /PRNewswire/ -- Infineon Technologies was forced to remove certain gallium nitride (GaN
2026-07-02
www.thelec.net
2026-07-02
thelec.net
Qualcomm is accepting applications from graduate students in South Korea for the Qualcomm Innovation Fellowship Korea 2026. (Photo: Qualcomm)
Qualcomm said on July 1 that it is accepting applications from graduate students in South Korea for the Qualcomm Innovation Fellowship Korea 2026 program.
The Qualcomm Innovation Fellowship Korea is an academic research paper competition. Qualcomm has host
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Key Points
Micron just delivered a jaw-dropping blowout quarter.
The stock still isn't all that expensive.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) 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 (SNPINDEX: ^GSPC), trailing only Sandis
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Up 309% in 2026, Is Micron Stock Still a Buy Right Now?
Keithen Drury, The Motley Fool
Thu, July 2, 2026 at 3:06 AM PDT 3 min read
MU
-1.83%
^GSPC
-0.97%
NVDA
+0.18%
SNDK
-0.54%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) 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 perfor
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
www.weex.com
2026-07-02
WEEX
Expect a clear look at how the AI-driven memory cycle and a structural HBM bottleneck could shape SK Hynix’s trajectory through 2027. We’ll break down the supply constraints that matter most, map bull/base/bear scenarios, and outline practical ways to trade price exposure without stock ownership. If you favor crypto-native rails, the WEEX SKHYNIX-USDT futures listing offers 24/7 access to SK Hynix
2026-07-02
digitimes.com
2026-07-02
Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in schedule as of the second quarter, according to people familiar with the PCB industry.