Semiconductor News & Analysis Feed
842 articles
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and NVIDIA (NASDAQ: NVDA) just delivered fresh AI semiconductor reports that point in similar directions but reveal very different business models.
Video Muted
NVIDIA closed Q1 FY2027 on May 20, 2026, and Broadcom followed with Q2 FY2026 on June 3, 2026. One sells branded GPUs to everyone. The other designs custom silicon for a handful of hyperscal
2026-07-01
observer.com
2026-07-01
observer.com
There is a particular kind of confidence that comes from being able to say no toNvidia. Late last year, the chipmaker—whose market capitalization now exceeds the GDP of most nations—offeredHugging Facea $500 million investment at a $7 billion valuation, a sum larger than everything the company had raised since its founding in 2016. Hugging Face passed. The official line, as reported by theFinancia
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
Bruno Ferreira
Virginia county asks all employees including schools to save power, due to AI-driven power requirements— state's 400-plus datacenters steadily increasing demand, grid expansion, and pricing
2026-07-01
www.twelfthmagpie.com
2026-07-01
twelfthmagpie.com
Home » Investing Articles » Will SpaceX, Nvidia, or Alphabet be the first $10trn stock?
WILL SPACEX, NVIDIA, OR ALPHABET BE THE FIRST $10TRN STOCK?
SpaceX stock’s tipped to soar in the years ahead. But can it beat Nvidia and Alphabet to a market-cap of $10trn given its size today?
Posted by
Edward Sheldon, CFA
❯
Published 1 July, 8:05 am BST
NVDA
GOOG
SPCX
Image source: Getty Images
You’re rea
2026-07-01
tspasemiconductor.substack.com
2026-07-01
semivision
ECTC 2026: The Three HBM Battlegrounds Defining the Next AI Hardware Race
Original Article By SemiVision Research [Reading time: 19 mins]
SEMIVISION
JUL 01, 2026
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The Open Compute Project (OCP) is bringing together APAC communities for a very special two-day, in-person Summit to explore the many challenges and opportunities facing data center infrastructure, today and tomorrow.
2026-07-01
digitimes.com
2026-07-01
As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become a key bottleneck for AI-related shipments. To keep pace with AI investment, Qnity was spun off from US chemical giant DuPont and listed independently in November 2025.
2026-07-01
digitimes.com
2026-07-01
A crude oil shortage tied to the US-Iran war is raising concern about naphtha, a refinery byproduct used deep in industrial supply chains. While a direct semiconductor shortage is not yet seen, higher input costs are already spreading, and global manufacturers may face longer-term pressure if disruptions persist worldwide.
2026-07-01
digitimes.com
2026-07-01
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure on prices. Although early stocking tied to sports events, plus shortages and price hikes in components such as memory, lifted global TV panel shipments in the first half of 2026, the market is now entering the tr
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
eetimes.com
2026-07-01
Satellites are getting brains...and fevers. See how telemetry, heat control, and AI are turning spacecraft into self-protecting machines.
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Faces Antitrust Lawsuit Over AI Memory Production Cuts
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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A civil antitrust lawsuit has been filed against Micron Technology, Samsung, and SK hynix alleging coordinated memory production cuts during the AI-driven chip shortage.
The case claims the companies restricted supply
2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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2026-07-01
tomshardware.com
2026-07-01
Andrew E. Freedman
Microsoft is further pruning its Surface line, with the Surface Laptop Go 3 and Surface Go 4 going out of stock without clear follow-ups.
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.benzinga.com
2026-06-30
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-30
tomshardware.com
2026-06-30
Jowi Morales
This "thinking cap" could let patients use a BCI without needing to go under the knife.
2026-06-30
www.businesskorea.co.kr
2026-06-30
Businesskorea
U.S. Consumers Allege The Chipmakers Restricted Supply And Inflated Memory Prices
Samsung Electronics, SK Hynix, and Micron hit with U.S. class action over DRAM price collusion. (Image source: elchapuzasinformatico.com)
Samsung Electronics, SK hynix, and Micron are facing a class-action lawsuit in the US over allegations of DRAM price fixing. As the ‘chipflation,’ where memory shortages caused by
2026-06-30
letsdatascience.com
2026-06-30
Let's Data Science
POLICY & REGULATION
dram
memory chips
antitrust
supply chain
Memory chipmakers face US class-action over DRAM shift
7 sources
|
June 30, 2026
|
By LDS Team
6.7
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Photo: img.etimg.com · rights & takedowns
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Seventeen consumers and small businesses filed a proposed US class-action lawsuit in the Northern District of California alleging Samsung Electronics, SK hynix, a
2026-06-30
cryptobriefing.com
2026-06-30
Crypto Briefing
Samsung, Micron, SK Hynix face class-action lawsuit over alleged 700% DRAM price inflation
Seventeen plaintiffs accuse the three companies controlling 90% of the global DRAM market of coordinating sup