Semiconductor News & Analysis Feed
10663 articles
2026-07-04
tomshardware.com
2026-07-04
Etiido Uko
TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.
2026-07-04
www.scmp.com
2026-07-04
South China Morning Post
Advertisement
Science
China
Science
Chinese scientists’ brain-mimicking chip ‘up to 478 times faster than Nvidia A100 GPU’
New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says
2
-MIN READ
2
-MIN
Listen
Holly Chik
Published:
7:30pm, 4 Jul 2026
Chinese scientists say they have developed a tiny computer chip capab
2026-07-04
www.scmp.com
2026-07-04
South China Morning Post
Science
ChinaScience
Chinese scientists’ brain-mimicking chip ‘up to 478 times faster than Nvidia A100 GPU’
New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says
2-MIN READ
25
Listen
Make SCMP preferred on Google
Holly Chik
Published: 7:30pm, 4 Jul 2026
Chinese scientists say they have developed a tiny compute
2026-07-04
tomshardware.com
2026-07-04
Jowi Morales
A nuclear power plant in a container (or three).
2026-07-04
tomshardware.com
2026-07-04
Jowi Morales
Creator Zac Builds mounted their mini-PC to the side of their living room fan to hide it plain sight.
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'
Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'
Rishabh Mishra
Sat, July 4, 2026 at 3:34 AM PDT 7 min read
GLW
-0.73%
Trade Corning on Coinbase
Trading disclosure
Benzinga and Yahoo Fin
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
pandaily.com
2026-07-04
Pandaily
Industry
Market
Semiconductor Prices Skyrocket as AI Demand Fuels Industry-Wide Chip Shortage
Published:
July 4, 2026
Reading Time:
3 min read
Want to read in a language you're more familiar with?
Over 20 chip manufacturers announce second price hikes in 2026, with AI-specific MLCCs surging 3-10x and delivery lead times extending to mid-2027.
July 1, 2026 marked the beginning of a broad-based s
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
www.phoronix.com
2026-07-04
Phoronix
Linux 7.2-rc2 Raising The Default RISC-V 64-bit CPU Limit To 256 Cores
Written by Michael Larabel in RISC-V on 4 July 2026 at 06:09 AM EDT. 3 Comments
A post merge-window change that landed in Linux Git overnight ahead of tomorrow's Linux 7.2-rc2 release is bumping the default limit on the number of supported CPU cores for RISC-V 64-bit. Now by default Linux will support up to 256 cores with RISC-
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
QRG Capital Management Inc. Has $35.21 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
QRG Capital Management boosted its stake in Taiwan Semiconductor Manufacturing by 15.1% in the first quarter, ending with 104,200 shares worth about $35.21 million.
TSMC is expanding 3-nanometer capacity acro
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Moran Wealth Management LLC
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Moran Wealth Management cut its position in Taiwan Semiconductor Manufacturing by 21.4% in Q1, selling 33,539 shares and leaving it with 122,945 shares worth about $41.5 million.
Insider buying continued, with two TSMC vice
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
In a report released today, Tammy Qiu from Berenberg Bank maintained a Buy rating on Infineon Technologies AG, with a price target of €100.00.
According to TipRanks, Qiu is ranked #148 out of 12296 analysts.
In addition to Berenberg Bank, Infineon Technologies AG also received a Buy from Deutsche Bank ‘s Johannes Schaller CFA in a report issued yesterday. However, on the same day, UBS maintained
2026-07-04
www.koreajoongangdaily.com
2026-07-04
Korea JoongAng Daily
SK hynix considers lower Wall Street fees for ADR listing
The chipmaker may pay underwriters about 0.5 percent on its planned U.S. listing, a reduced rate that could still total nearly 200 billion won because of the deal’s massive size.
KIM MIN-YOUNG
BUSINESS REPORTER
PUBLISHED July 4, 2026 - 6:20 p.m. MODIFIED July 5, 2026 - 12:09 p.m.
The logo of SK hynix is seen during a public briefing on th
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Keybank National Association OH Raises Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Keybank National Association OH increased its stake in Taiwan Semiconductor Manufacturing by 5.2% in the first quarter, ending with 37,837 shares valued at about $12.8 million.
TSMC is expanding 3-nanometer capacity
2026-07-04
www.aninews.in
2026-07-04
ANI News
India aims to move beyond chip design as global semiconductor industry doubles by 2030: Equirus
ANI | Updated: Jul 04, 2026 14:02 IST
New Delhi [India], July 4 (ANI): India is moving beyond its long-standing role as a global chip design hub and beginning to build domestic semiconductor manufacturing capabilities, as the artificial intelligence (AI) boom and a global reordering of semiconductor s
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
__fail__
2026-07-04
aimagazine.com
2026-07-04
AI Magazine
The historical grounds at Wimbledon attract roughly half a million fans each year, with hundreds of millions of global audience watching digitally.
With the 2026 tournament starting today, IBM and the All England Lawn Tennis Club (AELTC) have revealed how AI-powered technology is transforming fan engagement at Wimbledon whilst preserving the tournament's 150-year heritage and traditions.
The AEL
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
First Dallas Securities Inc. Sells 1,847 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
First Dallas Securities reduced its stake in Taiwan Semiconductor Manufacturing by 20.2% in the first quarter, selling 1,847 shares and leaving it with 7,276 shares valued at about $2.46 million.
Analysts remain broa
2026-07-04
biz.chosun.com
2026-07-04
Chosunbiz
By
Lee Jae-eun
Published 2026.07.04. 16:50
Updated 2026.07.04. 16:59
Micron Technology logo. /Courtesy of Reuters
Bloomberg News reported on the 4th that U.S. memory semiconductor corporations Micron Technology has begun building a high-bandwidth memory (HBM) production facility at its Hiroshima plant in Japan.
Bloomberg News reported on the 4th that Micron on this day began construction of a p