Semiconductor News & Analysis Feed
10674 articles
2026-07-01
news.google.com
2026-07-01
NVIDIA
2026-07-01
techcrunch.com
2026-07-01
TechCrunch
Nvidia AI chip competitor Etched issued a progress report on Tuesday, after TSMC successfully manufactured its chip earlier this year. The startup says it has already booked $1 billion in contract orders for its product: full systems powered by those chips.
Etched is currently in the process of testing that first product with customers. It calls these systems “frontier inference clusters,” bundle
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
www.newswire.com
2026-07-01
Newswire.com
Vadzo Imaging Explains Wake-on-Motion USB Camera Technology: Falcon-544CRS Based on Onsemi AR0544 HyperLux LP for Event-Triggered, Low-Power Embedded Vision
PRESS RELEASE • JUN 30, 2026
Vadzo Imaging's Falcon-544CRS is a 5MP color USB 3.2 camera built on the Onsemi AR0544 HyperLux LP sensor, combining Wake-on-Motion event-triggered activation with super low power standby mode, purpose-built for b
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
finance.yahoo.com
2026-07-01
Yahoo Finance
After China, OpenAI Chips Away at Nvidia: So Why is NVDA Stock Up?
Lockridge Okoth
June 30, 2026 3 min read
NVDA
+0.71%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
Nvidia OpenAI inference costs. Photo by BeInCrypto
China just built a major AI model without Nvidia chips. Now OpenAI has found ways to run on far fewer of them, cutting inference costs by more than half. Even so, Nvidia
2026-07-01
wccftech.com
2026-07-01
Wccftech
Samsung Electronics is all set to tackle Intel 14A and TSMC A14 with its own 1.4nm process technology, which should be ready in 2029.
Intel and TSMC are one of the leading firms working on 1.4nm class process technologies. Although each technology is fundamentally different than one another, both are officially designated as 1.4nm products. TSMC's A14 fabs are expected to come online next year &
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip manufacturers with widely different manufacturing systems.
ASML Holding has a solid dominance in extreme ultraviolet (EUV) lithography systems. Lam Research supplies wafer fabrication equipment and services to the semiconductor industry.
Both these companies have become crucial to AI-c
2026-07-01
www.pcmag.com
2026-07-01
PCMag
UPDATE 7/1: Supermicro denies that its offices in Taiwan were raided by local authorities. But the company says four Supermicro Taiwan employees were held for questioning.
"Let me also correct one point that has been widely misreported: Supermicro’s offices in Taiwan were not raided by any government authorities. Rather, this week’s events reflect our ongoing collaboration with Taiwanese authorit
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
www.eqs-news.com
2026-07-01
EQS News
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2026-07-01
news.google.com
2026-07-01
Yahoo Finance
2026-07-01
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2026-07-01
Idaho Business Review
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2026-06-30
www.qualcomm.com
2026-06-30
Qualcomm
Scalable across SoCs. Portable across products. Ready to deploy.
When we introduced Qualcomm Linux in 2024, we made a set of commitments: a single unified Linux distribution across all Qualcomm Dragonwing IoT SoCs, an upstream-first development model, and a platform built for production. Qualcomm Linux 2.0 is evidence that our original promise continues to be kept and evolved to address customer
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
SK Hynix may begin trading on the Nasdaq by July 10.
The South Korean company has a leading position in the high-bandwidth memory market and is a key competitor for Micron.
10 stocks we like better than Micron Technology ›
Micron Technology (NASDAQ: MU) is the big name in tech these days. Its numbers have been out of this world, with both sales and profits rising at exceptionally hi
2026-06-30
www.institutmontaigne.org
2026-06-30
Institut Montaigne
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CHIPDIPLO Brussels Conference: "Semiconductors Under Geopolitical Stress: From Global Shocks to the European Chips Act 2.0"
9 JULY 2026
Thon Hotel EU, Wetstraat/Rue de la loi 75 , 1040, Brussels, Belgium
PARTICIPATE
Tech & Innovation
Semiconductors have become one of the central arenas of geopolitical competition. Growing tensions between the United States (US) and China are in
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands AI Reach With Firmus In Indonesia And Palantir In Government
June 30, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Nvidia (NasdaqGS:NVDA) agreed to work with Firmus Technologies on an AI factory project in Indonesia, giving smaller and emerging AI firms access to Nvidia’s platforms.
Nvidia and Palantir launched an
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands AI Reach With Firmus In Indonesia And Palantir In Government
June 30, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia (NasdaqGS:NVDA) agreed to work with Firmus Technologies on an AI factory project in Indonesia, giving smaller and emerging AI firms access to Nvidia’s platforms.
Nvidia and Palantir launched an initiative to p
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Qualcomm's (
QCOM
1.88%
) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence of Qualcomm's late entry into the artificial intelligence (AI) chip race.
But Qualcomm just shared some news that changes the entire investment thesis for the company, turning it into one of