Semiconductor News & Analysis Feed
10644 articles
2026-07-09
nai500.com
2026-07-09
NAI500
On July 7, JPMorgan (JPM) issued a research report stating that Samsung Electronics (005930.KS) disclosed strong preliminary results for the second quarter of 2026, with core profit metrics easily beating market expectations that had been lowered earlier. Despite a one-time provision of more than 15 trillion won in massive labor cost reserves in the first half of the year, the company demonstrated
2026-07-09
www.tradingview.com
2026-07-09
TradingView
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SK Hynix’s $28B US share sale draws 7x oversubscription as AI chip hunger intensifies
SK Hynix’s $28B US share sale draws 7x oversubscription as AI chip hunger intensifies
2 min read
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When a company tries to raise $28 billion and investors show up with $196 billion worth of demand, that tells you something about where the smart money thinks the future is head
2026-07-09
www.koreajoongangdaily.com
2026-07-09
Korea JoongAng Daily
SK hynix ADR draws sevenfold demand ahead of Nasdaq debut: Bloomberg
If the ADRs are priced based on SK hynix's Wednesday closing price of 2.08 million won ($1,380), the company would raise about $24.5 billion — the second-largest U.S. listing by a foreign company.
News Team
PUBLISHED July 9, 2026 - 1:15 p.m.
The logo of SK hynix is seen at a booth before a public briefing on the development vis
2026-07-09
www.digitimes.com
2026-07-09
digitimes
Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.
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2026-07-09
techfundingnews.com
2026-07-09
Tech Funding News
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2026-07-09
seekingalpha.com
2026-07-09
Seeking Alpha
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Micron: Strong Buy As The AI Memory Supercycle Accelerates
Jul 08, 2026, 11:50 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
Dhierin Bechai
Investing Group Leader
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Micron Technology is rated a strong buy, driven by robust AI demand, supply constraints, and exceptional Q3 results with signi
2026-07-09
simplywall.st
2026-07-09
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (NYSE:TSM) Gets An AA Rating Lift From S&P Global
July 09, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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TSMC (NYSE:TSM) received a credit rating upgrade from S&P Global to AA-.
The new rating reflects S&P Global's assessment of TSMC's financial strength and cash generation.
The move comes as AI-related chi
2026-07-09
tspasemiconductor.substack.com
2026-07-09
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The AI
2026-07-09
www.japantimes.co.jp
2026-07-09
The Japan Times
China plans to allow its top artificial intelligence companies to buy a limited number of H200 chips from Nvidia, a sign the country is easing restrictions on the coveted U.S. technology, according to The Information news site.
Chinese officials have informed companies such as Alibaba Group Holding, ByteDance and DeepSeek that they will have permission to purchase some of the processors, which ar
2026-07-09
www.moomoo.com
2026-07-09
Moomoo
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2026-07-09
intellectia.ai
2026-07-09
Intellectia AI
intellectia.ai
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2026-07-09
news.google.com
2026-07-09
아시아경제
2026-07-09
www.tradingkey.com
2026-07-09
TradingKey
Micron Technology (MU) reported record fiscal Q3 2026 results, with revenue reaching $41.46 billion, driven by surging demand for High-Bandwidth Memory (HBM) in AI infrastructure. With HBM capacity sold out through 2027 and $100 billion in contracted multi-year revenue, the company exhibits robust fundamentals. Despite cyclical semiconductor risks and geopolitical exposure, Micron maintains strong
2026-07-09
en.sedaily.com
2026-07-09
Seoul Economic Daily
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2026-07-09
v.daum.net
2026-07-09
v.daum.net
Interview with Chris Miller: Moving Past HBM, to the Next AI Memory Frontier
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2026. 7. 9. 10:01
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Chris Miller, the author of ‘Chip War: The Fight for the World’s Most Critical Technology’, in an interview with Kyunghyang Daily News, emphasized that it is crucial for Samsung Electronics and SK Hynix to innvoate beyond high-banndwidth memory(HBM) by leading memory architecture op
2026-07-09
simplywall.st
2026-07-09
simplywall.st
United States/Semiconductors/NasdaqGS:ASML
Is ASML Holding (NasdaqGS:ASML) Fairly Valued As Earnings Near?
July 09, 2026
Simply Wall St
ASML Holding (ASML) edged 1.22% higher in the latest session, outpacing the S&P 500, as investors looked ahead to the company’s July 15, 2026 earnings release and closely watched expectations for EPS and revenue.
See our latest analysis for ASML Holding.
At a s
2026-07-09
drrobertcastellano.substack.com
2026-07-09
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Wall Street Is Misreading the AI Chip Selloff
Five Industry Indicators Tell a Very Different Story
DR. ROBERT CASTELLANO
JUL 09, 2026
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What’s in This Article
Global HBM Demand Remains Strong
Chart 1. Global HBM Shipments Forecast (Billions of Gb)
Building an AI Infrastructure Investment Thesis
Why Wall Street Thinks AI Demand Is Slowing
The Problem With the Consensus
Where the Bear C
2026-07-09
digitimes.com
2026-07-09
Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.
2026-07-09
digitimes.com
2026-07-09
Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up 1.31% from May and 11.1% from a year earlier.
2026-07-09
digitimes.com
2026-07-09
Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.