Semiconductor News & Analysis Feed
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2026-07-08
www.msn.com
2026-07-08
MSN
Record profit shock: Samsung posted a 19-fold jump in quarterly operating profit, yet its shares and other chip stocks slumped as investors questioned AI chip demand sustainability.
AI rally doubts: Fears over easing supply constraints and rising competition, including from China’s DeepSeek, triggered heavy selling in semiconductor stocks worldwide.
Market-wide impact: The sell-off dragged down
2026-07-08
www.thedailyupside.com
2026-07-08
The Daily Upside
Asset managers are treating monster IPOs like retailers treated the World Cup: They’re stocking the shelves, marketing products and building momentum before the main event even begins.
Take South Korean chipmaker SK Hynix’s upcoming listing of American depositary receipts. While they’re expected to start trading on the Nasdaq Friday, issuers including Themes, CorgiFunds, Direxion and ProShares
2026-07-08
www.fingerlakesdailynews.com
2026-07-08
Finger Lakes Daily News
Home › Regional & State News › Clay Approves $30M Deal With Micron for Semiconductor Plant
Clay Approves $30M Deal With Micron for Semiconductor Plant
Wednesday, July 8 at 12:00 AM
Lucas Day
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The logo for Micron Technology, a semiconductor company with a planned facility in Central New York.
The Town of Clay has approved a $30 million agreement with Micron Technology related to the com
2026-07-08
www.moomoo.com
2026-07-08
Moomoo
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Goldman Sachs remains cautious about Taiwan Semiconductor's (TSM.US) progress on glass core substrates (GCS), whil
2026-07-08
drrobertcastellano.substack.com
2026-07-08
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Quarterly Pricing Data That Explains Why TSMC Dominates the Semiconductor Industry
DR. ROBERT CASTELLANO
JUL 08, 2026
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What’s in This Article
Quarterly Pricing Shows Continuous Repricing
Table 1: Quarterly TSMC Wafer Pricing by Leading-Edge Process Node (2024–2027E)
Every New Node Resets Industry Pricing
Table 2: TSMC Wafer Pricing by Process Node
AI Changed the Economics
Table 3
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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2026-07-08
www.allaboutcircuits.com
2026-07-08
All About Circuits
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2026-07-08
www.msn.com
2026-07-08
MSN
Record profit shock: Samsung posted a 19-fold jump in quarterly operating profit, yet its shares and other chip stocks slumped as investors questioned AI chip demand sustainability.
AI rally doubts: Fears over easing supply constraints and rising competition, including from China’s DeepSeek, triggered heavy selling in semiconductor stocks worldwide.
Market-wide impact: The sell-off dragged down
2026-07-08
www.upi.com
2026-07-08
upi.com
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2026-07-08
stockinvest.us
2026-07-08
StockInvest.us
stockinvest.us
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2026-07-08
www.theinformation.com
2026-07-08
The Information
Before Apple Lawsuit, a Growing Unease at iPhone Maker Over OpenAI
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2026-07-08
sg.finance.yahoo.com
2026-07-08
Yahoo Finance Singapore
Micron’s Ford deal shows automakers racing to outbid AI for chips
Opeyemi Babalola
Tue, 7 July 2026 at 5:03 pm GMT-7 4 min read
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Micron Technology signed a long-term supply agreement with Ford Motor on Monday, July 6, locking in memory-chip output for Ford's next generation of vehicles.
The deal comes as global memory prices climb at their fastest pace in years, driven largely
2026-07-08
digitimes.com
2026-07-08
South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.
2026-07-08
digitimes.com
2026-07-08
AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management products even as weak PC demand limits suppliers' ability to pass on higher costs.
2026-07-08
digitimes.com
2026-07-08
As AI infrastructure chip orders flood in and TSMC runs near nonstop, academia has found it difficult to carry out industry-academia collaboration with the world's top foundry house. Taiwan's government-funded research institutes, including the National Institutes of Applied Research (NIAR) and Industrial Technology Research Institute (ITRI), are emerging as a better route for partnerships.
2026-07-08
digitimes.com
2026-07-08
ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached NT$3.368 billion, up 4.4% quarter-over-quarter and 11.1% year-over-year, while first-half revenue totaled NT$5.37 billion, a 4.04% increase from a year earlier.
2026-07-08
digitimes.com
2026-07-08
Heads of venture capital associations from Taiwan, Japan, and Korea gathered in Taipei today for the first Asia Venture Capital (VC) Summit, a historic trilateral meeting aimed at deepening cross-border investment as AI reshapes the region's tech landscape.
2026-07-08
digitimes.com
2026-07-08
A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.
2026-07-08
digitimes.com
2026-07-08
The Netherlands used a trade mission to Beijing this week to reopen economic ties with China while semiconductor tensions remained at the center of the agenda. Dutch trade officials met Chinese counterparts as Amsterdam sought to manage disputes involving Nexperia and ASML amid broader US-China technology restrictions.
2026-07-08
digitimes.com
2026-07-08
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.