Semiconductor News & Analysis Feed
880 articles
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the artificial intelligence boom matures, investors must decide between proven giants and emerging specialized players. Comparing Broadcom (
AVGO
+5.12%
) and Navitas Semiconductor (
NVTS
6.22%
) reveals two very different paths to potential long-term returns.
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AVGO & NVTS: Performance Comparison
AVGO (Broadcom)
NVTS (Navitas Semiconductor)
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AVGO
2026-07-03
news.google.com
2026-07-03
Yahoo Finance
2026-07-02
www.aa.com.tr
2026-07-02
Anadolu Ajansı
Singapore authorities have seized a luxury home worth 55 million Singapore dollars ($42.5 million) as part of an investigation into an alleged scheme involving the illegal trade of servers containing export-controlled AI chips made by Nvidia.
Police said Wednesday the property was allegedly purchased using proceeds from the scheme, with about 38 million Singapore dollars of the purchase price bel
2026-07-02
www.indexbox.io
2026-07-02
IndexBox
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2026-07-02
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2026-07-02
TipRanks
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2026-07-02
www.linkedin.com
2026-07-02
LinkedIn
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Everyone's talking about AI chips. But what makes those chips powerful in the first place?
‘Without advanced packaging, there is no AI,’ says Audrey Charles, SVP, Advanced Packaging & President, Lam Capital.
In this episode of Voices From The Valley, Audrey expla
2026-07-02
www.bbc.com
2026-07-02
BBC
Singapore seizes $42m mansion over Nvidia chip smuggling
6 days ago
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Osmond Chia
Business reporter
Screenshot from Google Maps
The house is located in an upmarket area of Singapore
Police in Singapore have seized a multi-million dollar luxury home that was allegedly bought using proceeds from smuggling Nvidia artificial intelligence (AI) chips.
The property l
2026-07-02
tspasemiconductor.substack.com
2026-07-02
semivision
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Korea’
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activ
2026-07-02
biz.chosun.com
2026-07-02
Chosunbiz
By
Jeong Du-yong
Published 2026.07.02. 11:39
Kwak Noh-jung, CEO (President) of SK hynix, announces an investment plan at the National Briefing on the Development Vision for Advanced Industries in the Chungcheong Region, presided over by President Lee Jae-myung, in Asan, South Chungcheong Province, on the 2nd./Courtesy of Yonhap News
SK hynix will invest 100 trillion won in the Chungcheong region
2026-07-02
www.digitaltoday.co.kr
2026-07-02
디지털투데이
AI & Enterprise
Qualcomm unveils 'High Bandwidth Compute' as HBM alternative, enters AI chip race
AI Summary
Qualcomm is stepping up its return to the data centre AI chip market with a new memory architecture using LPDDR instead of high-bandwidth memory (HBM). It unveiled High Bandwidth Compute and plans to launch its AI250 inference accelerator in mid-2027. Qualcomm says the near-memory design c
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Why Applied Materials (AMAT) Is Up 10.5% After New AI Chip Tools And Index Reclassification
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Applied Materials introduced a suite of new epitaxy, CMP, deposition and eBeam systems aimed at enabling advanced 3D chip architectures, DRAM performance gains and high-yiel
2026-07-02
digitimes.com
2026-07-02
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
ASML Holding (NasdaqGS:ASML) Raises Revenue Guidance As AI Chip Spending Builds
Bailey Pemberton
Wed, July 1, 2026 at 7:14 AM PDT 3 min read
ASML.AS
-0.30%
ASML
-4.26%
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ASML Holding raised its revenue guidance, citing
2026-07-01
finimize.com
2026-07-01
Finimize
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2026-07-01
qz.com
2026-07-01
qz.com
Micron $MU -4.71% Technology, Intel $INTC -9.66%, and Advanced Micro Devices added roughly $2 trillion in combined market capitalization during the second quarter as investors expanded their AI holdings beyond Nvidia $NVDA +0.71%. By market capitalization, all three now rank among the top dozen U.S. technology companies, at positions 10, 11, and 12.
Of the three, Micron posted the steepest climb
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, Intel, AMD stock surge Q2 2026 AI chip rally
Micron, Intel, AMD stock surge Q2 2026 AI chip rally · Quartz · I-HWA CHENG/AFP via Getty Images
Cris Tolomia
Wed, July 1, 2026 at 4:58 AM PDT 2 min read
MU
-4.71%
INTC
-9.66%
AMD
-6.51%
NVDA
+0.71%
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Trading disclosure
Micron Technology, Intel, and Advanced Micro Devices added roughly $2 trillion in combined market cap
2026-07-01
qz.com
2026-07-01
qz.com
A version of this article originally appeared in Quartz’s AI & Tech newsletter. Sign up here to get the latest AI & tech news, analysis and insights straight to your inbox.
Nvidia $NVDA +0.71% is currently worth more than $3 trillion by selling chips for tens of thousands of dollars apiece that they cannot make fast enough. Its CEO Jensen Huang has become a genuine celebrity, signing autographs a
2026-07-01
qz.com
2026-07-01
qz.com
A version of this article originally appeared in Quartz’s AI & Tech newsletter. Sign up here to get the latest AI & tech news, analysis and insights straight to your inbox.
Nvidia $NVDA +0.71% is currently worth more than $3 trillion by selling chips for tens of thousands of dollars apiece that they cannot make fast enough. Its CEO Jensen Huang has become a genuine celebrity, signing autographs a
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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