Semiconductor News & Analysis Feed
598 articles
2026-07-11
digitimes.com
2026-07-11
Samsung Electronics has postponed mass production of its CXL 3.1 memory modules after delays to next-generation server processors from Intel and AMD pushed back the broader PCIe 6.0 ecosystem, highlighting how AI infrastructure adoption increasingly depends on platform readiness rather than individual components.
2026-07-10
www.trefis.com
2026-07-10
Trefis
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
2026-07-10
www.startuphub.ai
2026-07-10
StartupHub.ai
2026-07-10
news.google.com
2026-07-10
24/7 Wall St.
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-09
stocktwits.com
2026-07-09
Stocktwits
2026-07-09
tomshardware.com
2026-07-09
Kunal Khullar
AMD's quiet revival of older Ryzen processors continues, with the Ryzen 7 4700LE now appearing in a prebuilt gaming desktop priced at $799.99.
2026-07-09
tomshardware.com
2026-07-09
Hassam Nasir
Medusa Point looks to be promising.
2026-07-09
www.benzinga.com
2026-07-09
Benzinga
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2026-07-09
tomshardware.com
2026-07-09
Jake Roach
The first independent benchmarks for AMD's EXPO ULL memory are available, showing just up to a 4% improvement despite an increase in price.
2026-07-09
www.kucoin.com
2026-07-09
KuCoin
Written by: Rita
Tide Guide
Morgan Stanley released its latest AI supply chain report on July 8, providing a comprehensive update on CoWoS advanced packaging allocations and ASIC dynamics for 2027. The report’s core assessment is that global CoWoS demand will reach 2.694 million wafers in 2027, a 93% increase from 1.394 million wafers in 2026. NVIDIA remains the largest shareholder (1.222 millio
2026-07-09
www.benzinga.com
2026-07-09
Benzinga
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If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-07-09
intellectia.ai
2026-07-09
Intellectia AI
intellectia.ai
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2026-07-08
www.tradingview.com
2026-07-08
TradingView
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Nvidia, Micron, AMD Lead Chip Stock Selloff After Trump Said U.S.-Iran 'Truce Is Over'
Nvidia, Micron, AMD Lead Chip Stock Selloff After Trump Said U.S.-Iran 'Truce Is Over'
Less than 1 min read
NVDA
+4.06%
AMD
+2.57%
MU
+4.92%
INTC
+4.50%
Shares of AI and memory chipmakers moved lower in premarket trading on Wednesday after renewed geopolitical tensions weighed on broader mark
2026-07-08
seekingalpha.com
2026-07-08
Seeking Alpha
Most S&P 500 tech stocks are 20% below their highs, while Micron and AMD lead XLK ratings
Jul 08, 2026, 7:14 AM ETState Street Technology Select Sector SPDR ETF (XLK)AAPL, MSFT, CSCO
, AMD, AMAT, NVDA, LRCX, MU, AVGO, PLTR
By: Nilanjana Basu, SA News Editor
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solarseven/iStock via Getty Images
Almost 60% of S&P 500 technology stocks are now in bear-market territory,
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
__fail__
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia and AMD Face China Chip Pressure
Moz Farooque ACCA
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
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AMD
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BABA
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688256.SS
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Trading disclosure
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) face growing pressure in China as local companies shift more AI chip spending toward domestic supp