Semiconductor News & Analysis Feed
11508 articles
2026-07-02
digitimes.com
2026-07-02
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
2026-07-02
digitimes.com
2026-07-02
Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of Science and Technology of the Government of Gujarat, to explore opportunities for manufacturing semiconductor materials in India and strengthening domestic supply chain capabilities.
2026-07-02
digitimes.com
2026-07-02
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloombergreport.
2026-07-02
digitimes.com
2026-07-02
Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.
2026-07-02
digitimes.com
2026-07-02
Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in schedule as of the second quarter, according to people familiar with the PCB industry.
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.
2026-07-02
digitimes.com
2026-07-02
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on S
2026-07-02
eetimes.com
2026-07-02
Yashasvini Razdan
OpenSearch turns AI’s data deluge into hybrid search, observability, and agent monitoring while avoiding vendor lock-in.
2026-07-02
digitimes.com
2026-07-02
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight through 2027.
2026-07-02
digitimes.com
2026-07-02
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.
2026-07-02
digitimes.com
2026-07-02
Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against four companies, as part of an investigation linked to the movement of servers that may have contained Nvidia artificial intelligence chips subject to US export controls. The case has been reported by multiple outlets, including CNA, The Straits Times, and Reuter
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU | MU Price Prediction) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250 MILLION Investment in TRUMP ACCOUNTS” pledged by CEO Sanjay Mehrotra, tied to America’s 250th anniversary. He signed off with “THIS IS THE GOLDEN AGE OF AMERICA!”
Video Muted
However, the stock went
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%
Omor Ibne Ehsan
Wed, July 1, 2026 at 4:40 PM PDT 4 min read
MU
-4.71%
SNDK
-7.26%
WDC
-7.86%
SOXX
-5.13%
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Quick Read
Trump praised Micron (MU) on Truth Social, but after an 838% run the stock still dropped 10%, proving that presidential endorsements can't m
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Why Applied Materials (AMAT) Shares Are Falling Today
Weixin Lin
Wed, July 1, 2026 at 3:17 PM PDT 3 min read
AMAT
-6.46%
SMH
-3.78%
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Why Applied Materials (AMAT) Shares Are Falling Today
What Happened?
Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) fell 11.2% in the afternoon session after the company was caught in a bro
2026-07-02
www.msn.com
2026-07-02
MSN
High-stakes launch: The R2 SUV is Rivian’s most important product yet, aimed at the mass market with strong early demand.
Chip supply fears: CEO RJ Scaringe says memory chip shortages from AI demand pose the biggest risk to production.
Investor watch: Shares dipped as markets await Q2 delivery numbers, with retail sentiment cautious but some optimism.
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
2330.TW
+1.02%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
TSM
-4.25%
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Trading disclosure
TSMC (TSM) closed at $444.23 in the latest trading session, ma
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
AMAT
-6.46%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials (AMAT) closed at $650.91 in the latest tradin
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA (NASDAQ:NVDA) Trading Down 1.3% - Here's What Happened
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
NVIDIA shares slipped 1.3% in Wednesday trading, with the stock briefly falling to $193.45 before last trading near $197.58 as investors showed some near-term caution.
Despite the pullback, the article highlights continued bullish long-term sentiment around
2026-07-02
www.indexbox.io
2026-07-02
IndexBox
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
How Investors Are Reacting To Cadence Design Systems (CDNS) Upbeat Analyst Views On Earnings Prospects
Sasha Jovanovic
Wed, July 1, 2026 at 2:15 PM PDT 3 min read
CDNS
-0.74%
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Trading disclosure
Recently, Cadence Design Systems drew increased investor attention after analysts highlighted expectations for strong earnings growth and reaffirmed stable consensus forecasts for th