Semiconductor News & Analysis Feed
9404 articles
2026-07-03
www.thelec.net
2026-07-03
thelec.net
KNJ is expanding its semiconductor materials business from silicon carbide (SiC) process parts into large-diameter single-crystal silicon (Si) materials. The move targets growing market demand to replace conventional polycrystalline silicon parts with single-crystal materials. The company plans to produce prototype large-diameter single-crystal silicon ingots on its pilot line this month.
Accordi
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Private Advisor Group LLC
Written by MarketBeat
July 3, 2026
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KEY POINTS
Private Advisor Group LLC trimmed its TSM position by 3.7% in the first quarter, selling 4,219 shares and leaving it with 108,560 shares worth about $36.7 million.
Analysts remain bullish on Taiwan Semiconductor Manufacturing,
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.chaincatcher.com
2026-07-03
链捕手ChainCatcher
Anthropic is developing its own chips and, like Musk, has chosen Samsung over TSMC.
The Information cites three informed sources stating that Anthropic has initiated early work on self-developed AI chips and is discussing with Samsung to manufacture the chips using the latter's advanced 2nm process and packaging technology.
The aforementioned sources said that Anthropic is also determining the c
2026-07-03
www.washingtonexaminer.com
2026-07-03
Washington Examiner
Memory chips store the data and instructions that power Nvidia’s accelerated computing platforms, as well as the world’s computers and smartphones. These chips are, put simply, the filing cabinets of the digital economy.
Since the late 1980s, the memory semiconductor market has been characterized by boom-and-bust profit cycles. Periods of strong profitability have routinely been followed by colla
2026-07-03
www.globalsources.com
2026-07-03
Global Sources
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2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pzena Investment Management LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
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KEY POINTS
Pzena Investment Management cut its Taiwan Semiconductor Manufacturing stake by 27.9% in the first quarter, selling 7,356 shares and leaving it with 18,986 shares valued at about $6.4 million.
TSMC raised its qua
2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Singaporean scientists outfitted remote-controlled cockroaches with scuba suits in a bid to use them in rescue operations and explore extreme environments like Mars.
2026-07-03
tomshardware.com
2026-07-03
Mark Tyson
One of Jensen Huang’s used leather jackets is up for auction, with an estimate of $40,000 to $60,000. The money will go to charity.
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by Northeast Investment Management
Written by MarketBeat
July 3, 2026
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KEY POINTS
Northeast Investment Management trimmed its NVIDIA stake by 4.0% in the first quarter, but NVDA remains its largest holding at about 8.1% of assets, worth roughly $195.6 million.
Several NVIDIA insiders sold shares recently, including Director Mark
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Maltin Wealth Management Inc. Takes $880,000 Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 3, 2026
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KEY POINTS
Maltin Wealth Management Inc. opened a new position in NVIDIA during the first quarter, buying 5,047 shares valued at about $880,000.
NVIDIA recently reported strong quarterly results, with EPS of $1.87 beating estimates and revenue of $8
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pacific Sage Partners LLC Purchases 4,467 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pacific Sage Partners LLC increased its NVIDIA stake by 18.1% in the first quarter, buying 4,467 more shares and bringing its total holdings to 29,113 shares worth about $5.08 million.
NVIDIA reported strong quarterly results, with earnings of
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Elevation Point Wealth Partners LLC
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Elevation Point Wealth Partners increased its stake in Taiwan Semiconductor Manufacturing by 306.7% in the first quarter, ending with 52,397 shares valued at about $17.7 million.
Insider buying continued, with vice
2026-07-03
www.digitimes.com
2026-07-03
digitimes
Infineon China said on July 3 that it is pursuing legal remedies after several gallium nitride (GaN) products became the subject of a removal dispute at electronica Shanghai 2026, saying public accounts of the incident did not fully reflect the case's...
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2026-07-03
letsdatascience.com
2026-07-03
Let's Data Science
INFRASTRUCTURE
data centers
gpus
sk telecom
south korea
SKT Commits to Yeongnam Hyperscale AI Data Centers
18 sources
|
July 3, 2026
|
By LDS Team
8.2
Relevance Score
Photo: newsimg.koreatimes.co.kr · rights & takedowns
QUICK SUMMARY
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South Korea's SK Telecom will invest 140 trillion won ($91.5 billion) to build hyperscale AI data centers across the Yeongnam region, CEO Jung Jai-hun said at a
2026-07-03
www.opensourceforu.com
2026-07-03
Open Source For You
News
Wave Photonics Unlocks Synopsys Automation For Open-Source Quantum Chips
By Jiya Jay Singh -
July 3, 2026
0
19
Wave Photonics
Wave Photonics has made its entire PDK platform compatible with Synopsys OptoCompiler to automate the design of next-generation quantum and classical photonic chips.
On 1 July, 2026, Wave Photonics successfully achieved compatibility with Synopsys OptoCompiler, a pro
2026-07-03
news.google.com
2026-07-03
NucNet
2026-07-03
www.digitimes.com
2026-07-03
digitimes
For more than two decades, data center electrical power distribution operated as a highly standardized, mature, and slow-moving engineering discipline. The architecture of new-generation AI racks integrates more AI GPU/ASIC dies and multi-terabit SerDes switching fabrics into dense footprints. Consequently, rack power requirements are experiencing a massive paradigm shift.
During the peak deploym
2026-07-03
eetimes.com
2026-07-03
EE Times examines the companies, institutes, and policy initiatives positioning Spain within Europe’s next wave of semiconductor innovation.