Semiconductor News & Analysis Feed
9414 articles
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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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
NVIDIA Corporation $NVDA Shares Sold by Northeast Investment Management
Written by MarketBeat
July 3, 2026
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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
Pacific Sage Partners LLC Purchases 4,467 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
July 3, 2026
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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
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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
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July 3, 2026
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By LDS Team
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Photo: newsimg.koreatimes.co.kr · rights & takedowns
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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
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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.
2026-07-03
www.newelectronics.co.uk
2026-07-03
New Electronics
www.newelectronics.co.uk
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2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Argos Wealth Advisors LLC Sells 1,692 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
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KEY POINTS
Argos Wealth Advisors LLC cut its TSM position by 14.1% in the first quarter, selling 1,692 shares and ending with 10,295 shares worth about $3.48 million.
Sentiment around Taiwan Semiconductor Manufacturing remains bul
2026-07-03
www.opensourceforu.com
2026-07-03
Open Source For You
News
RISC-V Accelerates Physical AI Chips
By Akanksha Gaur -
July 3, 2026
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RISC-V Accelerates Physical AI Chips
RISC-V is emerging as a key architecture for physical AI, enabling software-defined silicon, faster chip development, scalable edge intelligence, and customizable computing platforms for robotics and autonomous systems.
Physical AI is reshaping semiconductor design by driving close
2026-07-03
www.thestandard.com.hk
2026-07-03
The Standard (HK)
Nvidia chief executive Jensen Huang's iconic black leather jacket reportedly will be up for auction at Sotheby's, with an estimated price of US$40,000 (HK$312,000) to US$60,000 - nearly the same as that of Nvidia's Blackwell artificial intelligence chip, according to Business Insider.
The Tom Ford piece also features Jensen Huang's handwritten signature, the report said.
Sotheby's confirmed that
2026-07-03
eu.36kr.com
2026-07-03
36Kr
"American Dolls Playing the Stock Market" officially kicks off on July 4, Trump publicly calls on Musk to donate stocks, and Micron makes a bold investment of 250 million US dollars
36氪的朋友们
2026-07-03 12:08
Ce.cn, Elite financial and economic information.
According to reports from multiple foreign media outlets, an investment account for children with tax incentives, known as the Trump Account, w
2026-07-03
www.suasnews.com
2026-07-03
sUAS News
www.suasnews.com
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2026-07-03
www.digitimes.com
2026-07-03
digitimes
As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components and Technology Conference described a shift in which Intel, Marvell,...
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2026-07-03
www.electronicsweekly.com
2026-07-03
Electronics Weekly
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2026-07-03
www.globalsources.com
2026-07-03
Global Sources
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2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Electrical/NasdaqGS:FLNC
Is Fluence Energy’s (FLNC) Nvidia AI Pivot Reframing Its Core Investment Narrative After Index Removal?
July 03, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Fluence Energy was removed from several Russell value indexes, shortly after announcing Smartstack 10 MWh and a new role supporting Nvidia’s next-generation AI facto