Semiconductor News & Analysis Feed
9571 articles
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Does Navitas Semiconductor's (NVTS) Index Exit Quietly Reshape Its Liquidity And Governance Narrative?
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Navitas Semiconductor Corporation was removed from multiple Russell indexes and related growth and value benchmarks following the annual reconstitution process.
A
2026-07-01
www.thelec.net
2026-07-01
thelec.net
Infineon's AIROC UWB TSL100 series for automotive, industrial, and consumer applications. (Source: Infineon Technologies)
Infineon Technologies AG announced that it has launched its AIROC UWB TSL100 series of ultra-wideband (UWB) semiconductor chips for secure location and access control applications, including vehicle digital keys.
UWB is a wireless communication technology that utilizes a wid
2026-07-01
news.google.com
2026-07-01
Android Authority
2026-07-01
www.idahoednews.org
2026-07-01
Idaho Education News
Micron Technology will provide seed funding for eligible children in Idaho communities where the company operates through a new initiative tied to federally created Trump Accounts. The company will also offer matching contributions for employees’ children.
Children in Ada, Boise, Canyon, Elmore and Gem counties will receive a $250 seed deposit from Micron into their 530A account, also known as a
2026-07-01
letsdatascience.com
2026-07-01
Let's Data Science
INFRASTRUCTURE
amd
versal
memory on package
lpddr5x
AMD Introduces Versal Gen 2 Memory-on-Package SoC
6 sources
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June 30, 2026
|
By LDS Team
7.0
Relevance Score
Photo: cdn.wccftech.com · rights & takedowns
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AMD announced the Versal Premium Gen 2 Memory on Package adaptive SoC family, integrating up to 32 GB of LPDDR5X on-package memory with up to 288 GB/s of bandwidth, accordin
2026-07-01
www.phonearena.com
2026-07-01
PhoneArena
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2026-07-01
www.marketwatch.com
2026-07-01
MarketWatch
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
MU Stock Alert: What to Know as Micron Commits $250M to Trump Accounts
Wajeeh Khan
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron (MU) shares are in focus on Tuesday morning after the memory chips specialist committed $250 million to the Trump Accounts ahead of its July 4 national launch.
Trump Accounts is the administration's newly rolled-out child savings pr
2026-07-01
www.theregister.com
2026-07-01
The Register
SYSTEMS
Qualcomm's proposed solution to catch up in AI infra: Bury the compute under the DRAM
With its next-gen AI accelerators, the SoC vendor aims to fly high above the memory wall
Tobias Mann
Systems editor
4
Published Tue 30 Jun 2026 // 20:25 UTC
Qualcomm is finally getting serious about AI infrastructure, but its push into the datacenter hinges on the success of an ambitious near-memory c
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
www.techtimes.com
2026-07-01
Tech Times
By Allen Lee
Published: Jun 30 2026, 4:16 PM EDT
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SEMICONDUCTOR.SAMSUNG.COM
Samsung Electronics has filed a patent aimed at the reliability problems that crop up as high-bandwidth memory (HBM) stacks grow taller — reworking the "dummy die" that caps the stack to improve yield and stability ahea
2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Infineon, Named
Infineon Named Company to Beat in AI Data Center Power Chips as Shares Surge 114% YTD
Veröffentlicht: 30.06.2026 um 22:13 Uhr, Redaktion boerse-global.de
Gartner names Infineon top AI data center power semiconductor player. Stock surges 114% YTD, with €2.5B AI revenue target for FY2027 and new gate driver launch.
Infineon - Infineon Named Company to Beat in AI Data Center Power C
2026-07-01
eetimes.com
2026-07-01
Satellites are getting brains...and fevers. See how telemetry, heat control, and AI are turning spacecraft into self-protecting machines.
2026-07-01
www.semiconductor-today.com
2026-07-01
Semiconductor Today
In first-quarter 2026, patent activity in silicon carbide (SiC) technology remained particularly dynamic, both upstream in substrates and epitaxial wafers and downstream in power devices and modules, according to technology intelligence and IP strategy consulting company KnowMade in two new patent monitoring services dedicated to SiC technology: the SiC Substrates & Epitaxial Wafers Patent Monitor
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments (TXN) On Capacity Expansion Narrative And Whether The Stock Looks Fully Valued
July 01, 2026
Simply Wall St
Texas Instruments (TXN) is back in focus for investors after recent share price moves, with the stock near US$285 and longer term returns outpacing shorter term performance. This is prompting fresh questions about what is already p
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Artificial intelligence (AI) compute workloads in data centers are now shifting toward inference. Deloitte estimates that inference workloads will account for two-thirds of AI-focused computational workloads in data centers this year, up from 50% in 2025.
This has led to a strong jump in demand for chips capable of executing inference workloads cost-effectively. Nvidia currently leads the market
2026-07-01
www.trefis.com
2026-07-01
Trefis
Applied Materials Stock Is Priced For Perfection
June 30th, 2026 · by Trefis Team
AMATYTD+131.2%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze AMAT →
After a historic run, the biggest threat to the chip-equipment giant isn’t a lack of demand but the immense difficulty of executing flawlessly when expectations are this high.
If you hold Applied Materials (AMAT) stock, you’ve been rewarded for believing in th
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
3 min read
AMAT
−6.46%
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday’s tradin
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Shaun Pruitt
June 30, 2026 3 min read
MU
-4.71%
QCOM
-1.88%
AMAT
-6.46%
Explore stocks on Coinbase
Trading disclosure
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday's trading session, and has now rall