Semiconductor News & Analysis Feed
200 articles
2026-07-06
digitimes.com
2026-07-06
Micron Technology has begun construction on an expansion of its existing semiconductor plant in Higashi-Hiroshima, western Japan, as part of a JPY1.5 trillion (approx. US$9.3 billion) investment aimed at increasing production of advanced memory chips, particularly high-bandwidth memory (HBM) used in artificial intelligence (AI) processors.
2026-07-05
digitimes.com
2026-07-05
Advantest said it has partnered with OpenLight to develop a scalable silicon photonics (SiPh) test solution for mass production environments. The announcement comes as artificial intelligence (AI) and high-performance computing workloads increase demand for silicon photonics and co-packaged optics in data centers.
2026-07-05
news.google.com
2026-07-05
The Motley Fool
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Alphabet's AI-driven gains will last longer than Micron's.
Micron is growing at warp speed.
Micron's stock appears cheaper on a forward earnings basis.
10 stocks we like better than Micron Technology ›
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies like Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) tha
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Alphabet's AI-driven gains will last longer than Micron's.
Micron is growing at warp speed.
Micron's stock appears cheaper on a forward earnings basis.
10 stocks we like better than Micron Technology ›
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies like Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) tha
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You)
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 11:51 AM PDT 5 min read
GOOGL
-1.39%
MU
+1.11%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies li
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
__fail__
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
The online investing platform Robinhood Markets (
HOOD
+0.58%
) is one of the go-to places for retail investors to buy stocks, as well as for other banking activities the platform now offers. Robinhood is also a good platform for gauging retail sentiment, which is important given retail's increased presence in the broader market.
Each month, Robinhood lists the 10 most widely held stocks on its p
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
+1.09%
) is one of the most important semiconductor companies in the world, as it manufactures chips for almost all the leading companies that design chips for data centers, gaming consoles, smartphones, personal computers (PCs), cars, and factories, among other things.
It controls nearly three-fourths of the global foundry market, according to Counterpoin
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Nvidia expects huge growth in the AI data center market over the next few years.
Rivals and its own biggest customers are designing AI chips to compete with Nvidia's offerings.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030. Here's Where Its Stock Price Could Go If It's Right.
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 2:57 AM PDT 4 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its sto
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Nvidia (
NVDA
+3.74%
) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast for much longer. I think that's just not true, and expect that several tailwinds will push the stock to new heights over the next few years.
The biggest of those tailwinds is the tech sector's soaring spending on the data center
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Technology Has Fantastic News for This Artificial Intelligence (AI) Infrastructure Stock That Has More Than Doubled in 2026
Harsh Chauhan, The Motley Fool
Thu, July 2, 2026 at 9:05 AM PDT 5 min read
MU
+1.11%
LRCX
+2.15%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) delivered fantastic results for the third quarter of fiscal 2026 (which ended on M
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Micron Technology (
MU
+0.91%
) delivered fantastic results for the third quarter of fiscal 2026 (which ended on May 28) on June 24. The memory specialist not just crushed Wall Street's expectations by a mile, but its guidance made it clear that the red-hot demand for memory chips isn't going away any time soon.
Micron stock jumped nearly 16% after its blowout quarterly report. The company's perf
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
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
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
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.
2026-07-01
www.securitysales.com
2026-07-01
Security Sales & Integration
SAN MATEO, Calif. — Artificial intelligence-powered physical security and operations provider Verkada, today announces a collaboration with NVIDIA to “accelerate the development and deployment of physical AI across the built environment.”
NVIDIA also joins as a new investor in Verkada, following a strategic investment from Alphabet’s CapitalG at the end of last year.
Verkada is “applying AI to
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