Semiconductor News & Analysis Feed
48 articles
2026-07-11
www.nytimes.com
2026-07-11
The New York Times
2026-07-10
finance.yahoo.com
2026-07-10
Yahoo Finance
2026-07-10
www.cnn.com
2026-07-10
CNN
2026-07-10
www.theguardian.com
2026-07-10
The Guardian
2026-07-10
digitimes.com
2026-07-10
E&R Engineering says AI demand and faster-than-expected glass substrate adoption are tightening equipment supply and advancing investment plans across Asia and the US. For global chip makers, the shift could accelerate next-generation packaging capacity, reshape supplier spending, and bring advanced process tools into volume production sooner than expected.
2026-07-08
digitimes.com
2026-07-08
ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached NT$3.368 billion, up 4.4% quarter-over-quarter and 11.1% year-over-year, while first-half revenue totaled NT$5.37 billion, a 4.04% increase from a year earlier.
2026-07-07
siliconangle.com
2026-07-07
SiliconANGLE
SK hynix Inc., the South Korean firm that rivals Samsung Electronics Co. Ltd. and Micron Technology Inc. as one of the world’s top memory chipmakers, said today it will sell almost 17.8 million shares when it launches its U.S. initial public offering later this week.
The sale is expected to help the company raise around $28 billion in funding, based on its closing share price in Seoul earlier tod
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the artificial intelligence boom matures, investors must decide between proven giants and emerging specialized players. Comparing Broadcom (
AVGO
+5.12%
) and Navitas Semiconductor (
NVTS
6.22%
) reveals two very different paths to potential long-term returns.
Collapse
AVGO & NVTS: Performance Comparison
AVGO (Broadcom)
NVTS (Navitas Semiconductor)
YTD
1M
3M
6M
1Y
5Y
Key Financial Metrics
AVGO
2026-07-03
news.google.com
2026-07-03
Yahoo Finance
2026-07-02
digitimes.com
2026-07-02
China's power semiconductor makers are entering a broader price-hike cycle, as AI server demand, raw material inflation, and tight mature-node capacity force suppliers to defend margins after years of low-end price wars.
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
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2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
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2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-29
digitimes.com
2026-06-29
Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to The Information, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.
2026-06-28
simplywall.st
2026-06-28
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix Stock In Focus As Memory Shortage Lifts Chip Makers
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
The global memory shortage is reshaping the semiconductor sector, lifting some stocks tied to memory chip supply while putting intense pressure on electronics brands that rely on those components. As Apple and Microsoft raise device prices t
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-24
news.google.com
2026-06-24
Stock Titan
2026-06-23
www.bnnbloomberg.ca
2026-06-23
BNN Bloomberg
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The Street
Micron stock tumbles on memory-chip makers selloff
Matt Bryson, managing director in equity research at Wedbush Securi