Semiconductor News & Analysis Feed
77 articles
2026-07-10
digitimes.com
2026-07-10
GigaDevice Semiconductor expects first-half 2026 net profit to reach about CNY6.9 billion (US$960 million), a 1,099% increase from a year earlier, after tight memory chip supply lifted both shipment volumes and prices.
2026-07-09
2026-07-09
kfgo.com
2026-07-09
The Mighty 790 KFGO
2026-07-09
wmbdradio.com
2026-07-09
1470 & 100.3 WMBD
2026-07-09
wtvbam.com
2026-07-09
WTVB
2026-07-09
www.reuters.com
2026-07-09
Reuters
2026-07-09
news.google.com
2026-07-09
U.S. News - Money
2026-07-09
news.google.com
2026-07-09
Stock Titan
2026-07-09
digitimes.com
2026-07-09
Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.
2026-07-08
procurementmag.com
2026-07-08
Procurement Magazine
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Ford signs long-term chip supply deal with Micron, following GM
The agreement is intended to reinforce supplies of memory and storage components for Ford’s next generation of vehicles. Credit: Tada Images/Shutterstock.com · Just Auto · Tada Images/Shutterstock.com
GlobalData
Tue, July 7, 2026 at 2:29 AM PDT 2 min read
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Ford
2026-07-07
www.just-auto.com
2026-07-07
Just Auto
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2026-07-07
sg.finance.yahoo.com
2026-07-07
Yahoo Finance Singapore
Is Ford Motor (F) Fairly Valued After Its Micron Chip Supply Deal?
Is Ford Motor (F) Fairly Valued After Its Micron Chip Supply Deal? · Simply Wall St.
Simply Wall St
Mon, 6 July 2026 at 11:15 pm GMT-7 2 min read
F
-0.44%
MU
+1.11%
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Ford Motor (F) is back in focus after announcing a
2026-07-07
digitimes.com
2026-07-07
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.
2026-07-07
digitimes.com
2026-07-07
Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching six months. The company has advised customers to place orders at least six months in advance to help secure an adequate chip supply.
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-06
news.google.com
2026-07-06
qz.com
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
thelec.net
2026-07-06
tomshardware.com
2026-07-06
Luke James
PremiumAmerica's AI supply chain now starts and ends in the U.S., while its most valuable middle steps remain entirely offshore until at least 2028.