Semiconductor News & Analysis Feed
7913 articles
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
michaelparekh.substack.com
2026-07-03
AI: Reset to Zero
AI: Nvidia expands Revenue Share Deals with Customers. AI-RTZ #1136
...establishes AI Compute Partnership (ACP) in its market ecosystem
MICHAEL PAREKH
JUL 03, 2026
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As I discussed on the ARD #110 podcast yesterday, tech incumbents are executing totally in ‘Founder Mode’. around this AI Tech Wave. I outlined how established big tech companies are executing aggressively like tech startups.
2026-07-03
www.bloomberg.com
2026-07-03
Bloomberg
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2026-07-03
economictimes.indiatimes.com
2026-07-03
The Economic Times
Synopsis
While AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuvama.
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ANI
AI boom not shock-proof; chip shortage and weak pass-through weigh: Report
While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major
2026-07-03
news.google.com
2026-07-03
Editorji
2026-07-03
www.aninews.in
2026-07-03
ANI News
AI boom not shock-proof; chip shortage and weak pass-through weigh: Report
ANI | Updated: Jul 03, 2026 09:02 IST
New Delhi [India], July 3 (ANI): While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major risk to the rally, says Nuvama Institutional Equities.
As per the brokerage house, supply shock or a sharp rise in US Federal Reserve in
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
AI Memory and Storage Glut Fears Loom as SanDisk, Micron, Seagate All Plunge
Darryn Pollock
Thu, July 2, 2026 at 7:58 PM PDT 2 min read
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Over the last 24 hours, SanDisk shares sank 14.13%, Seagate dropped 10.38%, and Micron fell 5.49% as investors priced in a looming memory supply glut.
The
2026-07-03
www.print21.com.au
2026-07-03
Print21
Roland DG releases EUV-H ink
By Navan Kaur | 3 July 2026
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Roland DG has introduced EUV-H, a UV hard ink developed for industrial printing applications, including packaging, with the ink designed to improve durability and adhesion across a range of rigid substrates.
Compatible with plastic, glass and metal, EUV-H is intended for decora
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
ON Semiconductor (ON) Stock Faces Investor Investigation After Synaptics Deal
Bailey Pemberton
Thu, July 2, 2026 at 7:10 PM PDT 4 min read
ON
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SYNA
+3.35%
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Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Pomerantz LLP has opened an investor investigatio
2026-07-03
www.digitimes.com
2026-07-03
digitimes
Infineon has opened its new Smart Power Fab in Dresden ahead of schedule, adding capacity for chips used in AI data centers, electric vehicles, renewable energy, and industrial systems. The move expands Europe's semiconductor base, strengthens supply chains,...
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2026-07-03
www.digitimes.com
2026-07-03
digitimes
A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered by a Chinese court injunction.
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2026-07-03
www.digitimes.com
2026-07-03
digitimes
A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered by a Chinese court injunction.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function,
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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2026-07-03
news.google.com
2026-07-03
Seoul Economic Daily
2026-07-03
en.sedaily.com
2026-07-03
Seoul Economic Daily
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2026-07-03
digitimes.com
2026-07-03
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
2026-07-03
digitimes.com
2026-07-03
TSMC has accelerated efforts to localize its supply chain in recent years, using joint development, joint validation, and long-term partnerships to help Taiwanese equipment, materials, and chemical suppliers enter the advanced semiconductor supply chain. The move is steadily building a more resilient and complete local supply system, with both CoWoS and panel-level advanced packaging (CoPoS) now s
2026-07-03
digitimes.com
2026-07-03
China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.
2026-07-03
digitimes.com
2026-07-03
Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios in recent years, aiming to move beyond consumer electronics into higher-spec, more stable markets as the AI boom accelerates.