Semiconductor News & Analysis Feed
7932 articles
2026-07-02
www.cnbc.com
2026-07-02
CNBC
Shares of Samsung Electronics and SK Hynix plunged Thursday, dragging down South Korea’s benchmark Kospi
after the tech-heavy Nasdaq Composite slumped overnight.
Samsung Electronics tumbled more than 7% while SK Hynix sank over 9% at the open, wiping out billions in market value as Asia’s largest chipmakers bore the brunt of the global tech selloff.
SK Square, the largest shareholder of SK Hyni
2026-07-02
www.cnbc.com
2026-07-02
CNBC
Shares of Samsung Electronics and SK Hynix plunged Thursday, dragging down South Korea’s benchmark Kospi
after the tech-heavy Nasdaq Composite slumped overnight.
Samsung Electronics tumbled more than 7% while SK Hynix sank over 9% at the open, wiping out billions in market value as Asia’s largest chipmakers bore the brunt of the global tech selloff.
SK Square, the largest shareholder of SK Hyni
2026-07-02
digitimes.com
2026-07-02
LG Electronics has begun offering application-specific integrated circuit (ASIC) design services to outside chip companies, drawing on system-on-chip (SoC) development work the company has done for its own products since the early 2000s, according to industry sources cited by ZDNet Korea. LG declined to confirm the report when contacted.
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
Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in schedule as of the second quarter, according to people familiar with the PCB industry.
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
eetimes.com
2026-07-02
Yashasvini Razdan
OpenSearch turns AI’s data deluge into hybrid search, observability, and agent monitoring while avoiding vendor lock-in.
2026-07-02
digitimes.com
2026-07-02
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
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
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
2026-07-02
digitimes.com
2026-07-02
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.
2026-07-02
digitimes.com
2026-07-02
Taiwan's passive component suppliers are entering the second half of 2026 with stronger order momentum, as demand from AI data centers, networking equipment, power systems, and automotive electronics helps offset earlier pressure from volatile metal prices and weaker consumer electronics planning.
2026-07-02
semiengineering.com
2026-07-02
Ann Mutschler
As multimodal AI fuses data from billions of devices, attackers can weaponize detailed ...
2026-07-02
digitimes.com
2026-07-02
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on S
2026-07-02
asiatimes.com
2026-07-02
Asia Times
For a quarter of a century, consumer technology was the most dependable disinflationary force in the world economy. Each year, the device in the hand did more and cost less, and that quiet subtraction flattered every inflation print on earth.
That era is over. This is slowly turning into consensus, with the “technology is always deflationary” crowd finally yielding to the weight of evidence. We h
2026-07-02
memeburn.com
2026-07-02
Memeburn
TL;DR
Google Pixel 11 release date is expected in August 2026, matching the Pixel 9/10 launch pattern
Four models: Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and a Pro Fold arriving in October
The base Pixel 11 may ship with just 8GB of RAM, down from 12GB on the Pixel 10
All four get the Tensor G6 chip, Google's first on a 2nm process, plus a new MediaTek modem
Nothing is official — every figure h
2026-07-02
www.msn.com
2026-07-02
MSN
High-stakes launch: The R2 SUV is Rivian’s most important product yet, aimed at the mass market with strong early demand.
Chip supply fears: CEO RJ Scaringe says memory chip shortages from AI demand pose the biggest risk to production.
Investor watch: Shares dipped as markets await Q2 delivery numbers, with retail sentiment cautious but some optimism.
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA (NASDAQ:NVDA) Trading Down 1.3% - Here's What Happened
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
NVIDIA shares slipped 1.3% in Wednesday trading, with the stock briefly falling to $193.45 before last trading near $197.58 as investors showed some near-term caution.
Despite the pullback, the article highlights continued bullish long-term sentiment around
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
How Investors Are Reacting To Cadence Design Systems (CDNS) Upbeat Analyst Views On Earnings Prospects
Sasha Jovanovic
Wed, July 1, 2026 at 2:15 PM PDT 3 min read
CDNS
-0.74%
Trade CDNS on Coinbase
Trading disclosure
Recently, Cadence Design Systems drew increased investor attention after analysts highlighted expectations for strong earnings growth and reaffirmed stable consensus forecasts for th
2026-07-02
global.morningstar.com
2026-07-02
Morningstar
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