Semiconductor News & Analysis Feed
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2026-07-03
news.google.com
2026-07-03
NucNet
2026-07-03
www.suasnews.com
2026-07-03
sUAS News
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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.globalsources.com
2026-07-03
Global Sources
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2026-07-03
cybershack.com.au
2026-07-03
CyberShack
D-Link DCF-141 GaN Charger Review: The Charger Drawer Killer
3 Jul, 2026
By Scott Hunt
Featured
Off-Grid
Reviews
The D-Link DCF-141 GaN charger is a 4-port 140W charger that comfortably keeps up with your devices. It can deliver 140W maximum single-port output, or dual output of 70W + 70W or 100W + 30W, meaning it’s flexible enough to charge up two laptops at once.
GaN technology trades silicon
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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2026-07-03
digitimes.com
2026-07-03
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, TSMC, and others detailed new packaging approaches as packages themselves begin hitting limits.
2026-07-03
digitimes.com
2026-07-03
South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip de
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
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.
2026-07-03
digitimes.com
2026-07-03
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, and could affect technology markets far beyond Germany and the continent.
2026-07-03
digitimes.com
2026-07-03
Renesas Electronics has completed the sale of its timing device business to US fabless semiconductor specialist SiTime, tightening its portfolio around AI servers, electric vehicles, embedded computing and software-led chip design.
2026-07-03
digitimes.com
2026-07-03
With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has
2026-07-03
digitimes.com
2026-07-03
China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.
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
Japanese Prime Minister Sanae Takaichi held her first summit with Indian Prime Minister Narendra Modi in New Delhi on July 2, during a three-day visit that both governments framed as the next step in a long-running partnership.
2026-07-03
digitimes.com
2026-07-03
Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Just Delivered Massive News for Shareholders
Keithen Drury, The Motley Fool
Thu, July 2, 2026 at 12:04 PM PDT 3 min read
MU
+1.11%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) investors have been a happy bunch in the market this past year. It's not a secret why: The stock is up 272% since 2026 began. Many investors wait decades before seeing 3x o
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Micron Technology (
MU
+1.24%
) investors have been a happy bunch in the market this past year. It's not a secret why: The stock is up 272% since 2026 began. Many investors wait decades before seeing 3x or greater returns, yet Micron did it in just six months.
With a return like that in such a short time, some investors may wonder if Micron's best days are already accounted for. But Micron's mana
2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGM:CAMT
Why Camtek (CAMT) Is Down 7.5% After Securing $105 Million In New AI-Linked Orders
July 03, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Camtek announced over US$105 million in new multi-system orders, including US$55 million tied to AI applications and US$50 million for its Hawk inspection platforms supporting advanc