Semiconductor News & Analysis Feed
3014 articles
2026-07-02
www.datacenterdynamics.com
2026-07-02
Data Center Dynamics
An Nvidia-powered AI supercomputer has been delivered to Yerevan State University in Armenia.
Comprising 64 Nvidia H100 GPUs, the government-funded supercomputer is expected to support research and development whilst helping to modernize education and training across Armenia.
– Legrand
The system was installed within existing university buildings that were retrofitted over a six-month period, w
2026-07-02
www.investors.com
2026-07-02
Investor's Business Daily
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cohu Is Riding AI and HBM Trends But Execution Still Matters
Cohu, Inc. Price and Consensus · Zacks
Anirudha Bhagat
Thu, July 2, 2026 at 6:48 AM PDT 3 min read
COHU
+2.26%
TER
+2.47%
ADTTF
-16.75%
ATEYY
+0.80%
Explore stocks on Coinbase
Trading disclosure
Cohu, Inc. COHU is becoming a more visible small-cap play on semiconductor test demand tied to AI infrastructure.
The story is not just about
2026-07-02
www.tradingview.com
2026-07-02
TradingView
News
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Zacks
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Cohu Is Riding AI and HBM Trends But Execution Still Matters
Cohu Is Riding AI and HBM Trends But Execution Still Matters
3 min read
COHU
+2.75%
Cohu, Inc. COHU is becoming a more visible small-cap play on semiconductor test demand tied to AI infrastructure.
The story is not just about equipment shipments. It also involves high-bandwidth memory inspection, thermal control, softwar
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
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In ad
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-07-02
tomshardware.com
2026-07-02
Luke James
Altman is understood to have raised the idea with President Donald Trump, Commerce Secretary Howard Lutnick, and Treasury Secretary Scott Bessent.
2026-07-02
www.thestreet.com
2026-07-02
thestreet.com
__fail__
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
The individuals were charged with fraud and money laundering for breaking U.S. export controls, even though they do not legally apply in Singapore.
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
__fail__
2026-07-02
www.thelec.net
2026-07-02
thelec.net
Chey Chang-won, Chairman of the SK Supex Council. (Photo: THE ELEC)
SK Group has signed a new shared-growth agreement with its suppliers, with SK Hynix committing 1.4 trillion won over the next five years to support partner companies.
Speaking at the SK Shared Growth Agreement Signing Ceremony for First-, Second- and Third-Tier Suppliers held at SK T Tower in Jung-gu, Seoul on July 2, Chey Chang
2026-07-02
www.thelec.net
2026-07-02
thelec.net
Qualcomm is accepting applications from graduate students in South Korea for the Qualcomm Innovation Fellowship Korea 2026. (Photo: Qualcomm)
Qualcomm said on July 1 that it is accepting applications from graduate students in South Korea for the Qualcomm Innovation Fellowship Korea 2026 program.
The Qualcomm Innovation Fellowship Korea is an academic research paper competition. Qualcomm has host
2026-07-02
tomshardware.com
2026-07-02
Anton Shilov
Intel begins expansion of its Bowers Campus in Santa Clara to produce more photomasks in-house, which is set to be crucial as process technologies get more sophisticated.
2026-07-02
tomshardware.com
2026-07-02
Luke James
Google is testing a reCAPTCHA check that switches on a user's camera and asks them to wave or hold up an open palm.
2026-07-02
www.cnbc.com
2026-07-02
CNBC
Chipmaker Nvidia is expanding its support for fast-growing AI startups by introducing a partnership program that leverages its network of AI cloud service providers to offer these firms access to critical computing infrastructure, the company said Thursday.
Cloud-based AI firms, model builders and other enterprises will share both product and cloud revenue with Nvidia, which is positioning itself
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Premier Path Wealth Partners LLC Sells 1,346 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Premier Path Wealth Partners LLC cut its Taiwan Semiconductor Manufacturing stake by 29% in the first quarter, selling 1,346 shares and leaving it with 3,297 shares valued at about $1.11 million.
TSMC continues t
2026-07-02
etfexpress.com
2026-07-02
ETF Express
Bringing business to business news, views, analysis, and global ETF awards since 2006
Incorporating Wealth Adviser from 2023
Bringing you news, views and analysis since 2013Incorporating Wealth Adviser from 2023
Tema ETFs has announced an exclusive ETF partnership with SemiAnalysis, an independent research firm specialising in semiconductors and AI infrastructure, founded by Dylan Patel.
Throug
2026-07-02
news.google.com
2026-07-02
AD HOC NEWS
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Innova Wealth Partners Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Innova Wealth Partners opened a new position in Taiwan Semiconductor Manufacturing during the first quarter, buying 1,139 shares worth about $385,000.
Several other institutional investors also increased their TSMC holdings
2026-07-02
www.koreaherald.com
2026-07-02
The Korea Herald
A semiconductor research facility at Seoul National Unviersity's Gwanak Campus (Seoul National University)
Samsung Electronics and SK hynix are discussing plans with Seoul National University to launch company-sponsored semiconductor programs at regional universities, as the government pushes for a semiconductor megaproject in South Korea’s southwest, local media reported Thursday.
The plan cent