Semiconductor News & Analysis Feed
6377 articles
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
Jabin Bastian
Thu, July 2, 2026 at 8:00 PM PDT 4 min read
MCHPP
+1.95%
ON
+2.95%
SWKS
-2.13%
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Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The br
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
SNDK
+6.77%
MU
+1.11%
STX
+3.91%
META
-2.02%
005930.KS
-6.25%
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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
finance.yahoo.com
2026-07-03
Yahoo Finance
Applied Materials, Semtech, and Nova Stocks Trade Down, What You Need To Know
Jabin Bastian
Thu, July 2, 2026 at 7:36 PM PDT 3 min read
META
-2.02%
AMAT
+2.89%
SMTC
+1.93%
NVMI
+1.25%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The bro
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
Radek Strnad
Thu, July 2, 2026 at 7:28 PM PDT 4 min read
META
-2.02%
WDC
+3.42%
LSCC
+1.44%
MTSI
+0.13%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooli
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
+2.95%
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
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Qualcomm (QCOM) Shares Are Trading Lower Today
Jabin Bastian
Thu, July 2, 2026 at 6:16 PM PDT 2 min read
QCOM
+1.96%
SPCX
-0.78%
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Trading disclosure
Why Qualcomm (QCOM) Shares Are Trading Lower Today
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.5% in the afternoon session after Elon Musk denied reports that SpaceX was developing an AI dev
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Micron (MU) Stock Is Falling Today
Anthony Lee
Thu, July 2, 2026 at 5:36 PM PDT 4 min read
MU
+1.11%
000660.KS
-5.68%
005930.KS
-6.25%
Trade MU on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) fell 6.9% in the afternoon session after a class-action lawsuit, significant insider selling, and a broader sector-wide selloff prompted investors to take pr
2026-07-03
digitimes.com
2026-07-03
Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China 2026 were covered by an ongoing patent dispute and had already been barred from sale under a Chinese court ruling. According to Innoscience, after its representatives identified the products during the exhibition and
2026-07-03
digitimes.com
2026-07-03
As South Korea moves to accelerate a new semiconductor cluster in the country's southwest, ruling-party officials have returned to one comparison: Kumamoto.
2026-07-03
digitimes.com
2026-07-03
Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.
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
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
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
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
Infineon China said on July 3 that it is pursuing legal remedies after several gallium nitride (GaN) products became the subject of a removal dispute at electronica Shanghai 2026, saying public accounts of the incident did not fully reflect the case's background or specific circumstances.
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.