Semiconductor News & Analysis Feed
5310 articles
2026-07-04
pandaily.com
2026-07-04
Pandaily
Industry
Market
Semiconductor Prices Skyrocket as AI Demand Fuels Industry-Wide Chip Shortage
Published:
July 4, 2026
Reading Time:
3 min read
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Over 20 chip manufacturers announce second price hikes in 2026, with AI-specific MLCCs surging 3-10x and delivery lead times extending to mid-2027.
July 1, 2026 marked the beginning of a broad-based s
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
QRG Capital Management Inc. Has $35.21 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
QRG Capital Management boosted its stake in Taiwan Semiconductor Manufacturing by 15.1% in the first quarter, ending with 104,200 shares worth about $35.21 million.
TSMC is expanding 3-nanometer capacity acro
2026-07-04
tomshardware.com
2026-07-04
Mark Tyson
Japan’s Fire Hydrant Sign Co., Ltd. has demonstrated an expansive Wi-Fi network that melds its established infrastructure of street signs with Starlink satellite broadband antennas.
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Moran Wealth Management LLC
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Moran Wealth Management cut its position in Taiwan Semiconductor Manufacturing by 21.4% in Q1, selling 33,539 shares and leaving it with 122,945 shares worth about $41.5 million.
Insider buying continued, with two TSMC vice
2026-07-04
www.chosun.com
2026-07-04
조선일보
By Choi Eun-kyung
Published 2026.07.04. 18:26
Updated 2026.07.06. 09:19
U.S. memory semiconductor company Micron Technology has begun expanding production facilities for next-generation memory for artificial intelligence (AI) at its Hiroshima plant in Japan. Amid a surge in demand for high-bandwidth memory (HBM) for AI servers, Micron is being evaluated as making a full-fledged pursuit of the HB
2026-07-04
biz.chosun.com
2026-07-04
Chosunbiz
By
Lee Jae-eun
Published 2026.07.04. 16:50
Updated 2026.07.04. 16:59
Micron Technology logo. /Courtesy of Reuters
Bloomberg News reported on the 4th that U.S. memory semiconductor corporations Micron Technology has begun building a high-bandwidth memory (HBM) production facility at its Hiroshima plant in Japan.
Bloomberg News reported on the 4th that Micron on this day began construction of a p
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Beaumont Asset Management L.L.C. Takes Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Beaumont Asset Management opened a new position in NVIDIA during the first quarter, buying 2,662 shares worth about $464,000.
NVIDIA continues to attract major institutional interest, with hedge funds and other investors owning 65.27% of the co
2026-07-04
www.energetica-india.net
2026-07-04
Energetica India Magazine
Infineon Technologies has inaugurated its Euro 5 billion Smart Power Fab in Dresden, expanding semiconductor manufacturing capacity for AI data centres, electric vehicles and clean energy while reinforcing Europe's technology leadership and supply chain resilience.
Infineon Technologies AG has opened the Smart Power Fab in Dresden several months ahead of schedule. The new plant, with an investmen
2026-07-04
news.google.com
2026-07-04
Magzter
2026-07-04
www.msn.com
2026-07-04
MSN
I have covered Micron more times lately than any other stock on my beat. The Q3 earnings beat was historic. The guidance was historic. The HBM4 shipment disclosure was historic.
And yet the stock is now trading near $970, down from a 52-week high of $1,255 reached June 25, as investors wrestle with a question the market keeps returning to: how long can this last?
On June 30, Jim Cramer sat down
2026-07-04
digitimes.com
2026-07-04
Fabless chip designers dominate the upper ranks of Taiwan's newly disclosed non-managerial employee pay data for fiscal year 2025, with only two capital-intensive manufacturers — TSMC and memory-testing equipment maker Phison — breaking into the top tier typically reserved for asset-light IC design houses.
2026-07-04
digitimes.com
2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
digitimes.com
2026-07-04
Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for the semiconductor and PCB inspection equipment maker. The company said the biggest challenge has now shifted from winning orders to managing supply chains and expanding capacity.
2026-07-04
digitimes.com
2026-07-04
Germany's District Court Munich I ruled on July 3 that Innoscience infringed Infineon Technologies' gallium nitride (GaN) patents, barring the Chinese chipmaker from importing, selling, or marketing the affected products in Germany and ordering it to pay damages.
2026-07-04
interestingengineering.com
2026-07-04
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-07-04
macaubusiness.com
2026-07-04
Macau Business
– Investment of 5 billion euros strengthens manufacturing base for highly modern power semiconductors, creating 1,000 jobs in the “Smart Power Fab”
– Infineon chips enable energy-efficient solutions for automotive and industrial applications such as power supplies for AI data centers, renewable energy sources, power grids and software-defined vehicles
– Capacity ramp-up at double speed possible
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Namrata Sen
Fri, July 3, 2026 at 3:31 PM PDT 6 min read
NVDA
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2026-07-04
www.thestreet.com
2026-07-04
thestreet.com
__fail__
2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Auto/NYSE:GM
General Motors (GM) Following Micron Deal Is The Stock Fully Valued
July 04, 2026
Simply Wall St
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General Motors (GM) just signed a long term customer agreement with Micron Technology for automotive memory and storage, securing chip supply that underpins GM’s software heavy vehicle platforms and ongoing manufacturing plans.
See our latest analysis for Ge
2026-07-04
www.wfmj.com
2026-07-04
WFMJ
AI-fueled chip shortage pushes prices higher
Jul 3, 2026
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