Semiconductor News & Analysis Feed

5326 articles
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
Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against four companies, as part of an investigation linked to the movement of servers that may have contained Nvidia artificial intelligence chips subject to US export controls. The case has been reported by multiple outlets, including CNA, The Straits Times, and Reuter
2026-07-02
digitimes.com 2026-07-02
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloombergreport.
2026-07-02
digitimes.com 2026-07-02
Socionext announced that it would develop a high-performance compute chiplet using TSMC's A14 process technology, positioning the project as a platform for next-generation custom silicon aimed at AI data center infrastructure.
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
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
finance.yahoo.com 2026-07-02 Yahoo Finance
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights · Zacks Zacks Equity Research Wed, July 1, 2026 at 2:45 PM PDT 3 min read AMAT -6.46% ^GSPC -0.45% ^DJI -0.25% ^IXIC -1.16% Trade AMAT on Coinbase Trading disclosure Applied Materials (AMAT) closed at $650.91 in the latest tradin
2026-07-02
news.google.com 2026-07-02 WyomingNews.com
2026-07-02
www.gurufocus.com 2026-07-02 GuruFocus
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2026-07-02
campustechnology.com 2026-07-02 Campus Technology
Anthropic has introduced Claude Science, a new AI workbench for scientists that integrates research tools, produces auditable artifacts, and connects to specialized life sciences models and workflows from NVIDIA. The beta release, announced June 30, gives Claude Pro, Max, Team, and Enterprise users access to an application designed to help researchers work across literature review, data analysis,
2026-07-02
gmauthority.com 2026-07-02 GM Authority
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2026-07-02
eetimes.com 2026-07-02
AI has outgrown traditional chips. The future belongs to integrated systems that stack compute, memory, photonics, and power, and HLSI is driving the shift.
2026-07-02
www.businessreport.com 2026-07-02 Baton Rouge Business Report
WEDNESDAY, JULY 1, 2026 Micron will donate $250M to Trump’s investment initiative for children By Daily Report Staff Micron Technology has agreed to invest $250 million in a federal children’s investment initiative known as the Trump Accounts, a program designed to create tax-advantaged savings accounts for minors that receive an initial government contribution and can be supplemented by private
2026-07-02
finance.yahoo.com 2026-07-02 Yahoo Finance
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers · Stocktwits Anan Ashraf July 1, 2026 3 min read RIVN +1.03% Trade RIVN on Coinbase Trading disclosure CEO RJ Scaringe told Axios the R2 vehicle represents an existential test. He dismissed demand as a concer
2026-07-02
es.tradingview.com 2026-07-02 TradingView
Noticias / Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers 2 minutos de lectura RIVN −0,12% PUNTOS CLAVE: CEO RJ Scaringe told Axios the R2 vehicle represents an existential test. He dismissed demand as a concern for R2, instead highlighting supply chain wor
2026-07-02
247wallst.com 2026-07-02 24/7 Wall St.
The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and HBM4 qualification samples still rationed among lead customers. For investors trying to translate that supply tightness into portfolio exposure, three exchange-traded funds capture different slices o
2026-07-02
www.marketscreener.com 2026-07-02 marketscreener.com
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2026-07-02
www.marketwatch.com 2026-07-02 MarketWatch
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2026-07-02
247wallst.com 2026-07-02 24/7 Wall St.
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2026-07-02
finance.yahoo.com 2026-07-02 Yahoo Finance
Prediction: Micron’s Remarkable 800% Run Masks Risk and Our Target Reflects Caution Ahead Vandita Jadeja Wed, July 1, 2026 at 10:56 AM PDT 4 min read MU -4.71% NVDA +0.71% Explore stocks on Coinbase Trading disclosure Quick Read MU beat Q3 revenue estimates by 18% and EPS by 24%, yet shares dropped 7% post-earnings, signaling the stock has priced in perfection. Micron's weekly RSI has sat above