Semiconductor News & Analysis Feed
282 articles
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.
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
The semiconductor industry is playing an instrumental role in the proliferation of artificial intelligence (AI). The training and deployment of AI models and inference applications wouldn't have been possible without chips, which explains why semiconductor companies have witnessed terrific growth in revenue and earnings in recent years.
Moreover, chips are also needed to run AI workloads locally
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
digitimes.com
2026-07-02
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.
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
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Key Points
Micron stock has been one of the market's biggest winners over the last year.
AI-driven demand for the company's memory chips has been incredibly strong, powering huge growth in sales and earnings.
Sales and earnings momentum have made Micron one of the world's most valuable companies, and its demand outlook remains strong.
10 stocks we like better than Micron Technology ›
Momentum
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Momentum for leading artificial intelligence (AI) chip stocks has been incredibly bullish over the last year, and Micron Technology (
MU
5.25%
) has been one of the best-performing names in the category. Soaring demand for its high-bandwidth memory (HBM) chips and other solutions has translated into stellar growth in unit sales that has pushed revenue higher, and increased pricing power has also l
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
__fail__
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
If You'd Invested $1,000 in Nvidia 5 Years Ago, Here's How Much You'd Have Today
Prosper Junior Bakiny, The Motley Fool
June 30, 2026 3 min read
NVDA
+0.71%
^GSPC
-0.45%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) has been the hottest stock on Wall Street in recent memory. Over the past five years, the company has delivered incredible returns. But how incredible, exactly? Re
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Nvidia (
NVDA
+0.62%
) has been the hottest stock on Wall Street in recent memory. Over the past five years, the company has delivered incredible returns. But how incredible, exactly? Read on to find out how much a $1,000 investment in Nvidia would be worth today.
Image source: The Motley Fool.
The party may not be over
Nvidia has posted a compound annual growth rate (CAGR) of 59.49% since 2021
2026-07-01
semiengineering.com
2026-07-01
Ann Mutschler
In next-generation silicon, AI can interpret system behavior at scale, but only if obse...
2026-07-01
marketwise.com
2026-07-01
MarketWise
marketwise.com
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2026-07-01
analyticsindiamag.com
2026-07-01
Analytics India Magazine
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KEY TAKEAWAYS
What Actually Matters.
Micron Technology has emerged as a key player in the high-bandwidth memory market, crucial for AI infrastructure.
The company has reported record earnings, with significant revenue growth driven by strong demand for AI memory.
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2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-30
digitimes.com
2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-30
digitimes.com
2026-06-30
Taiwanese prosecutors have reportedly expanded their investigation into the alleged illegal export of high-end AI servers to China, Hong Kong, and Macau, launching a second round of raids targeting Supermicro's Taiwan branch and two listed Taiwanese technology companies.