Semiconductor News & Analysis Feed
1682 articles
2026-07-07
digitimes.com
2026-07-07
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.
2026-07-07
eetimes.com
2026-07-07
Sally Ward-Foxton
Agents will also need CPU plus acceleration to run on edge devices, said Ambarella’s Muneyb Minhazuddin.
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-07
digitimes.com
2026-07-07
The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data center cooling, and other industrial markets closely watched by customers and investors worldwide. The deal may reshape competition in advanced materials, where demand is rising alongside artificial intelligence infrastructure, semiconductor manufacturing, and energy
2026-07-07
digitimes.com
2026-07-07
Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching six months. The company has advised customers to place orders at least six months in advance to help secure an adequate chip supply.
2026-07-07
digitimes.com
2026-07-07
Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already begun to weaken consumer demand. Industry sources said hopes for a clear slowdown have faded, as upstream suppliers have signalled increases of around 30%, with enterprise SSD and server RDIMM prices likely to rise by more than 30%.
2026-07-07
digitimes.com
2026-07-07
Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's
2026-07-07
digitimes.com
2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.
2026-07-07
digitimes.com
2026-07-07
AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.
2026-07-07
digitimes.com
2026-07-07
Unimicron Technology has priced a large overseas depositary receipt sale that could affect global investors monitoring Taiwan's electronics supply chain and semiconductor-related financing trends. The deal, which will fund foreign-currency purchases, is expected to reduce interest costs and strengthen the company's balance sheet, with potential benefits for shareholders worldwide.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Lattice Semiconductor (LSCC) Stock Trades Up, Here Is Why
Weixin Lin
Mon, July 6, 2026 at 3:52 PM PDT 3 min read
LSCC
+1.44%
AVGO
+4.83%
MU
+1.11%
AAPL
+0.88%
Explore stocks on Coinbase
Trading disclosure
Lattice Semiconductor (LSCC) Stock Trades Up, Here Is Why
What Happened?
Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 3% in the morning session after the semicondu
2026-07-07
biz.chosun.com
2026-07-07
Chosunbiz
By
Hwang Min-gyu
Published 2026.07.07. 06:00
Updated 2026.07.07. 11:07
Dram production plants of Samsung Electronics, SK hynix, and Micron./Courtesy of each company
Let's assume there are only three bakeries that supply bread in a village. As it happened, more young people in the village started getting married, wedding cake orders surged, and all three bakeries shifted their ovens to wedding ca
2026-07-07
news.google.com
2026-07-07
24/7 Wall St.
2026-07-07
news.google.com
2026-07-07
StockStory
2026-07-07
news.google.com
2026-07-07
The Business Journals
2026-07-06
news.google.com
2026-07-06
PCWorld
2026-07-06
tradersunion.com
2026-07-06
Traders Union
Micron Technology, Inc. (MU) advanced 3.28% after delivering a standout fiscal Q3 result, with soaring demand for AI-driven memory chips and multi-year supply deals fueling bullish sentiment. The move is reinforced by a solid longer-term trend, though near-term resistance at the 20-day moving average curbs stronger gains.
2026-07-06
news.google.com
2026-07-06
Investing.com
2026-07-06
eetimes.com
2026-07-06
Voice AI can’t survive on clean-room tests; real-world acoustics break it. See why physics-based benchmarks must lead the next leap.