Semiconductor News & Analysis Feed
10436 articles
2026-07-04
www.scmp.com
2026-07-04
South China Morning Post
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Chinese scientists’ brain-mimicking chip ‘up to 478 times faster than Nvidia A100 GPU’
New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says
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Holly Chik
Published:
7:30pm, 4 Jul 2026
Chinese scientists say they have developed a tiny computer chip capab
2026-07-04
www.scmp.com
2026-07-04
South China Morning Post
Science
ChinaScience
Chinese scientists’ brain-mimicking chip ‘up to 478 times faster than Nvidia A100 GPU’
New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says
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Holly Chik
Published: 7:30pm, 4 Jul 2026
Chinese scientists say they have developed a tiny compute
2026-07-04
tomshardware.com
2026-07-04
Mark Tyson
Windows development guru Dave W. Plummer shared a brief video demonstrating a novel Stirling Engine powered cooling solution for his AMD Threadripper chipset.
2026-07-04
news.google.com
2026-07-04
Manufacturing Today India
2026-07-04
tomshardware.com
2026-07-04
Jowi Morales
Creator Zac Builds mounted their mini-PC to the side of their living room fan to hide it plain sight.
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'
Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'
Rishabh Mishra
Sat, July 4, 2026 at 3:34 AM PDT 7 min read
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Benzinga and Yahoo Fin
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
www.phoronix.com
2026-07-04
Phoronix
Linux 7.2-rc2 Raising The Default RISC-V 64-bit CPU Limit To 256 Cores
Written by Michael Larabel in RISC-V on 4 July 2026 at 06:09 AM EDT. 3 Comments
A post merge-window change that landed in Linux Git overnight ahead of tomorrow's Linux 7.2-rc2 release is bumping the default limit on the number of supported CPU cores for RISC-V 64-bit. Now by default Linux will support up to 256 cores with RISC-
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.24%
) stock has rocketed more than 755% in the past year. Memory chips are now one of the biggest, if not the biggest, bottlenecks in the artificial intelligence (AI) build-out. This has boosted memory prices and sent Micron's earnings soaring.
The stock's forward earnings multiple of 14 is expensive relative to Micron's historical trading range, where it usually trades
2026-07-04
news.google.com
2026-07-04
WNWN-FM
2026-07-04
kfgo.com
2026-07-04
The Mighty 790 KFGO
July 4 (Reuters) – SK Hynix is considering paying about 0.5% of the proceeds from its U.S. listing to banks working on the deal, Bloomberg News reported on Saturday citing people familiar with the matter.
• The South Korean chipmaker has indicated it could issue up to 2.5% of its outstanding shares, although the final size of the offering has not been determined, the report said.
• SK Hyni
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
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.theglobeandmail.com
2026-07-04
The Globe and Mail
In a report released today, Tammy Qiu from Berenberg Bank maintained a Buy rating on Infineon Technologies AG, with a price target of €100.00.
According to TipRanks, Qiu is ranked #148 out of 12296 analysts.
In addition to Berenberg Bank, Infineon Technologies AG also received a Buy from Deutsche Bank ‘s Johannes Schaller CFA in a report issued yesterday. However, on the same day, UBS maintained
2026-07-04
www.koreajoongangdaily.com
2026-07-04
Korea JoongAng Daily
SK hynix considers lower Wall Street fees for ADR listing
The chipmaker may pay underwriters about 0.5 percent on its planned U.S. listing, a reduced rate that could still total nearly 200 billion won because of the deal’s massive size.
KIM MIN-YOUNG
BUSINESS REPORTER
PUBLISHED July 4, 2026 - 6:20 p.m. MODIFIED July 5, 2026 - 12:09 p.m.
The logo of SK hynix is seen during a public briefing on th
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Keybank National Association OH Raises Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Keybank National Association OH increased its stake in Taiwan Semiconductor Manufacturing by 5.2% in the first quarter, ending with 37,837 shares valued at about $12.8 million.
TSMC is expanding 3-nanometer capacity
2026-07-04
www.tradingview.com
2026-07-04
TradingView
News
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Reuters
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SK Hynix considering 0.5% fee payout in ADR offering, Bloomberg News reports
SK Hynix considering 0.5% fee payout in ADR offering, Bloomberg News reports
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Cerebras Systems Accelerates E
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
First Dallas Securities Inc. Sells 1,847 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
First Dallas Securities reduced its stake in Taiwan Semiconductor Manufacturing by 20.2% in the first quarter, selling 1,847 shares and leaving it with 7,276 shares valued at about $2.46 million.
Analysts remain broa