Semiconductor News & Analysis Feed
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2026-07-04
news.google.com
2026-07-04
Magzter
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron Earned $24.67 Per Share Last Quarter. Its Dividend Is Still 15 Cents. Something Has to Give.
Daniel Sparks, The Motley Fool
Fri, July 3, 2026 at 8:52 PM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
Every so often, a company's numbers stop making sense next to its soaring profits. Micron Technology (NASDAQ: MU) is having one of those moments. In its fis
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Every so often, a company's numbers stop making sense next to its soaring profits. Micron Technology (
MU
+1.24%
) is having one of those moments. In its fiscal third quarter (the period ended May 28, 2026), the memory maker earned $24.67 per share on a generally accepted accounting principles (GAAP) basis. Its quarterly dividend, declared the same week, was $0.15 -- the same $0.15 it declared las
2026-07-04
www.bloomberg.com
2026-07-04
Bloomberg.com
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2026-07-04
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2026-07-04
Bloomberg.com
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Get the most important global
2026-07-04
theindependent.sg
2026-07-04
The Independent Singapore News
Malaysia's semiconductor industry gains from AI-driven chip demand (Photo: Nick Karean/AI-Generated for illustration purposes only)
MALAYSIA
2 min.Read
Malaysia is well-positioned to benefit from AI semiconductor boom through advanced packaging and supply-chain shift
By
Nick Karean
July 4, 2026
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MALAYSIA: Malaysia i
2026-07-04
eetimes.com
2026-07-04
Nitin Dahad
At the opening of its Dresden smart power fab, Infineon’s COO said virtual fab cloning enabled delivery three months ahead of schedule.
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
China Resources Microelectronics (CR Micro), a Chinese power semiconductor integrated device manufacturer, has notified customers and partners that it will raise prices across its entire product lineup starting July 1, with increases beginning at 15%.
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
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
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
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
digitimes.com
2026-07-04
Volatile precious metal prices weighed heavily on passive component suppliers in early 2026, but the cost pressures have also created unexpected order-transfer opportunities for Taiwanese manufacturers.
2026-07-04
interestingengineering.com
2026-07-04
Interesting Engineering
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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
www.klsescreener.com
2026-07-04
KLSE Screener
WHILE much has been said about advanced packaging in the context of Malaysia’s semiconductor sector, little is actually known about what it entails.
The rhetoric is that, since Malaysia has a strong and world-renowned base in semiconductor testing, assembly and packaging dating back to the 1970s, it should be a shoe-in for these local companies to get into advanced packing.
The government is pus
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, July 3, 2026 at 3:50 PM PDT 4 min read
AMAT
+2.89%
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Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Wrapping up Q1 earnings, we look at the numbers and key t
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
+3.65%
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Nvidia's market value sits near $4.7 trillion, about $190 billion ahead of Apple.
Apple reports earnings July 30, a potential catalyst to close the gap.
Nvidia trades at a lower earnings multiple than Apple despite growing far faster.
10 stocks we like better than Apple ›
Nvidia(NASDAQ: NVDA) currently holds the title of the world's most valuable company, and Apple(NASDAQ: AAPL) is
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Nvidia's market value sits near $4.7 trillion, about $190 billion ahead of Apple.
Apple reports earnings July 30, a potential catalyst to close the gap.
Nvidia trades at a lower earnings multiple than Apple despite growing far faster.
10 stocks we like better than Apple ›
Nvidia(NASDAQ: NVDA) currently holds the title of the world's most valuable company, and Apple(NASDAQ: AAPL) is