Semiconductor News & Analysis Feed
10462 articles
2026-07-03
digitimes.com
2026-07-03
Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening its bid to gain ground in the AI memory market.
2026-07-03
digitimes.com
2026-07-03
Infineon China said on July 3 that it is pursuing legal remedies after several gallium nitride (GaN) products became the subject of a removal dispute at electronica Shanghai 2026, saying public accounts of the incident did not fully reflect the case's background or specific circumstances.
2026-07-03
digitimes.com
2026-07-03
China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.
2026-07-03
digitimes.com
2026-07-03
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
2026-07-03
eetimes.com
2026-07-03
Pablo Valerio
SK hynix is set to invest $713 billion to expand its semiconductor manufacturing capacity in South Korea and is plans a Nasdaq listing.
2026-07-03
digitimes.com
2026-07-03
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.
2026-07-03
digitimes.com
2026-07-03
A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered by a Chinese court injunction.
2026-07-03
digitimes.com
2026-07-03
Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.
2026-07-03
digitimes.com
2026-07-03
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
2026-07-03
digitimes.com
2026-07-03
Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital injection into its US subsidiary TSMC Arizona.
2026-07-03
digitimes.com
2026-07-03
Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China 2026 were covered by an ongoing patent dispute and had already been barred from sale under a Chinese court ruling. According to Innoscience, after its representatives identified the products during the exhibition and
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Intel (INTC) Lands Nvidia And SoftBank Backing As AI Bull Case Builds
July 03, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA and SoftBank have taken substantial equity stakes in Intel, backing the company’s foundry turnaround and AI ambitions.
These investments follow an operational rebound under CEO Lip-Bu Tan and fresh attentio
2026-07-03
www.thestreet.com
2026-07-03
thestreet.com
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2026-07-03
www.digitaljournal.com
2026-07-03
Digital Journal
www.digitaljournal.com
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2026-07-03
www.theregister.com
2026-07-03
The Register
AI AND ML
Nvidia floats double-dipping datacenter financing scheme
What's better than getting paid once? Getting paid twice of course
Tobias Mann
Systems editor
17
Published Thu 02 Jul 2026 // 21:55 UTC
AI infrastructure doesn't come cheap. To keep up, rent-a-GPU outfits such as CoreWeave and Lambda have had to borrow billions of dollars from venture capitalists and hedge funds to bankroll the
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
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2026-07-03
www.tradingview.com
2026-07-03
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SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside
SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside
Less than 1 min read
000660
−5.68%
According to estimates from 39 analysts, SK hynix Inc. stock's average price target has risen from KRW 3458608.9 to KRW 3486814.03, with forecasts ranging from KRW 140000
2026-07-03
interestingengineering.com
2026-07-03
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
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2026-07-03
blockspace.media
2026-07-03
Blockspace Media
blockspace.media
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