Semiconductor News & Analysis Feed
6016 articles
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor too
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
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
Micron Technology (
MU
+1.24%
) just delivered the biggest quarter in its history, as its critical positioning as a leader in a key input for the AI boom has led to soaring revenue and profits, with a memory shortage benefiting its business enormously. And yet the stock sits about 22% below the high near $1,255 it reached in June. Record results on one side of the ledger and a falling share price
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Lockridge Okoth
Mon, July 6, 2026 at 3:30 PM PDT 3 min read
NVDA
+3.65%
4062.T
+2.20%
009150.KS
+0.95%
Trade NVIDIA on Coinbase
Trading disclosure
Jim Cramer doubled down on Nvidia on Monday, urging investors to buy the stock as the chipmaker rejected claims that its next-generation AI rack systems face delays until 2028.
The c
2026-07-07
wkzo.com
2026-07-07
WKZO
July 6 (Reuters) – Syntiant Corp, a semiconductor and AI software company focused on “physical AI”, filed for a U.S. initial public offering on Monday, seeking to capitalize on investor enthusiasm for AI and computing.
The listing is the latest in a string of AI-related IPOs this year, amid a broader revival in the U.S. IPO market as companies seek to capitalize on growing investor confidence
2026-07-07
www.koreajoongangdaily.com
2026-07-07
Korea JoongAng Daily
Global memory chip shortage fuels race between Korea, the United States and China
Micron’s Japan expansion, Korea’s massive fab plan and China’s rapid gains show how AI-driven memory shortages are turning chip investment into a geopolitical competition.
News Team
PUBLISHED July 7, 2026 - 7:00 a.m.
The Micron logo is shown in this illustration from June 11. REUTERS/YONHAP
A deepening memory-chip
2026-07-07
www.reuters.com
2026-07-07
Reuters
__fail__
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Why this AI chip startup could rival Nvidia
Yahoo Finance Video and Josh Lipton
Mon, July 6, 2026 at 2:14 PM PDT
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Etched co-founder and president Robert Wachen explains how his company fits into the artificial intelligence (AI) trade and how it compares to Nvidia (NVDA).
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2026-07-07
www.aa.com.tr
2026-07-07
Anadolu Ajansı
South Korean semiconductor giant SK hynix is preparing a $28 billion US public offering of American Depositary Shares, or ADSs, on Nasdaq, in what could become the largest ADR listing in Wall Street history.
The company said it filed a registration statement with the US Securities and Exchange Commission for the proposed offering of ADSs representing its common shares.
SK hynix also applied to l
2026-07-07
www.bloomberg.com
2026-07-07
Bloomberg.com
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Get the most important global
2026-07-07
www.ad-hoc-news.de
2026-07-07
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments focuses on industrial and automotive chips as investors watch long-term demand trends
Veröffentlicht: 06.07.2026 um 22:04 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Texas Instruments, a major analog and embedded semiconductor supplier, continues to emphasize industrial and automotive markets and capital
2026-07-07
www.theregister.com
2026-07-07
The Register
SYSTEMS
Madlad builds homebrew GPU using 8,192 RISC-V chips
The next version will have 32,000 MCUs
Brandon Vigliarolo
5
Published Mon 06 Jul 2026 // 19:39 UTC
If you can't afford a graphics card these days, here's an alternative solution. Just order thousands of microcontrollers, design your own boards, and build your own cluster over the course of six months after dealing with a healthy dose
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron-Ford chip deal, TeraWulf stock gets lift, private equity takes over easyJet
Yahoo Finance Video and Josh Lipton
Mon, July 6, 2026 at 12:30 PM PDT
MU
+1.11%
CBOE
+2.45%
ANTH.PVT
BTC-USD
+1.03%
Trade MU on Coinbase
Trading disclosure
Market Domination Host Josh Lipton tracks several of the day's top trending stock tickers, including Micron Technology (MU) announcing a new chip partnership wi
2026-07-07
themorningcontext.com
2026-07-07
The Morning Context
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India’s leading tech hardware distribution company is making the most of the unpreceden
2026-07-07
themorningcontext.com
2026-07-07
The Morning Context
This website uses cookies and other tracking technologies to improve your browsing experience for the following purposes: to enable basic functionality of the website, to provide a better experience on the website, to measure your interest in our products and services and to personalize marketing interactions.
India’s leading tech hardware distribution company is making the most of the unpreceden
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
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2026-07-07
www.theglobeandmail.com
2026-07-07
The Globe and Mail
Key Points
Amazon launched its own Trainium AI chips for AWS in 2022.
It could challenge Nvidia by selling those chips to third-party customers.
These 10 stocks could mint the next wave of millionaires ›
Four years ago, Amazon(NASDAQ: AMZN) started using its own Trainium AI chips in its cloud infrastructure platform, Amazon Web Services (AWS). Those first-party chips became even more powerful
2026-07-07
news.google.com
2026-07-07
The Motley Fool
2026-07-07
news.google.com
2026-07-07
The Motley Fool