Semiconductor News & Analysis Feed
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2026-07-03
www.bloomberg.com
2026-07-03
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2026-07-03
intellectia.ai
2026-07-03
Intellectia AI
The semiconductor industry is experiencing one of its most significant rallies in decades, driven by the explosive growth of artificial intelligence infrastructure spending. In July 2026, AI chip stocks have added a combined $2 trillion in market value, with the Philadelphia Semiconductor Index surging over 47% year-to-date. NVIDIA continues to dominate with an estimated 70-80% market share in AI
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
General Motors (GM) Secures Micron Deal For Future Software Defined Vehicles
Bailey Pemberton
Fri, July 3, 2026 at 1:13 AM PDT 3 min read
GM
+0.28%
MU
+1.11%
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General Motors (NYSE:G
2026-07-03
www.opensourceforu.com
2026-07-03
Open Source For You
News
Wave Photonics Unlocks Synopsys Automation For Open-Source Quantum Chips
By Jiya Jay Singh -
July 3, 2026
0
19
Wave Photonics
Wave Photonics has made its entire PDK platform compatible with Synopsys OptoCompiler to automate the design of next-generation quantum and classical photonic chips.
On 1 July, 2026, Wave Photonics successfully achieved compatibility with Synopsys OptoCompiler, a pro
2026-07-03
www.geeky-gadgets.com
2026-07-03
Geeky Gadgets
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2026-07-03
evertiq.com
2026-07-03
Evertiq
© Liviorki
General | July 03, 2026
Report: $13 billion outlay for India Semiconductor Mission 2.0 cleared
Evertiq
India Semiconductor Mission 2.0 will be geared towards strengthening the entire semiconductor value chain, including chip design, fabrication and packaging.
The Expenditure Finance Committee (EFC) of the Indian government has approved an outlay of ₹1.25 trillion (about USD 13 billion)
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
There are currently seven companies with market caps of $2 trillion or more, but the accelerating demand for semiconductors is pushing new candidates to the fore. One prime example is Micron Technology (
MU
+1.11%
) -- and I'm convinced that the ongoing adoption of artificial intelligence (AI) will send this chip specialist to new heights. Micron is one of the world's leading providers of memory a
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
news.google.com
2026-07-03
NucNet
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.electronicsforyou.biz
2026-07-03
Electronics For You BUSINESS
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2026-07-03
www.digitimes.com
2026-07-03
digitimes
For more than two decades, data center electrical power distribution operated as a highly standardized, mature, and slow-moving engineering discipline. The architecture of new-generation AI racks integrates more AI GPU/ASIC dies and multi-terabit SerDes switching fabrics into dense footprints. Consequently, rack power requirements are experiencing a massive paradigm shift.
During the peak deploym
2026-07-03
eetimes.com
2026-07-03
EE Times examines the companies, institutes, and policy initiatives positioning Spain within Europe’s next wave of semiconductor innovation.
2026-07-03
www.newelectronics.co.uk
2026-07-03
New Electronics
www.newelectronics.co.uk
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2026-07-03
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2026-07-03
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2026-07-03
www.twelfthmagpie.com
2026-07-03
The Twelfth Magpie
Home » Investing Articles » Should I buy SK Hynix stock for my ISA when it lands on the Nasdaq on 10 July?
SHOULD I BUY SK HYNIX STOCK FOR MY ISA WHEN IT LANDS ON THE NASDAQ ON 10 JULY?
South Korean chip powerhouse SK Hynix is shortly about to list ADRs on the Nasdaq. This means investors will have another way to play the memory boom.
Posted by
Edward Sheldon, CFA
❯
Published 3 July, 8:14 am BST
2026-07-03
www.newelectronics.co.uk
2026-07-03
New Electronics
www.newelectronics.co.uk
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
ximitime.com
NEWS
REDMI reportedly testing Qualcomm’s 2nm Snapdragon 8 Elite Gen 6 flagship chip
Emir Bardakçı
Jul. 3, 2026, 10:10
2 mins read
0 Comments
TABLE OF CONTENTS
Early Snapdragon 8 Elite Gen 6 testing underway
What we know so far
Why the 2nm chip matters
A new leak suggests that REDMI is already testing Qualcomm’s next-generation 2nm Snapdragon 8 Elite Gen 6 platform. According to information shared
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Argos Wealth Advisors LLC Sells 1,692 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Argos Wealth Advisors LLC cut its TSM position by 14.1% in the first quarter, selling 1,692 shares and ending with 10,295 shares worth about $3.48 million.
Sentiment around Taiwan Semiconductor Manufacturing remains bul