Semiconductor News & Analysis Feed
21596 articles
2026-07-02
digitimes.com
2026-07-02
Infineon Technologies completed its acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM on Tuesday, expanding its position in automotive and industrial sensing and adding roughly 230 employees across three new locations.
2026-07-02
digitimes.com
2026-07-02
China's power semiconductor makers are entering a broader price-hike cycle, as AI server demand, raw material inflation, and tight mature-node capacity force suppliers to defend margins after years of low-end price wars.
2026-07-02
digitimes.com
2026-07-02
Taiwan's passive component suppliers are entering the second half of 2026 with stronger order momentum, as demand from AI data centers, networking equipment, power systems, and automotive electronics helps offset earlier pressure from volatile metal prices and weaker consumer electronics planning.
2026-07-02
semiengineering.com
2026-07-02
Liz Allan
Ongoing innovations are enabling humanoids to see and move more like humans, while smel...
2026-07-02
digitimes.com
2026-07-02
Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in schedule as of the second quarter, according to people familiar with the PCB industry.
2026-07-02
digitimes.com
2026-07-02
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight through 2027.
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Mobile system-on-chip (SoC) vendors are collectively upgrading flagship platforms to 2nm in 2026. Beyond the need for better specifications, the bigger goal is to avoid the most heavily booked 3nm process and secure more supply.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%
Omor Ibne Ehsan
Wed, July 1, 2026 at 4:40 PM PDT 4 min read
MU
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SOXX
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Quick Read
Trump praised Micron (MU) on Truth Social, but after an 838% run the stock still dropped 10%, proving that presidential endorsements can't m
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU | MU Price Prediction) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250 MILLION Investment in TRUMP ACCOUNTS” pledged by CEO Sanjay Mehrotra, tied to America’s 250th anniversary. He signed off with “THIS IS THE GOLDEN AGE OF AMERICA!”
Video Muted
However, the stock went
2026-07-02
www.trendforce.com
2026-07-02
TrendForce
[News] Samsung Files New HBM Dummy Die Patent to Enhance High-Stack Reliability; Seen as Aimed at 16-Layer HBM5
2026-07-02 Semiconductors editor
News
Please note that this article cites information from ETNews.
As the industry advances toward higher-layer HBM, Samsung is reportedly developing a new structural design to improve package reliability. According to ETNews, Samsung Electronic
2026-07-02
siliconangle.com
2026-07-02
SiliconANGLE
Physical security company Verkada Inc. has taken an investment from Nvidia Corp. and signed a technical partnership with the chipmaker, the two said today, in a deal meant to speed up the artificial intelligence running across Verkada’s 2.4 million connected devices.
The size of the investment was not disclosed but comes seven months after Verkada raised funding at a $5.8 billion valuation in a r
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Why Applied Materials (AMAT) Shares Are Falling Today
Weixin Lin
Wed, July 1, 2026 at 3:17 PM PDT 3 min read
AMAT
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Why Applied Materials (AMAT) Shares Are Falling Today
What Happened?
Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) fell 11.2% in the afternoon session after the company was caught in a bro
2026-07-02
asiatimes.com
2026-07-02
Asia Times
For a quarter of a century, consumer technology was the most dependable disinflationary force in the world economy. Each year, the device in the hand did more and cost less, and that quiet subtraction flattered every inflation print on earth.
That era is over. This is slowly turning into consensus, with the “technology is always deflationary” crowd finally yielding to the weight of evidence. We h
2026-07-02
memeburn.com
2026-07-02
Memeburn
TL;DR
Google Pixel 11 release date is expected in August 2026, matching the Pixel 9/10 launch pattern
Four models: Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and a Pro Fold arriving in October
The base Pixel 11 may ship with just 8GB of RAM, down from 12GB on the Pixel 10
All four get the Tensor G6 chip, Google's first on a 2nm process, plus a new MediaTek modem
Nothing is official — every figure h
2026-07-02
www.msn.com
2026-07-02
MSN
High-stakes launch: The R2 SUV is Rivian’s most important product yet, aimed at the mass market with strong early demand.
Chip supply fears: CEO RJ Scaringe says memory chip shortages from AI demand pose the biggest risk to production.
Investor watch: Shares dipped as markets await Q2 delivery numbers, with retail sentiment cautious but some optimism.
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Has QUALCOMM (QCOM) Become Fully Priced As It Exits Russell Growth Indexes?
July 02, 2026
Simply Wall St
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QUALCOMM dropped from multiple Russell growth and defensive indexes
QUALCOMM (QCOM) has been removed from several Russell growth and defensive benchmarks, a technical reshuffle that can affect how index funds and quantita
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
2330.TW
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^DJI
-0.25%
^IXIC
-1.16%
TSM
-4.25%
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TSMC (TSM) closed at $444.23 in the latest trading session, ma
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
AMAT
-6.46%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials (AMAT) closed at $650.91 in the latest tradin
2026-07-02
wccftech.com
2026-07-02
Wccftech
Korean chip manufacturing giant Samsung is developing simulation technologies for lithography that rely on quantum computing and artificial intelligence, suggests a report from the Korean press. The technology will be used to run simulations of the first stage of the chip manufacturing process, and Samsung will also rely on artificial intelligence to streamline the process. Through the technology,
2026-07-02
www.indexbox.io
2026-07-02
IndexBox
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