Semiconductor News & Analysis Feed
21622 articles
2026-07-01
digitimes.com
2026-07-01
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus
2026-07-01
digitimes.com
2026-07-01
South Korea's government laid out a detailed plan on June 30 for building its southwest region into a major new semiconductor production base, with SK, Samsung Electronics and Amkor outlining a combined KRW896 trillion (approx. US$581 billion) in investment covering memory chip fabs, AI data centers and advanced packaging.
2026-07-01
eetimes.com
2026-07-01
Today’s semiconductor component landscape is more complex than ever. Obsolescence has shifted from an occasional disruption to a persistent operational risk. As product lifecycles shorten and supply markets tighten, procurement teams must now treat lifecycle awareness as a core part of their role. Production stability depends on it. Several forces are accelerating this change. Semiconductor manu
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
news.futunn.com
2026-07-01
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2026-07-01
news.google.com
2026-07-01
Memeburn
2026-07-01
news.google.com
2026-07-01
CNBC
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Does Navitas Semiconductor's (NVTS) Index Exit Quietly Reshape Its Liquidity And Governance Narrative?
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Navitas Semiconductor Corporation was removed from multiple Russell indexes and related growth and value benchmarks following the annual reconstitution process.
A
2026-07-01
www.techbuzz.ai
2026-07-01
The Tech Buzz
Micron Technology CEO Sanjay Mehrotra just dropped a truth bomb about why the memory chip industry can't keep up with AI demand. Years of customers squeezing suppliers on price left chipmakers chronically underinvested in new capacity, he revealed in remarks to CNBC. The admission comes as memory prices surge and tech giants scramble for high-bandwidth memory chips essential for AI data centers.
2026-07-01
moneymorning.com
2026-07-01
Money Morning
STOCKS
Micron Is Up 259% This Year. One Analyst Just Called It a Sell.
Money Morning Team
July 1, 2026
Micron Technology (MU) just reported the most impressive quarterly earnings in its history. Revenue hit $41.5 billion in fiscal Q3 2026, up 346% from a year ago. Gross margins reached 84.9%. Q4 guidance of $49 to $51 billion beat Wall Street's $43.2 billion estimate by $6 to $8 billion. The co
2026-07-01
wccftech.com
2026-07-01
Wccftech
NVIDIA's GeForce RTX 5090D from GALAX (HOF OC LAB) has become the first Blackwell GPU to hit an overclock of 4 GHz.
It was going to happen sooner or later, but a year and a half after launch, the NVIDIA GeForce RTX 5090D has been able to set the fastest clock speed ever recorded on a Blackwell GPU.
Team OGS from Greece was able to post the spectacular overclock record at HWBOT. The session featu
2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
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2026-07-01
www.investors.com
2026-07-01
Investor's Business Daily
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2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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2026-07-01
www.thelec.net
2026-07-01
thelec.net
Former Dongbu Group (now DB Group) Chairman Kim Jun-ki leaves the Seoul Central District Court in Seoul on October 25, 2019, following a pre-arrest detention hearing. (Photo: News1)
DB HiTek Co., Ltd. (DB HiTek) has proposed a government-backed model for building a public production fab for silicon carbide (SiC) and gallium nitride (GaN) power semiconductors, shifting from earlier requests for po
2026-07-01
www.thelec.net
2026-07-01
thelec.net
Infineon's AIROC UWB TSL100 series for automotive, industrial, and consumer applications. (Source: Infineon Technologies)
Infineon Technologies AG announced that it has launched its AIROC UWB TSL100 series of ultra-wideband (UWB) semiconductor chips for secure location and access control applications, including vehicle digital keys.
UWB is a wireless communication technology that utilizes a wid
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
boisedev.com
2026-07-01
BoiseDev
boisedev.com
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2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500's daily gain of 0.79%. Elsewhere, the Dow
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500