Semiconductor News & Analysis Feed
21986 articles
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
North Point Portfolio Managers Corp OH Raises Stock Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
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North Point Portfolio Managers Corp OH increased its Synopsys stake by 20.3% in the first quarter, adding 5,627 shares to bring its total to 33,351 shares worth about $13.2 million.
Several other institutional investors also raised the
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Synopsys, Inc. $SNPS Shares Sold by Peregrine Capital Management LLC
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Peregrine Capital Management trimmed its Synopsys stake by 6.1% in Q1, selling 3,044 shares and leaving it with 46,452 shares worth about $18.4 million.
Synopsys reported better-than-expected quarterly results, with EPS of $3.35 versus estimates of $3
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lowered by Trinity Street Asset Management LLP
Written by MarketBeat
July 1, 2026
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KEY POINTS
Trinity Street Asset Management LLP reduced its Taiwan Semiconductor Manufacturing stake by 6.9% in the first quarter, selling 66,813 shares and ending with 900,011 shares worth about $304.2 million. TSMC
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Electronic Equipment and Components/NYSE:KEYS
Integrated GaN MMIC Design Breakthrough Might Change The Case For Investing In Keysight Technologies (KEYS)
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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On 30 June 2026, WIN Semiconductors and Keysight Technologies announced a joint GaN MMIC design workflow that links on-chip simulations, 3D layout checks, and
2026-07-01
tomshardware.com
2026-07-01
Jowi Morales
A research firm says that PC deliveries for the first quarter of 2026 fell by 7%, with the entire industry expected to ship 14.4% less units for the entire year.
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
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Verkada Accelerates Physical AI with NVIDIA
PR Newswire
Wed, 1 July 2026 at 3:00 am GMT-7 2 min read
NVDA
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Verkada is scaling its physical AI platform across more than 2.4 million devices globally with a new technical collaboration and investment from NVIDIA
SAN MATEO, Calif., July
2026-07-01
www.prnewswire.com
2026-07-01
PR Newswire
Verkada Accelerates Physical AI with NVIDIA
NEWS PROVIDED BY
Verkada
Jul 01, 2026, 06:00 ET
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Verkada is scaling its physical AI platform across more than 2.4 million devices globally with a new technical collaboration and investment from NVIDIA
SAN MATEO, Calif., July 1, 2026 /PRNewswire/ -- Verkada, a leader in AI-powered physical security and operations, today announ
2026-07-01
www.electronicsmedia.info
2026-07-01
Electronics Media
Infineon IR Awards 2026: Company Wins Top Honors in Investor Relations Excellence
By Electronics Media -
July 1, 2026
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Infineon IR Awards 2026 – Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) has received several awards for its Investor Relations (IR) activities. At the German Investor Relations Award presented by DIRK – the German Investor Relations Assoc
2026-07-01
www.benzinga.com
2026-07-01
Benzinga
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2026-07-01
www.businessweekly.co.uk
2026-07-01
Business Weekly
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question
Marc Guberti
Wed, July 1, 2026 at 2:55 AM PDT 4 min read
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SOXX surged 96% year-to-date then shed nearly 8% in one week after Broadcom's softer AI chip forecast and SK Hynix slowed memory expansion.
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet it just shed almost 8% in a single week, closing near $590. That whipsaw, triggered by Broadcom’s softer AI chip sales forecast and SK Hynix slowing its AI memory expansion, is exactly why the next 12 months for SOXX will hinge on
2026-07-01
taiyangnews.info
2026-07-01
TaiyangNews
Enphase’s latest IQ9N series microinverter uses GaN-based switching devices for power conversion and is rated for a maximum efficiency of 97.95%
It features a module-level RSD safety function and is housed in a double-insulated polymer-based enclosure
US-based microinverter producer Enphase Energy, Inc., showcased its latest microinverter, the IQ9N, at Intersolar Europe 2026, with a focus on E
2026-07-01
qz.com
2026-07-01
qz.com
A version of this article originally appeared in Quartz’s AI & Tech newsletter. Sign up here to get the latest AI & tech news, analysis and insights straight to your inbox.
Nvidia $NVDA +0.71% is currently worth more than $3 trillion by selling chips for tens of thousands of dollars apiece that they cannot make fast enough. Its CEO Jensen Huang has become a genuine celebrity, signing autographs a
2026-07-01
stockstory.org
2026-07-01
StockStory
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2026-07-01
thequantuminsider.com
2026-07-01
The Quantum Insider
Press release – Wave Photonics announced that, as of today, all the PDKs developed or managed by Wave Photonics through the PDK management platform are now compatible with Synopsys OptoCompiler. OptoCompiler is the industry’s first unified electronic and photonic design platform, combining dedicated photonic technology with Synopsys’ industry-proven electronic design capabilities, including schema
2026-07-01
www.sammobile.com
2026-07-01
SamMobile
SamMobile has affiliate and sponsored partnerships, we may earn a commission.
Mass production of the company's 1.4nm chips has been delayed by two years compared to its original plan.
Samsung Foundry's Shin Jong-shin delivering a keynote speech during SAFE Forum 2026 event in Korea - Source: Samsung Electronics
Earlier today, Samsung Foundry held its SAFE Forum 2026 event in South Korea. During
2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Cadence Design Systems, US12541W1027
Spectre X from Cadence Design Systems - tailored mixed-signal verification for complex SoCs
Veröffentlicht: 01.07.2026 um 11:35 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Spectre X from Cadence Design Systems pushes mixed-signal simulation performance for advanced SoC design teams working at 7 nm and beyond. Anyone h
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
www.techzine.eu
2026-07-01
Techzine Global
3 MIN
INFRASTRUCTURE
Memory shortages are only partly due to AI, says Micron
MELS DEES
Jul 1, 2026, 5:34 PM GMT+8
According to Micron, the global memory chip shortages are not solely the result of the explosive growth of AI. CEO Sanjay Mehrotra (photo) argues that years of price pressure from customers prevented the industry from investing enough, causing production capacity to lag behind when de