Semiconductor News & Analysis Feed
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2026-07-09
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2026-07-09
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2026-07-09
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2026-07-09
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
2026-07-09
digitimes.com
2026-07-09
Infineon has secured a final US import ban against Innoscience after the US International Trade Commission's May 7 ruling was upheld following the presidential review period, confirming that the Chinese GaN power semiconductor maker infringed an Infineon patent. The decision blocks the import and sale of Innoscience's infringing gallium nitride (GaN) products in the US market.
2026-07-09
digitimes.com
2026-07-09
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.
2026-07-09
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2026-07-08
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2026-07-08
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2026-07-08
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2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (NVDA) Following Russell Reshuffle And AI Demand Narrative Looks Close To Fair Value
July 07, 2026
Simply Wall St
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Applied Materials (AMAT) has been reshuffled across Russell indices, added to the Russell Top 50 Index while dropped from several Russell value and value defensive benchmarks, raising fresh questions about ho
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
David Moadel
Tue, July 7, 2026 at 7:27 AM PDT 4 min read
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Samsung's record $58B quarterly profit still triggered a chip selloff, sinking Intel and Applied Materials each 10% and pushing
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
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2026-07-07
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2026-07-07
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