Semiconductor News & Analysis Feed

As of early July 2026, Apple is rapidly closing the gap with NVIDIA in the race for the world’s most valuable tech company. While NVIDIA holds a narrow lead with a market cap of around $4.7–4.8 trillion, Apple sits just behind at approximately $4.5–4.6 trillion. This proximity marks a notable comeba

Micron Technology's stock reached a record high as Apple signaled higher iPhone prices, indicating strong demand for premium memory chips and reinforcing the ongoing boom in the memory sector. This surge marks Micron's 34th record close of the year, driven by sustained growth in AI-driven and consum

The preliminary chip manufacturing agreement between Apple and Intel marks a significant step toward revitalizing the U.S. semiconductor industry. This development underscores growing efforts to strengthen domestic chip production amid global supply chain pressures and geopolitical tensions. Apple's