Semiconductor News & Analysis Feed
2896 articles
2026-07-03
www.indexbox.io
2026-07-03
IndexBox
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2026-07-03
digitimes.com
2026-07-03
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
2026-07-03
digitimes.com
2026-07-03
Infineon has opened its new Smart Power Fab in Dresden ahead of schedule, adding capacity for chips used in AI data centers, electric vehicles, renewable energy, and industrial systems. The move expands Europe's semiconductor base, strengthens supply chains, and could affect technology markets far beyond Germany and the continent.
2026-07-03
digitimes.com
2026-07-03
Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.
2026-07-03
digitimes.com
2026-07-03
Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening its bid to gain ground in the AI memory market.
2026-07-03
digitimes.com
2026-07-03
Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios in recent years, aiming to move beyond consumer electronics into higher-spec, more stable markets as the AI boom accelerates.
2026-07-03
digitimes.com
2026-07-03
China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.
2026-07-03
digitimes.com
2026-07-03
With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has
2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
news.google.com
2026-07-03
MarketWatch
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
www.tradingkey.com
2026-07-03
TradingKey
On July 2, Eastern Time, U.S. markets diverged as AI hardware stocks retreated, causing the Nasdaq and Philadelphia Semiconductor Index to decline while the Dow hit a record high. BofA Securities attributes current volatility to supply-demand imbalances but remains optimistic due to strong underlying economic fundamentals. The market's growth leadership is shifting from mega-cap tech toward pro-cy
2026-07-02
news.google.com
2026-07-02
Barron's
2026-07-02
www.indexbox.io
2026-07-02
IndexBox
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2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.foxbusiness.com
2026-07-02
Fox Business
Maria Bartiromo reports mixed market futures for a holiday-shortened week, with Nasdaq falling due to semiconductor rotation.
Maria Bartiromo presents a market check, noting mixed U.S. futures and Nasdaq's decline, specifically highlighting semiconductor stock performance. White House National Economic Council Director Kevin Hassett predicts significant 4% economic growth for the second half of t