Semiconductor News & Analysis Feed
1343 articles
2026-07-02
www.alcircle.com
2026-07-02
AL Circle
Calculate Embedded Emissions for Unwrought Aluminium (HS7601)
CBAM is applicable to trade volumes starting from 50 metric tonnes. For trade volumes below 50 metric tonnes, CBAM does not apply.
The system will automatically calculate the
payable emissions and the total CBAM cost (€)
based on the inputs provided
2026-07-02
digitimes.com
2026-07-02
Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in schedule as of the second quarter, according to people familiar with the PCB industry.
2026-07-02
digitimes.com
2026-07-02
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight through 2027.
2026-07-02
digitimes.com
2026-07-02
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloombergreport.
2026-07-02
digitimes.com
2026-07-02
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.
2026-07-02
digitimes.com
2026-07-02
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
2026-07-02
global.morningstar.com
2026-07-02
Morningstar
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2026-07-02
gmauthority.com
2026-07-02
GM Authority
gmauthority.com
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2026-07-02
eetimes.com
2026-07-02
AI has outgrown traditional chips. The future belongs to integrated systems that stack compute, memory, photonics, and power, and HLSI is driving the shift.
2026-07-02
www.techradar.com
2026-07-02
TechRadar
Pro
Qualcomm High Bandwidth Compute aims to compete with High Bandwidth Flash and Memory by stacking LPDDR just above the CPU to 'eliminate HBM tax'
News
By Rahim Amir
Published July 2, 2026
Taking the high, stacked LPDDR road?
(Image credit: ServeTheHome)
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Qualcomm i
2026-07-02
ts2.tech
2026-07-02
TechStock²
1 JULY 2026
NASDAQ:MU·NYSE:GM·STOCK MARKET·TECHNOLOGY
3 MINS READ
MICRON (NASDAQ:MU) FALLS AFTER GM CONTRACT, TRADERS WEIGH AI MEMORY BETS
BY IWONA MAJKOWSKA
NEW YORK, July 1, 2026, 14:13 EDT
Micron Technology, Inc. NASDAQ:MU dropped around 9.8% after hours, falling harder than most major AI-chip names and semiconductor ETFs.
Micron lost about $130 billion in value from Tuesday’s close, wiping
2026-07-02
es.tradingview.com
2026-07-02
TradingView
Noticias
/
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
2 minutos de lectura
RIVN
−0,12%
PUNTOS CLAVE:
CEO RJ Scaringe told Axios the R2 vehicle represents an existential test.
He dismissed demand as a concern for R2, instead highlighting supply chain wor
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and HBM4 qualification samples still rationed among lead customers. For investors trying to translate that supply tightness into portfolio exposure, three exchange-traded funds capture different slices o
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron (
MU
5.25%
) may be moving from a cyclical memory stock into a key AI infrastructure supplier. The Anthropic partnership, rising HBM demand, and tight memory supply could support a much bigger bullish thesis, but the rally also comes with real valuation and competition risks.
Stock prices used were the market prices of June 25, 2026. The video was published on June 29, 2026.
2026-07-01
www.chosun.com
2026-07-01
조선일보
By Park Ji-min
Published 2026.07.02. 00:37
Updated 2026.07.02. 09:39
What will be the next-generation advanced memory to follow ‘High Bandwidth Memory (HBM)’? The global semiconductor industry is focusing on developing a ‘second HBM’ product. HBM, a product that maximizes data processing speed by vertically stacking DRAM, has become a key asset in the artificial intelligence (AI) era and the key
2026-07-01
www.forbes.com
2026-07-01
Forbes
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower.
Video Muted
The Roundhill Memory
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ
David Moadel
Wed, July 1, 2026 at 8:21 AM PDT 4 min read
MU
-4.71%
SNDK
-7.26%
WDC
-7.86%
^IXIC
-1.16%
^NDX
-1.77%
Explore stocks on Coinbase
Trading disclosure
Quick Read
MU, SNDK, and WDC shares gave back gains on Wednesday, dropping after massive year-to-date price rallies.
Citrini Researc
2026-07-01
qz.com
2026-07-01
qz.com
General Motors $GM and Micron $MU Technology announced Wednesday that they had formalized a long-term supply agreement covering memory and storage chips for automotive manufacturing.
Under the Strategic Customer Agreement, GM will secure supply of LPDRAM, NOR, and UFS NAND products from Micron. The two companies also said they will continue working together to develop and qualify future memory te