Semiconductor News & Analysis Feed
7523 articles
2026-07-07
www.benzinga.com
2026-07-07
Benzinga
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2026-07-07
www.kedglobal.com
2026-07-07
The Korea Economic Daily Global Edition
Samsung weighs 10% Galaxy Z8 price hike as AI memory crunch bites
TM Roh, chief of Samsung's DX Division, showcases the Galaxy Z Fold7 at the Galaxy Unpacked event in July 2025 Samsung Electronics Co. is considering a roughly 10% price increase for its upcoming Galaxy Z8 foldable smartphones, as intensifying competition for artificial intelligence chips tight
2026-07-07
blogs.nvidia.com
2026-07-07
NVIDIA Blog
NVIDIA and Hugging Face Bring New Models and Frameworks to LeRobot for the Open Robotics Community
New LeRobot integrations give developers open access to NVIDIA Isaac GR00T 1.7, Isaac Teleop, datasets and robotics workflows, with NVIDIA Cosmos 3 integration planned to bring frontier world models to open robotics development.
July 6, 2026 by Sasa Docca
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Open source AI has shown how quick
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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Credo Scores A Major Win From Nvidia's Delay
Jul 07, 2026, 1:40 AM ETCredo Technology Group Holding Ltd (CRDO) StockNVDA, NVDA:CA, ZNVD:CA
Nova Capital
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Credo Technology Group remains a Buy, supported by strong catalysts and robust growth in both copper and optical connectivity solutions.
NVIDIA'
2026-07-07
www.koreaherald.com
2026-07-07
The Korea Herald
AI memory surge powers record W89.4 trillion operating profit, well above market expectations
Samsung Electronics' Seocho office in southern Seoul (Im Se-jun/The Korea Herald)
Samsung Electronics appears to have overtaken Nvidia to post the world’s largest quarterly operating profit among major tech companies, reporting a record 89.4 trillion won ($58.6 billion) for the second quarter on booming
2026-07-07
www.bloomberg.com
2026-07-07
Bloomberg.com
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Chinese Firms Leave Nvidia for Local AI Suppliers, Survey Shows
Gao Yuan
Mon, July 6, 2026 at 7:09 PM PDT 2 min read
NVDA
-1.09%
688041.SS
+5.97%
688256.SS
+8.59%
80700.HK
-1.69%
0981.HK
+10.22%
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(Bloomberg) -- Chinese companies are ditching Nvidia Corp.'s advanced accelerators in favor of domestic silicon, underscoring how tensions with the US are resha
2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Auto Components/NasdaqGS:MBLY
NVIDIA Stock And 2 Cash Flow Picks Worth A Closer Look
July 07, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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With central banks managing currencies carefully, bond yields adjusting, and growth signals mixed across regions, many investors are looking for assets that are grounded in actual cash being generated by businesses rather than
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
In a move that underscores the growing convergence of advanced computing hardware and enterprise software platforms, Nvidia (
NVDA
+3.74%
) and Palantir Technologies (
PLTR
1.57%
) announced a collaboration designed to bring powerful open AI models into highly sensitive, classified environments.
The collaboration targets U.S. government agencies -- where data control, security requirements, and c
2026-07-07
stockinvest.us
2026-07-07
StockInvest.us
stockinvest.us
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2026-07-07
digitimes.com
2026-07-07
Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the Whole AI Stack
Ananya Gairola
Mon, July 6, 2026 at 4:31 PM PDT 6 min read
NVDA
+3.65%
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Venture capitalist Jason Cal
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Jim Cramer Says Buy Nvidia as Chipmaker Rejects 2028 AI Delay Claims
Lockridge Okoth
Mon, July 6, 2026 at 3:30 PM PDT 3 min read
NVDA
+3.65%
4062.T
+2.20%
009150.KS
+0.95%
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Jim Cramer doubled down on Nvidia on Monday, urging investors to buy the stock as the chipmaker rejected claims that its next-generation AI rack systems face delays until 2028.
The c
2026-07-07
newsletter.semianalysis.com
2026-07-07
SemiAnalysis
Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
Over 7T AI debt by 2029, There can be no Neoclouds without the Trinity. Nvidia's Backstop Economics Explained. AI Debt Needs Quantified. Nvidia's Objective is to Broaden Compute Access
DANIEL NISHBALL, CHEANG KANG WEN, ZANE FONG, AND 5 OTHERS
JUL 07, 2026
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Up until now the majority of A
2026-07-07
developer.nvidia.com
2026-07-07
NVIDIA Developer
Training LLMs at massive scale brings unique infrastructure challenges, especially as jobs span thousands of GPUs and run for extended periods. The longer these jobs run, the greater the likelihood of encountering unscheduled interruptions or resource fluctuations. Even infrequent device unavailability can have outsized effects on tightly interconnected clusters, resulting in slowdowns for a given
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Why this AI chip startup could rival Nvidia
Yahoo Finance Video and Josh Lipton
Mon, July 6, 2026 at 2:14 PM PDT
NVDA
+3.65%
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Trading disclosure
Etched co-founder and president Robert Wachen explains how his company fits into the artificial intelligence (AI) trade and how it compares to Nvidia (NVDA).
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
What to Expect From Nvidia Stock in July 2026: Recovery or Another Leg Down?
Ananda Banerjee
Mon, July 6, 2026 at 1:09 PM PDT 4 min read
NVDA
+3.65%
AMD
+0.25%
MU
+1.11%
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Nvidia stock trades near $195, and it has quietly become the worst performer in its own chip group in 2026.
The slide comes as investors question whether the AI boom that powered Nvi
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Can NVIDIA’s (NVDA) New Indonesia AI Campus Deal Unlock $30 Billion for a Partner?
Abdul Rahman
Mon, July 6, 2026 at 12:45 PM PDT 2 min read
NVDA
+3.65%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 28, Firmus Technologies, an Australian AI infrastructure start
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Vultr Picks Hewlett Packard Enterprise (HPE) and NVIDIA to Build Its Next-Gen AI Data Centers
Abdul Rahman
Mon, July 6, 2026 at 12:44 PM PDT 2 min read
HPE
+2.76%
NVDA
+3.65%
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Trading disclosure
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 17, Hewlett Packard Enter