Semiconductor News & Analysis Feed
4376 articles
2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands Physical AI With Verkada And Names Microsoft Veteran Parker
July 04, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) announced a new collaboration with Verkada to bring its world foundation models and physical AI data factory into AI-powered video analytics for the built environment.
The partne
2026-07-04
tomshardware.com
2026-07-04
Mark Tyson
Windows development guru Dave W. Plummer shared a brief video demonstrating a novel Stirling Engine powered cooling solution for his AMD Threadripper chipset.
2026-07-04
tomshardware.com
2026-07-04
Jowi Morales
Creator Zac Builds mounted their mini-PC to the side of their living room fan to hide it plain sight.
2026-07-04
tomshardware.com
2026-07-04
Jowi Morales
A nuclear power plant in a container (or three).
2026-07-04
tomshardware.com
2026-07-04
Hassam Nasir
Brand Twitter might actually be enjoyable for once.
2026-07-04
news.google.com
2026-07-04
nippon.com
2026-07-04
www.chosun.com
2026-07-04
조선일보
By Choi Eun-kyung
Published 2026.07.04. 18:26
Updated 2026.07.06. 09:19
U.S. memory semiconductor company Micron Technology has begun expanding production facilities for next-generation memory for artificial intelligence (AI) at its Hiroshima plant in Japan. Amid a surge in demand for high-bandwidth memory (HBM) for AI servers, Micron is being evaluated as making a full-fledged pursuit of the HB
2026-07-04
biz.chosun.com
2026-07-04
Chosunbiz
By
Lee Jae-eun
Published 2026.07.04. 16:50
Updated 2026.07.04. 16:59
Micron Technology logo. /Courtesy of Reuters
Bloomberg News reported on the 4th that U.S. memory semiconductor corporations Micron Technology has begun building a high-bandwidth memory (HBM) production facility at its Hiroshima plant in Japan.
Bloomberg News reported on the 4th that Micron on this day began construction of a p
2026-07-04
global.morningstar.com
2026-07-04
Morningstar
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2026-07-04
www.japantimes.co.jp
2026-07-04
The Japan Times
Micron Technology on Saturday broke ground on the expansion of its factory in Hiroshima Prefecture, a ¥1.5 trillion ($9.3 billion) undertaking to produce advanced memory chips.
The Boise, Idaho-based company is building the facility in Hiroshima Prefecture to make chips such as high-bandwidth memory crucial for AI processors like Nvidia’s, with delivery and installation of manufacturing equipment
2026-07-04
www.bloomberg.com
2026-07-04
Bloomberg.com
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Get the most important global
2026-07-04
theindependent.sg
2026-07-04
The Independent Singapore News
Malaysia's semiconductor industry gains from AI-driven chip demand (Photo: Nick Karean/AI-Generated for illustration purposes only)
MALAYSIA
2 min.Read
Malaysia is well-positioned to benefit from AI semiconductor boom through advanced packaging and supply-chain shift
By
Nick Karean
July 4, 2026
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2026-07-04
digitimes.com
2026-07-04
Fabless chip designers dominate the upper ranks of Taiwan's newly disclosed non-managerial employee pay data for fiscal year 2025, with only two capital-intensive manufacturers — TSMC and memory-testing equipment maker Phison — breaking into the top tier typically reserved for asset-light IC design houses.
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
digitimes.com
2026-07-04
Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for the semiconductor and PCB inspection equipment maker. The company said the biggest challenge has now shifted from winning orders to managing supply chains and expanding capacity.
2026-07-04
digitimes.com
2026-07-04
Volatile precious metal prices weighed heavily on passive component suppliers in early 2026, but the cost pressures have also created unexpected order-transfer opportunities for Taiwanese manufacturers.
2026-07-04
digitimes.com
2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
digitimes.com
2026-07-04
China Resources Microelectronics (CR Micro), a Chinese power semiconductor integrated device manufacturer, has notified customers and partners that it will raise prices across its entire product lineup starting July 1, with increases beginning at 15%.
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, July 3, 2026 at 3:50 PM PDT 4 min read
AMAT
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Trade AMAT on Coinbase
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Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Wrapping up Q1 earnings, we look at the numbers and key t
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Nvidia's market value sits near $4.7 trillion, about $190 billion ahead of Apple.
Apple reports earnings July 30, a potential catalyst to close the gap.
Nvidia trades at a lower earnings multiple than Apple despite growing far faster.
10 stocks we like better than Apple ›
Nvidia(NASDAQ: NVDA) currently holds the title of the world's most valuable company, and Apple(NASDAQ: AAPL) is