Semiconductor News & Analysis Feed
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2026-07-01
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2026-07-01
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2026-07-01
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2026-07-01
thelec.net
Infineon's AIROC UWB TSL100 series for automotive, industrial, and consumer applications. (Source: Infineon Technologies)
Infineon Technologies AG announced that it has launched its AIROC UWB TSL100 series of ultra-wideband (UWB) semiconductor chips for secure location and access control applications, including vehicle digital keys.
UWB is a wireless communication technology that utilizes a wid
2026-07-01
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2026-07-01
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2026-07-01
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2026-07-01
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Netherlands/Semiconductors/ENXTAM:ASML
ASML (ENXTAM:ASML) Stock Is Now Being Framed As The New OPEC Of Chips
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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ASML Holding (ENXTAM:ASML) is being described as the "New OPEC" of chips as debate grows around record semiconductor sector valuations during the AI boom.
The company’s extreme ultraviolet (EUV) lithography tools are
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments (TXN) On Capacity Expansion Narrative And Whether The Stock Looks Fully Valued
July 01, 2026
Simply Wall St
Texas Instruments (TXN) is back in focus for investors after recent share price moves, with the stock near US$285 and longer term returns outpacing shorter term performance. This is prompting fresh questions about what is already p
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NYSE:TSM
TSMC (NYSE:TSM) And Amkor Sign 10 Year Arizona Chip Packaging Deal
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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TSMC and Amkor have agreed to a 10 year partnership focused on advanced semiconductor packaging and testing in Arizona.
The collaboration is aimed at supporting US chip supply for AI and high performance computing applica
2026-07-01
www.trefis.com
2026-07-01
Trefis
Applied Materials Stock Is Priced For Perfection
June 30th, 2026 · by Trefis Team
AMATYTD+131.2%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze AMAT →
After a historic run, the biggest threat to the chip-equipment giant isn’t a lack of demand but the immense difficulty of executing flawlessly when expectations are this high.
If you hold Applied Materials (AMAT) stock, you’ve been rewarded for believing in th
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Shaun Pruitt
June 30, 2026 3 min read
MU
-4.71%
QCOM
-1.88%
AMAT
-6.46%
Explore stocks on Coinbase
Trading disclosure
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday's trading session, and has now rall
2026-07-01
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2026-07-01
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Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
3 min read
AMAT
−6.46%
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday’s tradin
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
NVIDIA
2026-07-01
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2026-07-01
Newswire.com
Vadzo Imaging Explains Wake-on-Motion USB Camera Technology: Falcon-544CRS Based on Onsemi AR0544 HyperLux LP for Event-Triggered, Low-Power Embedded Vision
PRESS RELEASE • JUN 30, 2026
Vadzo Imaging's Falcon-544CRS is a 5MP color USB 3.2 camera built on the Onsemi AR0544 HyperLux LP sensor, combining Wake-on-Motion event-triggered activation with super low power standby mode, purpose-built for b
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Faces Antitrust Lawsuit Over AI Memory Production Cuts
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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A civil antitrust lawsuit has been filed against Micron Technology, Samsung, and SK hynix alleging coordinated memory production cuts during the AI-driven chip shortage.
The case claims the companies restricted supply
2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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Anton Shilov
AMD confirms plans to incorporate low-power CPU cores into next-generation heterogeneous CPUs to lower power consumption and improve energy efficiency.