Semiconductor News & Analysis Feed
22722 articles
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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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
news.google.com
2026-07-04
Ad-hoc-news.de
2026-07-04
eciks.org
2026-07-04
eciks.org
Stock market closes with Dow at record high, Nasdaq falls on chip selloff
Published on 4 July 2026 at 7:02 am •
Written by Chris Martin
• ★★★★★ • Reading duration : 2 minutes · read 185 times
© Stock market closes with Dow at record high, Nasdaq falls on chip selloff
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The Dow Jones Industrial Average closed at a record 52,900.07, up 1.14%, on July 2, while the Nasdaq Composite fe
2026-07-04
news.google.com
2026-07-04
Manufacturing Today India
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
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
news.google.com
2026-07-04
EE Times
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'
Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...'
Rishabh Mishra
Sat, July 4, 2026 at 3:34 AM PDT 7 min read
GLW
-0.73%
Trade Corning on Coinbase
Trading disclosure
Benzinga and Yahoo Fin
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
pandaily.com
2026-07-04
Pandaily
Industry
Market
Semiconductor Prices Skyrocket as AI Demand Fuels Industry-Wide Chip Shortage
Published:
July 4, 2026
Reading Time:
3 min read
Want to read in a language you're more familiar with?
Over 20 chip manufacturers announce second price hikes in 2026, with AI-specific MLCCs surging 3-10x and delivery lead times extending to mid-2027.
July 1, 2026 marked the beginning of a broad-based s
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
www.phoronix.com
2026-07-04
Phoronix
Linux 7.2-rc2 Raising The Default RISC-V 64-bit CPU Limit To 256 Cores
Written by Michael Larabel in RISC-V on 4 July 2026 at 06:09 AM EDT. 3 Comments
A post merge-window change that landed in Linux Git overnight ahead of tomorrow's Linux 7.2-rc2 release is bumping the default limit on the number of supported CPU cores for RISC-V 64-bit. Now by default Linux will support up to 256 cores with RISC-
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.24%
) stock has rocketed more than 755% in the past year. Memory chips are now one of the biggest, if not the biggest, bottlenecks in the artificial intelligence (AI) build-out. This has boosted memory prices and sent Micron's earnings soaring.
The stock's forward earnings multiple of 14 is expensive relative to Micron's historical trading range, where it usually trades
2026-07-04
news.google.com
2026-07-04
WNWN-FM
2026-07-04
kfgo.com
2026-07-04
The Mighty 790 KFGO
July 4 (Reuters) – SK Hynix is considering paying about 0.5% of the proceeds from its U.S. listing to banks working on the deal, Bloomberg News reported on Saturday citing people familiar with the matter.
• The South Korean chipmaker has indicated it could issue up to 2.5% of its outstanding shares, although the final size of the offering has not been determined, the report said.
• SK Hyni
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
QRG Capital Management Inc. Has $35.21 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
QRG Capital Management boosted its stake in Taiwan Semiconductor Manufacturing by 15.1% in the first quarter, ending with 104,200 shares worth about $35.21 million.
TSMC is expanding 3-nanometer capacity acro
2026-07-04
tomshardware.com
2026-07-04
Hassam Nasir
Brand Twitter might actually be enjoyable for once.
2026-07-04
tomshardware.com
2026-07-04
Mark Tyson
Japan’s Fire Hydrant Sign Co., Ltd. has demonstrated an expansive Wi-Fi network that melds its established infrastructure of street signs with Starlink satellite broadband antennas.
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Moran Wealth Management LLC
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Moran Wealth Management cut its position in Taiwan Semiconductor Manufacturing by 21.4% in Q1, selling 33,539 shares and leaving it with 122,945 shares worth about $41.5 million.
Insider buying continued, with two TSMC vice