Semiconductor News & Analysis Feed
22474 articles
2026-07-07
semiengineering.com
2026-07-07
Laura Peters
Having a device that works at time zero is no longer a guarantee of reliability over it...
2026-07-07
digitimes.com
2026-07-07
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.
2026-07-07
digitimes.com
2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.
2026-07-07
digitimes.com
2026-07-07
Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor production, a new round of competition has arisen across the US to attract investment. For Taiwan's electronics sector, the question is no longer whether to invest in the US, but which state to choose.
2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Is Texas Instruments’ (TXN) Index Reclassification Quietly Rewriting Its Long-Term Investment Identity?
July 07, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Texas Instruments was removed from several Russell value and defensive benchmarks and added to the Russell 1000 Dynamic and Russell Top 50 indexes, marking a shif
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
Micron Technology (
MU
+1.24%
) just delivered the biggest quarter in its history, as its critical positioning as a leader in a key input for the AI boom has led to soaring revenue and profits, with a memory shortage benefiting its business enormously. And yet the stock sits about 22% below the high near $1,255 it reached in June. Record results on one side of the ledger and a falling share price
2026-07-07
futurumgroup.com
2026-07-07
The Futurum Group
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2026-07-07
en.sedaily.com
2026-07-07
Seoul Economic Daily
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2026-07-07
www.digitimes.com
2026-07-07
digitimes
While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.
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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
investingnews.com
2026-07-07
Investing News Network
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Micron Technology, Inc. (Nasdaq: MU) and Ford Motor Company today announced a long-term Strategic Customer Agreement (SCA) to strengthen the supply of memory and storage solutions supporting Ford's next-generation vehicle production.
Micron is increasing output of key automotive memory solutions with
2026-07-07
techcrunch.com
2026-07-07
TechCrunch
South Korean memory chipmaker SK Hynix, rival to Samsung and U.S.-based Micron, is planning to sell nearly 17.8 million shares in a U.S. IPO, the company said on Monday. Should its shares sell well (and there’s indication that they will), the company could raise around $28 billion, based on SK Hynix’s closing share price last Friday in Seoul, Bloomberg reports.
SK Hynix will be offering American
2026-07-07
news.google.com
2026-07-07
01net
2026-07-07
uk.finance.yahoo.com
2026-07-07
Yahoo Finance UK
SpaceX joins Nasdaq 100, SK Hynix makes US debut: What to Watch
Yahoo Finance Video and Josh Lipton
Mon, 6 July 2026 at 4:00 pm GMT-7
SPCX
-0.78%
000660.KS
+5.30%
IVZ
-1.35%
QQQ
+0.28%
^NDX
+0.27%
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Tuesday, July 7, including SpaceX (SPCX) joining the Nasdaq 100 (^NDX) while SK Hynix (000660.KS) making its
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Lattice Semiconductor (LSCC) Stock Trades Up, Here Is Why
Weixin Lin
Mon, July 6, 2026 at 3:52 PM PDT 3 min read
LSCC
+1.44%
AVGO
+4.83%
MU
+1.11%
AAPL
+0.88%
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Trading disclosure
Lattice Semiconductor (LSCC) Stock Trades Up, Here Is Why
What Happened?
Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 3% in the morning session after the semicondu
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
A semiconductor ETF has ripped higher in 2026 without owning one of the most recognizable chip names on the market. The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) is up 54.22% year to date through July 2, 2026, and it holds zero shares of Intel (NASDAQ:INTC | INTC Price Prediction). That absence is baked into the fund’s mandate.
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What SMHX Actually Owns
SMHX is issued by VanEck an
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel
Michael Williams
Mon, July 6, 2026 at 3:49 PM PDT 5 min read
INTC
-0.14%
NVDA
+3.65%
QCOM
+1.96%
2330.TW
-2.03%
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Quick Read
SMHX has surged 54% year to date by targeting only fabless designers like NVIDIA and Qualcomm, excluding chip manufacturers by mandate.
Intel (INTC) jumped 226%
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Himax, Western Digital, and onsemi Shares Skyrocket, What You Need To Know
Jabin Bastian
Mon, July 6, 2026 at 3:36 PM PDT 4 min read
AVGO
+3.90%
MU
+7.29%
WDC
+6.70%
ON
+6.99%
AAPL
+0.38%
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Trading disclosure
What Happened?
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bulli
2026-07-07
finance.biggo.com
2026-07-07
finance.biggo.com
As the artificial intelligence (AI) infrastructure investment boom deepens a memory semiconductor shortage, the world's top three memory manufacturers are entering a full-scale expansion race. With South Korea, the U.S., Japan, and even China joining the fray, a global battle for semiconductor supremacy is heating up.
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%
Trade NVIDIA on Coinbase
Trading disclosure
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