Semiconductor News & Analysis Feed
3583 articles
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
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3 min read
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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.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
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
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Keybank National Association OH Raises Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
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KEY POINTS
Keybank National Association OH increased its stake in Taiwan Semiconductor Manufacturing by 5.2% in the first quarter, ending with 37,837 shares valued at about $12.8 million.
TSMC is expanding 3-nanometer capacity
2026-07-04
www.aninews.in
2026-07-04
ANI News
India aims to move beyond chip design as global semiconductor industry doubles by 2030: Equirus
ANI | Updated: Jul 04, 2026 14:02 IST
New Delhi [India], July 4 (ANI): India is moving beyond its long-standing role as a global chip design hub and beginning to build domestic semiconductor manufacturing capabilities, as the artificial intelligence (AI) boom and a global reordering of semiconductor s
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
First Dallas Securities Inc. Sells 1,847 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
First Dallas Securities reduced its stake in Taiwan Semiconductor Manufacturing by 20.2% in the first quarter, selling 1,847 shares and leaving it with 7,276 shares valued at about $2.46 million.
Analysts remain broa
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Baer Investment Advisory LLC Has $2.14 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Baer Investment Advisory LLC boosted its Taiwan Semiconductor Manufacturing stake by 833.1% in Q1, ending with 6,345 shares valued at about $2.14 million.
Wall Street sentiment remains constructive on T
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
www.energetica-india.net
2026-07-04
Energetica India Magazine
Infineon Technologies has inaugurated its Euro 5 billion Smart Power Fab in Dresden, expanding semiconductor manufacturing capacity for AI data centres, electric vehicles and clean energy while reinforcing Europe's technology leadership and supply chain resilience.
Infineon Technologies AG has opened the Smart Power Fab in Dresden several months ahead of schedule. The new plant, with an investmen
2026-07-04
www.indiagazette.com
2026-07-04
indiagazette.com
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2026-07-04
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2026-07-04
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2026-07-04
news.google.com
2026-07-04
NAI500
2026-07-04
www.indexbox.io
2026-07-04
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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
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
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
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.