Semiconductor News & Analysis Feed
29 articles
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-07
digitimes.com
2026-07-07
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.
2026-07-06
news.google.com
2026-07-06
Yahoo! Finance Canada
2026-07-06
news.google.com
2026-07-06
Ford Authority
2026-07-06
news.google.com
2026-07-06
Reuters
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-07-04
ca.finance.yahoo.com
2026-07-04
Yahoo! Finance Canada
2026-07-03
autonews.gasgoo.com
2026-07-03
Gasgoo
2026-07-03
evertiq.com
2026-07-03
Evertiq
2026-07-02
www.blocksandfiles.com
2026-07-02
Blocks & Files
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
2026-07-02
www.just-auto.com
2026-07-02
Just Auto
2026-07-01
wincountry.com
2026-07-01
WNWN-FM
2026-07-01
www.reuters.com
2026-07-01
Reuters
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
2026-06-26
digitimes.com
2026-06-26
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that even if major tech firms are interested in adopting Chinese chips, translating that interest into actual supply agreements remains difficult due to several significant obstacles.
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.
2026-06-24
www.datacenterdynamics.com
2026-06-24
Data Center Dynamics
Anthropic has signed a supply agreement with memory and storage company Micron.
The deal follows Micron's investment in the generative AI company's Series H funding round.
– Sebastian Moss
Micron and Anthropic will analyze how memory and storage subsystems perform across various workloads and interact across the AI infrastructure stack.
Anthropic said that this effort is expected to drive adva