Semiconductor News & Analysis Feed
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2026-07-05
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2026-07-04
Jowi Morales
The AI-driven memory and storage chip shortage is driving OEMs towards Chinese chip manufacturers.
2026-07-04
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2026-07-04
Insider Monkey
NEWS
TSMC’s AI Chip Dominance Strengthens Its Credit Outlook
Published on July 4, 2026 at 10:10 am by BOB KARR in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best AI and Technology Stocks to Buy Now. On June 23, S&P Global stated that the company has significantly bolstered its leadership in the broader global semiconductor foundry sector over the past f
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
TSMC’s AI Chip Dominance Strengthens Its Credit Outlook
Bob Karr
Sat, July 4, 2026 at 7:10 AM PDT 1 min read
2330.TW
-2.03%
SPGI
-2.86%
TSM
+1.02%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best AI and Technology Stocks to Buy Now. On June 23, S&P Global stated that the company has significantly bolstered its leadershi
2026-07-04
www.sammobile.com
2026-07-04
SamMobile
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Samsung AI Solutions being discussed during SFF 2024 event - Source: Samsung Foundry
It is being reported that Samsung Foundry is in talks with Anthropic and Meta to manufacture their AI chips. Both companies are developing in-house AI accelerators, and Samsung could help fabricate those chips using its cutting-edge 2n
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
SOXX vs. CHAT ETF: Semiconductor Chips Beat AI Software
Erin Kennedy, The Motley Fool
Sat, July 4, 2026 at 6:35 AM PDT 4 min read
^GSPC
-0.28%
Comparing Roundhill Generative AI & Technology ETF (NYSEMKT:CHAT) and iShares Semiconductor ETF (NASDAQ:SOXX) involves weighing a broad approach to artificial intelligence software and infrastructure against a concentrated bet on semiconductor hardware.
B
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Comparing Roundhill Generative AI & Technology ETF (
CHAT
+2.52%
) and iShares Semiconductor ETF (
SOXX
+1.87%
) involves weighing a broad approach to artificial intelligence software and infrastructure against a concentrated bet on semiconductor hardware.
Both funds target the high-growth technological backbone of the modern economy but take distinct strategic paths. While the iShares fund focus
2026-07-04
www.scmp.com
2026-07-04
South China Morning Post
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Chinese scientists’ brain-mimicking chip ‘up to 478 times faster than Nvidia A100 GPU’
New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says
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Holly Chik
Published:
7:30pm, 4 Jul 2026
Chinese scientists say they have developed a tiny computer chip capab
2026-07-04
www.scmp.com
2026-07-04
South China Morning Post
Science
ChinaScience
Chinese scientists’ brain-mimicking chip ‘up to 478 times faster than Nvidia A100 GPU’
New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says
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Holly Chik
Published: 7:30pm, 4 Jul 2026
Chinese scientists say they have developed a tiny compute
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
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
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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
news.google.com
2026-07-04
nippon.com
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
www.ad-hoc-news.de
2026-07-04
Ad-hoc-news.de
Texas Instruments, US8825081040
Texas Instruments expands its chip footprint as demand for analog and embedded solutions stays resilient
Veröffentlicht: 04.07.2026 um 08:35 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Texas Instruments is leaning on its diversified analog and embedded chip portfolio to serve automotive, industrial and communications custo
2026-07-04
www.indiagazette.com
2026-07-04
indiagazette.com
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