Semiconductor News & Analysis Feed
199 articles
2026-07-08
www.reuters.com
2026-07-08
Reuters
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2026-07-07
news.google.com
2026-07-07
Idaho Statesman
2026-07-07
www.home.saxo
2026-07-07
Saxo
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To provide you with a goo
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron Stock Is Down 22% From Its High. Is the Trillion-Dollar Chipmaker's Dip a Buy?
Daniel Sparks, The Motley Fool
Mon, July 6, 2026 at 5:10 PM PDT 5 min read
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
Micron Technology (NASDAQ: MU) 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 soarin
2026-07-07
digitimes.com
2026-07-07
Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac
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
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
2026-07-06
news.google.com
2026-07-06
Business Insider
2026-07-06
news.google.com
2026-07-06
Manufacturing.net
2026-07-06
news.google.com
2026-07-06
Bloomberg.com
2026-07-06
eetimes.com
2026-07-06
Here is how the Japanese chipmaker is cashing in on NAND flash demand in data center SSDs.
2026-07-06
news.google.com
2026-07-06
upi.com
2026-07-06
news.google.com
2026-07-06
Investing.com
2026-07-06
digitimes.com
2026-07-06
Zhonghao Xinying (Hangzhou) Technology has launched its new self-developed high-performance TPU AI processor, Xuyu, alongside Taize 2.0, a software-hardware integrated AI computing platform built around the chip.
2026-07-06
digitimes.com
2026-07-06
Taiwan's chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in 2025, up from 46% four years earlier. With war disrupting the Strait of Hormuz, that concentration leaves fabs vulnerable and the outlook uncertain.
2026-07-05
digitimes.com
2026-07-05
Applied Materials announced a new equipment platform aimed at addressing the memory bandwidth and energy-efficiency bottleneck confronting AI computing, unveiling tools across DRAM, advanced packaging, and process control to help chipmakers boost yields and accelerate mass production. The company said the platform combines materials engineering with process integration to support high-bandwidth me
2026-07-04
digitimes.com
2026-07-04
Germany's District Court Munich I ruled on July 3 that Innoscience infringed Infineon Technologies' gallium nitride (GaN) patents, barring the Chinese chipmaker from importing, selling, or marketing the affected products in Germany and ordering it to pay damages.
2026-07-03
www.citybiz.co
2026-07-03
citybiz
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GLOBAL GENERAL BUSINESS, INTERNET / TECHNOLOGY
Michael Burry Reveals Short Bet Against Micron, Warns Chipmaker’s Rally Has Gone Too Far
JULY 3, 2026
Michael Burry
“Big Short” investor Michael Burry has disclosed a new short position in Micron Technology (NASDAQ: MU), arguing the memory chipmaker’s sharp rally has pushed the stock to unsustainable levels.
In a post
2026-07-03
news.google.com
2026-07-03
nhk.or.jp
2026-07-03
digitimes.com
2026-07-03
As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components and Technology Conference described a shift in which Intel, Marvell, TSMC, and others detailed new packaging approaches as packages themselves begin hitting limits.