Semiconductor News & Analysis Feed
25 articles
2026-07-07
biz.chosun.com
2026-07-07
Chosunbiz
By
Hwang Min-gyu
Published 2026.07.07. 06:00
Updated 2026.07.07. 11:07
Dram production plants of Samsung Electronics, SK hynix, and Micron./Courtesy of each company
Let's assume there are only three bakeries that supply bread in a village. As it happened, more young people in the village started getting married, wedding cake orders surged, and all three bakeries shifted their ovens to wedding ca
2026-07-06
tradersunion.com
2026-07-06
Traders Union
Micron Technology, Inc. (MU) advanced 3.28% after delivering a standout fiscal Q3 result, with soaring demand for AI-driven memory chips and multi-year supply deals fueling bullish sentiment. The move is reinforced by a solid longer-term trend, though near-term resistance at the 20-day moving average curbs stronger gains.
2026-07-04
tomshardware.com
2026-07-04
Etiido Uko
TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.
2026-07-01
digitimes.com
2026-07-01
GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks. The Chinese chipmaker said the move has lifted valuation levels well above industry averages, while cyclical swings in the memory market could later pressure earnings, a concern with potential relevance for global semiconductor investors.
2026-06-30
digitimes.com
2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-26
www.foreignpolicyjournal.com
2026-06-26
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) stock climbed 54.0% between March 24 and June 24, 2026, dramatically outpacing the broader market over that three-month stretch.
The catalyst, in hindsight, appeared obvious: a major investor day where the company laid out an aggressive push into data center artificial intelligence infrastructure.
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What made the move remarkable, however,
2026-06-18
www.foreignpolicyjournal.com
2026-06-18
foreignpolicyjournal.com
D-Wave Quantum (NYSE: QBTS) has seen its stock climb 35% since securing a significant $100 million investment linked to the federal CHIPS Act funding initiative.
The surge has drawn considerable attention from retail and institutional investors alike, particularly after the company’s backing was highlighted through congressional stock tracking tools.
Sir Keir Starmer meets with Guy Parmelin at t
2026-06-10
www.foreignpolicyjournal.com
2026-06-10
foreignpolicyjournal.com
Nebius Group (NASDAQ: NBIS) shares climbed more than 5% on Tuesday after the AI cloud company unveiled a new Physical AI Living Lab developed in partnership with NVIDIA (NASDAQ: NVDA).
The initiative marks a significant expansion of the existing relationship between the two companies, targeting the fast-growing market for AI-driven robotics applications across the UK and Europe.
Iran launches re
2026-06-06
simplywall.st
2026-06-06
simplywall.st
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2026-06-04
www.foreignpolicyjournal.com
2026-06-04
foreignpolicyjournal.com
Credit: CoreWeave
CoreWeave, Inc. (NASDAQ: CRWV) shares surged roughly 14% after the company announced it had become the first AI cloud provider to complete bring-up and full system-level validation of NVIDIA (NASDAQ: NVDA) Vera Rubin NVL72.
The Vera Rubin NVL72 platform combines 72 Rubin GPUs and 36 Vera CPUs connected through NVIDIA’s next-generation NVLink architecture, delivering better infe
2026-06-01
simplywall.st
2026-06-01
simplywall.st
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2026-05-28
simplywall.st
2026-05-28
simplywall.st
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2026-05-27
www.ad-hoc-news.de
2026-05-27
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): dividend, price surge and AI semiconductor demand in focus
27.05.2026 - 15:04:29 | ad-hoc-news.de
Texas Instruments shares have recently hit a new 52-week high amid a sustained quarterly dividend of USD 1.42 per share and rising investor interest in analog and embedded chips for AI and industrial applications. This article ex
2026-05-25
www.msn.com
2026-05-25
MSN
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2026-05-25
www.msn.com
2026-05-25
MSN
GPU prices jump: Nvidia's CFO reported 2026 rental prices for H100 GPUs rose 20% and A100s 15%, defying normal semiconductor depreciation trends.
Shortage spans stack: The AI chip bottleneck now affects GPUs, memory, networking gear, and cooling systems as hyperscaler demand overwhelms supply.
Economic implications: Rising prices for older chips suggest AI infrastructure is behaving like a scarc
2026-05-24
www.quiverquant.com
2026-05-24
Quiver Quantitative
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2026-05-23
www.foreignpolicyjournal.com
2026-05-23
foreignpolicyjournal.com
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2026-05-23
finance.yahoo.com
2026-05-23
Yahoo Finance
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2026-05-22
simplywall.st
2026-05-22
simplywall.st
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2026-05-22
www.tradingview.com
2026-05-22
TradingView
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