Semiconductor News & Analysis Feed
3125 articles
2026-07-01
digitimes.com
2026-07-01
South Korea is moving to build a complete semiconductor supply chain modeled on Taiwan's technology corridor, but Gudeng chairman Bill Chiu said the hardest part to replicate is not science parks or fabrication plants, but Taiwan's deeply rooted supply chain culture.
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.
2026-07-01
digitimes.com
2026-07-01
India's proposed second phase of the India Semiconductor Mission (ISM 2.0) has reportedly taken a key step forward, clearing the Finance Ministry's Expenditure Finance Committee (EFC), according to Indian media reports. The development could pave the way for a broader expansion of the country's semiconductor manufacturing ambitions.
2026-07-01
eetimes.com
2026-07-01
Today’s semiconductor component landscape is more complex than ever. Obsolescence has shifted from an occasional disruption to a persistent operational risk. As product lifecycles shorten and supply markets tighten, procurement teams must now treat lifecycle awareness as a core part of their role. Production stability depends on it. Several forces are accelerating this change. Semiconductor manu
2026-07-01
digitimes.com
2026-07-01
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus
2026-07-01
digitimes.com
2026-07-01
A crude oil shortage tied to the US-Iran war is raising concern about naphtha, a refinery byproduct used deep in industrial supply chains. While a direct semiconductor shortage is not yet seen, higher input costs are already spreading, and global manufacturers may face longer-term pressure if disruptions persist worldwide.
2026-07-01
digitimes.com
2026-07-01
South Korea's plan to build a KRW800 trillion (approx. US$51 billion) memory fab cluster in the southwestern Honam region is running into an inconvenient fact: the region has the country's weakest base of semiconductor materials, components, and equipment suppliers, according to government data submitted to lawmaker Koo Ja-keun and cited by Chosun Ilbo.
2026-07-01
digitimes.com
2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-07-01
www.indexbox.io
2026-07-01
IndexBox
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2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Does Navitas Semiconductor's (NVTS) Index Exit Quietly Reshape Its Liquidity And Governance Narrative?
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Navitas Semiconductor Corporation was removed from multiple Russell indexes and related growth and value benchmarks following the annual reconstitution process.
A
2026-07-01
www.thelec.net
2026-07-01
thelec.net
Former Dongbu Group (now DB Group) Chairman Kim Jun-ki leaves the Seoul Central District Court in Seoul on October 25, 2019, following a pre-arrest detention hearing. (Photo: News1)
DB HiTek Co., Ltd. (DB HiTek) has proposed a government-backed model for building a public production fab for silicon carbide (SiC) and gallium nitride (GaN) power semiconductors, shifting from earlier requests for po
2026-07-01
www.marketwatch.com
2026-07-01
MarketWatch
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2026-07-01
www.semiconductor-today.com
2026-07-01
Semiconductor Today
In first-quarter 2026, patent activity in silicon carbide (SiC) technology remained particularly dynamic, both upstream in substrates and epitaxial wafers and downstream in power devices and modules, according to technology intelligence and IP strategy consulting company KnowMade in two new patent monitoring services dedicated to SiC technology: the SiC Substrates & Epitaxial Wafers Patent Monitor
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
www.tradingview.com
2026-07-01
TradingView
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TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
3 min read
2330
−0.20%
NVDA
+0.71%
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates strengthen
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
Urmimala Biswas
June 30, 2026 4 min read
2330.TW
0.00%
NVDA
+0.71%
TSM
-4.25%
Explore stocks on Coinbase
Trading disclosure
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates streng
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip manufacturers with widely different manufacturing systems.
ASML Holding has a solid dominance in extreme ultraviolet (EUV) lithography systems. Lam Research supplies wafer fabrication equipment and services to the semiconductor industry.
Both these companies have become crucial to AI-c
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is the ticker every screen is flashing right now, with the stock up 4,841.8% over the past year on a post-spinoff NAND euphoria trade that has Reddit calling it “the next play”.
Video Muted
The SanDisk Trade Has Nothing Left to Give
SanDisk went from $47.25 to $2,335 in twelve months. That is a 26-bagger in a commodity NAND business that just printed
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Forget SanDisk: This Coiled-Spring Semiconductor Titan Is Primed to Outperform
Alex Sirois
June 30, 2026 3 min read
SNDK
-7.26%
MU
-4.71%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron crushed Q3 estimates by 18%, generated $18 billion in free cash flow, yet trades at only 9x forward earnings.
SanDisk's 26-bagger rally masks a $1.64 billion net loss, a 10% sequential consumer sa