Analog chip manufacturer Analog Devices (ADI) has issued a notice stating that delivery times for some products have been extended, reminding customers to place orders six months in advance.
Related
Synopsys has discontinued some traditional EDA software and has notified more than 10 chip manufacturers.
Mars Finance reported on July 7th that, according to sources, EDA giant Synopsys informed more than 10 chip manufacturers in April and May that its software suite would be entering a "discontinuation" process. Synopsys stated that it is discontinuing some traditional analytics products to redirect resources to its highest-value products. (Wide Angle Observation)
U.S. chip stocks fell broadly in pre-market trading, with SanDisk (SNDK.O) down 6.3%.
According to data from Odaily Odaily, US chip stocks generally fell in pre-market trading. Arm (ARM.O) fell 3.8%, SanDisk (SNDK.O) fell 6.3%, and Qualcomm (QCOM.O) fell 2.2%. Nvidia (NVDA.O) fell 1.9%, Micron Technology (MU.O) fell 5%, AMD (AMD.O) fell 2.5%, and Intel (INTC.O) fell approximately 5%.
ADI completes acquisition of Empower Semiconductor
Mars Finance reported on July 8th that Analog Devices (ADI) has completed its acquisition of Empower Semiconductor. This acquisition will solidify ADI's position as a strategic partner for end-to-end power solutions, from system-level power grids to core chips, while also expanding ADI's overall market scale and capabilities in the field of AI computing power supply. (Wide Angle Observation)
US chip and memory stocks rebounded in pre-market trading.
Mars Finance reports that US-listed chip and memory stocks rebounded in pre-market trading. SanDisk, Western Digital, and Seagate Technology rose over 5%, while Micron Technology gained over 3%. (Cailian Press)
Morgan Stanley: AI chip fever is cooling down, cloud giants may see a rotation.
According to BlockBeats, on July 7th, Morgan Stanley strategist Mike Wilson's team stated that the cooling of semiconductor stocks over the past few weeks may not be over and could bring a more volatile trading environment to the broader US stock market. The bank believes that a rotation is underway within the AI sector. Previously, chip stocks significantly outperformed, while hyperscalers, including Microsoft, Amazon, Alphabet, and Meta, lagged behind. Wilson's team stated that this divergence may be unsustainable because the growth of semiconductor companies ultimately depends on the capital expenditures of cloud giants. Morgan Stanley stated that valuation and positioning pressures on cloud giants have already been priced in, and this sector could regain inflows if the market begins to reward more restrained AI spending. The bank is also optimistic about consumer discretionary and biotechnology, stating that falling oil prices and declining interest rate expectations could improve the risk-reward ratio of these sectors.
Research indicates that AI-powered high-end MLCCs are driving record-high order-to-shipment ratios for major Japanese and Korean manufacturers, increasing the risk of shortages in the second half of 2026.
According to the latest MLCC industry research from TrendForce, driven by both the accelerated replacement of AI servers and the continued mass production of self-developed ASIC chips by cloud service providers (CSPs), the order-to-shipment ratios (BB Ratios) of the three leading MLCC manufacturers—Murata, Samsung Electro-Mechanics, and Taiyo Yuden—reached record highs of 1.30, 1.31, and 1.25 respectively in late June 2026. The overall MLCC market BB Ratio also rose to 1.04. Looking ahead to the second half of 2026, with new AI chip platforms from Nvidia, Google, and AMD entering mass production in the third quarter, capacity will continue to be occupied by AI orders. Coupled with the dual demand of advance stockpiling, the probability of longer delivery times and rising prices for high-end MLCCs is increasing. The fourth quarter is expected to be a crucial period for observing whether the high-end MLCC market will officially enter a period of shortage. (Cailian Press)