Semiconductor News & Analysis Feed
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2026-07-04
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2026-07-04
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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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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
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2026-07-04
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2026-07-04
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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%
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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
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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.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron is benefiting from high DRAM and NAND prices driven by demand for AI infrastructure build-out.
The stock looks cheap, and the company is locking in long-term agreements.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While th
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron is benefiting from high DRAM and NAND prices driven by demand for AI infrastructure build-out.
The stock looks cheap, and the company is locking in long-term agreements.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While th
2026-07-04
ca.finance.yahoo.com
2026-07-04
Yahoo! Finance Canada
Qualcomm (QCOM), Hugging Face Expand Partnership to Accelerate Open AI Development
Maham Fatima
Sat, July 4, 2026 at 5:54 a.m. PDT 2 min read
QCOM
+1.96%
Qualcomm Inc. (NASDAQ:QCOM) is one of the best NASDAQ stocks to invest in for long term. On June 25, Qualcomm and Hugging Face announced an expanded partnership to accelerate open, developer-driven AI across the entire compute continuum, from ed
2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands Physical AI With Verkada And Names Microsoft Veteran Parker
July 04, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) announced a new collaboration with Verkada to bring its world foundation models and physical AI data factory into AI-powered video analytics for the built environment.
The partne
2026-07-04
www.thestreet.com
2026-07-04
thestreet.com
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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.
2026-07-04
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