Semiconductor News & Analysis Feed
10663 articles
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.
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Namrata Sen
Fri, July 3, 2026 at 3:31 PM PDT 6 min read
NVDA
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some
2026-07-04
www.thestreet.com
2026-07-04
thestreet.com
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2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Nvidia's market value sits near $4.7 trillion, about $190 billion ahead of Apple.
Apple reports earnings July 30, a potential catalyst to close the gap.
Nvidia trades at a lower earnings multiple than Apple despite growing far faster.
10 stocks we like better than Apple ›
Nvidia(NASDAQ: NVDA) currently holds the title of the world's most valuable company, and Apple(NASDAQ: AAPL) is
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Nvidia's market value sits near $4.7 trillion, about $190 billion ahead of Apple.
Apple reports earnings July 30, a potential catalyst to close the gap.
Nvidia trades at a lower earnings multiple than Apple despite growing far faster.
10 stocks we like better than Apple ›
Nvidia(NASDAQ: NVDA) currently holds the title of the world's most valuable company, and Apple(NASDAQ: AAPL) is
2026-07-04
www.wfmj.com
2026-07-04
WFMJ
AI-fueled chip shortage pushes prices higher
Jul 3, 2026
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AI-fueled chip shortage pushes prices higher
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2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Semiconductors/NYSE:TSM
Is Taiwan Semiconductor Manufacturing (TSM) Fully Valued Following The Chip Stock Selloff?
July 04, 2026
Simply Wall St
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Broad selling in Asian semiconductor stocks pulled Taiwan Semiconductor Manufacturing (NYSE:TSM) lower, even as the company remains central to global chip supply and is heavily exposed to swings in macro sentiment and sector
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Alphabet's AI-driven gains will last longer than Micron's.
Micron is growing at warp speed.
Micron's stock appears cheaper on a forward earnings basis.
10 stocks we like better than Micron Technology ›
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies like Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) tha
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Alphabet's AI-driven gains will last longer than Micron's.
Micron is growing at warp speed.
Micron's stock appears cheaper on a forward earnings basis.
10 stocks we like better than Micron Technology ›
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies like Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) tha
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You)
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 11:51 AM PDT 5 min read
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MU
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NVDA
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In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies li
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
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2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner
Leo Sun, The Motley Fool
Fri, July 3, 2026 at 11:38 AM PDT 3 min read
NVDA
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IREN
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Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
Samsung Electronics (005930) has entered final-stage negotiations with Anthropic, the developer of generative AI model Claude, to produce next-generation AI semiconductors. If the deal is finalized, adding another marquee customer alongside Tesla, Nvidia, and Apple, it would signal a full turnaround for Samsung's foundry business, which has struggled in recent years.
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Nvidia (
NVDA
+3.74%
), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large language models (LLMs), and Nvidia locks in those clients with its proprietary software.
Nvidia still has a bright future, but it's already the world's largest company with a market cap of $4.7 trillion. So if yo
2026-07-04
247wallst.com
2026-07-04
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster earnings tied to the same AI capex wave, yet the businesses behind the tickers look nothing alike.
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NVIDIA sells the compute platform. Micron sells the memory that feeds it. With $10,000 to allocate, the question is whether you want the ecosystem owner or the picks-and-shovels sup
2026-07-04
247wallst.com
2026-07-04
24/7 Wall St.
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2026-07-04
www.tradingview.com
2026-07-04
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Micron Remains a Buy as AI Memory Demand Surges
Micron Remains a Buy as AI Memory Demand Surges
Less than 1 min read
MU
+1.11%
Micron Technology Inc. (MU, Financials) has been one of the clearest winners of the AI spending boom. The problem for investors now is that almost everyone knows it.
Shares have climbed roughly 755% over the past year, turning Micron from a familiar me
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron Remains a Buy as AI Memory Demand Surges
Faizan Farooque
Fri, July 3, 2026 at 9:59 AM PDT 1 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Micron Technology Inc. (MU, Financials) has been one of the clearest winners of the AI spending boom. The problem for investors now is that almost everyone knows it.
Warning! GuruFocus has detected
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Nauman Khan
Fri, July 3, 2026 at 9:58 AM PDT 1 min read
HSBA.L
-2.16%
MU
+1.11%
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Trading disclosure
This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to suppor