Semiconductor News & Analysis Feed
10663 articles
2026-07-03
news.google.com
2026-07-03
Engineer Live
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Retail Investors’ Verdict: Micron Technology (MU) is Better Than Space (SPCX)
Fahad Saleem
Fri, July 3, 2026 at 6:22 AM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Micron Technology (NASDAQ:MU) ranks #3 (see Avoid SpaceX and Buy These 5 Stocks Instead).
Number of Hedge Fund Investors: 154
Redditors are dismissing
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
Tech Industry
SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead
News
By Jowi Morales
Published July 3, 2026
Memory chip manufacturers are discouraging the government from meddling with the industry.
(Image credit: Getty Ima
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Memory chip manufacturers are discouraging the government from meddling with the industry.
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock has risen more than 800% over the last year, and many Wall Street analyst targets are modeling for it to continue roaring higher.
Average analyst estimates suggest that Micron could have the third-highest operating income of any company in 2027.
10 stocks we like better than Micron Technology ›
It's no secret that Wall Street loves Micron Technology(NASDAQ: MU) stock. O
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Applied Materials Stock Remains Attractive as Growth Accelerates
Faisal Humayun Khan
Fri, July 3, 2026 at 6:00 AM PDT 3 min read
AMAT
+2.89%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) stock has delivered stellar returns of 211% in the last 52 weeks. This rally has been supported by structural tailwinds for
2026-07-03
news.futunn.com
2026-07-03
富途牛牛
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2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock has risen more than 800% over the last year, and many Wall Street analyst targets are modeling for it to continue roaring higher.
Average analyst estimates suggest that Micron could have the third-highest operating income of any company in 2027.
10 stocks we like better than Micron Technology ›
It's no secret that Wall Street loves Micron Technology(NASDAQ: MU) stock. O
2026-07-03
www.datacenterdynamics.com
2026-07-03
Data Center Dynamics
Chip industry trade association SEMI has written to the senior officials in US President Donald Trump's administration, urging the government to stop trying to influence memory prices and production capacity.
According to a report from Bloomberg, the group has warned that an interventionist approach is likely to worsen supply, as companies across all industries continue to grapple with the ongoin
2026-07-03
www.citybiz.co
2026-07-03
citybiz
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GLOBAL GENERAL BUSINESS, INTERNET / TECHNOLOGY
Michael Burry Reveals Short Bet Against Micron, Warns Chipmaker’s Rally Has Gone Too Far
JULY 3, 2026
Michael Burry
“Big Short” investor Michael Burry has disclosed a new short position in Micron Technology (NASDAQ: MU), arguing the memory chipmaker’s sharp rally has pushed the stock to unsustainable levels.
In a post
2026-07-03
news.google.com
2026-07-03
Barron's
2026-07-03
www.huaweicentral.com
2026-07-03
Huawei Central
HUAWEI
Huawei Ascend 950DT die-chip design details leaked before August debut
Published
6 days ago
on
July 3, 2026
By
Emiko Matsui
Discover more
Android OS
Electronics & Electrical
phones
Huawei Ascend 950DT will debut in August this year, and ahead of its official unveiling, the die-chip design of this semiconductor has surfaced online. A new leak reveals the internal components of t
2026-07-03
www.taiwannews.com.tw
2026-07-03
Taiwan News
www.taiwannews.com.tw
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2026-07-03
www.sdxcentral.com
2026-07-03
SDxCentral
MicroLED manufacturer nabs Nvidia director to drive AI data center push
AMS-Osram, known for auto lighting, taps Ashkan Seyedi to lead new optical interconnect business
July 03, 2026 By Ben Wodecki Have your say
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– AMS-Osram
AMS-Osram, an Austrian semiconductor manufacturer of light and sensor solutions, poached a networking director from Nvidia.
Ash
2026-07-03
www.marketwatch.com
2026-07-03
MarketWatch
__fail__
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock saw gains in June connected to its fiscal Q3 report.
The company posted quarterly results that crushed Wall Street's expectations, and it also issued strong guidance.
Micron stock has pulled back from the lifetime high it reached last month.
10 stocks we like better than Micron Technology ›
Micron(NASDAQ: MU) booked another month of monster gains in June, rising 18.9%
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock saw gains in June connected to its fiscal Q3 report.
The company posted quarterly results that crushed Wall Street's expectations, and it also issued strong guidance.
Micron stock has pulled back from the lifetime high it reached last month.
10 stocks we like better than Micron Technology ›
Micron(NASDAQ: MU) booked another month of monster gains in June, rising 18.9%
2026-07-03
www.marketwatch.com
2026-07-03
MarketWatch
__fail__
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Does AEIS’s Russell Index Shift Quietly Recast Its AI and Semiconductor Investment Story?
Sasha Jovanovic
Fri, July 3, 2026 at 4:13 AM PDT 3 min read
AEIS
+2.05%
Trade AEIS on Coinbase
Trading disclosure
In late June 2026, Advanced Energy Industries, Inc. was rebalanced across the Russell index family, moving out of several small-cap indices and into multiple large- and mid-cap benchmarks, includ
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Y Intercept Hong Kong Ltd
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Y Intercept Hong Kong Ltd increased its stake in Taiwan Semiconductor Manufacturing by 273.2% in the first quarter, buying 59,435 additional shares and bringing its total to 81,189 shares worth about $27.4 million.
Institu