Semiconductor News & Analysis Feed
10663 articles
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff
Vandita Jadeja
Thu, July 2, 2026 at 7:57 AM PDT 4 min read
NVDA
+3.65%
AMD
+0.25%
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NVDA earns a BUY with a $252 price target as an 85% revenue surge collides with a 12% one-month drawdown at $197.
AMD fell nearly 6% in the July 1 chip selloff as institutions rotated out
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia’s Bold New Bet on AI Neoclouds: Brilliant Platform Strategy or Latest Sign of an AI Bubble?
Rich Duprey
Thu, July 2, 2026 at 7:56 AM PDT 5 min read
NVDA
+4.05%
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Nvidia's AI Compute Partnership lets neoclouds access GPU infrastructure without upfront costs, earning Nvidia both hardware revenue and ongoing usage-based income.
Early partn
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
There is an unknown connection issue between Cloudflare and the origin web server. As a result, the web page can not be displayed.
There is an issue between Cloudflare's cache and your origin web server. Cloudflare monitors for these errors and automatically investigates the cause. To help support the investigation, you can pull the corresponding error log from your web server and submit it our s
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Texas Instruments IncorporatedTXN shares have rallied 51.9% over the past three months, making the company one of the biggest winners in the semiconductor space. The stock has comfortably outperformed the broader Zacks Semiconductor – General industry’s 23.7% gain.
The rally has also outpaced major peers, including QUALCOMM IncorporatedQCOM, Broadcom Inc.AVGO and NVIDIA CorporationNVDA. Over the
2026-07-02
tradersunion.com
2026-07-02
Traders Union
Rising demand from AI data centers is tightening global memory chip supply and is beginning to affect consumer electronics pricing. Currys says smartphones and laptops are likely to face higher prices later this year, even as the retailer uses its scale to protect supply into September.
Speaking after the retailer released its annual results, Baldock says reduced availability for consumer devices
2026-07-02
www.businessinsider.com
2026-07-02
Business Insider
Higher prices for smartphones and laptops are coming later this year, the boss of Currys, Britain's biggest electricals retailer, has warned, as the AI data center boom soaks up the world's supply of memory chips.
Currys, a UK equivalent of Best Buy, sells laptops, phones, TVs, and appliances online and through hundreds of stores across the UK, Ireland, and the Nordic countries, generating about
2026-07-02
www.cleanroomtechnology.com
2026-07-02
Cleanroom Technology
South Korea has made a huge decision regarding the future of its hi-tech production strategy.
On Monday, President Lee Jae Myung made an announcement alongside the leaders of the country’s two biggest chipmakers, Samsung and SK Hynix.
The announcement revealed an $880bn chip and AI investment plan.
The funding covers $518 billion for a new southwest chip hub, $356 billion for AI data centres, a
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Chicago, IL – July 2, 2026 – Today, Zacks Investment Ideas feature highlights JPMorgan JPM, Sandisk Corp. SNDK, Micron Technology MU, Nvidia NVDA, Broadcom AVGO, Advanced Micro Devices AMD, Taiwan Semiconductor TSM, Arista Networks ANET, Meta Platforms META and Microsoft MSFT.
The second quarter of 2026 will likely be remembered as one of the strongest periods for U.S. equities in recent memory.
2026-07-02
www.gsmarena.com
2026-07-02
GSMArena.com
At the SAFE Forum (Samsung Advanced Foundry Ecosystem), Samsung revealed its plans for future semiconductor nodes. Last year, the company unveiled the Exynos 2600, the first 2nm smartphone chip – this one was made on the SF2 node as Samsung calls it.
Next up is SF2P, which will reduce power consumption by 26% and raise clock speeds by 15%. The new node is only partially responsible for these impr
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Texas Instruments IncorporatedTXN shares have rallied 51.9% over the past three months, making the company one of the biggest winners in the semiconductor space. The stock has comfortably outperformed the broader Zacks Semiconductor – General industry’s 23.7% gain.
The rally has also outpaced major peers, including QUALCOMM IncorporatedQCOM, Broadcom Inc.AVGO and NVIDIA CorporationNVDA. Over the
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Semantics matter, especially when it's affecting stock prices.
2026-07-02
news.google.com
2026-07-02
Barron's
2026-07-02
www.investors.com
2026-07-02
Investor's Business Daily
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2026-07-02
sg.finance.yahoo.com
2026-07-02
Yahoo Finance Singapore
How Taiwan Semiconductor's Global N3 Expansion Plan Is Taking Shape
Moumi Mondal
Thu, 2 July 2026 at 6:52 am GMT-7 3 min read
2330.TW
+1.02%
TSM
+0.65%
Taiwan Semiconductor Manufacturing Company TSM is accelerating capital spending to expand global capacity for 3-nanometer FinFET (N3) technologies in response to strong demand for artificial intelligence (AI) applications. The move is expected to
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Tech Hardware/NYSE:HPE
Nvidia And 3 AI Hardware Stocks Retail Investors Are Watching
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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The latest Nvidia revenue share program for AI startups is a reminder that the picks and shovels of computing power can be just as important as the applications built on top. When Nvidia opens up access to over 200,000 GPUs thr
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Cohu Is Riding AI and HBM Trends But Execution Still Matters
Cohu Is Riding AI and HBM Trends But Execution Still Matters
3 min read
COHU
+2.75%
Cohu, Inc. COHU is becoming a more visible small-cap play on semiconductor test demand tied to AI infrastructure.
The story is not just about equipment shipments. It also involves high-bandwidth memory inspection, thermal control, softwar
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cohu Is Riding AI and HBM Trends But Execution Still Matters
Cohu, Inc. Price and Consensus · Zacks
Anirudha Bhagat
Thu, July 2, 2026 at 6:48 AM PDT 3 min read
COHU
+2.26%
TER
+2.47%
ADTTF
-16.75%
ATEYY
+0.80%
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Cohu, Inc. COHU is becoming a more visible small-cap play on semiconductor test demand tied to AI infrastructure.
The story is not just about
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For holders of Micron Technology (NASDAQ:MU | MU Price Prediction), the poster