Semiconductor News & Analysis Feed
10669 articles
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Aparajita Dutta July 01, 2026
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Samsung, SK Hynix To Build Four New Chip Plants As South Korea Unveils $520 Billion AI Push
Namrata Sen
Wed, July 1, 2026 at 4:00 AM PDT 6 min read
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Samsung Electronics Co., Ltd. and SK Hynix plan to build two new semiconductor fabrication plants each
2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Infineon’s, Three-Pillar
Infineon’s Three-Pillar Restructure Fuels Analyst Upgrade as AI Power Demand Intensifies
Veröffentlicht: 01.07.2026 um 12:53 Uhr, Redaktion boerse-global.de
Infineon collapses four divisions into three, targets AI data center demand. Barclays raises price target to €90 amid strong Q2 revenue and raised guidance.
Infineon’s - Infineon’s Three-Pillar Restructure Fuels Anal
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
tomshardware.com
2026-07-01
Bruno Ferreira
Virginia county asks all employees including schools to save power, due to AI-driven power requirements— state's 400-plus datacenters steadily increasing demand, grid expansion, and pricing
2026-07-01
www.cnbc.com
2026-07-01
CNBC
The tech sector emerged as a clear winner in the first half of 2026. But while U.S. Big Tech stocks enjoyed strong gains — despite a sharp sell-off at the end of June — they were largely outperformed by their international counterparts.
Of MSCI’s sector-specific indexes, the index covering large and mid-cap emerging markets technology stocks was the best performer in the first six months of the
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
North Point Portfolio Managers Corp OH Raises Stock Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
North Point Portfolio Managers Corp OH increased its Synopsys stake by 20.3% in the first quarter, adding 5,627 shares to bring its total to 33,351 shares worth about $13.2 million.
Several other institutional investors also raised the
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lowered by Trinity Street Asset Management LLP
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Trinity Street Asset Management LLP reduced its Taiwan Semiconductor Manufacturing stake by 6.9% in the first quarter, selling 66,813 shares and ending with 900,011 shares worth about $304.2 million. TSMC
2026-07-01
www.prnewswire.com
2026-07-01
PR Newswire
Verkada Accelerates Physical AI with NVIDIA
NEWS PROVIDED BY
Verkada
Jul 01, 2026, 06:00 ET
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Verkada is scaling its physical AI platform across more than 2.4 million devices globally with a new technical collaboration and investment from NVIDIA
SAN MATEO, Calif., July 1, 2026 /PRNewswire/ -- Verkada, a leader in AI-powered physical security and operations, today announ
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
Verkada Accelerates Physical AI with NVIDIA
PR Newswire
Wed, 1 July 2026 at 3:00 am GMT-7 2 min read
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Verkada is scaling its physical AI platform across more than 2.4 million devices globally with a new technical collaboration and investment from NVIDIA
SAN MATEO, Calif., July
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet it just shed almost 8% in a single week, closing near $590. That whipsaw, triggered by Broadcom’s softer AI chip sales forecast and SK Hynix slowing its AI memory expansion, is exactly why the next 12 months for SOXX will hinge on
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question
Marc Guberti
Wed, July 1, 2026 at 2:55 AM PDT 4 min read
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SOXX surged 96% year-to-date then shed nearly 8% in one week after Broadcom's softer AI chip forecast and SK Hynix slowed memory expansion.
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2026-07-01
taiyangnews.info
2026-07-01
TaiyangNews
Enphase’s latest IQ9N series microinverter uses GaN-based switching devices for power conversion and is rated for a maximum efficiency of 97.95%
It features a module-level RSD safety function and is housed in a double-insulated polymer-based enclosure
US-based microinverter producer Enphase Energy, Inc., showcased its latest microinverter, the IQ9N, at Intersolar Europe 2026, with a focus on E
2026-07-01
qz.com
2026-07-01
qz.com
A version of this article originally appeared in Quartz’s AI & Tech newsletter. Sign up here to get the latest AI & tech news, analysis and insights straight to your inbox.
Nvidia $NVDA +0.71% is currently worth more than $3 trillion by selling chips for tens of thousands of dollars apiece that they cannot make fast enough. Its CEO Jensen Huang has become a genuine celebrity, signing autographs a
2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Cadence Design Systems, US12541W1027
Spectre X from Cadence Design Systems - tailored mixed-signal verification for complex SoCs
Veröffentlicht: 01.07.2026 um 11:35 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Spectre X from Cadence Design Systems pushes mixed-signal simulation performance for advanced SoC design teams working at 7 nm and beyond. Anyone h
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
www.techzine.eu
2026-07-01
Techzine Global
3 MIN
INFRASTRUCTURE
Memory shortages are only partly due to AI, says Micron
MELS DEES
Jul 1, 2026, 5:34 PM GMT+8
According to Micron, the global memory chip shortages are not solely the result of the explosive growth of AI. CEO Sanjay Mehrotra (photo) argues that years of price pressure from customers prevented the industry from investing enough, causing production capacity to lag behind when de
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.