Semiconductor News & Analysis Feed
10644 articles
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Cerebras targets Europe with multibillion-dollar AI expansion, challenging Nvidia
Cerebras targets Europe with multibillion-dollar AI expansion, challenging Nvidia · Euronews
Doloresz Katanich
Thu, July 9, 2026 at 2:45 AM PDT 2 min read
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NVDA
+0.33%
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US-based artificial intelligence chip maker Cerebras said on Thursday that it plans to bring i
2026-07-09
www.marketwatch.com
2026-07-09
MarketWatch
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2026-07-09
www.kucoin.com
2026-07-09
KuCoin
Written by: Rita
Tide Guide
Morgan Stanley released its latest AI supply chain report on July 8, providing a comprehensive update on CoWoS advanced packaging allocations and ASIC dynamics for 2027. The report’s core assessment is that global CoWoS demand will reach 2.694 million wafers in 2027, a 93% increase from 1.394 million wafers in 2026. NVIDIA remains the largest shareholder (1.222 millio
2026-07-09
finance.biggo.com
2026-07-09
finance.biggo.com
2026-07-09
www.benzinga.com
2026-07-09
Benzinga
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2026-07-09
www.2nm.com.au
2026-07-09
2nm.com.au
The biggest sale day of the year has officially landed, bringing with it the usual avalanche of discounts. But sift through the endless pages of novelty mugs and discounted socks, and you will find the real reason we all set our alarms for July 7: the technology that genuinely promises to make our lives easier, and infinitely more fun.
Why does this specific tech exist? It comes down to a simple,
2026-07-09
www.bloomberg.com
2026-07-09
Bloomberg.com
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2026-07-09
www.theglobeandmail.com
2026-07-09
The Globe and Mail
Chicago, IL – July 9, 2026 – Today, Zacks Investment Ideas feature highlights Micron Technology MU and Qualcomm QCOM.
Since the start of the AI boom in 2023, there have been several moments where the narrative around the buildout and long-term potential of this emerging technology has swung sharply from exuberance to doubt. Over the last few weeks, we appear to have entered another one of those d
2026-07-09
simplywall.st
2026-07-09
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Is Down 12.4% After Russell Reclassification And AI Tool Launches Has The Bull Case Changed?
July 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Applied Materials was removed from several Russell value-oriented indexes while unveiling new systems for DRAM, advanced packaging, and eBeam inspe
2026-07-09
www.moomoo.com
2026-07-09
Moomoo
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2026-07-09
www.marketbeat.com
2026-07-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by DSM Capital Partners LLC
Written by MarketBeat
July 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
DSM Capital Partners trimmed its TSM position by 5.2% in the first quarter, selling 2,305 shares and leaving it with 42,266 shares worth about $14.3 million.
TSMC remains a top AI beneficiary, with multiple recent articles and
2026-07-09
www.digitimes.com
2026-07-09
digitimes
CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung...
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2026-07-09
eetimes.com
2026-07-09
Imec researchers argue that co-packaged optics will not be enough for future AI systems, pushing the industry toward 2.5D and eventually 3D optical I/O.
2026-07-09
www.msn.com
2026-07-09
MSN
Who’s leading gains?: Sandisk is up 635% and Micron 242% in 2026, topping S&P 500 performance despite recent 20% pullbacks.
Why the surge?: AI-fueled data center demand has outstripped memory chip supply, pushing prices and profits sharply higher.
How long will it last?: Micron forecasts tight DRAM and NAND markets beyond 2027, keeping upward pressure on valuations.
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
Steve Cohen runs Point72 Asset Management, and investors closely watch his investment decisions through that hedge fund's 13F filings. The most recent 13F highlighted two interesting moves. First, Cohen took profits in artificial intelligence leaders Amazon (
AMZN
+2.49%
) and Nvidia (
NVDA
0.17%
). Second, he dramatically increased his position in Boston Scientific (
BSX
+0.54%
).
Here's a look
2026-07-09
www.kedglobal.com
2026-07-09
The Korea Economic Daily Global Edition
Samsung, SK Hynix to build new chip cluster outside Seoul in $500 bn projects
President Lee Jae Myung (center), Samsung Electronics Chairman Lee Jae-yong (right) and SK Group Chairman Chey Tae-won join hands at a public briefing on South Korea’s three mega projects at the Blue House on June 29, 2026 (Pool photo) Samsung Electronics Co. and SK Hynix Inc. plan to inv
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
Micron Technology (
MU
3.10%
) put up more staggering results in its fiscal 2026 third quarter, fueled by the surging demand for its artificial intelligence memory chips.
In the period, which ended May 28, Micron generated $41.5 billion in revenue, a 74% increase from the previous quarter and a 346% year-over-year increase. Earnings were equally staggering, with net income up 105% from the previo
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Micron Raised Its Guidance on Surging Memory Prices. Here's What It Means for the Stock.
Dave Kovaleski, The Motley Fool
Wed, July 8, 2026 at 10:35 PM PDT 4 min read
MU
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NVDA
-0.04%
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Micron Technology (NASDAQ: MU) put up more staggering results in its fiscal 2026 third quarter, fueled by the surging demand for its artificial intelligence memory c
2026-07-09
www.morningbrew.com
2026-07-09
Morning Brew
TECH
Nvidia's stock is stalling, while other chipmakers gain ground
After hitting an all-time high in May, the stock fell 16% and hasn’t been able to get itself back up.
Morning Brew Inc., Photo: Antonio Bordunovi/Getty Images
ByMatty Merritt
JULY 9, 2026
• LESS THAN 3 MIN READ
TOPICS: Tech / AI / GPUs & AI Chips
It’s 2019: You’re gushing about Avengers: Endgame, and a little computer chip c
2026-07-09
www.thelec.net
2026-07-09
thelec.net
SK Group Chairman Chey Tae-won. (Photo: SK Group)
SK Group Chairman Chey Tae-won will travel to the United States to attend the Nasdaq listing ceremony for SK hynix Inc.'s American depositary receipts (ADRs), where the company is expected to present its artificial intelligence (AI) memory growth strategy to global investors and discuss expanding partnerships with major technology companies.
Acco