Semiconductor News & Analysis Feed
11471 articles
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
interestingengineering.com
2026-07-04
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-07-04
macaubusiness.com
2026-07-04
Macau Business
– Investment of 5 billion euros strengthens manufacturing base for highly modern power semiconductors, creating 1,000 jobs in the “Smart Power Fab”
– Infineon chips enable energy-efficient solutions for automotive and industrial applications such as power supplies for AI data centers, renewable energy sources, power grids and software-defined vehicles
– Capacity ramp-up at double speed possible
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, July 3, 2026 at 3:50 PM PDT 4 min read
AMAT
+2.89%
Trade AMAT on Coinbase
Trading disclosure
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Wrapping up Q1 earnings, we look at the numbers and key t
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
+3.65%
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Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some
2026-07-04
www.thestar.com.my
2026-07-04
The Star
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2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, July 3, 2026 at 1:58 PM PDT 5 min read
QCOM
+1.96%
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Trading disclosure
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at Qualcomm (NASDAQ:QCOM) and
2026-07-04
uk.finance.yahoo.com
2026-07-04
Yahoo Finance UK
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, 3 July 2026 at 1:58 pm GMT-7 5 min read
QCOM
+1.96%
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in th
2026-07-04
www.foreignpolicyjournal.com
2026-07-04
foreignpolicyjournal.com
Shares of wireless chipmaker Qualcomm (NASDAQ: QCOM) fell as much as 4.5% in afternoon trading after SpaceX CEO Elon Musk publicly denied reports that his company was developing an AI device using Qualcomm’s Snapdragon chip.
The initial reports of a partnership between SpaceX and Qualcomm had fueled significant optimism among investors about new growth avenues for the chipmaker’s technology.
Sub
2026-07-04
www.barchart.com
2026-07-04
Barchart.com
A concept image of space_ Image by Canities via Shutterstock_
AI infrastructure construction fever is turning semiconductor equipment companies into the market's most successful players, and few have benefited from that trend as much as Applied Materials (AMAT). AMAT stock hit new highs after the investment bank KeyBanc Capital Markets hiked its price target to $750, and then Sesquania followed u
2026-07-04
www.winchesterstar.com
2026-07-04
The Winchester Star
ADVERTORIAL
Quankang launches UES140 Series 140W GaN power adapters for medical and ITE applications
Jul 3, 2026
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Quankang announced the launch of the new UES140 Series desktop medical power supply adapters, including the UES140AZ-SPC and UES140BZ-SPC models. Designed for medical devices, laboratory instruments, and advanc
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
GOOGL
-1.39%
MU
+1.11%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
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
__fail__
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
+3.65%
IREN
+8.01%
Explore stocks on Coinbase
Trading disclosure
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.zacks.com
2026-07-04
Zacks Investment Research
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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.
Camtek sells the cameras and measuring tools that let chipmakers confirm advanced packages are built correctly, and that job has become mission-critical as the industry stacks memory and logic together to feed AI accelerators. The Israeli inspection specialist is now flagging demand that management describes in terms it rarely uses.
Video Muted
An unprecedented order book
Camtek (NASDAQ:CAMT | C