Semiconductor News & Analysis Feed
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2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Elevation Point Wealth Partners LLC
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Elevation Point Wealth Partners increased its stake in Taiwan Semiconductor Manufacturing by 306.7% in the first quarter, ending with 52,397 shares valued at about $17.7 million.
Insider buying continued, with vice
2026-07-03
www.siliconrepublic.com
2026-07-03
Silicon Republic
MACHINES
Infineon opens new €5bn Smart Power Fab chip factory in Germany
by Tim Barnwell
3 JUL 2026
SAVE ARTICLE
Jochen Hanebeck, CEO of Infineon, pictured in 2024. Image: Infineon Technologies
The Dresden plant is the largest single investment in Infineon’s history, one of the largest investment projects in Germany and opens several months ahead of schedule, according to the company.
Glob
2026-07-03
www.msn.com
2026-07-03
MSN
Retailer issues warning: Currys says AI data center demand is diverting chips from consumer devices, causing availability issues and likely price hikes later in 2026.
Tech giants raise prices: Apple and Microsoft have increased hardware prices as memory supplies tighten, reflecting a broader squeeze hitting electronics and auto sectors.
Long-term shortage outlook: Industry leaders expect the mem
2026-07-03
www.bloomberg.com
2026-07-03
Bloomberg.com
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
General Motors (GM) Secures Micron Deal For Future Software Defined Vehicles
Bailey Pemberton
Fri, July 3, 2026 at 1:13 AM PDT 3 min read
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2026-07-03
evertiq.com
2026-07-03
Evertiq
© Liviorki
General | July 03, 2026
Report: $13 billion outlay for India Semiconductor Mission 2.0 cleared
Evertiq
India Semiconductor Mission 2.0 will be geared towards strengthening the entire semiconductor value chain, including chip design, fabrication and packaging.
The Expenditure Finance Committee (EFC) of the Indian government has approved an outlay of ₹1.25 trillion (about USD 13 billion)
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
There are currently seven companies with market caps of $2 trillion or more, but the accelerating demand for semiconductors is pushing new candidates to the fore. One prime example is Micron Technology (
MU
+1.11%
) -- and I'm convinced that the ongoing adoption of artificial intelligence (AI) will send this chip specialist to new heights. Micron is one of the world's leading providers of memory a
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
news.google.com
2026-07-03
NucNet
2026-07-03
www.electronicsforyou.biz
2026-07-03
Electronics For You BUSINESS
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2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Argos Wealth Advisors LLC Sells 1,692 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Argos Wealth Advisors LLC cut its TSM position by 14.1% in the first quarter, selling 1,692 shares and ending with 10,295 shares worth about $3.48 million.
Sentiment around Taiwan Semiconductor Manufacturing remains bul
2026-07-03
www.openpr.com
2026-07-03
openPR.com
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2026-07-03
www.thestandard.com.hk
2026-07-03
The Standard (HK)
Nvidia chief executive Jensen Huang's iconic black leather jacket reportedly will be up for auction at Sotheby's, with an estimated price of US$40,000 (HK$312,000) to US$60,000 - nearly the same as that of Nvidia's Blackwell artificial intelligence chip, according to Business Insider.
The Tom Ford piece also features Jensen Huang's handwritten signature, the report said.
Sotheby's confirmed that
2026-07-03
www.tradingview.com
2026-07-03
TradingView
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Korea Said To Prepare For Currency Flow From SK Hynix US Listing- Bloomberg News
Korea Said To Prepare For Currency Flow From SK Hynix US Listing- Bloomberg News
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2026-07-03
eciks.org
2026-07-03
eciks.org
SK Hynix stock plunges 14.5% as chip sector rout deepens over AI demand fears
Published on 3 July 2026 at 2:26 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 310 times
© SK Hynix stock plunges 14.5% as chip sector rout deepens over AI demand fears
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SK Hynix stock plunged 14.5% on July 2, 2026, as part of a broader semiconductor selloff triggered by mounting co
2026-07-03
eu.36kr.com
2026-07-03
36Kr
"American Dolls Playing the Stock Market" officially kicks off on July 4, Trump publicly calls on Musk to donate stocks, and Micron makes a bold investment of 250 million US dollars
36氪的朋友们
2026-07-03 12:08
Ce.cn, Elite financial and economic information.
According to reports from multiple foreign media outlets, an investment account for children with tax incentives, known as the Trump Account, w
2026-07-03
www.suasnews.com
2026-07-03
sUAS News
www.suasnews.com
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2026-07-03
timestech.in
2026-07-03
TimesTech
BuzzIndustry NewsSemiconductor
Infineon Opens World’s Largest Power Semiconductor Fab in Dresden
By TimesTech -
July 3, 2026
0
71
Infineon Technologies, opened the Smart Power Fab in Dresden several months ahead of schedule. The new plant, with an investment volume of five billion euros, is the largest single investment in Infineon’s history and one of the largest investment projects in Germany
2026-07-03
michaelparekh.substack.com
2026-07-03
AI: Reset to Zero
AI: Nvidia expands Revenue Share Deals with Customers. AI-RTZ #1136
...establishes AI Compute Partnership (ACP) in its market ecosystem
MICHAEL PAREKH
JUL 03, 2026
5
1
Share
As I discussed on the ARD #110 podcast yesterday, tech incumbents are executing totally in ‘Founder Mode’. around this AI Tech Wave. I outlined how established big tech companies are executing aggressively like tech startups.
2026-07-03
cybershack.com.au
2026-07-03
CyberShack
D-Link DCF-141 GaN Charger Review: The Charger Drawer Killer
3 Jul, 2026
By Scott Hunt
Featured
Off-Grid
Reviews
The D-Link DCF-141 GaN charger is a 4-port 140W charger that comfortably keeps up with your devices. It can deliver 140W maximum single-port output, or dual output of 70W + 70W or 100W + 30W, meaning it’s flexible enough to charge up two laptops at once.
GaN technology trades silicon