Semiconductor News & Analysis Feed
11502 articles
2026-07-03
digitimes.com
2026-07-03
TSMC has accelerated efforts to localize its supply chain in recent years, using joint development, joint validation, and long-term partnerships to help Taiwanese equipment, materials, and chemical suppliers enter the advanced semiconductor supply chain. The move is steadily building a more resilient and complete local supply system, with both CoWoS and panel-level advanced packaging (CoPoS) now s
2026-07-03
biz.chosun.com
2026-07-03
Chosunbiz
By
Kwon Woo-seok
Published 2026.07.03. 08:27
Brokerages are raising their target prices for Samsung Electronics ahead of its earnings release on the 7th. While short-term results may dip slightly due to recognition of labor-management compensation expenses, analysts said attention should be on the recovery of high-bandwidth memory (HBM) competitiveness and improved long-term profitability.
Lee
2026-07-03
news.google.com
2026-07-03
KTVB
2026-07-03
www.gurufocus.com
2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
MLQ.ai
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2026-07-03
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2026-07-03
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SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside
SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside
Less than 1 min read
000660
−5.68%
According to estimates from 39 analysts, SK hynix Inc. stock's average price target has risen from KRW 3458608.9 to KRW 3486814.03, with forecasts ranging from KRW 140000
2026-07-03
blockspace.media
2026-07-03
Blockspace Media
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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.msn.com
2026-07-03
MSN
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of
2026-07-03
news.google.com
2026-07-03
MarketWatch
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron (MU) Stock Gets Fair Value Boost On AI Contract And Margin Optimism
Bailey Pemberton
Thu, July 2, 2026 at 1:11 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's updated fair value estimate has moved from US$866.
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Micron (MU) Stock Gets Fair Value Boost On AI Contract And Margin Optimism
Bailey Pemberton
Thu, 2 July 2026 at 1:11 pm GMT-7 3 min read
MU
+1.11%
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's updated fair value estimate has moved from US$866.60 to US$1,457.68, sharpening the focus
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of spending on AI
2026-07-03
stockstory.org
2026-07-03
StockStory
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2026-07-03
www.tradingview.com
2026-07-03
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onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
3 min read
ON
+2.95%
SWKS
−2.13%
MCHP
+1.59%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip d
2026-07-03
www.techradar.com
2026-07-03
TechRadar
Pro
Anthropic's Claude to help Micron design better HBM, DRAM, and SSD for AI even as both companies refuse to address computational storage directly
News
By Rahim Amir
Published July 3, 2026
AI-designed solutions for AI-designated consumption?
(Image credit: Anthropic)
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2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of spending on AI