Semiconductor News & Analysis Feed
11536 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
General Motors shares rise after securing long-term Micron chip supply
Fiona Craig
Wed, July 1, 2026 at 6:35 AM PDT 2 min read
GM
-2.34%
MU
-4.71%
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Trading disclosure
General Motors ©Shutterstock
GM strengthens semiconductor supply chain with Micron agreement
Shares of General Motors (NYSE:GM) edged higher on Wednesday after the automaker unveiled a strategic partnership
2026-07-01
news.futunn.com
2026-07-01
富途牛牛
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2026-07-01
www.etnownews.com
2026-07-01
ET Now
Denuclearization of Iran is progressing well, says US President Trump
Get the latest Business News, Stock Markets, IPO Companies News, Breaking News Events on ET Now. Watch all the big and small Share Market News on ET Now Live TV.
PM Modi's Australia visit 2026: Uranium deal, defence pact among major 18 outcomes - Full details from joint statement
IndiGo, Air India travel advisory: Heavy rain
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
China Is Coming For Micron's Thick Margins
Trefis Team
Wed, July 1, 2026 at 6:33 AM PDT 5 min read
MU
-4.71%
005930.KS
-6.25%
AAPL
-0.64%
000660.KS
-5.68%
NVDA
+0.71%
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Trading disclosure
Image by PublicDomainPictures from Pixabay
The Squeeze That Created An Opening
The proximate cause is the AI memory supercycle. Conventional DRAM contract prices surged between 93% and
2026-07-01
www.trefis.com
2026-07-01
Trefis
China Is Coming For Micron’s Thick Margins
July 1st, 2026 by Trefis Team
-34.10%
Downside
938
Market
618
Trefis
MU
Micron Technology
The memory industry is in the middle of an unprecedented boom.
AI servers are driving up unprecedented demand for high-bandwidth memory; supply remains tight, and DRAM prices have surged, forcing PC and smartphone makers to look beyond their traditional suppliers.
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
stocktwits.com
2026-07-01
Stocktwits
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2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Micron TechnologyMU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro DevicesAMD and Intel INTC, also contr
2026-07-01
blogs.nvidia.com
2026-07-01
NVIDIA Blog
For 250 years, America has built railroads that connected a continent, power grids that lit up cities, factories that powered prosperity, semiconductors that made the digital age possible and the internet that opened knowledge to the world.
NVIDIA and its partners are investing in American manufacturing, supply chains, energy grids and skilled workforces so the U.S. can produce the infrastructure
2026-07-01
www.tikr.com
2026-07-01
TIKR.com
Key Takeaways for Texas Instruments Stock as of July 2026
Analysts rate Texas Instruments stock 15 buys / 17 holds / 3 sells with a mean target of $298, implying 0% upside from the current price of $298.
TIKR’s mid-case model values Texas Instruments at $522 by December 2030, implying 75% total return, or 13% annualized.
Q1 2026 revenue hit $4.83 billion, 19% above the prior year and above the top
2026-07-01
www.hackster.io
2026-07-01
Hackster.io
onsemi Eyes $30 Billion Market Expansion via Synaptics Acquisition
onsemi is snapping up Synaptics for $7B to build a one-stop shop for edge and physical AI hardware.
Nick Bild
Follow
7 days ago • AI & Machine Learning
onsemi is acquiring Synaptics to provide full-stack AI solutions (📷: onsemi)
Artificial intelligence is no longer confined to data centers and cloud servers. Increasingly, AI workl
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
AUSTIN, Texas, July 01, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan’s advanced production ecosystem progressively closer to North American customers, markets and growth opportunities. With artificial intelligence pushin
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Sirin Software Joins Alif Semiconductor Partner Ecosystem as Authorized Design House
PR Newswire
Wed, July 1, 2026 at 5:49 AM PDT 1 min read
ST. PETERSBURG, Fla., July 1, 2026 /PRNewswire/ -- Sirin Software, a leading embedded software and IoT engineering services provider, today announced it has offi
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
AUSTIN, Texas, July 01, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan’s advanced production ecosystem progressively closer to North American customers, markets and growth opportunities. With artificial intelligence pushin
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
AUSTIN, Texas, July 01, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan’s advanced production ecosystem progressively closer to North American customers, markets and growth opportunities. With artificial intelligence pushin
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Cadence (CDNS) Stock Looks Strong On Returns But Rich On Earnings
Bailey Pemberton
July 1, 2026 3 min read
CDNS
-1.24%
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Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Cadence Design Systems stock has delivered a strong 169.8% return over the past 5 years, yet the current valuation ch
2026-07-01
www.marketscreener.com
2026-07-01
marketscreener.com
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2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, 1 July 2026 at 5:13 am GMT-7 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approxi
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, July 1, 2026 at 5:13 AM PDT 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
Explore stocks on Coinbase
Trading disclosure
Micron Technology MU delivered a historic rally in the second quarter of 2026, with it
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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