Semiconductor News & Analysis Feed
9628 articles
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
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Innoscience Secures Removal of Court-Enjoined Infineon GaN Products from Display at electronica China 2026
PR Newswire
Thu, July 2, 2026 at 8:09 AM PDT 3 min read
IFX.DE
-0.75%
2577.HK
+2.34%
SHANGHAI, July 2, 2026 /PRNewswire/ -- Infineon Technologies was forced to remove certain gallium nitride (GaN
2026-07-02
www.datacenterdynamics.com
2026-07-02
Data Center Dynamics
Nvidia is supporting neocloud customers in purchasing its AI chips.
The chip designer is acting as a financial backstop for companies in exchange for a share in their revenue.
– Sebastian Moss
The backstop sees Nvidia agreeing to rent back unused GPUs at a fixed rate. Firmus and Sharon AI are among the first companies to have adopted the offer.
Firmus is deploying 170,000 GPUs in Batam, Indone
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia’s Bold New Bet on AI Neoclouds: Brilliant Platform Strategy or Latest Sign of an AI Bubble?
Rich Duprey
Thu, July 2, 2026 at 7:56 AM PDT 5 min read
NVDA
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Nvidia's AI Compute Partnership lets neoclouds access GPU infrastructure without upfront costs, earning Nvidia both hardware revenue and ongoing usage-based income.
Early partn
2026-07-02
tradersunion.com
2026-07-02
Traders Union
Rising demand from AI data centers is tightening global memory chip supply and is beginning to affect consumer electronics pricing. Currys says smartphones and laptops are likely to face higher prices later this year, even as the retailer uses its scale to protect supply into September.
Speaking after the retailer released its annual results, Baldock says reduced availability for consumer devices
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Anthropic explores Samsung 2nm chip partnership - The Information
Luke Juricic
Thu, July 2, 2026 at 7:48 AM PDT 3 min read
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AVGO
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2330.TW
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Investing.com -- Anthropic has begun early-stage work on a custom AI chip and held talks with Samsung Electronics Co Ltd (KS:005930) as a potential manufacturing p
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Chicago, IL – July 2, 2026 – Today, Zacks Investment Ideas feature highlights JPMorgan JPM, Sandisk Corp. SNDK, Micron Technology MU, Nvidia NVDA, Broadcom AVGO, Advanced Micro Devices AMD, Taiwan Semiconductor TSM, Arista Networks ANET, Meta Platforms META and Microsoft MSFT.
The second quarter of 2026 will likely be remembered as one of the strongest periods for U.S. equities in recent memory.
2026-07-02
pluang.com
2026-07-02
Pluang
Halper Sadeh LLC investigates fairness of recent deals for CRNX, ESI, INVE, and SLP shareholders.
Halper Sadeh LLC is investigating whether shareholders of Crinetics Pharmaceuticals, Element Solutions, Identiv, and Simulations Plus are receiving fair treatment in recent sales and asset transactions. The firm suspects insiders may gain financial b...
Market News
Bearish
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55 minutes ago
2026-07-02
ng.investing.com
2026-07-02
Investing.com Nigeria
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2026-07-02
ca.investing.com
2026-07-02
Investing.com Canada
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2026-07-02
www.ad-hoc-news.de
2026-07-02
AD HOC NEWS
Synopsys Inc., US8716071076
Synopsys Inc. outlines its role in global chip design. Investors look at long-term growth drivers
Veröffentlicht: 02.07.2026 um 16:14 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Synopsys Inc. develops software and intellectual property that help semiconductor companies design and verify complex chips. The company’s tools and l
2026-07-02
news.google.com
2026-07-02
ERP Today
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Semantics matter, especially when it's affecting stock prices.
2026-07-02
news.google.com
2026-07-02
Barron's
2026-07-02
www.datacenterdynamics.com
2026-07-02
Data Center Dynamics
An Nvidia-powered AI supercomputer has been delivered to Yerevan State University in Armenia.
Comprising 64 Nvidia H100 GPUs, the government-funded supercomputer is expected to support research and development whilst helping to modernize education and training across Armenia.
– Legrand
The system was installed within existing university buildings that were retrofitted over a six-month period, w
2026-07-02
news.google.com
2026-07-02
Phys.org
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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ONTO Stock Climbs 26% in a Month: What's the Next Move for Investors?
ONTO Stock Climbs 26% in a Month: What's the Next Move for Investors?
4 min read
ONTO
+4.12%
Shares of Onto Innovation, Inc. ONTO have surged 25.5% over the past month compared with the Zacks Nanotechnology industry’s growth of 24.7%. The company has outpaced the Zacks Computer and Technology sector and the S&P 5
2026-07-02
tomshardware.com
2026-07-02
Hassam Nasir
Sony is shutting down PSN for PS3 consoles next year, so preservationists are being asked to wake up from their slumber to archive everything before it's too late.
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Tech Hardware/NYSE:HPE
Nvidia And 3 AI Hardware Stocks Retail Investors Are Watching
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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The latest Nvidia revenue share program for AI startups is a reminder that the picks and shovels of computing power can be just as important as the applications built on top. When Nvidia opens up access to over 200,000 GPUs thr