Semiconductor News & Analysis Feed
9662 articles
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
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Micron and General Motors Sign Strategic Agreement to Secure Supply and Accelerate Innovation
Micron Technology, Inc.
Wed, 1 July 2026 at 5:30 am GMT-7 5 min read
MU
-4.71%
GM
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Micron Technology, Inc.
Supply commitment supports next-generation GM vehicle platforms with reliable, high-performance
2026-07-01
www.01net.it
2026-07-01
01net
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2026-07-01
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2026-07-01
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2026-07-01
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2026-07-01
Seeking Alpha
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2026-07-01
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2026-07-01
Fast Company
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2026-07-01
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2026-07-01
Yahoo! Finance Canada
TSMC is AI's 'quintessential trendsetter': Strategist shares top 2 tech stock picks
Yahoo Finance Video and Josh Lipton
Wed, July 1, 2026 at 5:00 a.m. PDT
Raymond James Investment Management chief market strategist Matt Orton explains why he's bullish on Taiwan Semiconductor Manufacturing Company (TSM) and Credo Technology (CRDO).
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2026-07-01
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2026-07-01
Wccftech
At the SAFE Forum 2026, Samsung announced that the development of its 1.4nm process is going smoothly, but the company also unveiled a new surprise: the company is working on an improved iteration called 1.4nm+, or SF1.4+. Additionally, a new 2nm roadmap was shared by the Korean giant during the conference as Samsung gets serious about sharing the competition pool with TSMC and Intel.
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
MTUM Investors: Watch Micron’s Weight at the November Reconstitution
Marc Guberti
Wed, July 1, 2026 at 4:55 AM PDT 4 min read
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MTUM climbed 30% YTD to $326, but its AI/cloud mega-cap holdings are fracturing while one stock masks broader portfolio weakness.
Micron (MU) surged 801% in
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
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2026-07-01
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2026-07-01
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2026-07-01
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2026-07-01
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Capitalizing on the Squeeze: What Micron Tells Us About Bottlenecks
Cinthia Murphy July 1, 2026
At VettaFi, we’ve been talking a lot about bottlenecks as a concept. Some of the brightest equity market opportunities for capital growth are tied to bottlenecks in a supply chain-context. The AI theme is a prime example. For instance, look at the recent record-breaking results f
2026-07-01
www.marketwatch.com
2026-07-01
MarketWatch
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2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
www.bisinfotech.com
2026-07-01
Bisinfotech
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2026-07-01
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2026-07-01
Bruno Ferreira
Virginia county asks all employees including schools to save power, due to AI-driven power requirements— state's 400-plus datacenters steadily increasing demand, grid expansion, and pricing
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Wendell David Associates Inc. Buys 2,626 Shares of Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
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KEY POINTS
Wendell David Associates increased its Synopsys stake by 55% in the first quarter, buying 2,626 additional shares and bringing its total holdings to 7,400 shares worth about $2.93 million.
Wall Street sentiment remains positive overall, with Synops
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Cadence Design Systems, Inc. $CDNS Shares Sold by Peregrine Capital Management LLC
Written by MarketBeat
July 1, 2026
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KEY POINTS
Peregrine Capital Management cut its Cadence Design Systems stake by 6.1% in the first quarter, selling 5,308 shares and leaving it with 81,038 shares worth about $22.5 million.
Cadence reported better-than-expected Q1 earnings, posting
2026-07-01
www.macworld.com
2026-07-01
Macworld
FEATURE
A20 Pro preview: Everything you can expect from Apple’s next iPhone chip
Apple's fall announcements will include the iPhone 18 Pro and iPhone Ultra. Here's what to expect from the chip that will power them.
By Jason Cross
Senior Editor, Macworld
JUL 6, 2026 1:15 AM PDT
Image: Foundry
Summary created by Smart Answers AI
In summary:
Macworld explores Apple’s upcoming A20 Pro chip, expected t
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
North Point Portfolio Managers Corp OH Raises Stock Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
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KEY POINTS
North Point Portfolio Managers Corp OH increased its Synopsys stake by 20.3% in the first quarter, adding 5,627 shares to bring its total to 33,351 shares worth about $13.2 million.
Several other institutional investors also raised the
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lowered by Trinity Street Asset Management LLP
Written by MarketBeat
July 1, 2026
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KEY POINTS
Trinity Street Asset Management LLP reduced its Taiwan Semiconductor Manufacturing stake by 6.9% in the first quarter, selling 66,813 shares and ending with 900,011 shares worth about $304.2 million. TSMC