Semiconductor News & Analysis Feed
5391 articles
2026-07-04
digitimes.com
2026-07-04
Germany's District Court Munich I ruled on July 3 that Innoscience infringed Infineon Technologies' gallium nitride (GaN) patents, barring the Chinese chipmaker from importing, selling, or marketing the affected products in Germany and ordering it to pay damages.
2026-07-04
digitimes.com
2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
www.thestreet.com
2026-07-04
thestreet.com
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2026-07-04
www.wfmj.com
2026-07-04
WFMJ
AI-fueled chip shortage pushes prices higher
Jul 3, 2026
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AI-fueled chip shortage pushes prices higher
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uk.finance.yahoo.com
2026-07-04
Yahoo Finance UK
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, 3 July 2026 at 1:58 pm GMT-7 5 min read
QCOM
+1.96%
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in th
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, July 3, 2026 at 1:58 PM PDT 5 min read
QCOM
+1.96%
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Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at Qualcomm (NASDAQ:QCOM) and
2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Semiconductors/NYSE:TSM
Is Taiwan Semiconductor Manufacturing (TSM) Fully Valued Following The Chip Stock Selloff?
July 04, 2026
Simply Wall St
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Broad selling in Asian semiconductor stocks pulled Taiwan Semiconductor Manufacturing (NYSE:TSM) lower, even as the company remains central to global chip supply and is heavily exposed to swings in macro sentiment and sector
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
Samsung Electronics (005930) has entered final-stage negotiations with Anthropic, the developer of generative AI model Claude, to produce next-generation AI semiconductors. If the deal is finalized, adding another marquee customer alongside Tesla, Nvidia, and Apple, it would signal a full turnaround for Samsung's foundry business, which has struggled in recent years.
2026-07-04
www.ad-hoc-news.de
2026-07-04
Ad-hoc-news.de
Cadence Design Systems, US12541W1027
Cadence Design Systems highlights its role in electronic design automation. Chip design demand supports the long-term story
Veröffentlicht: 03.07.2026 um 20:13 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Cadence Design Systems is a key player in electronic design automation for semiconductor and systems companies. The
2026-07-04
247wallst.com
2026-07-04
24/7 Wall St.
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2026-07-04
247wallst.com
2026-07-04
24/7 Wall St.
Camtek sells the cameras and measuring tools that let chipmakers confirm advanced packages are built correctly, and that job has become mission-critical as the industry stacks memory and logic together to feed AI accelerators. The Israeli inspection specialist is now flagging demand that management describes in terms it rarely uses.
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Camtek (NASDAQ:CAMT | C
2026-07-04
www.msn.com
2026-07-04
MSN
Record highs: Applied Materials stock surged after record earnings and bullish analyst targets, fueled by AI infrastructure spending.
Persistent shortages: Micron's CEO projects memory chip tightness beyond 2027, with HBM and DRAM supply unable to meet demand.
Market milestone: Global semiconductor revenues may near $1 trillion in 2026, driven largely by AI-related memory demand.
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
+1.09%
) is one of the most important semiconductor companies in the world, as it manufactures chips for almost all the leading companies that design chips for data centers, gaming consoles, smartphones, personal computers (PCs), cars, and factories, among other things.
It controls nearly three-fourths of the global foundry market, according to Counterpoin
2026-07-03
www.aol.com
2026-07-03
AOL.com
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
DAVID MOADEL
Fri, July 3, 2026 at 10:18 PM GMT+8
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Photo by Astrid Stawiarz/Getty Images
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Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extension above its 200-day MA since 1984.
Burry's SOXX ETF short a
2026-07-03
www.gasworld.com
2026-07-03
gasworld
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India advances $13.2bn semiconductor drive with new chip research hub
By Anthony Wright
5 days ago
3 min read
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India is set to launch a new semiconductor research and training hub as part of its $13.2bn Semiconductor Mission 2.0, which aims to advance efforts to build a self-reliant chip industry and reduce dependence on overseas supply chains.
The Silicon and Advanced Semi
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
David Moadel
Fri, July 3, 2026 at 7:18 AM PDT 4 min read
MU
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NVDA
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SOXX
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Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extensio
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 per share.
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2026-07-03
invezz.com
2026-07-03
Invezz
Michael Burry shorts Micron stock, warns AI chip rally has gone too far
Stock market
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Ananthu C U
03 Jul 2026, 14:31 PM
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Michael Burry shorted Micron, citing AI hype and valuation concerns.
Burry expanded chip shorts while adding to five existing long positions.
Micron fell further as Burry warned the AI chip rally may reverse.
Investor Michael Burry, best
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Here we go again.
2026-07-03
www.ad-hoc-news.de
2026-07-03
Ad-hoc-news.de
Synopsys Inc., US8716071076
Synopsys Inc. extends its role in chip design. Software-driven growth shapes the outlook
Veröffentlicht: 03.07.2026 um 15:56 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Synopsys Inc. is a leading provider of electronic design automation tools and semiconductor IP, helping chipmakers design and verify complex integrated circuit