Semiconductor News & Analysis Feed
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2026-07-08
seekingalpha.com
2026-07-08
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Photronics: The Next Rally Depends On A Recovery In Chip Design Activity
Jul 08, 2026, 11:54 AM ETPhotronics, Inc. (PLAB) Stock
Tech and Growth
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Photronics is rated a buy, with a conservative FY 2026 price target of $32, reflecting 16% upside after a sharp share price correction.
PLAB's recent rev
2026-07-08
www.gasworld.com
2026-07-08
gasworld
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Silex to acquire $40m Pennsylvania semiconductor fab, entering US MEMS market
By Sophie Gregory
6 days ago
2 min read
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Stockholm-headquartered MEMS manufacturer Silex Microsystems has agreed to acquire a $40m semiconductor fabrication facility in Pennsylvania as part of a SEK 1.6bn ($165m) investment to establish its first US manufacturing footprint.
Silex will acquire the
2026-07-08
www.indexbox.io
2026-07-08
IndexBox
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
Neha Gupta
Wed, July 8, 2026 at 8:39 AM PDT 1 min read
2330.TW
+0.83%
TSM
-0.28%
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Trading disclosure
Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is one of the AI stocks on Wall Street's radar. On July 6, Citi reiterated that Taiwan Semiconductor Ma
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
ASML Holding N.V. (ASML) Price Target Raised by Jefferies on Strong Semiconductor Outlook
Neha Gupta
July 8, 2026 1 min read
ASML.AS
-0.41%
ASML
+0.03%
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Trading disclosure
ASML Holding NV (NASDAQ: ASML) is one of the AI stocks on Wall Street's radar. On July 2, Jefferies reiterated a Buy rating on ASML Holding NV (NASDAQ:ASML) and raised the price target to €1,560 from €1,26
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
$9.3B Japan Factory Expansion Assert Micron Technology Inc. (MU) as a Top AI Stock on Wall Street Radar
Neha Gupta
Wed, July 8, 2026 at 8:35 AM PDT 1 min read
MU
+4.92%
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Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the AI stocks on Wall Street's radar. On July 4, Bloomberg reported that Micron has broken ground on the expansion of a factory in Western Japan.
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Cantor Fitzgerald Updates Call on ON Semiconductor Corp (ON) Stock
Neha Gupta
Wed, July 8, 2026 at 8:32 AM PDT 2 min read
ON
+3.72%
SYNA
+3.10%
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Trading disclosure
ON Semiconductor Corp (NASDAQ:ON) is one of the best stocks to buy according to David Greenspan's Slate Path Capital. The stock makes up 7.2% of the equity portfolio. ON Semiconductor stock is already up more
2026-07-08
tomshardware.com
2026-07-08
Etiido Uko
Firmware vulnerability affects several router models
2026-07-08
www.gurufocus.com
2026-07-08
GuruFocus
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2026-07-08
semiengineering.com
2026-07-08
Semiconductor Engineering
Redefining IP lifecycle management by uniting silicon and software to deliver traceability, automation, and AI-ready design flows.
In this white paper, we will discuss the emerging trend in which hardware is increasingly designed to meet the end functionality of today’s systems, which is largely defined in software. This emerging software-defined era of electronic system design requires new metho
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
5 Top-Ranked Semiconductor Stocks to Buy for Better Returns in July
Subham Roy
Wed, July 8, 2026 at 8:06 AM PDT 5 min read
VSH
-0.48%
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Trading disclosure
Semiconductor stocks have been the primary beneficiaries of the AI boom. As the spending on AI infrastructure development and deployment from leading AI companies, hyperscalers, AI fabs and sovereigns is expected to increase
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
It’s been brutal to be a semiconductor investor lately, with the iShares Semiconductor ETF (NASDAQ:SOXX) tanking 11% in the past week and around 16% from all-time highs seen at the end of June. At this pace, it feels like a bear market is unavoidable, but before you hit the panic button, I’d argue that the latest correction is nothing all too out of the ordinary, especially when you consider the m
2026-07-08
www.indexbox.io
2026-07-08
IndexBox
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2026-07-08
www.morningstar.com
2026-07-08
Morningstar
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Rigaku Opens "Rigaku Solutions Center Osaka" to Strengthen Global Semiconductor Metrology Service Capabilities
Rigaku Opens "Rigaku Solutions Center Osaka" to Strengthen Global Semiconductor Metrology Service Capabilities
Provided by Business Wire Jul 8, 2026, 11:00:00 PM
Rigaku Opens "Rigaku Solutions Center Osaka" to Strengthen Global Semiconductor Metrology Service Cap
2026-07-08
www.thestreet.com
2026-07-08
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia market cap sheds $1 trillion: It's more of a rotation than a correction
Yahoo Finance Video and Brian Sozzi
Wed, July 8, 2026 at 7:32 AM PDT
NVDA
+4.06%
^GSPC
+0.38%
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Trading disclosure
Over $1 billion in Nvidia's (NVDA) market cap has been erased over the past two months.
StockBrokers.com director of investor research Jessica Inskip joins the Opening Bid panel in
2026-07-08
www.investing.com
2026-07-08
Investing.com
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2026-07-08
eetimes.com
2026-07-08
This white paper describes the critical engineering and strategic pain points behind today’s AI data center infrastructure gap and offers practical frameworks for resolving them. Whether you’re architecting a new hyperscale facility or expanding or hardening an existing one, here you’ll find the technical and business insights you need to make smarter, more effective infrastructure […]
2026-07-08
www.tradingview.com
2026-07-08
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Can STMicroelectronics Achieve Its Strong Q2 Revenue Outlook?
Can STMicroelectronics Achieve Its Strong Q2 Revenue Outlook?
3 min read
STMPA
−0.32%
STMicroelectronics N.V STM entered the second quarter of 2026 with improving business momentum, making its guidance appear achievable despite an uncertain macroeconomic backdrop. The company expects second-quarter revenues of about $3.4
2026-07-08
www.tradingview.com
2026-07-08
TradingView
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TSMC Outpaces Sector & Peers in a Year: Is the Stock Still a Buy?
TSMC Outpaces Sector & Peers in a Year: Is the Stock Still a Buy?
4 min read
2330
+0.83%
The global semiconductor foundry market is attracting growing investor interest, driven by advancements in artificial intelligence (AI), machine learning, 5G and the Internet of Things (IoT). Foundries continue to heavily invest