Semiconductor News & Analysis Feed
7397 articles
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) has ripped higher in 2026, gaining 58.48% year to date through July 6, and it does not own a single share of the world’s largest chipmaker. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the foundry that physically fabricates chips for nearly every marquee AI silicon designer, is absent by design. That absence is written int
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor · 24/7 Wall St.
Michael Williams
Tue, July 7, 2026 at 10:20 AM PDT 5 min read
2330.TW
-2.03%
NVDA
+0.09%
AMD
+5.48%
TSM
+0.49%
PSI
+5.87%
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PSI has doubled in 2026 by owning chip designers like AMD an
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The Invesco Semiconductors ETF (NYSEARCA:PSI) has roughly doubled this year, gaining 102.37% from December 31, 2025 through July 6, 2026. The surprise: the fund carries the word “semiconductors” in its name yet holds zero shares of Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the world’s largest dedicated independent (pure-play) semiconductor foundry and the company that a
2026-07-08
eetimes.com
2026-07-08
Commercial parts die fast in combat. See how advanced composites, coatings and MIL testing keep defense hardware alive under brutal stress.
2026-07-08
www.ad-hoc-news.de
2026-07-08
AD HOC NEWS
Inside, Micron
Inside the Micron Paradox: Record HBM Demand, a $9.3 Billion Factory, and a Stock That Keeps Falling
Veröffentlicht: 07.07.2026 um 19:02 Uhr, Redaktion boerse-global.de
Micron’s HBM chips are sold out through 2026 and revenue surged 345%, but the stock fell 25% from its peak amid cyclical overcapacity fears.
Inside - Inside the Micron Paradox: Record HBM Demand, a $9.3 Billion Fac
2026-07-08
www.tradingview.com
2026-07-08
TradingView
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Can AI Infrastructure Demand Keep Driving FormFactor Stock Higher?
Can AI Infrastructure Demand Keep Driving FormFactor Stock Higher?
3 min read
FORM
+7.16%
FormFactor FORM is benefiting from the rapid expansion of AI infrastructure, leveraging its leadership in semiconductor probe cards and wafer-level testing technologies. As hyperscalers and chipmakers invest heavily in AI serve
2026-07-08
www.designdevelopmenttoday.com
2026-07-08
Design and Development Today
www.designdevelopmenttoday.com
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2026-07-08
www.economist.com
2026-07-08
The Economist
www.economist.com
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2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now
Alex Sirois
Tue, July 7, 2026 at 9:15 AM PDT 3 min read
GOOGL
-1.39%
2330.TW
-2.03%
GOOG
-1.35%
TSM
+0.69%
NVDA
-0.30%
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GOOGL's Cloud surged 63% to $20B with a $462B backlog while TSM's packaging capacity stays critically constrained despite 66% gross margins.
Alph
2026-07-08
stockstory.org
2026-07-08
StockStory
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2026-07-08
tomshardware.com
2026-07-08
Jowi Morales
Chinese memory and storage manufacturer Longsys expects to post a massive increase in profits due to the AI-driven chip shortage.
2026-07-08
www.electronicsweekly.com
2026-07-08
Electronics Weekly
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2026-07-08
www.tradingview.com
2026-07-08
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FormFactor, Penguin Solutions, Western Digital, Applied Materials, and KLA Corporation Shares Plummet, What You Need To Know
FormFactor, Penguin Solutions, Western Digital, Applied Materials, and KLA Corporation Shares Plummet, What You Need To Know
2 min read
FORM
+8.36%
PENG
+8.54%
WDC
+6.69%
AMAT
+3.97%
What Happened?
A number of stocks fell in the morning session after S
2026-07-07
fuelcellsworks.com
2026-07-07
Fuel Cells Works
From left to right: Dr. Karsten Wildberger, Federal Minister for Digital Transformation and Government Modernization; Jochen Hanebeck, CEO of Infineon Technologies AG; Michael Kretschmer, Prime Minister of the Free State of Saxony (Image by Infineon)
Dresden – Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) opened the Smart Power Fab in Dresden several months ahead of schedule. The new plant,
2026-07-07
koreabizwire.com
2026-07-07
Koreabizwire
onsemi Advances Fab Right Strategy with Agreements to Divest Two Manufacturing Facilities
Posted on July 7, 2026 by Korea Bizwire in Financial Announcements, Global Technology, World Marketplace with 0 Comments
onsemi (ON Semiconductor Corporation) is a leading American semiconductor supplier based in Scottsdale, Arizona, specializing in intelligent power and sensing technologies for the automo
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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Top Semiconductor Companies To Watch In 2026
Jul 07, 2026, 11:19 AM ETNVDA, SMH, SMHX
, TSM, MU, AVGO, AMD, INTC, LSCC, SITM, RMBS
VanEck
5.37K Followers
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Summary
The semiconductor industry remains a critical pillar of technological innovation, powering everything from AI to high-performance computing.
Demand for a
2026-07-07
www.tikr.com
2026-07-07
TIKR.com
Key Stats for Micron Stock
Price change for Micron stock in last 6 months: 190%
$MU Stock Price as of Jul. 6: $985
52-Week High: $1255
$MU Stock Price Target: $1486
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Micron (MU) stock climbed nearly 1% today after Micron and Ford Motor announced a new long-term partne
2026-07-07
developer.nvidia.com
2026-07-07
NVIDIA Developer
Agentic systems turn model reasoning into action through multi-step workflows that combine inference, tool use, code execution, retrieval, orchestration, and result handling. As these systems scale across the AI factory, performance depends not only on GPU acceleration, but also on the CPU work that happens between model steps.
Across the creation and deployment of an agentic system, the CPU ensu
2026-07-07
tomshardware.com
2026-07-07
Hassam Nasir
Solving a major hurdle for modern Intel CPUs.