Semiconductor News & Analysis Feed
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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
www.xtb.com
2026-07-04
XTB.com
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2026-07-04
www.investing.com
2026-07-04
Investing.com
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2026-07-04
www.storagereview.com
2026-07-04
StorageReview.com
NVIDIA Quietly Makes Omniverse Free for Production Use
by Brian Beeler on July 3, 2026
AI ◇ Enterprise
NVIDIA has dropped the subscription requirement for Omniverse. The platform is now free for development, production, and redistribution, with no NVIDIA AI Enterprise subscription required. For a product that carried a $4,500-per-GPU-per-year list price under NVIDIA AI Enterprise, and whose Nuc
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner
Leo Sun, The Motley Fool
Fri, July 3, 2026 at 11:38 AM PDT 3 min read
NVDA
+3.65%
IREN
+8.01%
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Trading disclosure
Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Nvidia (
NVDA
+3.74%
), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large language models (LLMs), and Nvidia locks in those clients with its proprietary software.
Nvidia still has a bright future, but it's already the world's largest company with a market cap of $4.7 trillion. So if yo
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
finance.yahoo.com
2026-07-04
Yahoo Finance
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Nauman Khan
Fri, July 3, 2026 at 9:58 AM PDT 1 min read
HSBA.L
-2.16%
MU
+1.11%
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Trading disclosure
This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to suppor
2026-07-04
www.tradingview.com
2026-07-04
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HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Less than 1 min read
MU
+1.11%
Micron Technology
MU
remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to support demand across the semiconductor industry, despite rece
2026-07-03
www.chosun.com
2026-07-03
조선일보
By Choi Hyung-seok
Published 2026.07.04. 00:45
Updated 2026.07.04. 16:09
Lee Chan-jin, Head of the Financial Supervisory Service. /News1
The recent monthly trading volume of single-stock leveraged products, which allow double bets on Samsung Electronics and SK Hynix stock movements, reached 225 trillion Korean won. This accounts for 27% of the total ETF (exchange-traded fund) trading volume (825
2026-07-03
www.gasworld.com
2026-07-03
gasworld
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Formfactor wins $24.2m grant for US semiconductor facility
By Sophie Gregory
5 days ago
1 min read
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US semiconductor manufacturer Formfactor has secured a $24.2m state grant from the Texas Semiconductor Innovation Fund (TSIF) for its up to $170m probe card manufacturing facility in Farmers Branch, northwest of Dallas.
The Farmers Branch facility will support the manufactur
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.indexbox.io
2026-07-03
IndexBox
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Earnings Preview: What To Expect From Cadence Design’s Report
Subhasree Kar
Fri, July 3, 2026 at 8:17 AM PDT 2 min read
CDNS
+0.81%
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Quarterly Report by SkazovD via Shutterstock
With a market cap of $102.9 billion, Cadence Design Systems, Inc. (CDNS) is a leading electronic design automation (EDA) software company that provides software, hardware, and inte
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
Intel confirms price increases for Core Ultra 200S Plus, Xeon 6 processors, cites market dynamics, rising costs, soaring demand.
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
tomshardware.com
2026-07-03
Etiido Uko
Blackstone-owned QTS has withdrawn its final appeal for Virginia’s 22-million-square-foot Digital Gateway campus, ending the massive data center project.
2026-07-03
autonews.gasgoo.com
2026-07-03
Gasgoo
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[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Gasgoo
[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Edited by Betty From Gasgoo
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July 3 , 2026 21:29 BJT
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