Semiconductor News & Analysis Feed
7401 articles
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Retail Investors’ Verdict: Micron Technology (MU) is Better Than Space (SPCX)
Fahad Saleem
Fri, July 3, 2026 at 6:22 AM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Micron Technology (NASDAQ:MU) ranks #3 (see Avoid SpaceX and Buy These 5 Stocks Instead).
Number of Hedge Fund Investors: 154
Redditors are dismissing
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
Tech Industry
SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead
News
By Jowi Morales
Published July 3, 2026
Memory chip manufacturers are discouraging the government from meddling with the industry.
(Image credit: Getty Ima
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Memory chip manufacturers are discouraging the government from meddling with the industry.
2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Investors Heavily Search ON Semiconductor Corporation (ON): Here is What You Need to Know
Zacks Equity Research
Fri, 3 July 2026 at 6:00 am GMT-7 5 min read
ON
+2.95%
^GSPC
-0.28%
ON Semiconductor Corp. (ON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this se
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Applied Materials Stock Remains Attractive as Growth Accelerates
Faisal Humayun Khan
Fri, July 3, 2026 at 6:00 AM PDT 3 min read
AMAT
+2.89%
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Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) stock has delivered stellar returns of 211% in the last 52 weeks. This rally has been supported by structural tailwinds for
2026-07-03
www.electrive.com
2026-07-03
electrive.com
Automobile
Infineon opens new Smart Power Fab in Dresden
Infineon has opened its new Smart Power Fab in Dresden. With an investment volume of five billion euros, the plant is the largest single investment in the company's history. In the future, it will produce power semiconductors and analog/mixed-signal chips for applications including electromobility, energy supply, and AI infrastructure.
Ima
2026-07-03
www.taiwannews.com.tw
2026-07-03
Taiwan News
www.taiwannews.com.tw
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Privacy
2026-07-03
www.sdxcentral.com
2026-07-03
SDxCentral
MicroLED manufacturer nabs Nvidia director to drive AI data center push
AMS-Osram, known for auto lighting, taps Ashkan Seyedi to lead new optical interconnect business
July 03, 2026 By Ben Wodecki Have your say
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– AMS-Osram
AMS-Osram, an Austrian semiconductor manufacturer of light and sensor solutions, poached a networking director from Nvidia.
Ash
2026-07-03
www.siliconrepublic.com
2026-07-03
Silicon Republic
MACHINES
Infineon opens new €5bn Smart Power Fab chip factory in Germany
by Tim Barnwell
3 JUL 2026
SAVE ARTICLE
Jochen Hanebeck, CEO of Infineon, pictured in 2024. Image: Infineon Technologies
The Dresden plant is the largest single investment in Infineon’s history, one of the largest investment projects in Germany and opens several months ahead of schedule, according to the company.
Glob
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Does AEIS’s Russell Index Shift Quietly Recast Its AI and Semiconductor Investment Story?
Sasha Jovanovic
Fri, July 3, 2026 at 4:13 AM PDT 3 min read
AEIS
+2.05%
Trade AEIS on Coinbase
Trading disclosure
In late June 2026, Advanced Energy Industries, Inc. was rebalanced across the Russell index family, moving out of several small-cap indices and into multiple large- and mid-cap benchmarks, includ
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Y Intercept Hong Kong Ltd
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Y Intercept Hong Kong Ltd increased its stake in Taiwan Semiconductor Manufacturing by 273.2% in the first quarter, buying 59,435 additional shares and bringing its total to 81,189 shares worth about $27.4 million.
Institu
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Here's What to Expect From Texas Instruments' Next Earnings Report
Neha Panjwani
Fri, July 3, 2026 at 3:44 AM PDT 2 min read
TXN
+2.73%
^GSPC
-0.28%
Trade TXN on Coinbase
Trading disclosure
Semiconductor chip by Mykola Pokhodzhay via iStock
Texas Instruments Incorporated (TXN) designs, manufactures, and sells semiconductors to electronics designers and manufacturers. With a market cap of $271.6 b
2026-07-03
www.barchart.com
2026-07-03
Barchart.com
Semiconductor chip by Mykola Pokhodzhay via iStock
Texas Instruments Incorporated (TXN) designs, manufactures, and sells semiconductors to electronics designers and manufacturers. With a market cap of $271.6 billion, the company develops analog ICs and embedded processors. The semiconductor powerhouse is expected to announce its fiscal second-quarter earnings for 2026 in the near term.
Ahead of
2026-07-03
news.google.com
2026-07-03
CoinDesk
2026-07-03
tomshardware.com
2026-07-03
Mark Tyson
GitHub has announced that it will be giving developers a way to obtain their public repo on a CD-ROM. Context is provided by Sony's recent decision to abandon game discs.
2026-07-03
www.thelec.net
2026-07-03
thelec.net
KNJ is expanding its semiconductor materials business from silicon carbide (SiC) process parts into large-diameter single-crystal silicon (Si) materials. The move targets growing market demand to replace conventional polycrystalline silicon parts with single-crystal materials. The company plans to produce prototype large-diameter single-crystal silicon ingots on its pilot line this month.
Accordi
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Should You Invest in the iShares Semiconductor ETF (SOXX)?
Should You Invest in the iShares Semiconductor ETF (SOXX)? · Zacks
Zacks Equity Research
Fri, 3 July 2026 at 3:20 am GMT-7 3 min read
SOXX
+1.87%
BLK
-1.89%
The iShares Semiconductor ETF (SOXX) was launched on July 10, 2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Technology - Semiconductors
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Private Advisor Group LLC
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Private Advisor Group LLC trimmed its TSM position by 3.7% in the first quarter, selling 4,219 shares and leaving it with 108,560 shares worth about $36.7 million.
Analysts remain bullish on Taiwan Semiconductor Manufacturing,
2026-07-03
www.chaincatcher.com
2026-07-03
链捕手ChainCatcher
Anthropic is developing its own chips and, like Musk, has chosen Samsung over TSMC.
The Information cites three informed sources stating that Anthropic has initiated early work on self-developed AI chips and is discussing with Samsung to manufacture the chips using the latter's advanced 2nm process and packaging technology.
The aforementioned sources said that Anthropic is also determining the c