Semiconductor News & Analysis Feed
7401 articles
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Micron (MU) Stock Gets Fair Value Boost On AI Contract And Margin Optimism
Bailey Pemberton
Thu, 2 July 2026 at 1:11 pm GMT-7 3 min read
MU
+1.11%
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's updated fair value estimate has moved from US$866.60 to US$1,457.68, sharpening the focus
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron (MU) Stock Gets Fair Value Boost On AI Contract And Margin Optimism
Bailey Pemberton
Thu, July 2, 2026 at 1:11 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's updated fair value estimate has moved from US$866.
2026-07-03
www.tweaktown.com
2026-07-03
TweakTown
South Korea announces $518 billion semiconductor investment with Samsung and SK hynix for new memory fabs
The plan includes four new memory fabs, an HBM packaging hub, and a government push to halve standard semiconductor construction timelines.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jul 2, 2026 3:05 PM CDT
Updated Jul 2, 2026 3:40 PM CDT
1 minute & 45 seconds read time
TL;DR: Sou
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Is NVIDIA Corporation (NVDA) Stock Positioned for AI Growth Through New NVIDIA Blackwell Infrastructure Deal?
Laiba Immad
Thu, 2 July 2026 at 12:56 pm GMT-7 2 min read
NVDA
+3.65%
PLTR
-1.60%
BTOG
-2.63%
We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts. NVIDIA Corporation (NASDAQ:NVDA) is among the most undervalued stocks.
TheFly reporte
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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2026-07-03
www.tradingview.com
2026-07-03
TradingView
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Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
3 min read
WDC
+3.42%
MTSI
+0.13%
LSCC
+1.44%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chi
2026-07-03
www.dmagazine.com
2026-07-03
D Magazine
Advertisement
Less than a year after FormFactor acquired a 50,000-square-foot industrial campus made up of four buildings in Farmers Branch, the semiconductor supplier is receiving a $24.2 million grant from Texas Gov. Greg Abbott and the Texas Semiconductor Innovation Fund to help complete the buildout of the site and expand manufacturing.
FormFactor purchased the facility at 4350 Innovation Dr
2026-07-03
www.chemengonline.com
2026-07-03
chemengonline.com
Air Liquide makes $170 million investment in SK hynix semiconductor fab in Indiana
July 2, 2026 | By Mary Bailey
As part of a long-term contract, Air Liquide S.A. (Paris) will build, own and operate two new production units in Indiana to deliver ultra-pure gases to the first U.S. semiconductor fab of SK hynix, a South Korean global leader in advanced memory chips. Through this investment exceedi
2026-07-03
news.utdallas.edu
2026-07-03
The University of Texas at Dallas
As semiconductor manufacturers invest heavily in new facilities in North Texas and across the U.S., The University of Texas at Dallas is leading regional efforts to train workers for the growing industry.
Building on its workforce-development efforts and partnerships with semiconductor manufacturers and community colleges, UT Dallas has been selected to lead key initiatives within the new Nationa
2026-07-03
www.techpowerup.com
2026-07-03
TechPowerUp
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2026-07-03
www.scmr.com
2026-07-03
Supply Chain Management Review
(Photo: Getty Images)
As AI-driven demand, geopolitical volatility, and massive capital requirements collide, semiconductor supply chains are becoming a blueprint for how capital-intensive industries must rethink long-range planning, risk-sharing, and capacity strategy in an era where market conditions can shift faster than infrastructure can be built.
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2026-07-03
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2026-07-03
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2026-07-03
newsletter.semianalysis.com
2026-07-03
SemiAnalysis
EMIB-T Roadmap, Custom HBM, HBM4 Packaging Challenges, Microfluidic Cooling, Photonic Interconnects, and More
ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, Microsoft
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JUL 03, 2026
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As transistor density scaling has slowed, advanced packaging has become the primary scaling vector. However, AI acceler
2026-07-03
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2026-07-03
U.S. News - Money
2026-07-03
www.tradingview.com
2026-07-03
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Innoscience Says Infineon Removes Court-Enjoined Gan Products From Electronica China 2026 Booth
Innoscience Says Infineon Removes Court-Enjoined Gan Products From Electronica China 2026 Booth
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Cash App parent settles states' probe over fraud
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the artificial intelligence boom matures, investors must decide between proven giants and emerging specialized players. Comparing Broadcom (
AVGO
+5.12%
) and Navitas Semiconductor (
NVTS
6.22%
) reveals two very different paths to potential long-term returns.
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AVGO & NVTS: Performance Comparison
AVGO (Broadcom)
NVTS (Navitas Semiconductor)
YTD
1M
3M
6M
1Y
5Y
Key Financial Metrics
AVGO
2026-07-03
www.autonews.com
2026-07-03
Automotive News
DRESDEN, Germany — Infineon opened a €5 billion ($5.7 billion) semiconductor factory here July 2, in one of Europe’s biggest efforts to expand domestic production as demand grows for chips used in electric vehicles and artificial intelligence.
Ram’s rise puts Stellantis on pace to break 7-year streak of lower sales
The Ford Bronco outsold the Wrangler for the first time in a quarter since the SU
2026-07-03
news.google.com
2026-07-03
Yahoo Finance
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
PC Components RAM DRAM
SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed
News
By Anton Shilov
Published July 3, 2026
Over the next decades.
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(Image credit: SK hynix)
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2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Palantir CEO Alex Karp boldly states in an interview that claims AI companies are stealing customer's data while charging them for unproductive services.