Semiconductor News & Analysis Feed
7406 articles
2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron shares recently retraced over 10% from record highs, reflecting a sector-wide memory market reset despite an 855% annual gain. Fiscal Q3 results surpassed expectations with $41.46 billion in revenue, supported by a structural supply-demand imbalance and robust long-term agreements, including a strategic deal with GM. While management anticipates growth through 2027, potential headwinds incl
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Synopsys, Inc. (SNPS) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
Thu, July 2, 2026 at 6:00 AM PDT 5 min read
SNPS
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Synopsys (SNPS) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's per
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.eenewseurope.com
2026-07-02
eeNews Europe
Infineon Technologies has officially opened its Smart Power Fab in Dresden, several months ahead of schedule, marking a major expansion of Europe’s semiconductor manufacturing capacity. The €5 billion facility is described by the company as the world’s largest factory for power semiconductors and analog/mixed-signal technologies and represents the largest single investment in Infineon’s history.
2026-07-02
cen.acs.org
2026-07-02
Chemical & Engineering News
More than a dozen firms are racing to commercialize high-performing, single-crystal diamond wafers in specialized reactors, such as the one shown above, that use microwave plasma chemical vapor deposition technology. Credit: Diamond Foundry
Features
Electronic Materials
Forget silicon. Diamond may be the next semiconductor material
Diamfab and other start-ups want to commercialize diamond wafers
2026-07-02
cnycentral.com
2026-07-02
WSTM
CLAY, N.Y. — Micron Technology is highlighting major momentum at its Central New York semiconductor campus, announcing a key construction milestone next week as the Clay project continues to move roughly four months ahead of schedule.
PREVIOUS COVERAGE| Hochul says Micron project is four months ahead of schedule in Central New York
The company will host a “Concrete Progress” celebration July 9
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Will this solve the AI boom’s power and water bottlenecks?
2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
Tech Industry Data Centers
Startup activates nuclear microreactor live on stage to power an Nvidia RTX Spark desktop PC — firm working with Nvidia to build a 30MW closed loop AI factory that doesn’t use local water
News
By Jowi Morales
Published July 2, 2026
Will this solve the AI boom’s power and water bottlenecks?
(Image credit: Valar Atomics/LinkedIn)
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (TSM) Stock Could Be Undervalued After Arizona Expansion
July 02, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Taiwan Semiconductor Manufacturing stock has delivered a very large 354.7% return over the past 3 years, and the latest valuation checks now point to a company that screens as undervalued on earn
2026-07-02
www.bisinfotech.com
2026-07-02
Bisinfotech
www.bisinfotech.com
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2026-07-02
www.thestreet.com
2026-07-02
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2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
www.foxbusiness.com
2026-07-02
Fox Business
Maria Bartiromo reports mixed market futures for a holiday-shortened week, with Nasdaq falling due to semiconductor rotation.
Maria Bartiromo presents a market check, noting mixed U.S. futures and Nasdaq's decline, specifically highlighting semiconductor stock performance. White House National Economic Council Director Kevin Hassett predicts significant 4% economic growth for the second half of t
2026-07-02
www.axios.com
2026-07-02
Axios
www.axios.com
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2026-07-02
focustaiwan.tw
2026-07-02
Focus Taiwan
Taipei, July 2 (CNA) The United States is unlikely to match Taiwan Semiconductor Manufacturing Co.'s (TSMC) production capacity in Taiwan despite the chipmaker's expansion in Arizona, Minister of Economic Affairs Kung Ming-hsin (龔明鑫) said Thursday.
Speaking before a ministry meeting Thursday afternoon, Kung said TSMC has already announced plans for a total of 16 fabrication plants and advanced Co
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
The individuals were charged with fraud and money laundering for breaking U.S. export controls, even though they do not legally apply in Singapore.
2026-07-02
www.proactiveinvestors.co.uk
2026-07-02
Proactive Investors
Retail & Consumer
Retail
Written by:
Oliver Haill
Edited by:
Ian Lyall
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Currys PLC
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Currys falls as AI-driven chip shortage raises fears of higher electronics prices
Published: 11:57 02 Jul 2026 BST
Currys PLC (LSE:CURY) shares fell 4.3% to 156.6p despite reporti
2026-07-02
www.proactiveinvestors.com.au
2026-07-02
Proactive financial news
Retail & Consumer
Retail
Written by:
Oliver Haill
Edited by:
Ian Lyall
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Currys PLC
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LSE:CURY
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Currys falls as AI-driven chip shortage raises fears of higher electronics prices
Published: 20:57 02 Jul 2026 AEST
Currys PLC (LSE:CURY) shares fell 4.3% to 156.6p despite report
2026-07-02
uk.finance.yahoo.com
2026-07-02
Yahoo Finance UK
Currys falls as AI-driven chip shortage raises fears of higher electronics prices
Proactive
Thu, 2 July 2026 at 3:57 am GMT-7 2 min read
CURY.L
-1.52%
CURY
Currys falls as AI-driven chip shortage raises fears of higher electronics prices Proactive uses images sourced from Shutterstock
Currys PLC (LSE:CURY) shares fell 4.3% to 156.6p despite reporting strong annual results, as concerns over an eme