Semiconductor News & Analysis Feed
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2026-07-02
www.investing.com
2026-07-02
Investing.com
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2026-07-02
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2026-07-02
thelec.net
Shin Jong-shin, Vice President of the Design Platform Development Office at Samsung Electronics' Foundry Business, delivers the keynote speech at SAFE Forum 2026 held at Samsung Electronics' Seocho campus on July 1. (Photo: Samsung Electronics)
Samsung Electronics' foundry division disclosed the development status of several customer projects expected to drive future mass-production revenue durin
2026-07-02
www.thelec.net
2026-07-02
thelec.net
Groundbreaking ceremony for the AMB ceramic substrate plant of Donghan Semiconductor Guangdong Co., Ltd., STI's Chinese subsidiary, held on June 25 in Baiyun District, Guangzhou, China. (Photo: Baiyun District, Guangzhou)
STI has begun construction of its power semiconductor materials production base in Guangzhou, China, about four months after signing an investment agreement with the city's Baiy
2026-07-02
stockstory.org
2026-07-02
StockStory
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2026-07-02
tomshardware.com
2026-07-02
Anton Shilov
Intel begins expansion of its Bowers Campus in Santa Clara to produce more photomasks in-house, which is set to be crucial as process technologies get more sophisticated.
2026-07-02
tech.yahoo.com
2026-07-02
Yahoo Tech
TechComputing
Intel expands production of photomasks in California: EUV and High-NA EUV in the focal point
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Thu, July 2, 2026 at 6:20 PM GMT+8
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Credit: Intel
Intel this week initiated expansion of its Bowers Campus in Santa Clara, California, i
2026-07-02
stockstory.org
2026-07-02
StockStory
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2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
stockstory.org
2026-07-02
StockStory
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2026-07-02
tomshardware.com
2026-07-02
Anton Shilov
SpaceX is reportedly working on a handheld device that runs a proprietary operating system and features advanced AI capabilities from xAI, but Elon Musk denies existence of the product.
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:ON
ON Semiconductor (ON) Joins Russell Growth Indexes On A Pullback But Is It Fully Valued
July 02, 2026
Simply Wall St
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ON Semiconductor (ON) has just been added to several Russell growth indices, including the Russell 3000 Growth and Russell 1000 Growth Benchmarks, bringing renewed attention to how the stock fits into growth-focused portfolio
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Premier Path Wealth Partners LLC Sells 1,346 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
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Premier Path Wealth Partners LLC cut its Taiwan Semiconductor Manufacturing stake by 29% in the first quarter, selling 1,346 shares and leaving it with 3,297 shares valued at about $1.11 million.
TSMC continues t
2026-07-02
www.weex.com
2026-07-02
WEEX
Expect a clear look at how the AI-driven memory cycle and a structural HBM bottleneck could shape SK Hynix’s trajectory through 2027. We’ll break down the supply constraints that matter most, map bull/base/bear scenarios, and outline practical ways to trade price exposure without stock ownership. If you favor crypto-native rails, the WEEX SKHYNIX-USDT futures listing offers 24/7 access to SK Hynix
2026-07-02
etfexpress.com
2026-07-02
ETF Express
Bringing business to business news, views, analysis, and global ETF awards since 2006
Incorporating Wealth Adviser from 2023
Bringing you news, views and analysis since 2013Incorporating Wealth Adviser from 2023
Tema ETFs has announced an exclusive ETF partnership with SemiAnalysis, an independent research firm specialising in semiconductors and AI infrastructure, founded by Dylan Patel.
Throug
2026-07-02
news.google.com
2026-07-02
Moomoo
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Innova Wealth Partners Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
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Innova Wealth Partners opened a new position in Taiwan Semiconductor Manufacturing during the first quarter, buying 1,139 shares worth about $385,000.
Several other institutional investors also increased their TSMC holdings
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Deprince Race & Zollo Inc. Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
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Deprince Race & Zollo Inc. trimmed its Taiwan Semiconductor Manufacturing stake by 5.6% in the first quarter, selling 9,260 shares and leaving it with 155,671 shares valued at about $52.6 million.
TSMC reported strong recent f
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Auto/NYSE:GM
Micron–GM Chip Supply Pact For Software-Defined Vehicles Might Change The Case For Investing In GM (GM)
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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On 1 July 2026, Micron Technology announced it had entered a long-term Strategic Customer Agreement with General Motors to secure U.S.-based supply of key automotive memory and storage components,
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Cane Capital Partners LLC
Written by MarketBeat
July 2, 2026
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KEY POINTS
Cane Capital Partners LLC cut its TSM stake by 32.7% in the first quarter, selling 4,368 shares and leaving it with 8,989 shares worth about $3.04 million.
Analyst sentiment remains broadly positive: Bank of America lifted its