Semiconductor News & Analysis Feed
7406 articles
2026-07-02
www.tradingview.com
2026-07-02
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Key facts: NVIDIA monetizes GPUs; Nemotron in Palantir; 40% Q2 driver
Key facts: NVIDIA monetizes GPUs; Nemotron in Palantir; 40% Q2 driver
Less than 1 min read
NVDA
+0.05%
NVIDIA unveils GPU monetization: takes a share of revenue from cloud deployments using its chips and offers financing/backstops for GPU purchases, targeting cloud customers and deployments.
1
NVIDIA’s Nemo
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cantor Fitzgerald Raises Price Target on ON Semiconductor Corporation (ON)
Fatima Gulzar
Wed, July 1, 2026 at 11:38 PM PDT 2 min read
ON
+1.39%
SYNA
+2.27%
Explore stocks on Coinbase
Trading disclosure
ON Semiconductor Corporation (NASDAQ:ON) is among the Most Promising Stocks.
On June 29, Cantor Fitzgerald raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $110 from $100. T
2026-07-02
www.electronicsweekly.com
2026-07-02
Electronics Weekly
__fail__
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
The semiconductor company is signing longer-term deals with its customers.
In this video, I will answer the question of whether it is too late to buy Micron (
MU
+1.20%
) stock.
*Stock prices used were the afternoon prices of June 29, 2026. The video was published on July 1, 2026.
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you’d invested $5,000 then,
2026-07-02
www.electronicsweekly.com
2026-07-02
Electronics Weekly
__fail__
2026-07-02
www.trendforce.com
2026-07-02
TrendForce
[News] Samsung Reportedly Expands 2nm Portfolio Ahead of 2029 SF1.4 Mass Production; SF2P+ Targets 2027–28
2026-07-02 Semiconductors editor
News
Please note that this article cites information from ZDNet, The Elec, Economic Daily News, and Tom’s Hardware.
As leading foundries now target 2028–29 for 1.4nm-class mass production, they are accelerating enhanced 2nm variants to bridge the gap
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
__fail__
2026-07-02
tspasemiconductor.substack.com
2026-07-02
semivision
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Korea’
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Software/NasdaqGS:CDNS
Should Stable Earnings Estimates and Favorable Zacks Rank Require Action From Cadence Design Systems (CDNS) Investors?
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, analysts highlighted that Cadence Design Systems is expected to post strong earnings growth, with consensus earnings estimates remaining stable and supporting a
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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You don't have permission to access "http://www.marketscreener.com/news/infineon-opens-new-semiconductor-plant-in-dresden-ce7f5fd2df8cff2d" on this server.
Reference #18.c5643017.1783522171.57bee90
https://errors.edgesuite.net/18.c5643017.1783522171.57bee90
2026-07-02
blogs.nvidia.com
2026-07-02
NVIDIA Blog
NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model.
July 1, 2026 by Colette Kress and Raj Mirpuri
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As AI moves from model development to production inference, compute demand is accelerating a
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
3 min read
MPWR
+1.04%
TXN
+2.91%
OLED
−0.83%
PI
+0.26%
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from
2026-07-02
www.chosun.com
2026-07-02
조선일보
By Lee Hai-woon
Published 2026.07.02. 09:08
Updated 2026.07.02. 18:09
Mark Zuckerberg, Meta CEO, and the Meta logo. /Yonhap
On July 1, news that Meta, the parent company of Facebook and Instagram, is entering the AI (artificial intelligence) cloud infrastructure business shook global stock markets. While Meta’s stock surged 9% as the move was seen as a positive development for discovering new re
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Pullback Puts Its Undervalued Narrative To The Test
July 02, 2026
Simply Wall St
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Tradr ETFs has launched a new Cboe-listed leveraged ETF that seeks to deliver two times the daily performance of Tower Semiconductor (NasdaqGS:TSEM), putting fresh attention on how the stock trades around short term moves.
See our
2026-07-02
www.reuters.com
2026-07-02
Reuters
__fail__
2026-07-02
telecom.economictimes.indiatimes.com
2026-07-02
ET Telecom
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2026-07-02
www.cnbc.com
2026-07-02
CNBC
Shares of Samsung Electronics and SK Hynix plunged Thursday, dragging down South Korea’s benchmark Kospi
after the tech-heavy Nasdaq Composite slumped overnight.
Samsung Electronics tumbled more than 7% while SK Hynix sank over 9% at the open, wiping out billions in market value as Asia’s largest chipmakers bore the brunt of the global tech selloff.
SK Square, the largest shareholder of SK Hyni
2026-07-02
www.cnbc.com
2026-07-02
CNBC
Shares of Samsung Electronics and SK Hynix plunged Thursday, dragging down South Korea’s benchmark Kospi
after the tech-heavy Nasdaq Composite slumped overnight.
Samsung Electronics tumbled more than 7% while SK Hynix sank over 9% at the open, wiping out billions in market value as Asia’s largest chipmakers bore the brunt of the global tech selloff.
SK Square, the largest shareholder of SK Hyni
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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TradingView
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Key facts: U.S. Suit Names SK hynix Over DRAM Cuts; June Exports Rise
Key facts: U.S. Suit Names SK hynix Over DRAM Cuts; June Exports Rise
Less than 1 min read
000660
−5.68%
Lawsuit filed June 25 names SK hynix (000660) in U.S. suit alleging DRAM output cuts while shifting to HBM, blaming higher conventional DRAM prices and seeking class-action status and damages
1
SK hynix
2026-07-02
digitimes.com
2026-07-02
Taiwan's passive component suppliers are entering the second half of 2026 with stronger order momentum, as demand from AI data centers, networking equipment, power systems, and automotive electronics helps offset earlier pressure from volatile metal prices and weaker consumer electronics planning.