Semiconductor News & Analysis Feed
2685 articles
2026-07-04
news.google.com
2026-07-04
Yahoo Finance
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron is benefiting from high DRAM and NAND prices driven by demand for AI infrastructure build-out.
The stock looks cheap, and the company is locking in long-term agreements.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While th
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron is benefiting from high DRAM and NAND prices driven by demand for AI infrastructure build-out.
The stock looks cheap, and the company is locking in long-term agreements.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While th
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Is Micron Stock a Buy as Revenue Continues to Surge?
Geoffrey Seiler, The Motley Fool
Sat, July 4, 2026 at 6:05 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
Micron Technology (NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While the stock initially surged, it has since giv
2026-07-04
ca.finance.yahoo.com
2026-07-04
Yahoo! Finance Canada
Qualcomm (QCOM), Hugging Face Expand Partnership to Accelerate Open AI Development
Maham Fatima
Sat, July 4, 2026 at 5:54 a.m. PDT 2 min read
QCOM
+1.96%
Qualcomm Inc. (NASDAQ:QCOM) is one of the best NASDAQ stocks to invest in for long term. On June 25, Qualcomm and Hugging Face announced an expanded partnership to accelerate open, developer-driven AI across the entire compute continuum, from ed
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.11%
) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While the stock initially surged, it has since given back most of its gains. The stock is still up around 236% on the year.
Let's dig into the memory maker's results and prospects to see whether the artificial intelligence (AI) stock is a buy.
Mi
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
__fail__
2026-07-04
news.google.com
2026-07-04
Yorkshire Magazine
2026-07-04
tomshardware.com
2026-07-04
Mark Tyson
Windows development guru Dave W. Plummer shared a brief video demonstrating a novel Stirling Engine powered cooling solution for his AMD Threadripper chipset.
2026-07-04
news.google.com
2026-07-04
Magzter
2026-07-04
digitimes.com
2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
digitimes.com
2026-07-04
Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for the semiconductor and PCB inspection equipment maker. The company said the biggest challenge has now shifted from winning orders to managing supply chains and expanding capacity.
2026-07-04
digitimes.com
2026-07-04
China Resources Microelectronics (CR Micro), a Chinese power semiconductor integrated device manufacturer, has notified customers and partners that it will raise prices across its entire product lineup starting July 1, with increases beginning at 15%.
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Namrata Sen
Fri, July 3, 2026 at 3:31 PM PDT 6 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some
2026-07-04
www.thestreet.com
2026-07-04
thestreet.com
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2026-07-04
www.barchart.com
2026-07-04
Barchart.com
A concept image of space_ Image by Canities via Shutterstock_
AI infrastructure construction fever is turning semiconductor equipment companies into the market's most successful players, and few have benefited from that trend as much as Applied Materials (AMAT). AMAT stock hit new highs after the investment bank KeyBanc Capital Markets hiked its price target to $750, and then Sesquania followed u
2026-07-04
www.storagereview.com
2026-07-04
StorageReview.com
NVIDIA Quietly Makes Omniverse Free for Production Use
by Brian Beeler on July 3, 2026
AI ◇ Enterprise
NVIDIA has dropped the subscription requirement for Omniverse. The platform is now free for development, production, and redistribution, with no NVIDIA AI Enterprise subscription required. For a product that carried a $4,500-per-GPU-per-year list price under NVIDIA AI Enterprise, and whose Nuc
2026-07-04
www.yourvalley.net
2026-07-04
yourvalley.net
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Kids from the Boys and Girls Clubs had the opportunity to learn from interns at Taiwan Semiconductor Manufacturing Co. Arizona on Wednesday at an event at the Arizona Science Center.
The kids were introduced to science, technology, engineering and math careers with activities th
2026-07-03
www.chosun.com
2026-07-03
조선일보
By Choi Hyung-seok
Published 2026.07.04. 00:45
Updated 2026.07.04. 16:09
Lee Chan-jin, Head of the Financial Supervisory Service. /News1
The recent monthly trading volume of single-stock leveraged products, which allow double bets on Samsung Electronics and SK Hynix stock movements, reached 225 trillion Korean won. This accounts for 27% of the total ETF (exchange-traded fund) trading volume (825