Semiconductor News & Analysis Feed
2426 articles
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron Technology Inc. (MU) Is A Top AI Stock In Billionaire Jeffrey Talpins’ Filings
Ramish Cheema
Tue, July 7, 2026 at 2:33 AM PDT 2 min read
MU
+6.04%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best Stocks to Buy According to Billionaire Jeffrey Talpins.
Courtesy of the AI wave, Micron Technology Inc. (NASDAQ:MU) is one of the hottest stocks on
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
No trend has captured the attention and capital of investors since the start of this century quite like the evolution of artificial intelligence (AI). Giving software and systems the tools to make autonomous, split-second decisions is a technology that PwC analysts believe can add $15.7 trillion to the global economy by 2030.
Nvidia's (
NVDA
1.77%
) graphics processing units (GPUs) are the cataly
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
Sandisk (
SNDK
+6.29%
) stock has made investors significantly richer over the past year, delivering stunning gains of more than 3,660% as of this writing. The stock's phenomenal jump can be justified by the incredible increase in its revenue and earnings, fueled by the artificial intelligence (AI)-driven demand for storage chips.
The demand for the NAND flash chips that Sandisk sells has signifi
2026-07-07
www.globenewswire.com
2026-07-07
GlobeNewswire
Dublin, July 07, 2026 (GLOBE NEWSWIRE) -- The "Advanced Packaging Technologies Market Report 2026" has been added to ResearchAndMarkets.com's offering.
The advanced packaging technologies market is experiencing significant growth, projected to expand from $8.03 billion in 2025 to $9.18 billion in 2026, at a CAGR of 14.2%. This growth is driven by complex semiconductor designs, demand for compac
2026-07-07
uk.finance.yahoo.com
2026-07-07
Yahoo Finance UK
This is a paid press release. Contact the press release distributor directly with any enquiries.
Advanced Packaging Technologies Market to Surge Beyond $15 Billion by 2030, Driven by Demand for Compact Electronics
Research and Markets
Tue, 7 July 2026 at 1:42 am GMT-7 15 min read
Company Logo
Opportunities in advanced packaging arise from increasing semiconductor complexity, demand for compact el
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Advanced Packaging Technologies Market to Surge Beyond $15 Billion by 2030, Driven by Demand for Compact Electronics
Research and Markets
Tue, July 7, 2026 at 1:42 AM PDT 15 min read
Company Logo
Opportunities in advanced packaging arise from increasing semiconductor complexity, demand for compact ele
2026-07-07
news.google.com
2026-07-07
EE Times Asia
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
Intel (
INTC
0.28%
) and Taiwan Semiconductor (
TSM
+1.09%
) are generating significant revenue growth.
*Stock prices used were the afternoon prices of July 2, 2026. The video was published on July 4, 2026.
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you’d invested $5,000 then, you’d be sitting on $2,557,026 today.*
Now, for the first time in years, th
2026-07-07
www.moomoo.com
2026-07-07
Moomoo
__fail__
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Chinese Firms Leave Nvidia for Local AI Suppliers, Survey Shows
Gao Yuan
Mon, July 6, 2026 at 7:09 PM PDT 2 min read
NVDA
-1.09%
688041.SS
+5.97%
688256.SS
+8.59%
80700.HK
-1.69%
0981.HK
+10.22%
Trade NVIDIA on Coinbase
Trading disclosure
(Bloomberg) -- Chinese companies are ditching Nvidia Corp.'s advanced accelerators in favor of domestic silicon, underscoring how tensions with the US are resha
2026-07-07
www.bloomberg.com
2026-07-07
Bloomberg.com
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Get the most important global
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
In a move that underscores the growing convergence of advanced computing hardware and enterprise software platforms, Nvidia (
NVDA
+3.74%
) and Palantir Technologies (
PLTR
1.57%
) announced a collaboration designed to bring powerful open AI models into highly sensitive, classified environments.
The collaboration targets U.S. government agencies -- where data control, security requirements, and c
2026-07-07
www.tradingview.com
2026-07-07
TradingView
News
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Key facts: SK hynix GDR to Debut on Nasdaq; Korea Plans Chip Clusters
Key facts: SK hynix GDR to Debut on Nasdaq; Korea Plans Chip Clusters
Less than 1 min read
000660
+5.30%
SK hynix Inc. Sponsored GDR (000660) was scheduled to debut on the Nasdaq later in the week, with reports noting strong investor demand for AI-related chip stocks ahead of the listing.
1
Authorities plan
2026-07-07
digitimes.com
2026-07-07
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissip
2026-07-07
digitimes.com
2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
2026-07-07
digitimes.com
2026-07-07
Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power edge AI hardware for industries worldwide. The milestone highlights how startups and foundries are pushing specialized chips that may ease energy pressure from AI, even as they support real-time applications in factories, transport, and infrastructure.
2026-07-07
eetimes.com
2026-07-07
Sally Ward-Foxton
Agents will also need CPU plus acceleration to run on edge devices, said Ambarella’s Muneyb Minhazuddin.
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
Micron Technology (
MU
+1.24%
) just delivered the biggest quarter in its history, as its critical positioning as a leader in a key input for the AI boom has led to soaring revenue and profits, with a memory shortage benefiting its business enormously. And yet the stock sits about 22% below the high near $1,255 it reached in June. Record results on one side of the ledger and a falling share price
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The Nasdaq Composite (
^IXIC
+0.20%
) gained 1.12% to 26,121 as semiconductor strength persisted, while the S&P 500 (
^GSPC
0.28%
) rose 0.72% to 7,537.43 and the Dow Jones Industrial Average (
^DJI
1.09%
) climbed 0.29% to 53,055.91, marking its first close above the 53,000 milestone.
Gold prices rose 1.23% to $4,176.30 as of U.S. market close, while the 10-Year Treasury yield edged up 0.01% to