Semiconductor News & Analysis Feed
2426 articles
2026-07-23
www.fool.com
2026-07-23
The Motley Fool
As of the morning of July 21, Micron Technology (
MU
+0.26%
) is still stuck in its own bear market; its stock is trading more than 20% below its all-time high of $1,255. At one point in recent days, the stock was off by just over 30%.
Before shares dipped below $1,000 this month, some investors were wondering if a stock split might be on the table for 2026. Fast-forward to today, and there's rea
2026-07-22
www.fool.com
2026-07-22
The Motley Fool
The resurgence of manufacturing in the United States is beginning to center on an unlikely location: Arizona. Phoenix is going to receive a massive $265 billion investment in manufacturing facilities from Taiwan Semiconductor Manufacturing (
TSM
-0.26%
), which recently announced a $100 billion spending increase over its original plan.
As the leader in advanced semiconductor technologies, TSMC, a
2026-07-22
www.trefis.com
2026-07-22
Trefis
Beyond The GPU: What Could Drive NVIDIA Stock Higher From Here?
July 22nd, 2026 · by Trefis Team
NVDAYTD+11.3%
SPYYTD+10.0%
QQQYTD+15.6%
Analyze NVDA →
After a historic run, the company’s next major growth driver might not come from its graphics stronghold but from a market it has never touched before.
After years of spectacular gains, NVIDIA (NVDA) stock has spent the last few months catching i
2026-07-22
www.qualcomm.com
2026-07-22
Qualcomm
2026-07-22
www.fool.com
2026-07-22
The Motley Fool
Micron Technology
(
MU
-0.62%
)
stock went on an absolute tear this year as the market reacted to insatiable demand for the memory chips it makes. Its run has been nothing short of remarkable, rivaling that of AI behemoth
Nvidia
just a few years ago.
Expand
NASDAQ
:
MU
Micron Technology
Today's Change
(
-0.62
%) $
-6.03
Current Price
$
964.79
Key Data Points
Market Cap
$1.1T
Market cap calculated
2026-07-22
www.fool.com
2026-07-22
The Motley Fool
Taiwan Semiconductor Manufacturing
(
TSM
-1.28%
)
(TSMC) just reported blockbuster earnings, and yet the stock fell after the report. The chip fabricator is fielding explosive demand, and it's investing in the build-out to meet it. However, the market is becoming more wary about high levels of spending on artificial intelligence (AI), which impacts Taiwan Semi from two sides -- its own deep spendi
2026-07-22
finimize.com
2026-07-22
Finimize
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2026-07-22
www.fool.com
2026-07-22
The Motley Fool
The explosive growth of artificial intelligence (AI) has ignited a new supercycle in memory and storage chips. Training and running AI models demand enormous quantities of high-speed, low-latency memory to process massive data sets and parallel computations without bottlenecks.
Micron Technology (
MU
+12.26%
) and Sandisk (
SNDK
+14.33%
) have been prime beneficiaries of the AI memory boom thanks
2026-07-22
www.fool.com
2026-07-22
The Motley Fool
Nvidia
(
NVDA
+2.10%
)
was the market's go-to artificial intelligence (AI) stock for a time. Its data center products, including graphic processing units (GPUs), were in such high demand that it was hard to keep up with the company's soaring revenues.
Buyers piled into the stock, resulting in the price more than tripling in 2023 and nearly doing so again in 2024. But investors began diversifying i
2026-07-22
tomshardware.com
2026-07-22
Bruno Ferreira
OpenAI's GPT-5.6 Sol and its gang escape from their cage and hack into HuggingFace's production servers — unprecedented incident raises eyebrows and pulses
2026-07-22
www.fool.com
2026-07-22
The Motley Fool
Concerns in the market are swirling about the long-term health of the artificial intelligence (AI) computing build-out. Investors are worried that an overbuild is occurring and that far too much money is being sunk into these technologies without any real payoff.
While that
may
be true, the AI hyperscalers aren't paying much attention. They're full speed ahead and spending major sums up front to g
2026-07-22
www.fool.com
2026-07-22
The Motley Fool
On July 17,
Apple
(
AAPL
+0.33%
)
overtook
Nvidia
(
NVDA
+2.10%
)
to reclaim the title of the largest company in the world. However, after Apple's strong run, Nvidia may once again be the better stock to buy.
Let's take a closer look at each stock to decide.
Image source: The Motley Fool.
Apple
Apple has had a strong year, with its stock up more than 22%. The outperformance comes despite the compa
2026-07-22
stocktwits.com
2026-07-22
Stocktwits
Britlion
12:27 PM
$NIO
WNow
when a major US bank starts pushing this sort of news out there , you know you're not a struggling business anymore. This is massive. Yes we knew about this but the banks had been quiet until now. Let's fucking go Nio. No other EV company in the world has this and not one company across any industry in China can use it's Chips across all 3 AI interfaces
cnevpost.
2026-07-22
www.fool.com
2026-07-22
The Motley Fool
Tuesday was the day the memory trade turned back around. Micron Technology (
MU
+12.26%
), Western Digital (
WDC
+12.60%
), and Sandisk (
SNDK
+14.27%
) rose 12%, 12.5%, and 14.3%, respectively, in Tuesday's session. It was a violent reversal for three stocks that entered the day down 31%, 39%, and 41% from their 52-week highs.
The biggest catalyst was a single forecast. In a Monday note, Morgan
2026-07-22
finance.yahoo.com
2026-07-22
Yahoo Finance
Is SK Hynix Buying Intel’s Ohio Fab? Korean Chipmaker Denies Report — Now All Eyes Are on Earnings
Is SK Hynix Buying Intel’s Ohio Fab? Korean Chipmaker Denies Report — Now All Eyes Are on Earnings · Stocktwits
Yuvraj Malik
Tue, July 21, 2026 at 8:42 PM PDT 4 min read
SKHY
+13.75%
INTC
+8.64%
Trade Intel on Coinbase
Trading disclosure
A Korean news outlet on Tuesday reported that SK Hynix was in
2026-07-22
stocktwits.com
2026-07-22
Stocktwits
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2026-07-22
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2026-07-22
XenoSpectrum
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2026-07-22
digitimes.com
2026-07-22
Parts of ASML's next-generation high numerical aperture (High NA) extreme ultraviolet (EUV) machine have arrived in New York state, where they will be used for chipmaking R&D. State officials tout this as an important step in establishing a US-based research center for cutting-edge lithography as chip miniaturization begins to reach the limits of Moore's Law.
2026-07-22
digitimes.com
2026-07-22
The rapid growth of AI data traffic is pushing quartz timing components toward three key technical upgrades: lower phase noise, reduced jitter and greater frequency accuracy. At the same time, SpaceX's continuing satellite deployment plans are creating fresh demand for frequency-control components such as filters, particularly benefiting suppliers capable of rapidly producing customized solutions.
2026-07-22
digitimes.com
2026-07-22
ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors from the Middle East and China are also pushing into the region. According to industry sources, ASEAN's AI industry will be driven not only by local demand, but also by China's market.