Semiconductor News & Analysis Feed
6359 articles
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Here we go again.
2026-07-03
tomshardware.com
2026-07-03
Etiido Uko
Blackstone-owned QTS has withdrawn its final appeal for Virginia’s 22-million-square-foot Digital Gateway campus, ending the massive data center project.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Is It Worth Investing in Applied Materials (AMAT) Based on Wall Street's Bullish Views?
Zacks Equity Research
Fri, July 3, 2026 at 6:30 AM PDT 4 min read
AMAT
+2.89%
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The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-si
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Retail Investors’ Verdict: Micron Technology (MU) is Better Than Space (SPCX)
Fahad Saleem
Fri, July 3, 2026 at 6:22 AM PDT 3 min read
MU
+1.11%
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Trading disclosure
We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Micron Technology (NASDAQ:MU) ranks #3 (see Avoid SpaceX and Buy These 5 Stocks Instead).
Number of Hedge Fund Investors: 154
Redditors are dismissing
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Qualcomm Lags Industry in the Past Year: An Opportunity to Buy?
Supriyo Bose
Fri, July 3, 2026 at 6:13 AM PDT 5 min read
QCOM
+1.96%
HPE
+2.76%
AVGO
+4.83%
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Trading disclosure
Qualcomm Incorporated QCOM has jumped 8.7% over the past year, underperforming the industry's growth of 83%. It has lagged peers like Hewlett Packard Enterprise Company HPE and Broadcom Inc. AVGO.
2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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2026-07-03
finimize.com
2026-07-03
Finimize
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2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Investors Heavily Search ON Semiconductor Corporation (ON): Here is What You Need to Know
Zacks Equity Research
Fri, 3 July 2026 at 6:00 am GMT-7 5 min read
ON
+2.95%
^GSPC
-0.28%
ON Semiconductor Corp. (ON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this se
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Applied Materials Stock Remains Attractive as Growth Accelerates
Faisal Humayun Khan
Fri, July 3, 2026 at 6:00 AM PDT 3 min read
AMAT
+2.89%
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Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) stock has delivered stellar returns of 211% in the last 52 weeks. This rally has been supported by structural tailwinds for
2026-07-03
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2026-07-03
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Can Higher Memory Prices Extend Micron Technology's Profit Boom?
Can Higher Memory Prices Extend Micron Technology's Profit Boom?
3 min read
MU
+1.11%
Micron Technology, Inc. MU is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth mem
2026-07-03
datacentremagazine.com
2026-07-03
Data Centre Magazine
Infineon Technologies has officially opened its new Smart Power Fab in Dresden, Germany, marking the company's largest-ever investment and boosting production of chips that help power AI data centres.
Backed by a €5bn (US$5.69bn) investment, the facility doubles manufacturing capacity at Infineon's Dresden campus, reinforcing the city's status as Europe's leading semiconductor hub.
Known as Sili
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Is Wall Street So Bullish on Micron? There's 1 Key Reason.
Keith Noonan, The Motley Fool
Fri, July 3, 2026 at 5:36 AM PDT 3 min read
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
It's no secret that Wall Street loves Micron Technology (NASDAQ: MU) stock. On the heels of the company's recent quarterly report, it's also not hard to see why. Micron recorded non-GAAP (adjust
2026-07-03
www.zacks.com
2026-07-03
Zacks Investment Research
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2026-07-03
www.electrive.com
2026-07-03
electrive.com
Automobile
Infineon opens new Smart Power Fab in Dresden
Infineon has opened its new Smart Power Fab in Dresden. With an investment volume of five billion euros, the plant is the largest single investment in the company's history. In the future, it will produce power semiconductors and analog/mixed-signal chips for applications including electromobility, energy supply, and AI infrastructure.
Ima
2026-07-03
www.siliconrepublic.com
2026-07-03
Silicon Republic
MACHINES
Infineon opens new €5bn Smart Power Fab chip factory in Germany
by Tim Barnwell
3 JUL 2026
SAVE ARTICLE
Jochen Hanebeck, CEO of Infineon, pictured in 2024. Image: Infineon Technologies
The Dresden plant is the largest single investment in Infineon’s history, one of the largest investment projects in Germany and opens several months ahead of schedule, according to the company.
Glob
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Micron Stock Skyrocketed Last Month But Is Plummeting in July
Keith Noonan, The Motley Fool
Fri, July 3, 2026 at 4:46 AM PDT 4 min read
MU
+1.11%
^GSPC
-0.28%
NVDA
+3.65%
^IXIC
+0.20%
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Trading disclosure
Micron (NASDAQ: MU) booked another month of monster gains in June, rising 18.9% across the month. Meanwhile, the S&P 500 fell roughly 1.1%%, and the Nasdaq Composite
2026-07-03
www.gasworld.com
2026-07-03
gasworld
© Shutterstock
Infineon opens €5bn fab in eastern Germany, doubles capacity
By Sophie Gregory
5 days ago
2 min read
Bookmark
German semiconductor firm Infineon Technologies (Infineon) has opened a €5bn ($5.7bn) smart power fab in Dresden, doubling manufacturing capacity at the Germany-based site.
The plant marks Infineon’s largest-ever single investment and is expected to support Europe’s semico
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Does AEIS’s Russell Index Shift Quietly Recast Its AI and Semiconductor Investment Story?
Sasha Jovanovic
Fri, July 3, 2026 at 4:13 AM PDT 3 min read
AEIS
+2.05%
Trade AEIS on Coinbase
Trading disclosure
In late June 2026, Advanced Energy Industries, Inc. was rebalanced across the Russell index family, moving out of several small-cap indices and into multiple large- and mid-cap benchmarks, includ
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
SK hynix (KOSE:A000660) Approves $29.4 Billion Share Issue And Nasdaq ADR Listing
Bailey Pemberton
Fri, July 3, 2026 at 4:12 AM PDT 2 min read
000660.KS
+4.96%
^IXIC
+0.20%
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SK hynix (KOSE:A000660) board has approved a new share issue and listing of the shares on the Korea Exchange.
The co
2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
Intel reportedly solves one of the key issues that plagued its 18A process technology, but others may still be there.