Semiconductor News & Analysis Feed
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2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
Tech Industry
Nvidia offers to take a cut of AI cloud revenue on top of hardware sales in new optional financing vehicle — trades tokens for revenue cut
News
By Luke James
Published July 2, 2026
Sharon AI and Firmus are the first partners, with a combined total of up to 210,000 GPUs.
(Image credit: Getty / The Dallas Morning Post)
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials Is Silently Powering the AI Boom. Here's Why.
Marc Guberti, The Motley Fool
Thu, July 2, 2026 at 8:36 AM PDT 3 min read
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Nvidia and Micron Technology have drawn significant investor attention as they power AI infrastructure, but savvy investors may also want to turn some of that attention to Applied M
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
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Innoscience Secures Removal of Court-Enjoined Infineon GaN Products from Display at electronica China 2026
PR Newswire
Thu, July 2, 2026 at 8:09 AM PDT 3 min read
IFX.DE
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SHANGHAI, July 2, 2026 /PRNewswire/ -- Infineon Technologies was forced to remove certain gallium nitride (GaN
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff
Vandita Jadeja
Thu, July 2, 2026 at 7:57 AM PDT 4 min read
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NVDA earns a BUY with a $252 price target as an 85% revenue surge collides with a 12% one-month drawdown at $197.
AMD fell nearly 6% in the July 1 chip selloff as institutions rotated out
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia’s Bold New Bet on AI Neoclouds: Brilliant Platform Strategy or Latest Sign of an AI Bubble?
Rich Duprey
Thu, July 2, 2026 at 7:56 AM PDT 5 min read
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Nvidia's AI Compute Partnership lets neoclouds access GPU infrastructure without upfront costs, earning Nvidia both hardware revenue and ongoing usage-based income.
Early partn
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Anthropic explores Samsung 2nm chip partnership - The Information
Luke Juricic
Thu, July 2, 2026 at 7:48 AM PDT 3 min read
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Investing.com -- Anthropic has begun early-stage work on a custom AI chip and held talks with Samsung Electronics Co Ltd (KS:005930) as a potential manufacturing p
2026-07-02
www.manilatimes.net
2026-07-02
The Manila Times
- Investment of 5 billion euros strengthens manufacturing base for highly modern power semiconductors, creating 1,000 jobs in the "Smart Power Fab"
- Infineon chips enable energy-efficient solutions for automotive and industrial applications such as power supplies for AI data centers, renewable energy sources, power grids and software-defined vehicles
- Capacity ramp-up at double speed possib
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Forget Nvidia: Is Google Quietly About to Steal the Crown as the World’s Most Valuable Company?
Omor Ibne Ehsan
Thu, July 2, 2026 at 7:39 AM PDT 3 min read
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NVDA dropped 11% in June while GOOG's $4.31 trillion market cap quietly closes on NVDA's $4.85 trillion crown.
Google controls AI models
2026-07-02
www.investing.com
2026-07-02
Investing.com
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2026-07-02
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2026-07-02
aapnews.aap.com.au
– Investment of 5 billion euros strengthens manufacturing base for highly modern power semiconductors, creating 1,000 jobs in the "Smart Power Fab"
– Infineon chips enable energy-efficient solutions for automotive and industrial applications such as power supplies for AI data centers, renewable energy sources, power grids and software-defined vehicles
– Capacity ramp-up at double speed possible
2026-07-02
pluang.com
2026-07-02
Pluang
Halper Sadeh LLC investigates fairness of recent deals for CRNX, ESI, INVE, and SLP shareholders.
Halper Sadeh LLC is investigating whether shareholders of Crinetics Pharmaceuticals, Element Solutions, Identiv, and Simulations Plus are receiving fair treatment in recent sales and asset transactions. The firm suspects insiders may gain financial b...
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2026-07-02
ca.investing.com
2026-07-02
Investing.com Canada
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2026-07-02
www.coindesk.com
2026-07-02
CoinDesk
Ondo Finance
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launched blockchain-based versions of BlackRock's iShares Core S&P 500 ETF (IVV) and Micron Technology (MU) shares in a structure designed to operate within the existing U.S. securities system, based on the Securities and Exchange Commission's (SEC) staff statement for third-party tokenized securities in the U.S.
2026-07-02
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2026-07-02
ERP Today
2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
Stock Titan
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Semantics matter, especially when it's affecting stock prices.
2026-07-02
www.blocksandfiles.com
2026-07-02
Blocks & Files
GM cars and logo and CEO and Micron Logo and CEO image.
Micron and GM sign long-term chip supply agreement
Chris Mellor
BLOCKS & FILES EDITOR
Published Thu 2 Jul 2026 // 15:08 UTC
General Motors has signed a long-term agreement (LTA) with Micron covering the supply of DRAM and NAND chips.
GM needs the chips for its next-generation vehicles which will feature AI-enabled in-cabin experiences and a
2026-07-02
www.investors.com
2026-07-02
Investor's Business Daily
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2026-07-02
sg.finance.yahoo.com
2026-07-02
Yahoo Finance Singapore
How Taiwan Semiconductor's Global N3 Expansion Plan Is Taking Shape
Moumi Mondal
Thu, 2 July 2026 at 6:52 am GMT-7 3 min read
2330.TW
+1.02%
TSM
+0.65%
Taiwan Semiconductor Manufacturing Company TSM is accelerating capital spending to expand global capacity for 3-nanometer FinFET (N3) technologies in response to strong demand for artificial intelligence (AI) applications. The move is expected to