Semiconductor News & Analysis Feed
6377 articles
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cohu Is Riding AI and HBM Trends But Execution Still Matters
Cohu, Inc. Price and Consensus · Zacks
Anirudha Bhagat
Thu, July 2, 2026 at 6:48 AM PDT 3 min read
COHU
+2.26%
TER
+2.47%
ADTTF
-16.75%
ATEYY
+0.80%
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Trading disclosure
Cohu, Inc. COHU is becoming a more visible small-cap play on semiconductor test demand tied to AI infrastructure.
The story is not just about
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
Danielle Liverance
Thu, July 2, 2026 at 6:45 AM PDT 5 min read
MU
+0.27%
LRCX
+2.52%
005930.KS
-6.25%
000660.KS
-5.68%
NVDA
+3.24%
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Quick Read
Lorraine Tan warns that Micron, which has surged 305% year to date, faces a 20 to 30% correction as Samsung and SK Hynix supply floods the
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
The Next Micron? Some Investors Say NETLIST (NLST) Is The Best AI Memory Stock to Buy Now
Fahad Saleem
Thu, July 2, 2026 at 6:44 AM PDT 2 min read
NLST
-1.39%
MU
+0.26%
SNDK
+3.41%
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We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn't Miss. NETLIST (OTC:NLST) ranks #8 (see The Next SanDisk: 5 Potential Breakout AI Stocks You S
2026-07-02
news.google.com
2026-07-02
TradingView
2026-07-02
www.tradingview.com
2026-07-02
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TradingView
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NVIDIA names Nicholas Parker EVP Worldwide Field Operations as Ajay Puri to retire
NVIDIA names Nicholas Parker EVP Worldwide Field Operations as Ajay Puri to retire
Less than 1 min read
NVDA
+3.89%
NVIDIA appointed Nicholas Parker as Executive Vice President, Worldwide Field Operations, with Ajay K. Puri set to retire upon his successor's start date.
Individual Ajay K. Puri
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
Zacks Equity Research
Thu, July 2, 2026 at 6:30 AM PDT 4 min read
2330.TW
+1.02%
TSM
+0.91%
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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-side) ana
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Micron vs. Sandisk: Which Stock Is the Better Buy for the AI Memory Boom?
Jack Delaney, The Motley Fool
Thu, July 2, 2026 at 6:30 AM PDT 6 min read
MU
+1.11%
SNDK
+6.77%
NVDA
+3.65%
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Trading disclosure
Outside of electricity and processing power, one of the biggest bottlenecks controlling the pace of the artificial intelligence infrastructure build-out is the amount of m
2026-07-02
www.trefis.com
2026-07-02
Trefis
Own Cadence For AI? Oracle’s Backlog Demands A Look
July 2nd, 2026 by Trefis Team
CDNS
Cadence Design Systems
Both software giants are riding the AI wave, but Oracle’s massive order book and clearer guidance present a more compelling forward case than Cadence’s premium-priced promise.
If you own software stocks, you’re likely making a bet on the transformative demand from artificial intelligence
2026-07-02
news.google.com
2026-07-02
Trefis
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Prediction: This Will Be the Next AI Stock to Split (Hint: It's Not Micron or Sandisk)
Micah Zimmerman, The Motley Fool
Thu, July 2, 2026 at 6:20 AM PDT 5 min read
NVDA
+3.92%
MU
+0.71%
SNDK
+3.66%
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Trading disclosure
It seems like everyone wants to talk about Nvidia when the conversation turns to artificial intelligence (AI) infrastructure. Fair enough. But there's a qu
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
Omor Ibne Ehsan
Thu, July 2, 2026 at 6:13 AM PDT 4 min read
AAPL
+1.15%
MU
+0.31%
NVDA
+3.37%
WDC
+0.17%
SNDK
+3.58%
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Trading disclosure
Quick Read
Apple is reportedly targeting Chinese fab CXMT for LPDDR5X memory, threatening Micron's $12 billion mobile segment despite its 85% gross ma
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Synopsys, Inc. (SNPS) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
Thu, July 2, 2026 at 6:00 AM PDT 5 min read
SNPS
-0.49%
^GSPC
-0.28%
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Synopsys (SNPS) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's per
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Themes ETFs Strikes First Again: Long and Short SK Hynix ETFs Launch Alongside One of AI's Most Anticipated IPOs
Themes ETFs Strikes First Again: Long and Short SK Hynix ETFs Launch Alongside One of AI's Most Anticipated IPOs
6 min read
SKHX and SKHZ give active traders instant, cost-efficient exposure — bullish or bearish — soon after SK Hynix hits the market.
GREENWICH, Co
2026-07-02
www.indexbox.io
2026-07-02
IndexBox
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2026-07-02
www.marketscreener.com
2026-07-02
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2026-07-02
www.eenewseurope.com
2026-07-02
eeNews Europe
Infineon Technologies has officially opened its Smart Power Fab in Dresden, several months ahead of schedule, marking a major expansion of Europe’s semiconductor manufacturing capacity. The €5 billion facility is described by the company as the world’s largest factory for power semiconductors and analog/mixed-signal technologies and represents the largest single investment in Infineon’s history.
2026-07-02
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2026-07-02
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2026-07-02
economictimes.indiatimes.com
2026-07-02
The Economic Times
Synopsis
German semiconductor giant Infineon opened a five-billion-euro ($5.7 billion) microchip plant Thursday, as Europe seeks to bolster its high-tech autonomy. "We all want to further strengthen Europe's position as a semiconductor hub," Infineon CEO Jochen Hanebeck said at the opening ceremony.
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German semiconductor giant Infineon opened a f
2026-07-02
cnycentral.com
2026-07-02
WSTM
CLAY, N.Y. — Micron Technology is highlighting major momentum at its Central New York semiconductor campus, announcing a key construction milestone next week as the Clay project continues to move roughly four months ahead of schedule.
PREVIOUS COVERAGE| Hochul says Micron project is four months ahead of schedule in Central New York
The company will host a “Concrete Progress” celebration July 9
2026-07-02
www.tipranks.com
2026-07-02
TipRanks
www.tipranks.com
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