Semiconductor News & Analysis Feed
6381 articles
2026-07-02
www.france24.com
2026-07-02
France 24
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:KLAC
KLA (KLAC) Could Benefit From Samsung And SK Hynix's $1.3 Trillion Chip Bet
July 02, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Samsung and SK Hynix announced a planned $1.3 trillion multiyear semiconductor investment in South Korea.
The spending is aimed at advanced chip fabrication and packaging facilities tied to AI and high perfo
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia launches revenue-sharing model to help AI startups access computing power (NVDA)
Fiona Craig
Thu, July 2, 2026 at 2:36 AM PDT 1 min read
NVDA
+0.21%
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Nvidia sign on building ©Adobe Stock Images
Nvidia (NASDAQ:NVDA) has unveiled a new initiative designed to help artificial intelligence startups gain access to high-performance computing infrastructu
2026-07-02
www.einpresswire.com
2026-07-02
EIN Presswire
The aerospace and defense segment dominated the market in 2020, contributing more than two-fifths of the global revenue.
David Correa
Allied Market Research
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2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.trefis.com
2026-07-02
Trefis
Your diversified funds may be making a concentrated bet on a single hot stock without you ever choosing it.
The quiet creep of concentration is one of the paradoxes of modern investing. You buy a handful of ETFs for diversification, only to find one high-flying stock has become a major position across all of them. Right now, that stock could very well be Micron Technology (MU), a maker of memory
2026-07-02
www.eletimes.ai
2026-07-02
ELE Times
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Infineon Receives Additional Prestigious Award for Outstanding Investor Relations Work
ELE Times News
July 2, 2026
Infineon
DIRK (German Investor Relations Association) awards Infineon first place for best Investor Relations among DAX 40 compani
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Auto/NYSE:GM
Micron–GM Chip Supply Pact For Software-Defined Vehicles Might Change The Case For Investing In GM (GM)
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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On 1 July 2026, Micron Technology announced it had entered a long-term Strategic Customer Agreement with General Motors to secure U.S.-based supply of key automotive memory and storage components,
2026-07-02
www.elektroniknet.de
2026-07-02
elektroniknet
Infineon successfully acquired ams Osram’s non-optical analog/mixed-signal sensor portfolio effective July 1, 2026. Medical technology such as photon-counting detectors and interface ASICs, as well as position, temperature, and capacitive sensors, will now be manufactured by a different company.
The transaction for non-optical analog and mixed-signal sensors, announced in February 2026, has now b
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by bLong Financial LLC
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
bLong Financial LLC trimmed its NVIDIA stake by 2.0% in the first quarter, but NVIDIA still remains its largest holding at 21.9% of the portfolio, valued at about $28.9 million.
NVIDIA reported strong quarterly results, with EPS of $1.87 and revenue of $8
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Investigators allege that four individuals deliberately concealed the actual end-user of servers thought to contain advanced Nvidia AI chips.
Singaporean authorities said yesterday that they have seized a luxury bungalow and charged four people with money laundering as part of an investigation linked to the alleged movement of Nvidia chips subject to U.S. export controls.
In a statement, the Sin
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Every new generation of microchips uses more energy, water, and toxic chemicals than the last – with Taiwan and South Korea bearing over 90 percent of the burden.
In late May, during Nvidia’s CEO Jensen Huang’s visit to Taiwan, local activists from the environmental group Greenpeace intercepted him to deliver a five-layer model cake reading: “AI Needs Renewable Energy.” The unexpected stunt was a
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cantor Fitzgerald Raises Price Target on ON Semiconductor Corporation (ON)
Fatima Gulzar
Wed, July 1, 2026 at 11:38 PM PDT 2 min read
ON
+1.39%
SYNA
+2.27%
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ON Semiconductor Corporation (NASDAQ:ON) is among the Most Promising Stocks.
On June 29, Cantor Fitzgerald raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $110 from $100. T
2026-07-02
www.inkworldmagazine.com
2026-07-02
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2026-07-02
www.electronicsweekly.com
2026-07-02
Electronics Weekly
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2026-07-02
www.fool.com
2026-07-02
The Motley Fool
The semiconductor company is signing longer-term deals with its customers.
In this video, I will answer the question of whether it is too late to buy Micron (
MU
+1.20%
) stock.
*Stock prices used were the afternoon prices of June 29, 2026. The video was published on July 1, 2026.
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you’d invested $5,000 then,
2026-07-02
www.automotiveworld.com
2026-07-02
Automotive World
A €5bn semiconductor fab in Europe signals that the continent is serious about reclaiming supply chain sovereignty for critical chips
July 2, 2026
Infineon Technologies has opened its Smart Power Fab in Dresden ahead of schedule, completing a €5bn (US$5.8bn) investment the company describes as the largest in its history. The facility doubles Infineon’s manufacturing capacity at the Dresden site,
2026-07-02
www.digitimes.com
2026-07-02
digitimes
Samsung Electronics used its annual foundry ecosystem event on July 1 to signal that its contract chipmaking business is regaining momentum, laying out a longer-term manufacturing roadmap alongside signs of firmer near-term demand.
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