Semiconductor News & Analysis Feed
6448 articles
2026-07-02
aapnews.aap.com.au
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...
Market News
Bearish
·
55 minutes ago
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
ONDO
$0.3152
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
news.google.com
2026-07-02
ERP Today
2026-07-02
news.google.com
2026-07-02
Yahoo Finance
2026-07-02
news.google.com
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
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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Trading disclosure
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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Trading disclosure
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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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%
Trade TSM on Coinbase
Trading disclosure
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