Semiconductor News & Analysis Feed
6389 articles
2026-07-02
cryptonews.net
2026-07-02
CryptoNews.net
South Korean memory chipmaker SK Hynix has filed a registration statement with the US Securities and Exchange Commission for a Nasdaq listing that could raise as much as $29.4 billion.
The company plans to list its American Depositary Shares on the Nasdaq Global Select Market under the ticker SKHY. The offering could include up to 17.79 million newly issued common shares, representing about 2.5%
2026-07-02
www.fiercesensors.com
2026-07-02
Fierce Sensors
Fierce Network
Fierce Sensors
Sensors Converge
Advertise
About Us
Sensors Applications
Sensors Markets
New Products
Education/How-Tos
IoT/Connectivity
Embedded
Sensors Converge
Daily Byte
Resources
Events
Subscribe
SENSORS FUSION
Infineon wraps up $650M ams OSRAM sensors buy
By Matt Hamblen Jul 1, 2026 1:14pm
Sensors Applications Motion / Proximity / Position edge AI Sensors Markets
As edge AI
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”
David Moadel
Wed, July 1, 2026 at 9:28 AM PDT 4 min read
INTC
-9.66%
AMD
-6.51%
2330.TW
+1.02%
TSM
-4.25%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Intel, AMD, and Taiwan Semiconductor shares dropped Wednesday after Bank of America flagged growing bubble risk in the AI trade.
Bank o
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying
Alex Sirois
Wed, July 1, 2026 at 9:23 AM PDT 4 min read
NVDA
+0.71%
META
+2.55%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVDA trades at a forward P/E of 22 despite 85% revenue growth and a $91 billion Q2 guide that assumes zero China revenue.
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
David Beren
Wed, July 1, 2026 at 9:17 AM PDT 6 min read
NVDA
+0.71%
MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
AMZN
+0.75%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SOXX delivered a 103% year-to-date return versus SMH's 75%, proving capped, broader exposure across 34 holdings beats concent
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
Texas Instruments to webcast Q2 2026 earnings conference call
PR Newswire
Wed, 1 July 2026 at 8:45 am GMT-7 1 min read
TXN
-3.36%
DALLAS, July 1, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter earnings conference call on Wednesday, July 22, at 3:
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron (MU) Lands GM Supply Deal And Backs Trump Accounts With $250 Million
Bailey Pemberton
Wed, July 1, 2026 at 8:33 AM PDT 4 min read
MU
-4.71%
GM
-2.34%
Explore stocks on Coinbase
Trading disclosure
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
Micron Technology (Nasd
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Broadcom vs Nvidia: The $100B AI Race and One Winner
Vandita Jadeja
Wed, July 1, 2026 at 8:32 AM PDT 3 min read
AVGO
-0.83%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVDA's Data Center revenue hit $75B while AVGO's custom AI silicon surged 143%, reflecting two radically different paths to AI dominance.
Trading at 22x forward vs AVGO's 32x, NVDA offers the cheaper valua
2026-07-01
videocardz.com
2026-07-01
VideoCardz.com
videocardz.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a17e6978ea3e5938
Performance and Security by Cloudflare
Privacy
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Missed Out on Nvidia? This AI Energy Stock Might Be the Next Big Winner.
Courtney Carlsen, The Motley Fool
Wed, July 1, 2026 at 8:22 AM PDT 3 min read
NVDA
+0.71%
FLNC
-9.09%
Explore stocks on Coinbase
Trading disclosure
Since the release of ChatGPT in November 2022, Nvidia stock has surged by over 1,090%, helping make it one of the most valuable artificial intelligence (AI) stocks around. Now hy
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ
David Moadel
Wed, July 1, 2026 at 8:21 AM PDT 4 min read
MU
-4.71%
SNDK
-7.26%
WDC
-7.86%
^IXIC
-1.16%
^NDX
-1.77%
Explore stocks on Coinbase
Trading disclosure
Quick Read
MU, SNDK, and WDC shares gave back gains on Wednesday, dropping after massive year-to-date price rallies.
Citrini Researc
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Sandisk Is One of the Biggest Winners After Micron's Blowout Earnings
Marc Guberti, The Motley Fool
Wed, July 1, 2026 at 8:12 AM PDT 3 min read
MU
-4.71%
SNDK
-7.26%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Micron Technology's (NASDAQ: MU) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Samsung, Micron and SK Hynix accused of spiking memory chip prices by 700%
Rebecca Payne
Wed, July 1, 2026 at 7:30 AM PDT 4 min read
005930.KS
-6.25%
MU
-4.71%
000660.KS
-5.68%
Trade MU on Coinbase
Trading disclosure
An antitrust lawsuit has been filed in California alleging that three chipmakers have engaged in collusion and price-fixing, amid a global shortage of memory chips that is driving up
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
ASML Holding (NasdaqGS:ASML) Raises Revenue Guidance As AI Chip Spending Builds
Bailey Pemberton
Wed, July 1, 2026 at 7:14 AM PDT 3 min read
ASML.AS
-0.30%
ASML
-4.26%
Trade ASML on Coinbase
Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
ASML Holding raised its revenue guidance, citing
2026-07-01
eetimes.com
2026-07-01
Single Pair Ethernet is becoming increasingly popular in industrial networking due to the simplified cabling with just one twisted pair of wires. If power is also supplied via this, the SPE transmission standard with Power over Data Lines is unbeatable simple, but the implementation not trivial. The reference design for Single Pair Ethernet (SPE) with […]
2026-07-01
moneywise.com
2026-07-01
moneywise.com
Rebecca Payne
Jul 1, 2026
An antitrust lawsuit has been filed in California alleging that three chipmakers have engaged in collusion and price-fixing, amid a global shortage of memory chips that is driving up prices for manufacturers and consumers.
The class-action lawsuit was filed in the U.S. District Court for the Northern District of California against chip giants Samsung, SK Hynix and Micro
2026-07-01
tomshardware.com
2026-07-01
Zak Killian
While Nintendo remains a holdout, this announcement essentially sounds the death knell for physical media in cutting-edge gaming.
2026-07-01
www.securitysales.com
2026-07-01
Security Sales & Integration
SAN MATEO, Calif. — Artificial intelligence-powered physical security and operations provider Verkada, today announces a collaboration with NVIDIA to “accelerate the development and deployment of physical AI across the built environment.”
NVIDIA also joins as a new investor in Verkada, following a strategic investment from Alphabet’s CapitalG at the end of last year.
Verkada is “applying AI to
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
General Motors shares rise after securing long-term Micron chip supply
Fiona Craig
Wed, July 1, 2026 at 6:35 AM PDT 2 min read
GM
-2.34%
MU
-4.71%
Explore stocks on Coinbase
Trading disclosure
General Motors ©Shutterstock
GM strengthens semiconductor supply chain with Micron agreement
Shares of General Motors (NYSE:GM) edged higher on Wednesday after the automaker unveiled a strategic partnership
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
China Is Coming For Micron's Thick Margins
Trefis Team
Wed, July 1, 2026 at 6:33 AM PDT 5 min read
MU
-4.71%
005930.KS
-6.25%
AAPL
-0.64%
000660.KS
-5.68%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Image by PublicDomainPictures from Pixabay
The Squeeze That Created An Opening
The proximate cause is the AI memory supercycle. Conventional DRAM contract prices surged between 93% and