Semiconductor News & Analysis Feed
11208 articles
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Taiwan Semiconductor Manufacturing Company (
TSM
4.43%
) may be the forgotten giant behind names like Nvidia and Apple. This video explores why TSMC's manufacturing dominance, customer lock-in, and geopolitical importance could make it one of the most critical companies in the world, while also raising a risk investors can't afford to ignore.
Stock prices used were the market prices of June 18, 2
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
If you purchased shares of Micron Technology (
MU
5.25%
) and Sandisk (
SNDK
7.42%
) stock at the beginning of the year, you look like an absolute genius right now. The stocks have performed remarkably well, with Micron rising 325%, and Sandisk delivering nearly 900% gains. Most investors see those returns over decades, not months.
But there's a growing question investors must answer: Is there ro
2026-07-01
www.reuters.com
2026-07-01
Reuters
__fail__
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, GM sign semiconductor supply agreement for vehicles
1 / 2
Micron, GM sign semiconductor supply agreement for vehicles
China International Import Expo in Shanghai
Reuters
Wed, July 1, 2026 at 5:40 AM PDT 1 min read
MU
-4.71%
GM
-2.34%
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Trading disclosure
July 1 (Reuters) - Micron Technology and General Motors have signed a long-term supply agreement for memory an
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
AUSTIN, Texas, July 01, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan’s advanced production ecosystem progressively closer to North American customers, markets and growth opportunities. With artificial intelligence pushin
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
AUSTIN, Texas, July 01, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan’s advanced production ecosystem progressively closer to North American customers, markets and growth opportunities. With artificial intelligence pushin
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Of course, when you're generating record profit margins, people notice.
I think the primary reason why Micron (
MU
5.25%
) is so interesting is because of the surge in component pricing.
*Stock prices used were the afternoon prices of June 27, 2026. The video was published on June 29, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for i
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
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Micron and General Motors Sign Strategic Agreement to Secure Supply and Accelerate Innovation
Micron Technology, Inc.
Wed, 1 July 2026 at 5:30 am GMT-7 5 min read
MU
-4.71%
GM
-2.34%
Micron Technology, Inc.
Supply commitment supports next-generation GM vehicle platforms with reliable, high-performance
2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Cadence (CDNS) Stock Looks Strong On Returns But Rich On Earnings
Bailey Pemberton
July 1, 2026 3 min read
CDNS
-1.24%
Trade CDNS on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Cadence Design Systems stock has delivered a strong 169.8% return over the past 5 years, yet the current valuation ch
2026-07-01
www.marketscreener.com
2026-07-01
marketscreener.com
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2026-07-01
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2026-07-01
01net
www.01net.it
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2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, 1 July 2026 at 5:13 am GMT-7 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approxi
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, July 1, 2026 at 5:13 AM PDT 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
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Trading disclosure
Micron Technology MU delivered a historic rally in the second quarter of 2026, with it
2026-07-01
qz.com
2026-07-01
qz.com
Micron $MU -4.71% Technology, Intel $INTC -9.66%, and Advanced Micro Devices added roughly $2 trillion in combined market capitalization during the second quarter as investors expanded their AI holdings beyond Nvidia $NVDA +0.71%. By market capitalization, all three now rank among the top dozen U.S. technology companies, at positions 10, 11, and 12.
Of the three, Micron posted the steepest climb
2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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2026-07-01
www.barrons.com
2026-07-01
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2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
TSMC is AI's 'quintessential trendsetter': Strategist shares top 2 tech stock picks
Yahoo Finance Video and Josh Lipton
Wed, July 1, 2026 at 5:00 a.m. PDT
Raymond James Investment Management chief market strategist Matt Orton explains why he's bullish on Taiwan Semiconductor Manufacturing Company (TSM) and Credo Technology (CRDO).
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, Intel, AMD stock surge Q2 2026 AI chip rally
Micron, Intel, AMD stock surge Q2 2026 AI chip rally · Quartz · I-HWA CHENG/AFP via Getty Images
Cris Tolomia
Wed, July 1, 2026 at 4:58 AM PDT 2 min read
MU
-4.71%
INTC
-9.66%
AMD
-6.51%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Micron Technology, Intel, and Advanced Micro Devices added roughly $2 trillion in combined market cap
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
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