Semiconductor News & Analysis Feed
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
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2026-07-01
pro.thestreet.com
2026-07-01
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Semi Shocker; Micron, Intel, AMD Hit Home Runs; Warsh Gets to Work
Let’s pop open the hood and look at the market in June and Q2 to zero in on the winners; also, why we must watch the new Fed head closely today.
Stephen Guilfoyle·Jul 1, 2026, 7:55 AM EDT
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2026-07-01
www.tradingview.com
2026-07-01
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ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business to Infineon for EUR 570 million in cash
ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business to Infineon for EUR 570 million in cash
3 min read
ams-OSRAM AG/ Key word(s): Mergers & Acquisitions
ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business t
2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
tomshardware.com
2026-07-01
Luke James
Anthropic has restored global access to Claude Fable 5, a day after the U.S. Department of Commerce withdrew the export controls.
2026-07-01
boisedev.com
2026-07-01
Boise Dev
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2026-07-01
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2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Aparajita Dutta July 01, 2026
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2026-07-01
www.etftrends.com
2026-07-01
ETF Trends
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Capitalizing on the Squeeze: What Micron Tells Us About Bottlenecks
Cinthia Murphy July 1, 2026
At VettaFi, we’ve been talking a lot about bottlenecks as a concept. Some of the brightest equity market opportunities for capital growth are tied to bottlenecks in a supply chain-context. The AI theme is a prime example. For instance, look at the recent record-breaking results f
2026-07-01
www.marketwatch.com
2026-07-01
MarketWatch
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
HUHUTECH (HUHU) Wins Semiconductor Contract in Japan
Jeff Lewis
Wed, July 1, 2026 at 4:03 AM PDT 1 min read
HUHU
-8.33%
Trade HUHU on Coinbase
Trading disclosure
HUHUTECH International Group Inc. (NASDAQ:HUHU) is one of the 10 Fastest Growing Asian Stocks to Buy Now.
On June 15, 2026, HUHUTECH International Group Inc. (NASDAQ:HUHU) announced a $580,000 contract for the design, supply, and on-sit
2026-07-01
cnycentral.com
2026-07-01
WSTM
Children in five Central New York counties could receive a $250 investment toward their future under a new $250 million initiative announced Tuesday by Micron Technology.
The investment will be deposited into federal 530A child savings accounts, known as "Trump Accounts." The program includes children living in Onondaga, Oswego, Oneida, Madison and Cayuga counties, where Micron is investing becau
2026-07-01
www.prnewswire.com
2026-07-01
PR Newswire
Tradr Introduces Leveraged ETFs on Ciena, Quantinuum, Rambus, Tower Semiconductor and TTM Technologies
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Jul 01, 2026, 06:46 ET
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Tradr ETFs launches five 2X long ETFs on under-the-radar tech stocks
Launches include first-to-market exposures for quantum upstart QNT and electronic manufacturer TTMI
NEW YORK, July 1, 2026 /PRNewswire/ -- Tradr E
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
tomshardware.com
2026-07-01
Bruno Ferreira
Virginia county asks all employees including schools to save power, due to AI-driven power requirements— state's 400-plus datacenters steadily increasing demand, grid expansion, and pricing
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Alpha & Omega Semiconductor (AOSL) Launches Multiphase Controllers for Next-Gen Intel Processors
Maham Fatima
Wed, July 1, 2026 at 3:21 AM PDT 1 min read
AOSL
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INTC
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Alpha & Omega Semiconductor Limited (NASDAQ:AOSL) is one of the best tech stocks to buy for the next 5 years. On May 18, Alpha & Omega Semiconductor/AOS introduced a new famil
2026-07-01
www.morningstar.com
2026-07-01
Morningstar
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How Micron Became 25% of a Value ETF
How Micron Became 25% of a Value ETF
Methodology rules created a perfect storm for Micron to dominate the ETF’s portfolio.
Brendan McCann, CFA
Jul 1, 2026
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2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lowered by Trinity Street Asset Management LLP
Written by MarketBeat
July 1, 2026
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Trinity Street Asset Management LLP reduced its Taiwan Semiconductor Manufacturing stake by 6.9% in the first quarter, selling 66,813 shares and ending with 900,011 shares worth about $304.2 million. TSMC
2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Electronic Equipment and Components/NYSE:KEYS
Integrated GaN MMIC Design Breakthrough Might Change The Case For Investing In Keysight Technologies (KEYS)
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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On 30 June 2026, WIN Semiconductors and Keysight Technologies announced a joint GaN MMIC design workflow that links on-chip simulations, 3D layout checks, and