Semiconductor News & Analysis Feed
11245 articles
2026-07-01
stockstory.org
2026-07-01
StockStory
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2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology (
MU
5.25%
) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become a key component in the artificial intelligence (AI) hardware stack.
Despite its incredible gains, Micron stock is still technically cheap when valued against its future potential earnings. However, that paints a
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:LSCC
Lattice Semiconductor (LSCC) Is Up 6.3% After New $1.15B Credit Lines And Index Removal
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Lattice Semiconductor entered into a Second Amended and Restated Credit Agreement, securing a US$200 million revolving facility and a US$950 million delayed draw term loan, prim
2026-07-01
www.newelectronics.co.uk
2026-07-01
New Electronics
www.newelectronics.co.uk
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2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Zawya
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ZAWYA: Claude meets Blackwell Ultra: Anthropic’s models now run on NVIDIA GB300 in Azure
ZAWYA: Claude meets Blackwell Ultra: Anthropic’s models now run on NVIDIA GB300 in Azure
Refinitiv2 min read
ANTHROPIC
NVDA
+0.71%
MSFT
+0.54%
Now generally available in Microsoft Foundry, Claude on NVIDIA GB300 Blackwell Ultra gives Azure-native enterprises a new foundation for building autono
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
SOXX vs. IYW: Is the iShares Semiconductor ETF or Tech ETF the Better Buy for Investors?
Katie Brockman, The Motley Fool
Wed, July 1, 2026 at 1:20 AM PDT 3 min read
^GSPC
-0.45%
The iShares U.S. Technology ETF (NYSEMKT:IYW) and the iShares Semiconductor ETF (NASDAQ:SOXX) both target the most aggressive growth corners of the market, but with different levels of diversification.
While IYW casts a
2026-07-01
www.datacenterdynamics.com
2026-07-01
Data Center Dynamics
AI infrastructure is rapidly pushing rack densities beyond the limits of traditional cooling approaches.
This whitepaper explores how thermal requirements will evolve alongside NVIDIA's GPU roadmap, from Blackwell to Rubin and beyond, helping operators understand when to transition from air cooling to liquid cooling technologies.
Read now to discover:
When air cooling reaches its practical limi
2026-07-01
diginomica.com
2026-07-01
Diginomica
Tokenomics - the Qualcomm worldview as a $3.9 billion data center gambit starts to add up
Read later
By Stuart Lauchlan
July 1, 2026
Dyslexia mode
SUMMARY:
Qualcomm's takeover of Modular is a key part of a wider transformational shift.
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Bluesky
Everybody wants tokens, but they also want amazing economics.
So says Chris Lattner, co-Founder & CEO of Modul
2026-07-01
taiwaninsight.org
2026-07-01
Taiwan Insight
TAIWAN’S CHIP CLASSROOMS CAN POWER INDIA’S SEMICONDUCTOR DREAM
1 July 2026
Chee-Hann Wu
India, semiconductors, South Asia Leave a comment
Written by Anand Chauhan.
Image credit: Political Deputy Minister Dr. Mon-chi Lio and AICTE Chairman Prof. T.G. Sitharam, at the Indo-Taiwan Educational Cooperation Forum on Semiconductors by the Ministry of Education.
India’s semiconductor dream will not
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
www.indexbox.io
2026-07-01
IndexBox
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2026-07-01
www.bisinfotech.com
2026-07-01
Bisinfotech
www.bisinfotech.com
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2026-07-01
semiengineering.com
2026-07-01
Semiconductor Engineering
In next-generation silicon, AI can interpret system behavior at scale, but only if observability is designed into the fabric as a first-class architectural capability.
Experts At The Table: In-silicon observability—also known as on-die or on-chip visibility—is becoming increasingly important for managing the performance, reliability, and security of today’s high-performance systems. Semiconductor
2026-07-01
finance.biggo.com
2026-07-01
BigGo Finance
The AI computing arms race is spreading from chip design into foundational manufacturing and interconnect architectures. South Korea's government and its two memory titans recently unveiled an unprecedented semiconductor investment plan, while parallel industry discussions about "optical HBM" breaking the memory wall are setting the stage for a shakeup in the global memory and AI hardware supply c
2026-07-01
legaldesire.com
2026-07-01
Legal Desire Media and Insights
Baker McKenzie advised Synaptics Incorporated (NASDAQ: SYNA) on its agreement to be acquired by onsemi (NASDAQ: ON) in an all-stock transaction valuing Synaptics at an enterprise value of approximately $7 billion.
Led by partners Leif King, Aarthi Belani, Derek Liu, and Piotr Korzynski, the Baker McKenzie team includes:
Corporate & M&A: Devin Muntz, David Fronckowiak, Alyssa Dickinson, Nick Neut
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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TradingView
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Key facts: Enphase stock jumps ~15.8% on analyst pick; GaN switch demo
Key facts: Enphase stock jumps ~15.8% on analyst pick; GaN switch demo
Less than 1 min read
ENPH
−3.50%
Enphase Energy (ENPH) jumped ~15.8% premarket after an analyst named it a preferred pick; traders cited rising power costs and El Niño boosting solar and battery demand.
1
Enphase Energy develops IQ SST
2026-07-01
stocktwits.com
2026-07-01
Stocktwits
stocktwits.com
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2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Stocktwits
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MU Stock Eases After Record Run: Micron Backs Trump Accounts With $250M Commitment
MU Stock Eases After Record Run: Micron Backs Trump Accounts With $250M Commitment
2 min read
MU
−4.71%
KEY POINTS:
Micron reported blowout quarterly results last week and said memory demand will remain elevated in the years to come.
Micron’s commitment to Trump Accounts is the single biggest by
2026-07-01
www.pehub.com
2026-07-01
pehub.com
Technology
Ardian Semiconductor invests in VSORA
VSORA is a fabless chip design company based in France.
Nina Lindholm -
1 July 2026
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2026-07-01
www.bisinfotech.com
2026-07-01
Bisinfotech
www.bisinfotech.com
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