Semiconductor News & Analysis Feed
11054 articles
2026-07-08
www.thestreet.com
2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
24/7 Wall St.
On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ 100. As of that date, Micron (NASDAQ:MU | MU Price Prediction) carried a 5.7% weighting in QQQ (NASDAQ:QQQ) while Meta (NASDAQ:META) sat at just 2.6%, even though Meta’s total market cap was far larger. Batni
2026-07-08
www.indexbox.io
2026-07-08
IndexBox
2026-07-08
www.quiverquant.com
2026-07-08
Quiver Quantitative
2026-07-08
www.foreignpolicyjournal.com
2026-07-08
foreignpolicyjournal.com
SK Hynix Inc. (KRX: 000660) kicked off its formal US listing marketing process on Monday, as the South Korean memory chipmaker moves to capitalize on surging investor appetite for AI-driven semiconductor stocks.
The company is seeking to sell American depositary receipts representing approximately 17.79 million common shares, according to a filing with the US Securities and Exchange Commission.
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Faces China Shift as Domestic AI Chip Budgets Jump to 46%
Khac Phu Nguyen
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
NVDA
-0.15%
0700.HK
-1.92%
BABA
+1.99%
688041.SS
+5.97%
688256.SS
+8.59%
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Nvidia Corp. (NASDAQ:NVDA), the Santa Clara-based maker of advanced AI accelerators, could face growing pressur
2026-07-08
www.syracuse.com
2026-07-08
Syracuse.com
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2026-07-08
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2026-07-08
Yahoo Finance
2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
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2026-07-08
spacenews.com
2026-07-08
SpaceNews
PHOENIX, AZ — June 09, 2026 — Spirit Electronics today announced a new managed-access offering that provides aerospace and defense customers with a secure pathway to advanced, U.S.-based semiconductor manufacturing in 28nm CMOS. Through this capability, Spirit supports programs seeking domestic wafer fabrication for custom ASICs and high-reliability integrated circuits, helping customers align mis
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semiconductor Bull 3X Shares ETF (
SOXL
+11.12%
), which crashed 14% this afternoon.
And Samsung is to blame.
Image source: Getty Images.
Korea sends the semi market South
South Korean technology giant Samsung reported Q2 2026 earnings la
2026-07-08
www.zacks.com
2026-07-08
Zacks Investment Research
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Why Direxion Daily Semiconductor Bull 3X ETF Just Crashed
Rich Smith, The Motley Fool
Tue, July 7, 2026 at 11:23 AM PDT 3 min read
^IXIC
+1.28%
005930.KS
+0.18%
SOXL
+10.47%
NVDA
-0.14%
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It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semicondu
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants
Alex Sirois
Tue, July 7, 2026 at 11:06 AM PDT 3 min read
MU
+5.44%
AAPL
+0.76%
NVDA
-0.14%
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Quick Read
Micron's gross margin exploded to 85% on 346% revenue growth while Apple raised MacBook and iPad prices up to 54% just to protect its margins.
Micron's forward P/E of 7 versus
2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
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2026-07-08
developer.nvidia.com
2026-07-08
NVIDIA Developer
2026-07-08
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2026-07-08
The Motley Fool
The memory supercycle has supercharged Micron Technology (
MU
+5.85%
) and Sandisk (
SNDK
+9.50%
) over the past year, as both companies have been reporting stunning increases in their revenue and earnings due to the favorable demand-supply dynamics of the memory market.
While Micron stock has jumped 8x over the past year, Sandisk's gains stand at a whopping 3,650%. There is a strong possibility