Semiconductor News & Analysis Feed
11157 articles
2026-07-03
evertiq.com
2026-07-03
Evertiq
© MIcron
Business | July 03, 2026
Micron and General Motors sign long-term memory supply agreement
Evertiq
Micron Technology and General Motors have signed a Strategic Customer Agreement to secure a long-term, reliable supply of memory and storage products for GM's vehicle production. The agreement covers LPDRAM, NOR and UFS NAND products, according to a press release from Micron.
Beyond the comm
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Micron
(
MU
5.68%
)
booked another month of monster gains in June, rising 18.9% across the month. Meanwhile, the
S&P 500
fell roughly 1.1%%, and the
Nasdaq Composite
declined 2.8%.
Micron stock saw big gains in the lead-up to its quarterly report on June 24 amid strong demand indicators for the
artificial intelligence
(AI) memory chip market, and the company's blowout results for the third quarter
2026-07-03
www.marketwatch.com
2026-07-03
MarketWatch
__fail__
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Does AEIS’s Russell Index Shift Quietly Recast Its AI and Semiconductor Investment Story?
Sasha Jovanovic
Fri, July 3, 2026 at 4:13 AM PDT 3 min read
AEIS
+2.05%
Trade AEIS on Coinbase
Trading disclosure
In late June 2026, Advanced Energy Industries, Inc. was rebalanced across the Russell index family, moving out of several small-cap indices and into multiple large- and mid-cap benchmarks, includ
2026-07-03
www.phoronix.com
2026-07-03
Phoronix
NVIDIA VR-NVL BMC Device Tree Being Upstreamed For OpenBMC Support
Written by Michael Larabel in NVIDIA on 3 July 2026 at 07:02 AM EDT. Add A Comment
NVIDIA's latest Linux kernel mailing list patches are for providing the Device Tree for the baseboard management controller (BMC) of their Vera Rubin VR-NVL server platform. With the Linux kernel patches and also for U-Boot, it's part of the upstream
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Y Intercept Hong Kong Ltd
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Y Intercept Hong Kong Ltd increased its stake in Taiwan Semiconductor Manufacturing by 273.2% in the first quarter, buying 59,435 additional shares and bringing its total to 81,189 shares worth about $27.4 million.
Institu
2026-07-03
www.barrons.com
2026-07-03
Barron's
__fail__
2026-07-03
news.google.com
2026-07-03
CoinDesk
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
www.thelec.net
2026-07-03
thelec.net
Samsung Electronics logo. (Source: Samsung Electronics)
Samsung Electronics is reportedly in discussions with North American artificial intelligence (AI) company Anthropic to manufacture its custom AI chips through Samsung's foundry business. The chips are expected to use Samsung's leading-edge 2-nanometer (2nm) process technology.
According to The Information, citing multiple sources on July 2
2026-07-03
tomshardware.com
2026-07-03
Mark Tyson
GitHub has announced that it will be giving developers a way to obtain their public repo on a CD-ROM. Context is provided by Sony's recent decision to abandon game discs.
2026-07-03
www.thelec.net
2026-07-03
thelec.net
KNJ is expanding its semiconductor materials business from silicon carbide (SiC) process parts into large-diameter single-crystal silicon (Si) materials. The move targets growing market demand to replace conventional polycrystalline silicon parts with single-crystal materials. The company plans to produce prototype large-diameter single-crystal silicon ingots on its pilot line this month.
Accordi
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Should You Invest in the iShares Semiconductor ETF (SOXX)?
Should You Invest in the iShares Semiconductor ETF (SOXX)? · Zacks
Zacks Equity Research
Fri, 3 July 2026 at 3:20 am GMT-7 3 min read
SOXX
+1.87%
BLK
-1.89%
The iShares Semiconductor ETF (SOXX) was launched on July 10, 2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Technology - Semiconductors
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Private Advisor Group LLC
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Private Advisor Group LLC trimmed its TSM position by 3.7% in the first quarter, selling 4,219 shares and leaving it with 108,560 shares worth about $36.7 million.
Analysts remain bullish on Taiwan Semiconductor Manufacturing,
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
__fail__
2026-07-03
www.chaincatcher.com
2026-07-03
链捕手ChainCatcher
Anthropic is developing its own chips and, like Musk, has chosen Samsung over TSMC.
The Information cites three informed sources stating that Anthropic has initiated early work on self-developed AI chips and is discussing with Samsung to manufacture the chips using the latter's advanced 2nm process and packaging technology.
The aforementioned sources said that Anthropic is also determining the c
2026-07-03
www.washingtonexaminer.com
2026-07-03
Washington Examiner
Memory chips store the data and instructions that power Nvidia’s accelerated computing platforms, as well as the world’s computers and smartphones. These chips are, put simply, the filing cabinets of the digital economy.
Since the late 1980s, the memory semiconductor market has been characterized by boom-and-bust profit cycles. Periods of strong profitability have routinely been followed by colla
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Nvidia expects huge growth in the AI data center market over the next few years.
Rivals and its own biggest customers are designing AI chips to compete with Nvidia's offerings.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030. Here's Where Its Stock Price Could Go If It's Right.
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 2:57 AM PDT 4 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its sto