Semiconductor News & Analysis Feed
11178 articles
2026-07-03
markets.financialcontent.com
2026-07-03
FinancialContent
Why Micron (MU) Stock Is Falling Today
By:
StockStory
July 02, 2026 at 15:36 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
Shares of memory chips maker Micron (NASDAQ: MU) fell 6.9% in the afternoon session after a class-action lawsuit, significant insider selling, and a bro
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
The Bull Case For Micron Technology (MU) Could Change Following GM Long-Term Auto Memory Supply Deal
Sasha Jovanovic
Thu, July 2, 2026 at 12:14 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
In late June 2026, Micron Technology signed a long-term Strategic Customer Agreement with General Motors to supply LPDRAM, NOR and UFS NAND memory and storage for current and next-generat
2026-07-03
www.dmagazine.com
2026-07-03
D Magazine
Advertisement
Less than a year after FormFactor acquired a 50,000-square-foot industrial campus made up of four buildings in Farmers Branch, the semiconductor supplier is receiving a $24.2 million grant from Texas Gov. Greg Abbott and the Texas Semiconductor Innovation Fund to help complete the buildout of the site and expand manufacturing.
FormFactor purchased the facility at 4350 Innovation Dr
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Just Delivered Massive News for Shareholders
Keithen Drury, The Motley Fool
Thu, July 2, 2026 at 12:04 PM PDT 3 min read
MU
+1.11%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) investors have been a happy bunch in the market this past year. It's not a secret why: The stock is up 272% since 2026 began. Many investors wait decades before seeing 3x o
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Micron Technology (
MU
+1.24%
) investors have been a happy bunch in the market this past year. It's not a secret why: The stock is up 272% since 2026 began. Many investors wait decades before seeing 3x or greater returns, yet Micron did it in just six months.
With a return like that in such a short time, some investors may wonder if Micron's best days are already accounted for. But Micron's mana
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
After a stunning surge in Micron Technology (
MU
+1.24%
), investors are weighing rich recent gains against the realities of a cyclical memory market. Consider what today's price may already assume about tomorrow's demand, then watch the video for deeper insight.
*This video was published on Jun. 17, 2026.
2026-07-03
www.chemengonline.com
2026-07-03
chemengonline.com
Air Liquide makes $170 million investment in SK hynix semiconductor fab in Indiana
July 2, 2026 | By Mary Bailey
As part of a long-term contract, Air Liquide S.A. (Paris) will build, own and operate two new production units in Indiana to deliver ultra-pure gases to the first U.S. semiconductor fab of SK hynix, a South Korean global leader in advanced memory chips. Through this investment exceedi
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
pulse2.com
2026-07-03
Pulse 2.0
Micron Technology announced a $250 million investment to increase long-term savings opportunities for children and families through Trump Accounts, which are also known as 530A Accounts.
Announced in honor of America’s 250th anniversary, the initiative includes an employee matching benefit for contributions up to $1,000 per child under 18. Micron will also provide a community benefit through a on
2026-07-03
news.utdallas.edu
2026-07-03
The University of Texas at Dallas
As semiconductor manufacturers invest heavily in new facilities in North Texas and across the U.S., The University of Texas at Dallas is leading regional efforts to train workers for the growing industry.
Building on its workforce-development efforts and partnerships with semiconductor manufacturers and community colleges, UT Dallas has been selected to lead key initiatives within the new Nationa
2026-07-03
www.techpowerup.com
2026-07-03
TechPowerUp
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2026-07-03
www.scmr.com
2026-07-03
Supply Chain Management Review
(Photo: Getty Images)
As AI-driven demand, geopolitical volatility, and massive capital requirements collide, semiconductor supply chains are becoming a blueprint for how capital-intensive industries must rethink long-range planning, risk-sharing, and capacity strategy in an era where market conditions can shift faster than infrastructure can be built.
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2026-07-03
www.securitysystemsnews.com
2026-07-03
Security Systems News
VERKADA, NVIDIA PARTNER TO ADVANCE PHYSICAL AI CAPABILITIES
Suppliers
SSN Staff
Updated 12:31 PM CDT, Thu July 2, 2026
SAN MATEO, Calif.—Verkada has announced a collaboration with NVIDIA aimed at accelerating the development and deployment of physical artificial intelligence (AI) technologies across the built environment, while also revealing that NVIDIA has made a strategic investment in the
2026-07-03
newsletter.semianalysis.com
2026-07-03
SemiAnalysis
EMIB-T Roadmap, Custom HBM, HBM4 Packaging Challenges, Microfluidic Cooling, Photonic Interconnects, and More
ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, Microsoft
AFZAL AHMAD, DC, GERALD WONG, AND DYLAN PATEL
JUL 03, 2026
∙ PAID
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As transistor density scaling has slowed, advanced packaging has become the primary scaling vector. However, AI acceler
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
NVIDIA Unveils New AI Compute Model, But Michael Burry is Shorting Its Stock
Luis Blanco
Thu, July 2, 2026 at 10:23 AM PDT 4 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Jim Cramer Nvidia buy call as chipmaker disputes 2028 AI delay claims. Photo by BeInCrypto
NVIDIA is expanding its AI infrastructure business with a new model designed to accelerate the deployment of computing
2026-07-03
news.google.com
2026-07-03
U.S. News - Money
2026-07-03
www.tradingview.com
2026-07-03
TradingView
News
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Reuters
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Innoscience Says Infineon Removes Court-Enjoined Gan Products From Electronica China 2026 Booth
Innoscience Says Infineon Removes Court-Enjoined Gan Products From Electronica China 2026 Booth
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Cash App parent settles states' probe over fraud
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Microsoft vs. Nvidia: Which Is the Better AI Stock to Own for the Next 3 Years?
Justin Pope, The Motley Fool
Thu, July 2, 2026 at 10:03 AM PDT 4 min read
MSFT
-1.41%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its ha
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Microsoft (
MSFT
1.42%
) and Nvidia (
NVDA
+3.74%
) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its hand in every tech market segment, especially anything involving enterprise customers. Meanwhile, Nvidia has become the de facto leader in GPU chips used in AI data centers.
Both stocks have made investors very wealthy over t
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Sanjay Mehrotra sat with Jim Cramer on June 30, 2026 and said the quiet part out loud about the AI memory boom. “Even our customers could not forecast this demand.” Coming from the CEO whose company sells the memory going into every AI accelerator, that is quite the admission. And it explains why Micron Technology (NASDAQ:MU | MU Price Prediction) is now writing checks on a scale the semiconductor