Semiconductor News & Analysis Feed
11180 articles
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL | AAPL Price Prediction) wants to buy from is not yet on the US entity list, unlike YMTC, which already is.
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
Omor Ibne Ehsan
Thu, July 2, 2026 at 6:13 AM PDT 4 min read
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Apple is reportedly targeting Chinese fab CXMT for LPDDR5X memory, threatening Micron's $12 billion mobile segment despite its 85% gross ma
2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron shares recently retraced over 10% from record highs, reflecting a sector-wide memory market reset despite an 855% annual gain. Fiscal Q3 results surpassed expectations with $41.46 billion in revenue, supported by a structural supply-demand imbalance and robust long-term agreements, including a strategic deal with GM. While management anticipates growth through 2027, potential headwinds incl
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Themes ETFs Strikes First Again: Long and Short SK Hynix ETFs Launch Alongside One of AI's Most Anticipated IPOs
Themes ETFs Strikes First Again: Long and Short SK Hynix ETFs Launch Alongside One of AI's Most Anticipated IPOs
6 min read
SKHX and SKHZ give active traders instant, cost-efficient exposure — bullish or bearish — soon after SK Hynix hits the market.
GREENWICH, Co
2026-07-02
tomshardware.com
2026-07-02
Kunal Khullar
Intel's Arrow Lake Refresh processors remain among the company's strongest desktop offerings, but newly updated pricing makes both CPUs noticeably more expensive than when they debuted in March.
2026-07-02
www.indexbox.io
2026-07-02
IndexBox
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2026-07-02
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2026-07-02
www.eenewseurope.com
2026-07-02
eeNews Europe
Infineon Technologies has officially opened its Smart Power Fab in Dresden, several months ahead of schedule, marking a major expansion of Europe’s semiconductor manufacturing capacity. The €5 billion facility is described by the company as the world’s largest factory for power semiconductors and analog/mixed-signal technologies and represents the largest single investment in Infineon’s history.
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
cen.acs.org
2026-07-02
Chemical & Engineering News
More than a dozen firms are racing to commercialize high-performing, single-crystal diamond wafers in specialized reactors, such as the one shown above, that use microwave plasma chemical vapor deposition technology. Credit: Diamond Foundry
Features
Electronic Materials
Forget silicon. Diamond may be the next semiconductor material
Diamfab and other start-ups want to commercialize diamond wafers
2026-07-02
tomshardware.com
2026-07-02
Luke James
Altman is understood to have raised the idea with President Donald Trump, Commerce Secretary Howard Lutnick, and Treasury Secretary Scott Bessent.
2026-07-02
economictimes.indiatimes.com
2026-07-02
The Economic Times
Synopsis
German semiconductor giant Infineon opened a five-billion-euro ($5.7 billion) microchip plant Thursday, as Europe seeks to bolster its high-tech autonomy. "We all want to further strengthen Europe's position as a semiconductor hub," Infineon CEO Jochen Hanebeck said at the opening ceremony.
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German semiconductor giant Infineon opened a f
2026-07-02
cnycentral.com
2026-07-02
WSTM
CLAY, N.Y. — Micron Technology is highlighting major momentum at its Central New York semiconductor campus, announcing a key construction milestone next week as the Clay project continues to move roughly four months ahead of schedule.
PREVIOUS COVERAGE| Hochul says Micron project is four months ahead of schedule in Central New York
The company will host a “Concrete Progress” celebration July 9
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Will this solve the AI boom’s power and water bottlenecks?
2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
Tech Industry Data Centers
Startup activates nuclear microreactor live on stage to power an Nvidia RTX Spark desktop PC — firm working with Nvidia to build a 30MW closed loop AI factory that doesn’t use local water
News
By Jowi Morales
Published July 2, 2026
Will this solve the AI boom’s power and water bottlenecks?
(Image credit: Valar Atomics/LinkedIn)
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2026-07-02
pro.thestreet.com
2026-07-02
TheStreet Pro
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MARKET-COMMENTARY
SanDisk Slashed, Micron Mashed; Jobs Day Forecast; And Are You at Your Desk?
Let’s look at the beating taken by memory stocks yesterday, the shot at a September rate cut, jobs day , and how July 4 week used to work for traders.
Stephen Guilfoyle·Jul 2, 2026, 7:55 AM EDT
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (TSM) Stock Could Be Undervalued After Arizona Expansion
July 02, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Taiwan Semiconductor Manufacturing stock has delivered a very large 354.7% return over the past 3 years, and the latest valuation checks now point to a company that screens as undervalued on earn
2026-07-02
www.bisinfotech.com
2026-07-02
Bisinfotech
www.bisinfotech.com
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2026-07-02
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2026-07-02
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