Semiconductor News & Analysis Feed
11182 articles
2026-07-02
tomshardware.com
2026-07-02
Anton Shilov
Intel begins expansion of its Bowers Campus in Santa Clara to produce more photomasks in-house, which is set to be crucial as process technologies get more sophisticated.
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Key Points
Micron just delivered a jaw-dropping blowout quarter.
The stock still isn't all that expensive.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) is a candidate for stock of the year halfway through 2026. Its shares are trading up about 309% so far in 2026, making it the second-best performing stock in the S&P 500 (SNPINDEX: ^GSPC), trailing only Sandis
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Up 309% in 2026, Is Micron Stock Still a Buy Right Now?
Keithen Drury, The Motley Fool
Thu, July 2, 2026 at 3:06 AM PDT 3 min read
MU
-1.83%
^GSPC
-0.97%
NVDA
+0.18%
SNDK
-0.54%
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Trading disclosure
Micron Technology (NASDAQ: MU) is a candidate for stock of the year halfway through 2026. Its shares are trading up about 309% so far in 2026, making it the second-best perfor
2026-07-02
www.933thedrive.com
2026-07-02
93.3 The Drive
By James Davey
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes
2026-07-02
stockstory.org
2026-07-02
StockStory
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2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
stockstory.org
2026-07-02
StockStory
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2026-07-02
tomshardware.com
2026-07-02
Anton Shilov
SpaceX is reportedly working on a handheld device that runs a proprietary operating system and features advanced AI capabilities from xAI, but Elon Musk denies existence of the product.
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Micron Technology (
MU
1.64%
) is a candidate for stock of the year halfway through 2026. Its shares are trading up about 309% so far in 2026, making it the second-best performing stock in the S&P 500 (
^GSPC
0.89%
), trailing only Sandisk, another memory chipmaker. Its newfound success has also allowed it to join the $1 trillion valuation club.
But after the stock has quadrupled to start the yea
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:ON
ON Semiconductor (ON) Joins Russell Growth Indexes On A Pullback But Is It Fully Valued
July 02, 2026
Simply Wall St
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ON Semiconductor (ON) has just been added to several Russell growth indices, including the Russell 3000 Growth and Russell 1000 Growth Benchmarks, bringing renewed attention to how the stock fits into growth-focused portfolio
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.thestar.com.my
2026-07-02
The Star
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2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.channelnewsasia.com
2026-07-02
CNA
Business
UK's Currys warns memory chip shortage will push up prices
FILE PHOTO: People walk past a Currys store in London, Britain, January 6, 2026. REUTERS/Corey Rudy/File Photo
02 Jul 2026 05:31PM
(Updated: 02 Jul 2026 05:35PM)
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2026-07-02
www.einpresswire.com
2026-07-02
EIN Presswire
The aerospace and defense segment dominated the market in 2020, contributing more than two-fifths of the global revenue.
David Correa
Allied Market Research
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2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Premier Path Wealth Partners LLC Sells 1,346 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Premier Path Wealth Partners LLC cut its Taiwan Semiconductor Manufacturing stake by 29% in the first quarter, selling 1,346 shares and leaving it with 3,297 shares valued at about $1.11 million.
TSMC continues t
2026-07-02
www.weex.com
2026-07-02
WEEX
Expect a clear look at how the AI-driven memory cycle and a structural HBM bottleneck could shape SK Hynix’s trajectory through 2027. We’ll break down the supply constraints that matter most, map bull/base/bear scenarios, and outline practical ways to trade price exposure without stock ownership. If you favor crypto-native rails, the WEEX SKHYNIX-USDT futures listing offers 24/7 access to SK Hynix
2026-07-02
etfexpress.com
2026-07-02
ETF Express
Bringing business to business news, views, analysis, and global ETF awards since 2006
Incorporating Wealth Adviser from 2023
Bringing you news, views and analysis since 2013Incorporating Wealth Adviser from 2023
Tema ETFs has announced an exclusive ETF partnership with SemiAnalysis, an independent research firm specialising in semiconductors and AI infrastructure, founded by Dylan Patel.
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