Semiconductor News & Analysis Feed

20892 articles
2026-07-03
www.tomshardware.com 2026-07-03 Tom's Hardware
Tech Industry SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead News By Jowi Morales Published July 3, 2026 Memory chip manufacturers are discouraging the government from meddling with the industry. (Image credit: Getty Ima
2026-07-03
finance.yahoo.com 2026-07-03 Yahoo Finance
Qualcomm Lags Industry in the Past Year: An Opportunity to Buy? Supriyo Bose Fri, July 3, 2026 at 6:13 AM PDT 5 min read QCOM +1.96% HPE +2.76% AVGO +4.83% Explore stocks on Coinbase Trading disclosure Qualcomm Incorporated QCOM has jumped 8.7% over the past year, underperforming the industry's growth of 83%. It has lagged peers like Hewlett Packard Enterprise Company HPE and Broadcom Inc. AVGO.
2026-07-03
www.marketscreener.com 2026-07-03 marketscreener.com
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2026-07-03
finimize.com 2026-07-03 Finimize
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2026-07-03
www.theglobeandmail.com 2026-07-03 The Globe and Mail
Key Points Micron stock has risen more than 800% over the last year, and many Wall Street analyst targets are modeling for it to continue roaring higher. Average analyst estimates suggest that Micron could have the third-highest operating income of any company in 2027. 10 stocks we like better than Micron Technology › It's no secret that Wall Street loves Micron Technology(NASDAQ: MU) stock. O
2026-07-03
sg.finance.yahoo.com 2026-07-03 Yahoo Finance Singapore
Investors Heavily Search ON Semiconductor Corporation (ON): Here is What You Need to Know Zacks Equity Research Fri, 3 July 2026 at 6:00 am GMT-7 5 min read ON +2.95% ^GSPC -0.28% ON Semiconductor Corp. (ON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this se
2026-07-03
finance.yahoo.com 2026-07-03 Yahoo Finance
Applied Materials Stock Remains Attractive as Growth Accelerates Faisal Humayun Khan Fri, July 3, 2026 at 6:00 AM PDT 3 min read AMAT +2.89% Trade AMAT on Coinbase Trading disclosure Applied Materials Inc_ campus sign-by Sundry Photography via iStock Applied Materials (AMAT) stock has delivered stellar returns of 211% in the last 52 weeks. This rally has been supported by structural tailwinds for
2026-07-03
www.tradingview.com 2026-07-03 TradingView
News / Zacks / Can Higher Memory Prices Extend Micron Technology's Profit Boom? Can Higher Memory Prices Extend Micron Technology's Profit Boom? 3 min read MU +1.11% Micron Technology, Inc. MU is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth mem
2026-07-03
www.tradingview.com 2026-07-03 TradingView
News / Zacks / Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares? Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares? 5 min read MU +1.11% Micron Technology, Inc. MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong
2026-07-03
news.futunn.com 2026-07-03 富途牛牛
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2026-07-03
www.theglobeandmail.com 2026-07-03 The Globe and Mail
Key Points Micron stock has risen more than 800% over the last year, and many Wall Street analyst targets are modeling for it to continue roaring higher. Average analyst estimates suggest that Micron could have the third-highest operating income of any company in 2027. 10 stocks we like better than Micron Technology › It's no secret that Wall Street loves Micron Technology(NASDAQ: MU) stock. O
2026-07-03
datacentremagazine.com 2026-07-03 Data Centre Magazine
Infineon Technologies has officially opened its new Smart Power Fab in Dresden, Germany, marking the company's largest-ever investment and boosting production of chips that help power AI data centres. Backed by a €5bn (US$5.69bn) investment, the facility doubles manufacturing capacity at Infineon's Dresden campus, reinforcing the city's status as Europe's leading semiconductor hub. Known as Sili
2026-07-03
www.datacenterdynamics.com 2026-07-03 Data Center Dynamics
Chip industry trade association SEMI has written to the senior officials in US President Donald Trump's administration, urging the government to stop trying to influence memory prices and production capacity. According to a report from Bloomberg, the group has warned that an interventionist approach is likely to worsen supply, as companies across all industries continue to grapple with the ongoin
2026-07-03
finance.yahoo.com 2026-07-03 Yahoo Finance
Why Is Wall Street So Bullish on Micron? There's 1 Key Reason. Keith Noonan, The Motley Fool Fri, July 3, 2026 at 5:36 AM PDT 3 min read MU +1.11% NVDA +3.65% Explore stocks on Coinbase Trading disclosure It's no secret that Wall Street loves Micron Technology (NASDAQ: MU) stock. On the heels of the company's recent quarterly report, it's also not hard to see why. Micron recorded non-GAAP (adjust
2026-07-03
www.zacks.com 2026-07-03 Zacks Investment Research
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2026-07-03
www.electrive.com 2026-07-03 electrive.com
Automobile Infineon opens new Smart Power Fab in Dresden Infineon has opened its new Smart Power Fab in Dresden. With an investment volume of five billion euros, the plant is the largest single investment in the company's history. In the future, it will produce power semiconductors and analog/mixed-signal chips for applications including electromobility, energy supply, and AI infrastructure. Ima
2026-07-03
www.citybiz.co 2026-07-03 citybiz
LinkedIn Facebook Twitter Email GLOBAL GENERAL BUSINESS, INTERNET / TECHNOLOGY Michael Burry Reveals Short Bet Against Micron, Warns Chipmaker’s Rally Has Gone Too Far JULY 3, 2026 Michael Burry “Big Short” investor Michael Burry has disclosed a new short position in Micron Technology (NASDAQ: MU), arguing the memory chipmaker’s sharp rally has pushed the stock to unsustainable levels. In a post
2026-07-03
news.google.com 2026-07-03 Barron's
2026-07-03
www.fool.com 2026-07-03 The Motley Fool
It's no secret that Wall Street loves Micron Technology ( MU +1.24% ) stock. On the heels of the company's recent quarterly report, it's also not hard to see why. Micron recorded non-GAAP (adjusted) earnings per share of $25.11 on sales of $41.46 billion in the third quarter of its current fiscal year, which ended May 28. Meanwhile, the average analyst estimate had called for an adjusted profit of
2026-07-03
www.zacks.com 2026-07-03 Zacks Investment Research
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