Semiconductor News & Analysis Feed
20961 articles
2026-07-03
economictimes.indiatimes.com
2026-07-03
The Economic Times
Synopsis
While AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuvama.
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ANI
AI boom not shock-proof; chip shortage and weak pass-through weigh: Report
While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major
2026-07-03
news.google.com
2026-07-03
Editorji
2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Electrical/NasdaqGS:FLNC
Is Fluence Energy’s (FLNC) Nvidia AI Pivot Reframing Its Core Investment Narrative After Index Removal?
July 03, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Fluence Energy was removed from several Russell value indexes, shortly after announcing Smartstack 10 MWh and a new role supporting Nvidia’s next-generation AI facto
2026-07-03
www.aninews.in
2026-07-03
ANI News
AI boom not shock-proof; chip shortage and weak pass-through weigh: Report
ANI | Updated: Jul 03, 2026 09:02 IST
New Delhi [India], July 3 (ANI): While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major risk to the rally, says Nuvama Institutional Equities.
As per the brokerage house, supply shock or a sharp rise in US Federal Reserve in
2026-07-03
www.techtimes.com
2026-07-03
Tech Times
By Richard L. Wells
Published: Jul 02 2026, 11:29 PM EDT
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Anthropic CEO Dario Amodei looks on after a meeting with French President Emmanuel Macron during the AI Impact Summit in New Delhi on February 19, 2026. LUDOVIC MARIN/GETTY IMAGES
Anthropic, the company behind Claude, entered preliminary
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
Jabin Bastian
Thu, July 2, 2026 at 8:00 PM PDT 4 min read
MCHPP
+1.95%
ON
+2.95%
SWKS
-2.13%
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Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The br
2026-07-03
uk.finance.yahoo.com
2026-07-03
Yahoo Finance UK
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
Jabin Bastian
Thu, 2 July 2026 at 8:00 pm GMT-7 4 min read
MCHPP
+1.95%
ON
+2.95%
SWKS
-2.13%
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
AI Memory and Storage Glut Fears Loom as SanDisk, Micron, Seagate All Plunge
Darryn Pollock
Thu, July 2, 2026 at 7:58 PM PDT 2 min read
SNDK
+6.77%
MU
+1.11%
STX
+3.91%
META
-2.02%
005930.KS
-6.25%
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Trading disclosure
Over the last 24 hours, SanDisk shares sank 14.13%, Seagate dropped 10.38%, and Micron fell 5.49% as investors priced in a looming memory supply glut.
The
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Applied Materials, Semtech, and Nova Stocks Trade Down, What You Need To Know
Jabin Bastian
Thu, July 2, 2026 at 7:36 PM PDT 3 min read
META
-2.02%
AMAT
+2.89%
SMTC
+1.93%
NVMI
+1.25%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The bro
2026-07-03
pandaily.com
2026-07-03
Pandaily
Gadgets
Xiaomi 18 Series Set for September Launch with 2nm Snapdragon 8 Elite Gen6 Chip
Published:
July 3, 2026
Reading Time:
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Xiaomi’s upcoming flagship phone series will debut Qualcomm’s first 2nm chip with a split standard and Pro variant strategy to manage rising costs
Qualcomm has officially announced its 2026 Snapdragon Summi
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
Radek Strnad
Thu, July 2, 2026 at 7:28 PM PDT 4 min read
META
-2.02%
WDC
+3.42%
LSCC
+1.44%
MTSI
+0.13%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooli
2026-07-03
www.chosun.com
2026-07-03
조선일보
By Choi Hyung-seok
Published 2026.07.03. 08:29
Updated 2026.07.03. 18:21
Lee Chan-jin, Chairman of the Financial Supervisory Service. /News1
The trading volume of 14 single-stock leveraged ETFs tracking Samsung Electronics and SK Hynix last month reached 212 trillion Korean won, accounting for 26.6% of the total ETF trading volume (797 trillion Korean won). This means that over a quarter of all
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
ON Semiconductor (ON) Stock Faces Investor Investigation After Synaptics Deal
Bailey Pemberton
Thu, July 2, 2026 at 7:10 PM PDT 4 min read
ON
+2.95%
SYNA
+3.35%
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Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Pomerantz LLP has opened an investor investigatio
2026-07-03
www.digitimes.com
2026-07-03
digitimes
Infineon has opened its new Smart Power Fab in Dresden ahead of schedule, adding capacity for chips used in AI data centers, electric vehicles, renewable energy, and industrial systems. The move expands Europe's semiconductor base, strengthens supply chains,...
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2026-07-03
www.digitimes.com
2026-07-03
digitimes
A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered by a Chinese court injunction.
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2026-07-03
www.digitimes.com
2026-07-03
digitimes
A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered by a Chinese court injunction.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function,
2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Stock Looks Fairly Valued Following Its 366% Run
July 03, 2026
Simply Wall St
Reviewed by Bailey Pemberton
After a steep five year return of 366.3%, Applied Materials now sits in a tricky spot where the share price reflects a powerful AI equipment story, while its low value score suggests the stock is no longer an obvious bargain
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
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2026-07-03
TipRanks
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