Semiconductor News & Analysis Feed
20973 articles
2026-07-03
hothardware.com
2026-07-03
HotHardware
NVIDIA Disrupts Tech Supply Chain With New GPU Revenue Sharing Model
by Tim Sweezy — Thursday, July 02, 2026, 01:05 PM EDT
Comments
NVIDIA is trying something new in the AI infrastructure race, and it goes beyond simply shipping more hardware. The company has rolled out a credit support and revenue sharing model, that could reshape how emerging AI cloud providers get their hands on serious amo
2026-07-03
www.tradingview.com
2026-07-03
TradingView
News
/
Reuters
/
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
Refinitiv
Start a free trial to read this news
30-day free trial
Compare charts
Analyze on Supercharts
Latest news
ReutersRefinitiv
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
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron’s CEO Says Even His Own Customers Couldn’t See This Coming. Now He’s Spending $200 Billion
Omor Ibne Ehsan
Thu, July 2, 2026 at 9:42 AM PDT 4 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Quick Read
Micron (MU) absorbed a $5.83B net loss in FY2023, invested $10B into capacity anyway, and now guides a single quarter to $50B in revenue.
Mehrotra says Micron can only fill 50% to
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
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the artificial intelligence boom matures, investors must decide between proven giants and emerging specialized players. Comparing Broadcom (
AVGO
+5.12%
) and Navitas Semiconductor (
NVTS
6.22%
) reveals two very different paths to potential long-term returns.
Collapse
AVGO & NVTS: Performance Comparison
AVGO (Broadcom)
NVTS (Navitas Semiconductor)
YTD
1M
3M
6M
1Y
5Y
Key Financial Metrics
AVGO
2026-07-03
www.autonews.com
2026-07-03
Automotive News
DRESDEN, Germany — Infineon opened a €5 billion ($5.7 billion) semiconductor factory here July 2, in one of Europe’s biggest efforts to expand domestic production as demand grows for chips used in electric vehicles and artificial intelligence.
Ram’s rise puts Stellantis on pace to break 7-year streak of lower sales
The Ford Bronco outsold the Wrangler for the first time in a quarter since the SU
2026-07-03
news.google.com
2026-07-03
Yahoo Finance
2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
SK hynix announces major plan to spend $712.5 billion in its operations in South Korea, but the only detailed investments are spendings on a new NAND fab and a packaging facility.
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
PC Components RAM DRAM
SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed
News
By Anton Shilov
Published July 3, 2026
Over the next decades.
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
(Image credit: SK hynix)
Share this article
0
Join the conversation
2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Palantir CEO Alex Karp boldly states in an interview that claims AI companies are stealing customer's data while charging them for unproductive services.
2026-07-03
www.tradingkey.com
2026-07-03
TradingKey
On July 2, Eastern Time, U.S. markets diverged as AI hardware stocks retreated, causing the Nasdaq and Philadelphia Semiconductor Index to decline while the Dow hit a record high. BofA Securities attributes current volatility to supply-demand imbalances but remains optimistic due to strong underlying economic fundamentals. The market's growth leadership is shifting from mega-cap tech toward pro-cy
2026-07-03
www.just-auto.com
2026-07-03
Just Auto
__fail__
2026-07-03
www.macrumors.com
2026-07-03
MacRumors
iPhone 18 Pro Could Use Qualcomm Modem in the US and C2 Elsewhere
Thursday July 2, 2026 9:15 am PDT by Hartley Charlton
Stolen data from Apple manufacturing partner Tata Electronics appears to reveal that the iPhone 18 Pro will use different modem chips depending on the market it is sold in, with U.S. models retaining Qualcomm hardware while international models will feature Apple's in-house C2 m
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
__fail__
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
__fail__
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Technology Has Fantastic News for This Artificial Intelligence (AI) Infrastructure Stock That Has More Than Doubled in 2026
Harsh Chauhan, The Motley Fool
Thu, July 2, 2026 at 9:05 AM PDT 5 min read
MU
+1.11%
LRCX
+2.15%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) delivered fantastic results for the third quarter of fiscal 2026 (which ended on M
2026-07-03
www.mitsloanme.com
2026-07-03
MIT Sloan Management Review Middle East
Nvidia Rival Etched Steps Out of Stealth With $5B Valuation
The startup believes today's AI chips are held back by memory and networking bottlenecks—and has built two technologies to address them.
MITSloan ME Editorial
6 days ago
Topics
Data, AI, & Machine Learning
New Product Development
News
SUBSCRIBE
SHARE
News
UAE Companies Expand Recruitment for AI Talent Despite Global Headwinds
Qatar Lau
2026-07-03
interestingengineering.com
2026-07-03
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet