Semiconductor News & Analysis Feed
20974 articles
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
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
There is an unknown connection issue between Cloudflare and the origin web server. As a result, the web page can not be displayed.
There is an issue between Cloudflare's cache and your origin web server. Cloudflare monitors for these errors and automatically investigates the cause. To help support the investigation, you can pull the corresponding error log from your web server and submit it our s
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears
David Moadel
Thu, July 2, 2026 at 9:02 AM PDT 4 min read
BAC
-2.33%
MU
+0.83%
STX
+2.49%
SNDK
+4.97%
WDC
+2.88%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Shares of SanDisk plunged 11%, Seagate slid 7%, and Micron dropped 4%, extending back-to-back losses as the memory sector trimed its extraordinary 2
2026-07-03
www.taipeitimes.com
2026-07-03
Taipei Times
The US is unlikely to match Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) production capacity in Taiwan despite the chipmaker’s expansion in Arizona, Minister of Economic Affairs Kung Ming-hsin (龔明鑫) said yesterday.
TSMC has already announced plans for a total of 16 fabrication plants and advanced chip-on-wafer-on-substrate packaging facilities in Taiwan, Kung said before a ministry meeting
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Micron Technology (
MU
+0.91%
) delivered fantastic results for the third quarter of fiscal 2026 (which ended on May 28) on June 24. The memory specialist not just crushed Wall Street's expectations by a mile, but its guidance made it clear that the red-hot demand for memory chips isn't going away any time soon.
Micron stock jumped nearly 16% after its blowout quarterly report. The company's perf
2026-07-02
engineerlive.com
2026-07-02
Engineer Live
__fail__
2026-07-02
www.moomoo.com
2026-07-02
Moomoo
__fail__
2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
Tech Industry
Nvidia offers to take a cut of AI cloud revenue on top of hardware sales in new optional financing vehicle — trades tokens for revenue cut
News
By Luke James
Published July 2, 2026
Sharon AI and Firmus are the first partners, with a combined total of up to 210,000 GPUs.
(Image credit: Getty / The Dallas Morning Post)
Share this article
3
Join the conversation
Follow us
Add us as a
2026-07-02
tomshardware.com
2026-07-02
Luke James
Nvidia has announced a new business model under which it’ll be able to double-dip for revenue on the same silicon.
2026-07-02
www.aol.com
2026-07-02
AOL.com
Applied Materials Is Silently Powering the AI Boom. Here's Why.
MARC GUBERTI, THE MOTLEY FOOL
Thu, July 2, 2026 at 11:36 PM GMT+8
0
Key Points
Chipmakers need essential equipment to make their chips. That's where Applied Materials comes into play.
Revenue guidance of 30% growth in 2026 suggests a meaningful acceleration from recent results.
Applied Materials has maintained high profit margins,
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Key Points
Chipmakers need essential equipment to make their chips. That's where Applied Materials comes into play.
Revenue guidance of 30% growth in 2026 suggests a meaningful acceleration from recent results.
Applied Materials has maintained high profit margins, so rising revenue will translate into higher profits.
10 stocks we like better than Applied Materials ›
Nvidia and Micron Technolo
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials Is Silently Powering the AI Boom. Here's Why.
Marc Guberti, The Motley Fool
Thu, July 2, 2026 at 8:36 AM PDT 3 min read
AMAT
+3.74%
NVDA
+3.69%
MU
+0.87%
Explore stocks on Coinbase
Trading disclosure
Nvidia and Micron Technology have drawn significant investor attention as they power AI infrastructure, but savvy investors may also want to turn some of that attention to Applied M
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Nvidia and Micron Technology have drawn significant investor attention as they power AI infrastructure, but savvy investors may also want to turn some of that attention to Applied Materials (
AMAT
+4.25%
). Applied Materials doesn't make chips, but it designs vital equipment that chipmakers use to create their chips.
In short, Applied Materials is an enabler of chipmakers, but that's not the only
2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron Technology Inc (MU) moved down by 4.27%. The Technology Equipment sector is down by 1.71%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 4.27%; SanDisk Corporation (SNDK) down 9.98%; NVIDIA Corp (NVDA) down 0.80%.
Micron Technology is experiencing notable downward pressure and heightened intraday volatility as investors eng
2026-07-02
wimz.com
2026-07-02
Classic Rock 103.5 WIMZ
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
finance.yahoo.com
2026-07-02
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Innoscience Secures Removal of Court-Enjoined Infineon GaN Products from Display at electronica China 2026
PR Newswire
Thu, July 2, 2026 at 8:09 AM PDT 3 min read
IFX.DE
-0.75%
2577.HK
+2.34%
SHANGHAI, July 2, 2026 /PRNewswire/ -- Infineon Technologies was forced to remove certain gallium nitride (GaN
2026-07-02
www.datacenterdynamics.com
2026-07-02
Data Center Dynamics
Nvidia is supporting neocloud customers in purchasing its AI chips.
The chip designer is acting as a financial backstop for companies in exchange for a share in their revenue.
– Sebastian Moss
The backstop sees Nvidia agreeing to rent back unused GPUs at a fixed rate. Firmus and Sharon AI are among the first companies to have adopted the offer.
Firmus is deploying 170,000 GPUs in Batam, Indone
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff
Vandita Jadeja
Thu, July 2, 2026 at 7:57 AM PDT 4 min read
NVDA
+3.65%
AMD
+0.25%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVDA earns a BUY with a $252 price target as an 85% revenue surge collides with a 12% one-month drawdown at $197.
AMD fell nearly 6% in the July 1 chip selloff as institutions rotated out
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
There is an unknown connection issue between Cloudflare and the origin web server. As a result, the web page can not be displayed.
There is an issue between Cloudflare's cache and your origin web server. Cloudflare monitors for these errors and automatically investigates the cause. To help support the investigation, you can pull the corresponding error log from your web server and submit it our s