Semiconductor News & Analysis Feed
20975 articles
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
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AMD
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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
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia’s Bold New Bet on AI Neoclouds: Brilliant Platform Strategy or Latest Sign of an AI Bubble?
Rich Duprey
Thu, July 2, 2026 at 7:56 AM PDT 5 min read
NVDA
+4.05%
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Nvidia's AI Compute Partnership lets neoclouds access GPU infrastructure without upfront costs, earning Nvidia both hardware revenue and ongoing usage-based income.
Early partn
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Texas Instruments IncorporatedTXN shares have rallied 51.9% over the past three months, making the company one of the biggest winners in the semiconductor space. The stock has comfortably outperformed the broader Zacks Semiconductor – General industry’s 23.7% gain.
The rally has also outpaced major peers, including QUALCOMM IncorporatedQCOM, Broadcom Inc.AVGO and NVIDIA CorporationNVDA. Over the
2026-07-02
tradersunion.com
2026-07-02
Traders Union
Rising demand from AI data centers is tightening global memory chip supply and is beginning to affect consumer electronics pricing. Currys says smartphones and laptops are likely to face higher prices later this year, even as the retailer uses its scale to protect supply into September.
Speaking after the retailer released its annual results, Baldock says reduced availability for consumer devices
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
The semiconductor industry is playing an instrumental role in the proliferation of artificial intelligence (AI). The training and deployment of AI models and inference applications wouldn't have been possible without chips, which explains why semiconductor companies have witnessed terrific growth in revenue and earnings in recent years.
Moreover, chips are also needed to run AI workloads locally
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Anthropic explores Samsung 2nm chip partnership - The Information
Luke Juricic
Thu, July 2, 2026 at 7:48 AM PDT 3 min read
005930.KS
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AVGO
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2330.TW
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NVDA
+3.77%
TSM
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Investing.com -- Anthropic has begun early-stage work on a custom AI chip and held talks with Samsung Electronics Co Ltd (KS:005930) as a potential manufacturing p
2026-07-02
www.businessinsider.com
2026-07-02
Business Insider
Higher prices for smartphones and laptops are coming later this year, the boss of Currys, Britain's biggest electricals retailer, has warned, as the AI data center boom soaks up the world's supply of memory chips.
Currys, a UK equivalent of Best Buy, sells laptops, phones, TVs, and appliances online and through hundreds of stores across the UK, Ireland, and the Nordic countries, generating about
2026-07-02
www.manilatimes.net
2026-07-02
The Manila Times
- Investment of 5 billion euros strengthens manufacturing base for highly modern power semiconductors, creating 1,000 jobs in the "Smart Power Fab"
- Infineon chips enable energy-efficient solutions for automotive and industrial applications such as power supplies for AI data centers, renewable energy sources, power grids and software-defined vehicles
- Capacity ramp-up at double speed possib
2026-07-02
texasborderbusiness.com
2026-07-02
Texas Border Business
Austin
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FormFactor Secures $24 Million Texas Semiconductor Grant
Jul 2, 2026
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MeGustaTVJul 7, 2026
Simón Levy Discusses U.S.-Mexico Security, Politics, and Organiz
2026-07-02
www.cleanroomtechnology.com
2026-07-02
Cleanroom Technology
South Korea has made a huge decision regarding the future of its hi-tech production strategy.
On Monday, President Lee Jae Myung made an announcement alongside the leaders of the country’s two biggest chipmakers, Samsung and SK Hynix.
The announcement revealed an $880bn chip and AI investment plan.
The funding covers $518 billion for a new southwest chip hub, $356 billion for AI data centres, a
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Chicago, IL – July 2, 2026 – Today, Zacks Investment Ideas feature highlights JPMorgan JPM, Sandisk Corp. SNDK, Micron Technology MU, Nvidia NVDA, Broadcom AVGO, Advanced Micro Devices AMD, Taiwan Semiconductor TSM, Arista Networks ANET, Meta Platforms META and Microsoft MSFT.
The second quarter of 2026 will likely be remembered as one of the strongest periods for U.S. equities in recent memory.
2026-07-02
www.gsmarena.com
2026-07-02
GSMArena.com
At the SAFE Forum (Samsung Advanced Foundry Ecosystem), Samsung revealed its plans for future semiconductor nodes. Last year, the company unveiled the Exynos 2600, the first 2nm smartphone chip – this one was made on the SF2 node as Samsung calls it.
Next up is SF2P, which will reduce power consumption by 26% and raise clock speeds by 15%. The new node is only partially responsible for these impr
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Texas Instruments IncorporatedTXN shares have rallied 51.9% over the past three months, making the company one of the biggest winners in the semiconductor space. The stock has comfortably outperformed the broader Zacks Semiconductor – General industry’s 23.7% gain.
The rally has also outpaced major peers, including QUALCOMM IncorporatedQCOM, Broadcom Inc.AVGO and NVIDIA CorporationNVDA. Over the
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Forget Nvidia: Is Google Quietly About to Steal the Crown as the World’s Most Valuable Company?
Omor Ibne Ehsan
Thu, July 2, 2026 at 7:39 AM PDT 3 min read
NVDA
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GOOGL
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CRWV
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GOOG
-2.30%
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NVDA dropped 11% in June while GOOG's $4.31 trillion market cap quietly closes on NVDA's $4.85 trillion crown.
Google controls AI models
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
www.investing.com
2026-07-02
Investing.com
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2026-07-02
aapnews.aap.com.au
2026-07-02
aapnews.aap.com.au
– Investment of 5 billion euros strengthens manufacturing base for highly modern power semiconductors, creating 1,000 jobs in the "Smart Power Fab"
– Infineon chips enable energy-efficient solutions for automotive and industrial applications such as power supplies for AI data centers, renewable energy sources, power grids and software-defined vehicles
– Capacity ramp-up at double speed possible