Semiconductor News & Analysis Feed
109 articles
2026-07-09
kfgo.com
2026-07-09
The Mighty 790 KFGO
July 9 (Reuters) – Micron Technology said on Thursday it plans to invest more than $250 billion in the U.S. through 2035, driven by surging demand for memory chips in the AI era and President Donald Trump’s push to bolster domestic chip production.
The new investment plan represents a jump from the $200 billion that Micron announced last June, which was already increased by $30 billion from its
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
It’s been brutal to be a semiconductor investor lately, with the iShares Semiconductor ETF (NASDAQ:SOXX) tanking 11% in the past week and around 16% from all-time highs seen at the end of June. At this pace, it feels like a bear market is unavoidable, but before you hit the panic button, I’d argue that the latest correction is nothing all too out of the ordinary, especially when you consider the m
2026-07-08
tomshardware.com
2026-07-08
Hassam Nasir
The creator of DLSS Swapper is warning against using random DLLs that claim to fix issues pertaining to DLSS, FSR, or XeSS, even if said file is available on the app's GitHub repo.
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
The artificial intelligence (AI) revolution has been led by semiconductor stocks, as chipmakers are the vehicles that enable AI. Chip stocks have been the hottest on the market through the AI boom, but there has been some pullback this year as investors are concerned about high valuations and whether huge investments are actually paying off for some companies.
Investors hesitant to jump into AI s
2026-07-08
kfgo.com
2026-07-08
The Mighty 790 KFGO
By Kane Wu
SINGAPORE, July 8 (Reuters) – SK Hynix will close bookbuilding for its $28 billion offering of American depositary receipts (ADRs) on Wednesday U.S. time, as orders have already covered its books multiple times, said a source with knowledge of the matter.
Underwriters of the South Korean chipmaker’s offering, one of the world’s largest new share sales ever, told investors books woul
2026-07-07
news.google.com
2026-07-07
24/7 Wall St.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Forget Nvidia: AMD Might Close the Gap Faster Than Anyone on Wall Street Expects
Omor Ibne Ehsan
Mon, July 6, 2026 at 10:55 AM PDT 4 min read
AMD
+0.25%
NVDA
+3.65%
META
-2.02%
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Trading disclosure
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AMD's Data Center revenue accelerated to 57% YoY growth as NVDA absorbs a $4.6 billion China revenue hole and $119 billion in supply commitments.
Meta and OpenAI ea
2026-07-04
kfgo.com
2026-07-04
The Mighty 790 KFGO
July 4 (Reuters) – SK Hynix is considering paying about 0.5% of the proceeds from its U.S. listing to banks working on the deal, Bloomberg News reported on Saturday citing people familiar with the matter.
• The South Korean chipmaker has indicated it could issue up to 2.5% of its outstanding shares, although the final size of the offering has not been determined, the report said.
• SK Hyni
2026-07-04
tomshardware.com
2026-07-04
Hassam Nasir
Brand Twitter might actually be enjoyable for once.
2026-07-04
news.google.com
2026-07-04
NAI500
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Auto/NYSE:GM
Micron–GM Chip Supply Pact For Software-Defined Vehicles Might Change The Case For Investing In GM (GM)
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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On 1 July 2026, Micron Technology announced it had entered a long-term Strategic Customer Agreement with General Motors to secure U.S.-based supply of key automotive memory and storage components,
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Missed Out on Nvidia? This AI Energy Stock Might Be the Next Big Winner.
Courtney Carlsen, The Motley Fool
Wed, July 1, 2026 at 8:22 AM PDT 3 min read
NVDA
+0.71%
FLNC
-9.09%
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Trading disclosure
Since the release of ChatGPT in November 2022, Nvidia stock has surged by over 1,090%, helping make it one of the most valuable artificial intelligence (AI) stocks around. Now hy
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Since the release of ChatGPT in November 2022, Nvidia stock has surged by over 1,090%, helping make it one of the most valuable artificial intelligence (AI) stocks around. Now hyperscalers are facing bottlenecks in power and equipment and are scrambling to secure reliable energy.
One company making headlines in recent weeks for its partnership with Nvidia to power next-generation AI factories is
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
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2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Electronic Equipment and Components/NYSE:KEYS
Integrated GaN MMIC Design Breakthrough Might Change The Case For Investing In Keysight Technologies (KEYS)
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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On 30 June 2026, WIN Semiconductors and Keysight Technologies announced a joint GaN MMIC design workflow that links on-chip simulations, 3D layout checks, and
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Investors initially cheered the report, but the enthusiasm faded.
The fantastic results might be unsustainable, but investors can celebrate while it lasts.
*Stock prices used were the afternoon prices of June 25, 2026. The video was published on June 27, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and the Mi
2026-06-30
www.autonews.com
2026-06-30
Automotive News
The surge in artificial intelligence infrastructure spending has triggered a DRAM memory chip shortage that is rippling through the auto industry. AI companies are outbidding virtually every other sector for supply, leaving automakers to navigate hundreds of millions of dollars in reported losses and an uncertain timeline for relief, said Kushal Fernandes, a partner at Kearney.
The auto industry,
2026-06-30
www.autonews.com
2026-06-30
Automotive News
The surge in artificial intelligence infrastructure spending has triggered a DRAM memory chip shortage that is rippling through the auto industry. AI companies are outbidding virtually every other sector for supply, leaving automakers to navigate hundreds of millions of dollars in reported losses and an uncertain timeline for relief, said Kushal Fernandes, a partner at Kearney.
The auto industry,