Semiconductor News & Analysis Feed
1539 articles
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Micron Just Landed a Major Ford Deal. This Could Be a Game Changer for MU Stock.
Nauman Khan
Wed, July 8, 2026 at 7:20 AM PDT 3 min read
MU
+4.92%
F
+0.65%
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Micron Technology (MU) has been one of the market's biggest winners over the past year, and the chipmaker just added another catalyst. The company unveiled a new long-term memory supply agreement w
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Micron (MU) Is Considered a Good Investment by Brokers: Is That True?
Zacks Equity Research
Wed, July 8, 2026 at 6:30 AM PDT 4 min read
MU
+4.92%
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The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing
2026-07-08
seekingalpha.com
2026-07-08
Seeking Alpha
Nvidia reiterated Buy at BofA, firm sees 'compelling value multiple'
Jul 08, 2026, 9:25 AM ETNVIDIA Corporation (NVDA) StockGOOG, AMZN, META
, GOOGL
By: Chris Ciaccia, SA News Editor
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Robert Way
Nvidia (NVDA) was in the spotlight on Wednesday as Bank of America reiterated its Buy rating and $350 price target on the Jensen Huang-led firm, citing a “compelling value m
2026-07-08
autonews.gasgoo.com
2026-07-08
Gasgoo
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[Gasgoo Express] BYD Semiconductor BMS AFE Chip Shipments Exceed 100 Million Units; Official Denies Rumor That NEV Smart Driving Chip Localization Rate Must Not Be Lower Than 70%
BYD
[Gasgoo Express] BYD Semiconductor BMS AFE Chip Shipments Exceed 100 Million Units; Official Denies Rumor That NEV Smart Driving Chip Localization Rate Must Not Be Lower Than 70%
Edited by Taylor From Ga
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Ross Gerber Calls Michael Burry's Micron Short 'A Joke,' Says AI Demand Has MU in 'Epic Position To Profit'
Rishabh Mishra
Wed, July 8, 2026 at 4:31 AM PDT 6 min read
MU
+4.92%
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Gerber Kawasaki CEO Ross Gerber has publicly slammed "Big Short" investor Michae
2026-07-08
www.ad-hoc-news.de
2026-07-08
AD HOC NEWS
ANSYS Inc., US0357101090
ANSYS Inc. focuses on simulation software strength as investors assess long-term demand
Veröffentlicht: 08.07.2026 um 08:55 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
ANSYS Inc. continues to build on its position in engineering simulation software, as investors look at how digital design and virtual prototyping can support struc
2026-07-08
simplywall.st
2026-07-08
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Is Micron (MU) Quietly Rewriting Its Investment Story With Long-Term Auto Memory Deals?
July 08, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Micron Technology reported record quarterly revenue and outlined long-term supply agreements with General Motors and Ford to secure memory and storage for next‑generation, software‑h
2026-07-08
asiatimes.com
2026-07-08
Asia Times
China is using several methods to circumvent United States export controls on extreme ultraviolet (EUV) lithography machines, including developing its own machines and stacking artificial intelligence (AI) chips to boost their performance.
However, Washington suspects these may not be what Beijing has done alone. It says China may have already obtained an EUV machine from ASML through underground
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants
Alex Sirois
Tue, July 7, 2026 at 11:06 AM PDT 3 min read
MU
+5.44%
AAPL
+0.76%
NVDA
-0.14%
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Quick Read
Micron's gross margin exploded to 85% on 346% revenue growth while Apple raised MacBook and iPad prices up to 54% just to protect its margins.
Micron's forward P/E of 7 versus
2026-07-08
stocktwits.com
2026-07-08
Stocktwits
stocktwits.com
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
SK Hynix’s Offering Reportedly Oversubscribed Multiple Times Amid Prolonged Memory Stocks Sell-Off
SK Hynix’s Offering Reportedly Oversubscribed Multiple Times Amid Prolonged Memory Stocks Sell-Off · Stocktwits
Arnab Paul
Tue, July 7, 2026 at 10:25 AM PDT 3 min read
000660.KS
+5.30%
BABA
+2.41%
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The report added that around 1,000 institutional investors pa
2026-07-07
www.bloomberg.com
2026-07-07
Bloomberg.com
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2026-07-07
www.benzinga.com
2026-07-07
Benzinga
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Phillip Securities Raises Price Target For Micron Technology (MU)
Muhammad Ali Khalid
Tue, July 7, 2026 at 7:15 AM PDT 2 min read
MU
+7.75%
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Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the top 10 AI stocks that will skyrocket.
On June 29, Phillip Securities substantially increased its target price for the stock from $530 to $1,870, which now yields more th
2026-07-07
letsdatascience.com
2026-07-07
Let's Data Science
PRODUCTS & TOOLS
eda tools
chip design
synopsys
ansys
Synopsys Launches Multiphysics Fusion for Chip EDA
5 sources
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July 7, 2026
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By LDS Team
6.5
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Photo: s.yimg.com · rights & takedowns
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Synopsys made the first wave of Multiphysics Fusion solutions available on June 17, 2026, combining its AI-powered EDA tools with Ansys golden signoff analysis for timing, desig
2026-07-07
www.juve-patent.com
2026-07-07
JUVE Patent
The 21st Civil Chamber of Munich Regional Court has ruled that gallium nitride products offered by Chinese chip manufacturer Innoscience and its European distributor MEV Elektronik Service infringe another Infineon patent. The ruling marks the latest victory for the German semiconductor group in its patent enforcement campaign against Innoscience.
Under presiding judge Hubertus Schacht, the 21st
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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Micron Got Its Final Warning (Rating Downgrade)
Jul 07, 2026, 9:16 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockSSNLF, SKHY
Uttam Dey
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Micron is downgraded to sell after an 11-month, ~9-10x rally, with recent headwinds signaling a cyclical end to bullish momentum.
Despite strong Q3 results—reven
2026-07-07
www.zacks.com
2026-07-07
Zacks Investment Research
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2026-07-07
www.tradingkey.com
2026-07-07
TradingKey
Micron Technology (MU) trades at $984.75, down 22% from recent highs. Technically, the stock is in oversold territory, showing positive RSI divergence at key trendline support. Fundamental strength remains supported by a strategic AI partnership with Anthropic and 16 long-term agreements totaling $22 billion in revenue. While analysts maintain a strong buy rating with a $1,486 target, risks includ