Semiconductor News & Analysis Feed
273 articles
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
2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Stock And 2 AI Chip Picks Backed By Data Center Demand
July 07, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Semiconductor and artificial intelligence stocks are back in the spotlight, with market attention pulled toward AI chip demand, record index levels, and a tight focus on inflation and Treasury yields. For investors trying t
2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Auto Components/NasdaqGS:MBLY
NVIDIA Stock And 2 Cash Flow Picks Worth A Closer Look
July 07, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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With central banks managing currencies carefully, bond yields adjusting, and growth signals mixed across regions, many investors are looking for assets that are grounded in actual cash being generated by businesses rather than
2026-07-07
digitimes.com
2026-07-07
Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor production, a new round of competition has arisen across the US to attract investment. For Taiwan's electronics sector, the question is no longer whether to invest in the US, but which state to choose.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the Whole AI Stack
Ananya Gairola
Mon, July 6, 2026 at 4:31 PM PDT 6 min read
NVDA
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Venture capitalist Jason Cal
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Vultr Picks Hewlett Packard Enterprise (HPE) and NVIDIA to Build Its Next-Gen AI Data Centers
Abdul Rahman
Mon, July 6, 2026 at 12:44 PM PDT 2 min read
HPE
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Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 17, Hewlett Packard Enter
2026-07-07
news.google.com
2026-07-07
BNN Bloomberg
2026-07-06
news.google.com
2026-07-06
Deccan Herald
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-07-06
digitimes.com
2026-07-06
Anthropic's reported move into in-house chip development could matter well beyond Silicon Valley if it helps lower the cost of running AI services worldwide. By prioritizing cheaper inference rather than elite performance, the startup may be signaling a more pragmatic path that could influence how global AI systems are built and priced.
2026-07-06
digitimes.com
2026-07-06
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after its Tesla win, according to Seoul Economic Daily. The potential orders could push Samsung Foundry toward profitability sooner than expected, with industry sources estimating its medium- to long-term order backlog co
2026-07-06
news.google.com
2026-07-06
Insider Monkey
2026-07-06
news.google.com
2026-07-06
simplywall.st
2026-07-05
tomshardware.com
2026-07-05
Etiido Uko
Alibaba banned Claude Code after an alleged hidden China-detection code was found, prompting staff to switch to Qoder as its feud with Anthropic deepens.
2026-07-04
www.sammobile.com
2026-07-04
SamMobile
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Samsung AI Solutions being discussed during SFF 2024 event - Source: Samsung Foundry
It is being reported that Samsung Foundry is in talks with Anthropic and Meta to manufacture their AI chips. Both companies are developing in-house AI accelerators, and Samsung could help fabricate those chips using its cutting-edge 2n
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
Samsung Electronics' foundry business is rapidly emerging as the production base for global Big Tech companies' application-specific integrated circuits (ASICs), positioning itself as a key player in the artificial intelligence (AI) semiconductor market. With Meta and Anthropic selecting Samsung's 2-nanometer (nm) process as their next-generation AI chip production partner, Samsung's foundry divis
2026-07-04
digitimes.com
2026-07-04
Fabless chip designers dominate the upper ranks of Taiwan's newly disclosed non-managerial employee pay data for fiscal year 2025, with only two capital-intensive manufacturers — TSMC and memory-testing equipment maker Phison — breaking into the top tier typically reserved for asset-light IC design houses.
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
Samsung Electronics (005930) has entered final-stage negotiations with Anthropic, the developer of generative AI model Claude, to produce next-generation AI semiconductors. If the deal is finalized, adding another marquee customer alongside Tesla, Nvidia, and Apple, it would signal a full turnaround for Samsung's foundry business, which has struggled in recent years.
2026-07-03
www.thelec.net
2026-07-03
thelec.net
Samsung Electronics logo. (Source: Samsung Electronics)
Samsung Electronics is reportedly in discussions with North American artificial intelligence (AI) company Anthropic to manufacture its custom AI chips through Samsung's foundry business. The chips are expected to use Samsung's leading-edge 2-nanometer (2nm) process technology.
According to The Information, citing multiple sources on July 2
2026-07-03
www.chaincatcher.com
2026-07-03
链捕手ChainCatcher
Anthropic is developing its own chips and, like Musk, has chosen Samsung over TSMC.
The Information cites three informed sources stating that Anthropic has initiated early work on self-developed AI chips and is discussing with Samsung to manufacture the chips using the latter's advanced 2nm process and packaging technology.
The aforementioned sources said that Anthropic is also determining the c