Semiconductor News & Analysis Feed
4323 articles
2026-07-04
www.msn.com
2026-07-04
MSN
Record highs: Applied Materials stock surged after record earnings and bullish analyst targets, fueled by AI infrastructure spending.
Persistent shortages: Micron's CEO projects memory chip tightness beyond 2027, with HBM and DRAM supply unable to meet demand.
Market milestone: Global semiconductor revenues may near $1 trillion in 2026, driven largely by AI-related memory demand.
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
SK Hynix Stock’s Upcoming U.S. Listing Is a Sign the Memory Trade Could Soon Topple. 2 Ways to Profit from the Pain.
Rob Isbitts
Fri, July 3, 2026 at 9:00 AM PDT 6 min read
000660.KS
+5.30%
BABA
+11.05%
MU
+1.11%
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Trading disclosure
South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut
2026-07-04
www.barchart.com
2026-07-04
Barchart.com
A corporate sign for SK Hynix by Tada Images via Adobe Stock
South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut is tentatively scheduled for Friday, July 10.
If all goes according to plan, the company will raise a staggering $29 billion. That would make it the largest ADR listing in recorded market history,
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
www.aol.com
2026-07-03
AOL.com
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
DAVID MOADEL
Fri, July 3, 2026 at 10:18 PM GMT+8
0
Photo by Astrid Stawiarz/Getty Images
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extension above its 200-day MA since 1984.
Burry's SOXX ETF short a
2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
Intel confirms price increases for Core Ultra 200S Plus, Xeon 6 processors, cites market dynamics, rising costs, soaring demand.
2026-07-03
www.indexbox.io
2026-07-03
IndexBox
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2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 per share.
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
David Moadel
Fri, July 3, 2026 at 7:18 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
SOXX
+1.87%
AMAT
+2.89%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extensio
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Are We Paying Too Much for Applied Materials (AMAT)?
Soumya Eswaran
Fri, July 3, 2026 at 7:17 AM PDT 3 min read
AMAT
+2.89%
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Trading disclosure
Vltava Fund, a value-focused investment management company, published its investor letter for the second quarter of 2026. A copy of the letter can be downloaded here. The letter explores the growing role of AI and how certain facets
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Here we go again.
2026-07-03
news.google.com
2026-07-03
EE Times
2026-07-03
tomshardware.com
2026-07-03
Etiido Uko
Blackstone-owned QTS has withdrawn its final appeal for Virginia’s 22-million-square-foot Digital Gateway campus, ending the massive data center project.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Is It Worth Investing in Applied Materials (AMAT) Based on Wall Street's Bullish Views?
Zacks Equity Research
Fri, July 3, 2026 at 6:30 AM PDT 4 min read
AMAT
+2.89%
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Trading disclosure
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-si
2026-07-03
autonews.gasgoo.com
2026-07-03
Gasgoo
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[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Gasgoo
[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Edited by Betty From Gasgoo
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July 3 , 2026 21:29 BJT
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OEM Trends | OEM Tr
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
Tech Industry
SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead
News
By Jowi Morales
Published July 3, 2026
Memory chip manufacturers are discouraging the government from meddling with the industry.
(Image credit: Getty Ima
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Memory chip manufacturers are discouraging the government from meddling with the industry.
2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Applied Materials Stock Remains Attractive as Growth Accelerates
Faisal Humayun Khan
Fri, July 3, 2026 at 6:00 AM PDT 3 min read
AMAT
+2.89%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) stock has delivered stellar returns of 211% in the last 52 weeks. This rally has been supported by structural tailwinds for
2026-07-03
news.google.com
2026-07-03
Barron's