Semiconductor News & Analysis Feed
4327 articles
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
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
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock saw gains in June connected to its fiscal Q3 report.
The company posted quarterly results that crushed Wall Street's expectations, and it also issued strong guidance.
Micron stock has pulled back from the lifetime high it reached last month.
10 stocks we like better than Micron Technology ›
Micron(NASDAQ: MU) booked another month of monster gains in June, rising 18.9%
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock saw gains in June connected to its fiscal Q3 report.
The company posted quarterly results that crushed Wall Street's expectations, and it also issued strong guidance.
Micron stock has pulled back from the lifetime high it reached last month.
10 stocks we like better than Micron Technology ›
Micron(NASDAQ: MU) booked another month of monster gains in June, rising 18.9%
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Micron Stock Skyrocketed Last Month But Is Plummeting in July
Keith Noonan, The Motley Fool
Fri, July 3, 2026 at 4:46 AM PDT 4 min read
MU
+1.11%
^GSPC
-0.28%
NVDA
+3.65%
^IXIC
+0.20%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) booked another month of monster gains in June, rising 18.9% across the month. Meanwhile, the S&P 500 fell roughly 1.1%%, and the Nasdaq Composite
2026-07-03
evertiq.com
2026-07-03
Evertiq
© MIcron
Business | July 03, 2026
Micron and General Motors sign long-term memory supply agreement
Evertiq
Micron Technology and General Motors have signed a Strategic Customer Agreement to secure a long-term, reliable supply of memory and storage products for GM's vehicle production. The agreement covers LPDRAM, NOR and UFS NAND products, according to a press release from Micron.
Beyond the comm
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Micron
(
MU
5.68%
)
booked another month of monster gains in June, rising 18.9% across the month. Meanwhile, the
S&P 500
fell roughly 1.1%%, and the
Nasdaq Composite
declined 2.8%.
Micron stock saw big gains in the lead-up to its quarterly report on June 24 amid strong demand indicators for the
artificial intelligence
(AI) memory chip market, and the company's blowout results for the third quarter
2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
Intel reportedly solves one of the key issues that plagued its 18A process technology, but others may still be there.
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
__fail__
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
2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
www.tradingkey.com
2026-07-03
TradingKey
On July 3, South Korean stocks rallied as Samsung Electronics reported significant progress in its foundry division. Driven by a 2nm yield improvement to the mid-50% range, Samsung is attracting major AI clients to diversify away from TSMC’s capacity-constrained landscape. Meta is reportedly considering a 10 trillion won order for custom AI chips, while Anthropic is in talks regarding a partnershi
2026-07-03
finance.biggo.com
2026-07-03
finance.biggo.com
The benefits of the semiconductor supercycle are spreading to the backend industry, with inspection equipment component maker TSE emerging as a standout in the probe card market for High Bandwidth Memory (HBM). The company's strategic shift from a NAND flash-centric portfolio to HBM has become the key driver simultaneously lifting its stock price and earnings outlook.
2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Singaporean scientists outfitted remote-controlled cockroaches with scuba suits in a bid to use them in rescue operations and explore extreme environments like Mars.
2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Jim Cramer Explains Why You Need to Own NVIDIA Now
Syeda Seirut Javed
Fri, July 3, 2026 at 10:44 AM PDT 2 min read
NVDA
+3.65%
TSLA
-2.19%
AVGO
+4.83%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Discussing stocks that have declined in th
2026-07-03
www.newelectronics.co.uk
2026-07-03
New Electronics
www.newelectronics.co.uk
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