Semiconductor News & Analysis Feed
4327 articles
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of spending on AI
2026-07-03
markets.financialcontent.com
2026-07-03
FinancialContent
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
By:
StockStory
July 02, 2026 at 16:05 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fea
2026-07-03
www.tradingview.com
2026-07-03
TradingView
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Stock Story
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Seagate, Kulicke and Soffa, and Lam Research Shares Plummet, What You Need To Know
Seagate, Kulicke and Soffa, and Lam Research Shares Plummet, What You Need To Know
3 min read
STX
+3.91%
KLIC
−1.55%
LRCX
+2.15%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be co
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
The Bull Case For Micron Technology (MU) Could Change Following GM Long-Term Auto Memory Supply Deal
Sasha Jovanovic
Thu, July 2, 2026 at 12:14 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
In late June 2026, Micron Technology signed a long-term Strategic Customer Agreement with General Motors to supply LPDRAM, NOR and UFS NAND memory and storage for current and next-generat
2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGM:CAMT
Why Camtek (CAMT) Is Down 7.5% After Securing $105 Million In New AI-Linked Orders
July 03, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Camtek announced over US$105 million in new multi-system orders, including US$55 million tied to AI applications and US$50 million for its Hawk inspection platforms supporting advanc
2026-07-03
www.cnbc.com
2026-07-03
CNBC
While investors and businesses spent the early days of April 2025 fretting over the future of global trade and the economy, President Donald Trump was busy buying into the stock market sell-off he created.
Trump made 327 stock purchases on April 8, 2025, according to a CNBC analysis of the president’s annual financial disclosure for 2025 that includes trades, income and liabilities and was releas
2026-07-03
www.cnbc.com
2026-07-03
CNBC
While investors and businesses spent the early days of April 2025 fretting over the future of global trade and the economy, President Donald Trump was busy buying into the stock market sell-off he created.
Trump made 327 stock purchases on April 8, 2025, according to a CNBC analysis of the president’s annual financial disclosure for 2025 that includes trades, income and liabilities and was releas
2026-07-03
pulse2.com
2026-07-03
Pulse 2.0
SK Hynix announced plans to invest 100 trillion won, or about $64.38 billion, to build new chip plants in South Korea as part of a broader investment push tied to the growth of artificial intelligence, according to Reuters.
The company said the projects will be based in Cheongju, a city in central South Korea. And the plans include 80 trillion won for a new NAND memory chip factory by 2029 and 20
2026-07-03
www.techpowerup.com
2026-07-03
TechPowerUp
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2026-07-03
www.scmr.com
2026-07-03
Supply Chain Management Review
(Photo: Getty Images)
As AI-driven demand, geopolitical volatility, and massive capital requirements collide, semiconductor supply chains are becoming a blueprint for how capital-intensive industries must rethink long-range planning, risk-sharing, and capacity strategy in an era where market conditions can shift faster than infrastructure can be built.
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Infineon completes €570m ams Osram sensor portfolio acquisition
Infineon said the portfolio will be incorporated into its newly established Edge Systems division. Credit: Kittyfly / Shutterstock.com · Just Auto · Kittyfly / Shutterstock.com
GlobalData
Thu, July 2, 2026 at 10:21 AM PDT 2 min read
IFX.DE
-0.75%
AMS.SW
-1.93%
Germany-based Infineon Technologies has completed its acquisition of the n
2026-07-03
hothardware.com
2026-07-03
HotHardware
NVIDIA Disrupts Tech Supply Chain With New GPU Revenue Sharing Model
by Tim Sweezy — Thursday, July 02, 2026, 01:05 PM EDT
Comments
NVIDIA is trying something new in the AI infrastructure race, and it goes beyond simply shipping more hardware. The company has rolled out a credit support and revenue sharing model, that could reshape how emerging AI cloud providers get their hands on serious amo
2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
SK hynix announces major plan to spend $712.5 billion in its operations in South Korea, but the only detailed investments are spendings on a new NAND fab and a packaging facility.
2026-07-03
www.tradingkey.com
2026-07-03
TradingKey
On July 2, Eastern Time, U.S. markets diverged as AI hardware stocks retreated, causing the Nasdaq and Philadelphia Semiconductor Index to decline while the Dow hit a record high. BofA Securities attributes current volatility to supply-demand imbalances but remains optimistic due to strong underlying economic fundamentals. The market's growth leadership is shifting from mega-cap tech toward pro-cy
2026-07-03
www.just-auto.com
2026-07-03
Just Auto
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears
David Moadel
Thu, July 2, 2026 at 9:02 AM PDT 4 min read
BAC
-2.33%
MU
+0.83%
STX
+2.49%
SNDK
+4.97%
WDC
+2.88%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Shares of SanDisk plunged 11%, Seagate slid 7%, and Micron dropped 4%, extending back-to-back losses as the memory sector trimed its extraordinary 2
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
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2026-07-02
engineerlive.com
2026-07-02
Engineer Live
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2026-07-02
www.aol.com
2026-07-02
AOL.com
Applied Materials Is Silently Powering the AI Boom. Here's Why.
MARC GUBERTI, THE MOTLEY FOOL
Thu, July 2, 2026 at 11:36 PM GMT+8
0
Key Points
Chipmakers need essential equipment to make their chips. That's where Applied Materials comes into play.
Revenue guidance of 30% growth in 2026 suggests a meaningful acceleration from recent results.
Applied Materials has maintained high profit margins,
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Key Points
Chipmakers need essential equipment to make their chips. That's where Applied Materials comes into play.
Revenue guidance of 30% growth in 2026 suggests a meaningful acceleration from recent results.
Applied Materials has maintained high profit margins, so rising revenue will translate into higher profits.
10 stocks we like better than Applied Materials ›
Nvidia and Micron Technolo