Semiconductor News & Analysis Feed
4330 articles
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Prediction: This Will Be the Next AI Stock to Split (Hint: It's Not Micron or Sandisk)
Micah Zimmerman, The Motley Fool
Thu, July 2, 2026 at 6:20 AM PDT 5 min read
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It seems like everyone wants to talk about Nvidia when the conversation turns to artificial intelligence (AI) infrastructure. Fair enough. But there's a qu
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL | AAPL Price Prediction) wants to buy from is not yet on the US entity list, unlike YMTC, which already is.
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For Micron Technology (NASDAQ:MU), whose Mobile
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
Omor Ibne Ehsan
Thu, July 2, 2026 at 6:13 AM PDT 4 min read
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Apple is reportedly targeting Chinese fab CXMT for LPDDR5X memory, threatening Micron's $12 billion mobile segment despite its 85% gross ma
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-07-02
economictimes.indiatimes.com
2026-07-02
The Economic Times
Synopsis
German semiconductor giant Infineon opened a five-billion-euro ($5.7 billion) microchip plant Thursday, as Europe seeks to bolster its high-tech autonomy. "We all want to further strengthen Europe's position as a semiconductor hub," Infineon CEO Jochen Hanebeck said at the opening ceremony.
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German semiconductor giant Infineon opened a f
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (TSM) Stock Could Be Undervalued After Arizona Expansion
July 02, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Taiwan Semiconductor Manufacturing stock has delivered a very large 354.7% return over the past 3 years, and the latest valuation checks now point to a company that screens as undervalued on earn
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
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2026-07-02
Bangkok Post
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2026-07-02
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2026-07-02
Bangkok Post
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2026-07-02
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2026-07-02
Barron's
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2026-07-02
today.rtl.lu
2026-07-02
RTL Today
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www.rfi.fr
2026-07-02
RFI
Germany's Infineon opens major chip plant as EU seeks tech autonomy
Dresden (Germany) (AFP) – German semiconductor giant Infineon opened a five-billion-euro ($5.7 billion) microchip plant Thursday, as Europe seeks to bolster its high-tech autonomy.
Issued on: 02/07/2026 - 13:18
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An employee holds a 300mm wafer at the new Smart Power Fab of German semiconductor manufacturer Inf
2026-07-02
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2026-07-02
Investor's Business Daily
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
QUALCOMM (QCOM) Stock Just Lost Its Place In Several Russell Indices
Bailey Pemberton
Thu, July 2, 2026 at 4:10 AM PDT 4 min read
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QUALCOMM (NasdaqGS:QCOM) has been removed from multiple Russell growth and value indices.
The inde
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
The individuals were charged with fraud and money laundering for breaking U.S. export controls, even though they do not legally apply in Singapore.
2026-07-02
tomshardware.com
2026-07-02
Hassam Nasir
It seems like a never-before-seen engineering sample for AMD's last-gen Radeon RX 7900 XTX has just popped up online, featuring specs that indicate it's a binned down model.
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-02
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2026-07-02
LinkedIn
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Everyone's talking about AI chips. But what makes those chips powerful in the first place?
‘Without advanced packaging, there is no AI,’ says Audrey Charles, SVP, Advanced Packaging & President, Lam Capital.
In this episode of Voices From The Valley, Audrey expla
2026-07-02
www.just-auto.com
2026-07-02
Just Auto
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