Semiconductor News & Analysis Feed
4821 articles
2026-07-23
qz.com
2026-07-23
qz.com
White House Office of Science and Technology Policy Director Michael Kratsios accused China's Moonshot AI on Wednesday of stealing from Anthropic's Fable model and acquiring banned Nvidia $NVDA chips to build its Kimi K3 system.
According to a post Kratsios published on X $TWTR, Moonshot "developed a sophisticated internal platform to conduct large scale distillation against U.S. models, allowing
2026-07-23
seekingalpha.com
2026-07-23
Seeking Alpha
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TSMC Q2 Earnings Call: What It Means For SMH
Jul 22, 2026, 1:00 PM ETTSM, SMH, SMHX
VanEck
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TSMC Q2 2026: revenue up 36% YoY to $40.2B; net income surged 77.4% to a new record high.
Gross margin hit 67.7%, topping guidance, with advanced technologies at 77% of total wafer revenue.
Full-year 2
2026-07-23
www.benzinga.com
2026-07-23
Benzinga
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2026-07-23
seekingalpha.com
2026-07-23
Seeking Alpha
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Micron: The Other Shoe Won't Drop
Jul 22, 2026, 12:05 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
The Techie
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Micron Technology, Inc. remains a volatile but fundamentally strong AI-driven memory leader, with persistent HBM shortages driving its recent surge.
Despite recent c
2026-07-23
www.cnbc.com
2026-07-23
CNBC
2026-07-22
ts2.tech
2026-07-22
TechStock²
22 JULY 2026
NASDAQ:MU·STOCK MARKET ·NASDAQ:MU
2 MINS READ
MICRON (NASDAQ:MU) SHARES JUMP 12% AS AI-DRIVEN MEMORY PRICES COME UNDER SCRUTINY
BY MICHAŁ ROGUCKI
NEW YORK, July 22, 2026, 11:15 a.m. (EDT)
U.S. markets traded as scheduled, with Micron hovering around $968 following a 12.2% surge on Tuesday.
The action increased the total by about $119 billion, surpassing approximately $100 billion
2026-07-22
seekingalpha.com
2026-07-22
Seeking Alpha
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SK hynix: Riding The Revolutionary AI Wave
Jul 22, 2026, 11:16 AM ET
SK hynix Inc. (SKHY) Stock
The J Thesis
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SK hynix Inc. is initiated with a Strong Buy rating, citing significant undervaluation and AI-driven growth potential.
SKHY trades at a 3.6x forward Price to Sales, only a 9% premium to the se
2026-07-22
www.hpcwire.com
2026-07-22
HPCwire
www.hpcwire.com
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2026-07-22
www.mobihealthnews.com
2026-07-22
MobiHealthNews
www.mobihealthnews.com
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2026-07-22
www.ad-hoc-news.de
2026-07-22
Ad-hoc-news.de
Ams, Osram’s
Ams Osram’s €570m Infineon Windfall Sets the Stage for a Pivotal Q2 Report
Published on 07/22/2026 at 16:12 | Redaktion boerse-global.de
Ams Osram closes €570M sensor sale to Infineon, reduces debt via asset disposals and bond refinancing, while pivoting to photonics and AI tech.
Ams Osram’s €570m Infineon Windfall Sets the Stage for a Pivotal Q2 Report Illustration mit AI erstellt
2026-07-22
2026-07-22
za.investing.com
2026-07-22
Investing.com South Africa
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2026-07-22
ng.investing.com
2026-07-22
Investing.com Nigeria
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2026-07-22
www.qualcomm.com
2026-07-22
Qualcomm
2026-07-22
www.ad-hoc-news.de
2026-07-22
Ad-hoc-news.de
Texas Instruments, US8825081040
TXN stock trades steady as Texas Instruments balances softer Q2 demand with ongoing investments
Published on 07/22/2026 at 15:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
TXN stock reflects a mixed backdrop as Texas Instruments navigates weaker near-term demand, steady margins, and continued capital spending, while investors weigh Q2 20
2026-07-22
ca.investing.com
2026-07-22
Investing.com Canada
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2026-07-22
news.google.com
2026-07-22
Investing.com
2026-07-22
www.trefis.com
2026-07-22
Trefis
What Qualcomm Stock Does When The Market Panics
July 22nd, 2026 · by Trefis Team
QCOM
YTD
+2.5%
SPY
YTD
+10.0%
QQQ
YTD
+15.6%
Analyze QCOM →
Its AI future looks bright, but its history in market shocks is a different story. Could you stomach the ride?
After a sharp 23% drop over the past month, it is tempting to see
Qualcomm (QCOM)
as a bargain. This is, after all, a semiconductor leader at the he
2026-07-22
dallasinnovates.com
2026-07-22
Dallas Innovates
2026-07-22
news.google.com
2026-07-22
scanx.trade