Semiconductor News & Analysis Feed
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2026-07-03
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2026-07-03
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Qualcomm (QCOM) Shares Are Trading Lower Today
Jabin Bastian
Thu, July 2, 2026 at 6:16 PM PDT 2 min read
QCOM
+1.96%
SPCX
-0.78%
Explore stocks on Coinbase
Trading disclosure
Why Qualcomm (QCOM) Shares Are Trading Lower Today
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.5% in the afternoon session after Elon Musk denied reports that SpaceX was developing an AI dev
2026-07-03
eciks.org
2026-07-03
eciks.org
Micron signs long-term memory supply deal with General Motors
Published on 2 July 2026 at 9:06 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 95 times
© Micron signs long-term memory supply deal with General Motors
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Micron Technology and General Motors announced a Strategic Customer Agreement on July 1, 2026, securing a long-term supply of memory and storage p
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
Memory’s wild ride.
Micron’s earnings.
Meta and prediction markets.
Can Zuckerberg innovate?
Alphabet joins the Dow
Why the Dow doesn’t matter.
To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest
2026-07-03
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2026-07-03
Seoul Economic Daily
2026-07-03
en.sedaily.com
2026-07-03
Seoul Economic Daily
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2026-07-03
Stocktwits
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2026-07-03
www.digitimes.com
2026-07-03
digitimes
Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital injection into its US subsidiary TSMC Arizona.
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Micron (MU) Stock Is Falling Today
Anthony Lee
Thu, July 2, 2026 at 5:36 PM PDT 4 min read
MU
+1.11%
000660.KS
-5.68%
005930.KS
-6.25%
Trade MU on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) fell 6.9% in the afternoon session after a class-action lawsuit, significant insider selling, and a broader sector-wide selloff prompted investors to take pr
2026-07-03
www.thestreet.com
2026-07-03
thestreet.com
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.
2026-07-03
digitimes.com
2026-07-03
South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip de
2026-07-03
digitimes.com
2026-07-03
China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.
2026-07-03
eetimes.com
2026-07-03
Pablo Valerio
SK hynix is set to invest $713 billion to expand its semiconductor manufacturing capacity in South Korea and is plans a Nasdaq listing.
2026-07-03
digitimes.com
2026-07-03
Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital injection into its US subsidiary TSMC Arizona.
2026-07-03
digitimes.com
2026-07-03
As South Korea moves to accelerate a new semiconductor cluster in the country's southwest, ruling-party officials have returned to one comparison: Kumamoto.
2026-07-03
digitimes.com
2026-07-03
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
2026-07-03
digitimes.com
2026-07-03
SK Hynix plans to invest KRW100 trillion (approx. US$64.38 billion) to build new NAND memory chip and advanced packaging facilities in Cheongju, betting that AI demand will keep tightening supply for storage and server memory.
2026-07-03
digitimes.com
2026-07-03
Renesas Electronics has completed the sale of its timing device business to US fabless semiconductor specialist SiTime, tightening its portfolio around AI servers, electric vehicles, embedded computing and software-led chip design.