Semiconductor News & Analysis Feed
22478 articles
2026-07-03
www.bloomberg.com
2026-07-03
Bloomberg.com
To continue, please click the box below to let us know you're not a robot.
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy.
For inquiries related to this message please contact our support team and provide the reference ID below.
Get the most important global
2026-07-03
www.prnewswire.com
2026-07-03
PR Newswire
Direxion Readies Launch of SKHL, 2X Daily Exposure to SK hynix
NEWS PROVIDED BY
Direxion
Jul 02, 2026, 13:36 ET
SHARE THIS ARTICLE
SKHL Builds on Direxion's Leadership in Leveraged & Inverse Semiconductor ETFs
NEW YORK, July 2, 2026 /PRNewswire/ -- Direxion, a leading provider of ETFs for tactical traders, has filed with the U.S. Securities and Exchange Commission to launch the Direxion
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Direxion Readies Launch of SKHL, 2X Daily Exposure to SK hynix
PR Newswire
Thu, July 2, 2026 at 10:36 AM PDT 5 min read
000660.KS
-5.68%
SKHY
SKHL Builds on Direxion's Leadership in Leveraged & Inverse Semiconductor ETFs
NEW YORK, July 2, 2026 /PRNewswire/ -- Direxion, a leading provider of ETFs for
2026-07-03
www.securitysystemsnews.com
2026-07-03
Security Systems News
VERKADA, NVIDIA PARTNER TO ADVANCE PHYSICAL AI CAPABILITIES
Suppliers
SSN Staff
Updated 12:31 PM CDT, Thu July 2, 2026
SAN MATEO, Calif.—Verkada has announced a collaboration with NVIDIA aimed at accelerating the development and deployment of physical artificial intelligence (AI) technologies across the built environment, while also revealing that NVIDIA has made a strategic investment in the
2026-07-03
newsletter.semianalysis.com
2026-07-03
SemiAnalysis
EMIB-T Roadmap, Custom HBM, HBM4 Packaging Challenges, Microfluidic Cooling, Photonic Interconnects, and More
ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, Microsoft
AFZAL AHMAD, DC, GERALD WONG, AND DYLAN PATEL
JUL 03, 2026
∙ PAID
96
1
6
Share
As transistor density scaling has slowed, advanced packaging has become the primary scaling vector. However, AI acceler
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
NVIDIA Unveils New AI Compute Model, But Michael Burry is Shorting Its Stock
Luis Blanco
Thu, July 2, 2026 at 10:23 AM PDT 4 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Jim Cramer Nvidia buy call as chipmaker disputes 2028 AI delay claims. Photo by BeInCrypto
NVIDIA is expanding its AI infrastructure business with a new model designed to accelerate the deployment of computing
2026-07-03
www.goshennews.com
2026-07-03
Goshen News
__fail__
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
www.ajc.com
2026-07-03
Atlanta Journal-Constitution
Rivian announced Thursday it has expanded its expectations for how many electric vehicles it will deliver to customers this year.
The California-based automaker, which is in the process of building an EV factory an hour east of Atlanta, increased its 2026 delivery outlook by 3,000 vehicles. The automaker said increasing its delivery guidance for the year to 65,000 to 70,000 vehicles was prompted
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
SK Hynix (KOSE:A000660) Stock Looks Undervalued Despite Very Large Returns
Bailey Pemberton
Thu, July 2, 2026 at 10:08 AM PDT 3 min read
A000660
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
SK hynix stock has delivered very large gains over the past three years, yet the
2026-07-03
news.google.com
2026-07-03
U.S. News - Money
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
www.tradingview.com
2026-07-03
TradingView
News
/
Reuters
/
Innoscience Says Infineon Removes Court-Enjoined Gan Products From Electronica China 2026 Booth
Innoscience Says Infineon Removes Court-Enjoined Gan Products From Electronica China 2026 Booth
Refinitiv
Start a free trial to read this news
30-day free trial
Compare charts
Analyze on Supercharts
Latest news
ReutersRefinitiv
Cash App parent settles states' probe over fraud
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Microsoft vs. Nvidia: Which Is the Better AI Stock to Own for the Next 3 Years?
Justin Pope, The Motley Fool
Thu, July 2, 2026 at 10:03 AM PDT 4 min read
MSFT
-1.41%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its ha
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Microsoft (
MSFT
1.42%
) and Nvidia (
NVDA
+3.74%
) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its hand in every tech market segment, especially anything involving enterprise customers. Meanwhile, Nvidia has become the de facto leader in GPU chips used in AI data centers.
Both stocks have made investors very wealthy over t
2026-07-03
www.trefis.com
2026-07-03
Trefis
Synopsys Stock Has Pulled Back, But Is It a Bargain or a Trap?
The chip design giant has a history of rewarding investors who buy its shares on weakness, but the price of admission remains high.
Synopsys (SNPS) is at the center of the AI chip storm, building the complex digital blueprints for the next generation of silicon. The company is digesting its significant acquisition of Ansys, pushing t
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Sanjay Mehrotra sat with Jim Cramer on June 30, 2026 and said the quiet part out loud about the AI memory boom. “Even our customers could not forecast this demand.” Coming from the CEO whose company sells the memory going into every AI accelerator, that is quite the admission. And it explains why Micron Technology (NASDAQ:MU | MU Price Prediction) is now writing checks on a scale the semiconductor
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron’s CEO Says Even His Own Customers Couldn’t See This Coming. Now He’s Spending $200 Billion
Omor Ibne Ehsan
Thu, July 2, 2026 at 9:42 AM PDT 4 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Quick Read
Micron (MU) absorbed a $5.83B net loss in FY2023, invested $10B into capacity anyway, and now guides a single quarter to $50B in revenue.
Mehrotra says Micron can only fill 50% to
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the artificial intelligence boom matures, investors must decide between proven giants and emerging specialized players. Comparing Broadcom (
AVGO
+5.12%
) and Navitas Semiconductor (
NVTS
6.22%
) reveals two very different paths to potential long-term returns.
Collapse
AVGO & NVTS: Performance Comparison
AVGO (Broadcom)
NVTS (Navitas Semiconductor)
YTD
1M
3M
6M
1Y
5Y
Key Financial Metrics
AVGO
2026-07-03
www.autonews.com
2026-07-03
Automotive News
DRESDEN, Germany — Infineon opened a €5 billion ($5.7 billion) semiconductor factory here July 2, in one of Europe’s biggest efforts to expand domestic production as demand grows for chips used in electric vehicles and artificial intelligence.
Ram’s rise puts Stellantis on pace to break 7-year streak of lower sales
The Ford Bronco outsold the Wrangler for the first time in a quarter since the SU