Semiconductor News & Analysis Feed
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2026-07-02
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2026-07-02
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2026-07-02
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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
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials Is Silently Powering the AI Boom. Here's Why.
Marc Guberti, The Motley Fool
Thu, July 2, 2026 at 8:36 AM PDT 3 min read
AMAT
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MU
+0.87%
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Trading disclosure
Nvidia and Micron Technology have drawn significant investor attention as they power AI infrastructure, but savvy investors may also want to turn some of that attention to Applied M
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Nvidia and Micron Technology have drawn significant investor attention as they power AI infrastructure, but savvy investors may also want to turn some of that attention to Applied Materials (
AMAT
+4.25%
). Applied Materials doesn't make chips, but it designs vital equipment that chipmakers use to create their chips.
In short, Applied Materials is an enabler of chipmakers, but that's not the only
2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron Technology Inc (MU) moved down by 4.27%. The Technology Equipment sector is down by 1.71%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 4.27%; SanDisk Corporation (SNDK) down 9.98%; NVIDIA Corp (NVDA) down 0.80%.
Micron Technology is experiencing notable downward pressure and heightened intraday volatility as investors eng
2026-07-02
wimz.com
2026-07-02
Classic Rock 103.5 WIMZ
By James Davey
LONDON, July 2 (Reuters) – Higher prices for smartphones, laptops and other electronics are inevitable later this year due to a global memory chip shortage, the boss of Currys, Britain’s biggest consumer electricals retailer, warned on Thursday.
Chief Executive Alex Baldock said AI and data centres were eating up the world’s supply of silicon.
“Less (is) left over for the likes
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Innoscience Secures Removal of Court-Enjoined Infineon GaN Products from Display at electronica China 2026
PR Newswire
Thu, July 2, 2026 at 8:09 AM PDT 3 min read
IFX.DE
-0.75%
2577.HK
+2.34%
SHANGHAI, July 2, 2026 /PRNewswire/ -- Infineon Technologies was forced to remove certain gallium nitride (GaN
2026-07-02
www.datacenterdynamics.com
2026-07-02
Data Center Dynamics
Nvidia is supporting neocloud customers in purchasing its AI chips.
The chip designer is acting as a financial backstop for companies in exchange for a share in their revenue.
– Sebastian Moss
The backstop sees Nvidia agreeing to rent back unused GPUs at a fixed rate. Firmus and Sharon AI are among the first companies to have adopted the offer.
Firmus is deploying 170,000 GPUs in Batam, Indone
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff
Vandita Jadeja
Thu, July 2, 2026 at 7:57 AM PDT 4 min read
NVDA
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AMD
+0.25%
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Trading disclosure
Quick Read
NVDA earns a BUY with a $252 price target as an 85% revenue surge collides with a 12% one-month drawdown at $197.
AMD fell nearly 6% in the July 1 chip selloff as institutions rotated out
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia’s Bold New Bet on AI Neoclouds: Brilliant Platform Strategy or Latest Sign of an AI Bubble?
Rich Duprey
Thu, July 2, 2026 at 7:56 AM PDT 5 min read
NVDA
+4.05%
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Quick Read
Nvidia's AI Compute Partnership lets neoclouds access GPU infrastructure without upfront costs, earning Nvidia both hardware revenue and ongoing usage-based income.
Early partn
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Texas Instruments IncorporatedTXN shares have rallied 51.9% over the past three months, making the company one of the biggest winners in the semiconductor space. The stock has comfortably outperformed the broader Zacks Semiconductor – General industry’s 23.7% gain.
The rally has also outpaced major peers, including QUALCOMM IncorporatedQCOM, Broadcom Inc.AVGO and NVIDIA CorporationNVDA. Over the
2026-07-02
tradersunion.com
2026-07-02
Traders Union
Rising demand from AI data centers is tightening global memory chip supply and is beginning to affect consumer electronics pricing. Currys says smartphones and laptops are likely to face higher prices later this year, even as the retailer uses its scale to protect supply into September.
Speaking after the retailer released its annual results, Baldock says reduced availability for consumer devices
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
The semiconductor industry is playing an instrumental role in the proliferation of artificial intelligence (AI). The training and deployment of AI models and inference applications wouldn't have been possible without chips, which explains why semiconductor companies have witnessed terrific growth in revenue and earnings in recent years.
Moreover, chips are also needed to run AI workloads locally
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Anthropic explores Samsung 2nm chip partnership - The Information
Luke Juricic
Thu, July 2, 2026 at 7:48 AM PDT 3 min read
005930.KS
-6.25%
AVGO
+5.24%
2330.TW
+1.02%
NVDA
+3.77%
TSM
+0.68%
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Trading disclosure
Investing.com -- Anthropic has begun early-stage work on a custom AI chip and held talks with Samsung Electronics Co Ltd (KS:005930) as a potential manufacturing p
2026-07-02
www.businessinsider.com
2026-07-02
Business Insider
Higher prices for smartphones and laptops are coming later this year, the boss of Currys, Britain's biggest electricals retailer, has warned, as the AI data center boom soaks up the world's supply of memory chips.
Currys, a UK equivalent of Best Buy, sells laptops, phones, TVs, and appliances online and through hundreds of stores across the UK, Ireland, and the Nordic countries, generating about
2026-07-02
www.manilatimes.net
2026-07-02
The Manila Times
- Investment of 5 billion euros strengthens manufacturing base for highly modern power semiconductors, creating 1,000 jobs in the "Smart Power Fab"
- Infineon chips enable energy-efficient solutions for automotive and industrial applications such as power supplies for AI data centers, renewable energy sources, power grids and software-defined vehicles
- Capacity ramp-up at double speed possib