Semiconductor News & Analysis Feed
22590 articles
2026-07-02
qz.com
2026-07-02
qz.com
Nvidia $NVDA announced a revenue-sharing program on Wednesday designed to give AI startups, model builders, and enterprises access to its computing infrastructure without requiring them to finance hardware buildouts themselves.
Revenue from both product sales and cloud operations flows back to Nvidia under the arrangement, as AI cloud companies provide Nvidia-powered services to their end custome
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
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2026-07-02
news.google.com
2026-07-02
Trefis
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
NVDA
+3.92%
MU
+0.71%
SNDK
+3.66%
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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
www.fool.com
2026-07-02
The Motley Fool
Outside of electricity and processing power, one of the biggest bottlenecks controlling the pace of the artificial intelligence infrastructure build-out is the amount of memory chips and data storage solutions available. Demand far exceeds supply right now, and that has allowed both Micron Technology (
MU
+0.24%
) and Sandisk (
SNDK
+1.20%
) to thrive.
Each offers different solutions, but both ha
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
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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
AAPL
+1.15%
MU
+0.31%
NVDA
+3.37%
WDC
+0.17%
SNDK
+3.58%
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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
sciencebusiness.net
2026-07-02
Science|Business
sciencebusiness.net
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2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron shares recently retraced over 10% from record highs, reflecting a sector-wide memory market reset despite an 855% annual gain. Fiscal Q3 results surpassed expectations with $41.46 billion in revenue, supported by a structural supply-demand imbalance and robust long-term agreements, including a strategic deal with GM. While management anticipates growth through 2027, potential headwinds incl
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
the-decoder.com
2026-07-02
the-decoder.com
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Nvidia is bankrolling AI startups to loosen Big Tech's grip on its chip business
Maximilian Schreiner
View the LinkedIn Profile of Maximilian Schreiner
Jul 2, 2026
Nvidia is increasingly acting like a central bank for AI startups, actively shaping the compute market. The chip giant is offering young cloud providers swee
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Synopsys, Inc. (SNPS) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
Thu, July 2, 2026 at 6:00 AM PDT 5 min read
SNPS
-0.49%
^GSPC
-0.28%
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Synopsys (SNPS) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's per
2026-07-02
www.tradingview.com
2026-07-02
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Themes ETFs Strikes First Again: Long and Short SK Hynix ETFs Launch Alongside One of AI's Most Anticipated IPOs
Themes ETFs Strikes First Again: Long and Short SK Hynix ETFs Launch Alongside One of AI's Most Anticipated IPOs
6 min read
SKHX and SKHZ give active traders instant, cost-efficient exposure — bullish or bearish — soon after SK Hynix hits the market.
GREENWICH, Co
2026-07-02
www.aa.com.tr
2026-07-02
Anadolu Ajansı
Singapore authorities have seized a luxury home worth 55 million Singapore dollars ($42.5 million) as part of an investigation into an alleged scheme involving the illegal trade of servers containing export-controlled AI chips made by Nvidia.
Police said Wednesday the property was allegedly purchased using proceeds from the scheme, with about 38 million Singapore dollars of the purchase price bel
2026-07-02
tomshardware.com
2026-07-02
Kunal Khullar
Intel's Arrow Lake Refresh processors remain among the company's strongest desktop offerings, but newly updated pricing makes both CPUs noticeably more expensive than when they debuted in March.
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
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2026-07-02
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2026-07-02
focustaiwan.tw
2026-07-02
Focus Taiwan
Taipei, July 2 (CNA) The Ministry of Economic Affairs (MOEA) said Thursday it has approved a US$20 billion capital injection by Taiwan Semiconductor Manufacturing Co. (TSMC) into its wholly owned U.S. subsidiary, TSMC Arizona.
The approval was one of nine major domestic and overseas investment projects cleared by the MOEA's Department of Investment Review at a meeting Thursday.
It marked the six
2026-07-02
news.google.com
2026-07-02
Bloomberg.com