Semiconductor News & Analysis Feed
22641 articles
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Cane Capital Partners LLC
Written by MarketBeat
July 2, 2026
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Cane Capital Partners LLC cut its TSM stake by 32.7% in the first quarter, selling 4,368 shares and leaving it with 8,989 shares worth about $3.04 million.
Analyst sentiment remains broadly positive: Bank of America lifted its
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by bLong Financial LLC
Written by MarketBeat
July 2, 2026
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KEY POINTS
bLong Financial LLC trimmed its NVIDIA stake by 2.0% in the first quarter, but NVIDIA still remains its largest holding at 21.9% of the portfolio, valued at about $28.9 million.
NVIDIA reported strong quarterly results, with EPS of $1.87 and revenue of $8
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Investigators allege that four individuals deliberately concealed the actual end-user of servers thought to contain advanced Nvidia AI chips.
Singaporean authorities said yesterday that they have seized a luxury bungalow and charged four people with money laundering as part of an investigation linked to the alleged movement of Nvidia chips subject to U.S. export controls.
In a statement, the Sin
2026-07-02
www.ad-hoc-news.de
2026-07-02
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments holds steady after a thin news day
Veröffentlicht: 02.07.2026 um 09:13 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Texas Instruments stock is shaped by its analog and embedded chips business as investors watch the broader semiconductor cycle and US market signals.
Texas Instruments, US8825081040
By Chri
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Key facts: NVIDIA monetizes GPUs; Nemotron in Palantir; 40% Q2 driver
Key facts: NVIDIA monetizes GPUs; Nemotron in Palantir; 40% Q2 driver
Less than 1 min read
NVDA
+0.05%
NVIDIA unveils GPU monetization: takes a share of revenue from cloud deployments using its chips and offers financing/backstops for GPU purchases, targeting cloud customers and deployments.
1
NVIDIA’s Nemo
2026-07-02
www.bisinfotech.com
2026-07-02
Bisinfotech
www.bisinfotech.com
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2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Every new generation of microchips uses more energy, water, and toxic chemicals than the last – with Taiwan and South Korea bearing over 90 percent of the burden.
In late May, during Nvidia’s CEO Jensen Huang’s visit to Taiwan, local activists from the environmental group Greenpeace intercepted him to deliver a five-layer model cake reading: “AI Needs Renewable Energy.” The unexpected stunt was a
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.tradingview.com
2026-07-02
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UK's Currys warns memory chip shortage will push up prices
UK's Currys warns memory chip shortage will push up prices
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2026-07-02
news.google.com
2026-07-02
NetApp
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cantor Fitzgerald Raises Price Target on ON Semiconductor Corporation (ON)
Fatima Gulzar
Wed, July 1, 2026 at 11:38 PM PDT 2 min read
ON
+1.39%
SYNA
+2.27%
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ON Semiconductor Corporation (NASDAQ:ON) is among the Most Promising Stocks.
On June 29, Cantor Fitzgerald raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $110 from $100. T
2026-07-02
www.koreatimes.co.kr
2026-07-02
The Korea Times
Two headlines in June should shape Korea’s artificial intelligence (AI) debate. The first was a victory lap. SK hynix overtook Samsung Electronics by common-share market capitalization for a day, powered by high-bandwidth memory (HBM) chips used in AI systems. Samsung has a fair caveat: If preferred shares are included, it remains larger. But the market signal was clear. AI has turned memory from
2026-07-02
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2026-07-02
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UK's Currys says memory chip shortage will mean price rises
UK's Currys says memory chip shortage will mean price rises
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2026-07-02
www.investing.com
2026-07-02
Investing.com
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation (NASDAQ:NVDA) Given Consensus Recommendation of "Buy" by Analysts
Written by MarketBeat
July 2, 2026
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KEY POINTS
NVIDIA has a strong analyst consensus: 54 research firms currently cover the stock, with 48 rating it a buy and 3 a strong buy. The average 12-month price target is about $303.84.
Recent analyst updates remain bullish, with several fir
2026-07-02
www.reuters.com
2026-07-02
Reuters
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2026-07-02
www.bbc.com
2026-07-02
BBC
Singapore seizes $42m mansion over Nvidia chip smuggling
6 days ago
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Osmond Chia
Business reporter
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The house is located in an upmarket area of Singapore
Police in Singapore have seized a multi-million dollar luxury home that was allegedly bought using proceeds from smuggling Nvidia artificial intelligence (AI) chips.
The property l
2026-07-02
www.inkworldmagazine.com
2026-07-02
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2026-07-02
www.moomoo.com
2026-07-02
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2026-07-02
www.electronicsweekly.com
2026-07-02
Electronics Weekly
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