Semiconductor News & Analysis Feed
2345 articles
2026-07-04
ca.finance.yahoo.com
2026-07-04
Yahoo! Finance Canada
Qualcomm (QCOM), Meta (META) Announce Multi-Generation Data Center CPU Supply Agreement
Maham Fatima
Sat, July 4, 2026 at 5:54 a.m. PDT 2 min read
META
-2.02%
QCOM
+1.96%
Meta Platforms Inc. (NASDAQ:META) is one of the best NASDAQ stocks to invest in for long term. On June 24, Qualcomm and Meta announced a strategic, multi-generation agreement for Qualcomm to supply data center CPUs for Meta's se
2026-07-04
tomshardware.com
2026-07-04
Mark Tyson
Windows development guru Dave W. Plummer shared a brief video demonstrating a novel Stirling Engine powered cooling solution for his AMD Threadripper chipset.
2026-07-04
tomshardware.com
2026-07-04
Mark Tyson
Japan’s Fire Hydrant Sign Co., Ltd. has demonstrated an expansive Wi-Fi network that melds its established infrastructure of street signs with Starlink satellite broadband antennas.
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
In a report released today, Tammy Qiu from Berenberg Bank maintained a Buy rating on Infineon Technologies AG, with a price target of €100.00.
According to TipRanks, Qiu is ranked #148 out of 12296 analysts.
In addition to Berenberg Bank, Infineon Technologies AG also received a Buy from Deutsche Bank ‘s Johannes Schaller CFA in a report issued yesterday. However, on the same day, UBS maintained
2026-07-04
news.google.com
2026-07-04
Ad-hoc-news.de
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Cambient Family Office LLC Has $48.33 Million Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Cambient Family Office LLC increased its NVIDIA stake by 6.3% in the first quarter, adding 16,326 shares to bring its total to 277,107 shares. The position was valued at about $48.33 million and represented 6.7% of the firm’s portfolio,
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Beaumont Asset Management L.L.C. Takes Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Beaumont Asset Management opened a new position in NVIDIA during the first quarter, buying 2,662 shares worth about $464,000.
NVIDIA continues to attract major institutional interest, with hedge funds and other investors owning 65.27% of the co
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
NVIDIA (NASDAQ:NVDA) Stock Rating Lowered by Wall Street Zen
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Wall Street Zen downgraded NVIDIA from a “strong-buy” to a “buy,” even though the broader analyst view remains constructive with a consensus rating of “Buy” and a consensus price target of $303.84.
NVIDIA continues to post strong operating results, including
2026-07-04
news.google.com
2026-07-04
NAI500
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
digitimes.com
2026-07-04
China Resources Microelectronics (CR Micro), a Chinese power semiconductor integrated device manufacturer, has notified customers and partners that it will raise prices across its entire product lineup starting July 1, with increases beginning at 15%.
2026-07-04
digitimes.com
2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
www.digitimes.com
2026-07-04
digitimes
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified...
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2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.indexbox.io
2026-07-03
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2026-07-03
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2026-07-03
Seeking Alpha
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2026-07-03
news.google.com
2026-07-03
Engineer Live
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Investors Heavily Search ON Semiconductor Corporation (ON): Here is What You Need to Know
Zacks Equity Research
Fri, 3 July 2026 at 6:00 am GMT-7 5 min read
ON
+2.95%
^GSPC
-0.28%
ON Semiconductor Corp. (ON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this se
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Applied Materials Stock Remains Attractive as Growth Accelerates
Faisal Humayun Khan
Fri, July 3, 2026 at 6:00 AM PDT 3 min read
AMAT
+2.89%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) stock has delivered stellar returns of 211% in the last 52 weeks. This rally has been supported by structural tailwinds for