Semiconductor News & Analysis Feed
2345 articles
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
Image from MarketBeat Media, LLC.
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
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%
Explore stocks on Coinbase
Trading disclosure
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.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation (NASDAQ:NVDA) Given Consensus Recommendation of "Buy" by Analysts
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
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
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Pullback Puts Its Undervalued Narrative To The Test
July 02, 2026
Simply Wall St
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Tradr ETFs has launched a new Cboe-listed leveraged ETF that seeks to deliver two times the daily performance of Tower Semiconductor (NasdaqGS:TSEM), putting fresh attention on how the stock trades around short term moves.
See our
2026-07-02
digitimes.com
2026-07-02
Micron Technology and General Motors (GM) have signed a strategic customer agreement to secure a long-term supply of memory and storage products for vehicle production. The deal underscores how automakers and suppliers are trying to stabilize global semiconductor access as cars become more software-driven, connected, and reliant on advanced electronics worldwide.
2026-07-02
digitimes.com
2026-07-02
LG Electronics has begun offering application-specific integrated circuit (ASIC) design services to outside chip companies, drawing on system-on-chip (SoC) development work the company has done for its own products since the early 2000s, according to industry sources cited by ZDNet Korea. LG declined to confirm the report when contacted.
2026-07-02
digitimes.com
2026-07-02
Socionext announced that it would develop a high-performance compute chiplet using TSMC's A14 process technology, positioning the project as a platform for next-generation custom silicon aimed at AI data center infrastructure.
2026-07-02
digitimes.com
2026-07-02
Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of Science and Technology of the Government of Gujarat, to explore opportunities for manufacturing semiconductor materials in India and strengthening domestic supply chain capabilities.
2026-07-02
digitimes.com
2026-07-02
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on S
2026-07-02
eetimes.com
2026-07-02
AI has outgrown traditional chips. The future belongs to integrated systems that stack compute, memory, photonics, and power, and HLSI is driving the shift.
2026-07-02
marklapedus.substack.com
2026-07-02
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Intel Expands Photomask Operations
Intel has broken ground on a new photomask manufacturing facility in California
SEMIECOSYST
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
pulse2.com
2026-07-02
Pulse 2.0
Ardian announced that Ardian Semiconductor has completed a minority investment in VSORA. VSORA is a France-based fabless semiconductor company designing next-generation AI inference accelerators for data center applications. Financial terms of the transaction were not disclosed.
The investment represents Ardian Semiconductor’s fourth investment.
It also expands Ardian Semiconductor’s exposure acro
2026-07-02
securitytoday.com
2026-07-02
Security Today
The biometrics company added advanced GPUs to boost model training and expand cloud computing resources.
A biometrics and deep learning company has acquired advanced graphics processors to expand its artificial intelligence research and enterprise capabilities.
Neurotechnology integrated NVIDIA Blackwell Ultra B300 accelerators into its existing infrastructure to handle large-scale data processi
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
investingnews.com
2026-07-01
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Micron Technology, Inc. (Nasdaq: MU) and General Motors announced a Strategic Customer Agreement (SCA) to secure a long-term, reliable supply of memory and storage platforms critical to GM's vehicle production and delivery at scale. Micron and GM are working together to strengthen semiconductor and aut
2026-07-01
techafricanews.com
2026-07-01
TechAfrica News
With Claude in Foundry running on NVIDIA GB300 NVL72 systems with NVIDIA Quantum-X800 InfiniBand networking, enterprises can now build and run more powerful agentic systems, including autonomous and specialized sub-agents that can work across business domains to perform advanced tasks.
Now generally available in Microsoft Foundry, Claude on NVIDIA GB300 Blackwell Ultra gives Azure-native enterpri
2026-07-01
www.securitysales.com
2026-07-01
Security Sales & Integration
SAN MATEO, Calif. — Artificial intelligence-powered physical security and operations provider Verkada, today announces a collaboration with NVIDIA to “accelerate the development and deployment of physical AI across the built environment.”
NVIDIA also joins as a new investor in Verkada, following a strategic investment from Alphabet’s CapitalG at the end of last year.
Verkada is “applying AI to
2026-07-01
www.eejournal.com
2026-07-01
EEJournal
July 1, 2026
Keysight and WIN Semiconductors Collaborate to Cut Design Risk for High Frequency RF Components
New GaN MMIC design workflow reduces fabrication risk for 5G, satellite and defense applications
Keysight Technologies, Inc. (NYSE: KEYS) and WIN Semiconductors Corp. today announced a joint MMIC design workflow that enables GaN MMIC design houses to achieve first pass tapeout success. The
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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