Semiconductor News & Analysis Feed
1389 articles
2026-07-09
www.moomoo.com
2026-07-09
Moomoo
__fail__
2026-07-09
www.investors.com
2026-07-09
Investor's Business Daily
Access to this page has been denied because we believe you are using automation tools to browse the website.
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
2026-07-09
drrobertcastellano.substack.com
2026-07-09
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Wall Street Is Misreading the AI Chip Selloff
Five Industry Indicators Tell a Very Different Story
DR. ROBERT CASTELLANO
JUL 09, 2026
∙ PAID
6
Share
What’s in This Article
Global HBM Demand Remains Strong
Chart 1. Global HBM Shipments Forecast (Billions of Gb)
Building an AI Infrastructure Investment Thesis
Why Wall Street Thinks AI Demand Is Slowing
The Problem With the Consensus
Where the Bear C
2026-07-09
digitimes.com
2026-07-09
Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.
2026-07-09
digitimes.com
2026-07-09
Salesforce Ventures laid out how the AI boom has reshaped its investment strategy over the past three years at the 2026 Asia VC Summit today, while acknowledging it has yet to close its first deal in Taiwan despite actively searching for one.
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Alphabet's Artificial Intelligence (AI) Spending Spree Is Great News for Nvidia
Prosper Junior Bakiny, The Motley Fool
Wed, July 8, 2026 at 2:20 PM PDT 3 min read
GOOGL
+1.99%
NVDA
+4.06%
Explore stocks on Coinbase
Trading disclosure
Last month, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) announced an $80 billion equity capital raise. The company made it clear that it was doing so to fund its aggress
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
Last month, Alphabet (
GOOG
+1.90%
) (
GOOGL
+2.04%
) announced an $80 billion equity capital raise. The company made it clear that it was doing so to fund its aggressive spending on artificial intelligence (AI). While we can debate whether that's good for the company -- with some investors arguing that the massive spending won't pay off and will only squeeze its profits and margins -- there is on
2026-07-09
www.timesfreepress.com
2026-07-09
Chattanooga Times Free Press
__fail__
2026-07-09
www.cnbc.com
2026-07-09
CNBC
Sign up for free newsletters and get more CNBC delivered to your inbox
Get this delivered to your inbox, and more info about our products and services.
© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of
2026-07-09
247wallst.com
2026-07-09
24/7 Wall St.
CNBC’s Jim Cramer has spent much of 2026 warning that the stock market’s biggest short-term risk lies in the ever building IPO pipeline. His concern boils down to a simple analysis pulled from a recent social post: “We have to be careful.”
Video Muted
The immediate trigger is SK Hynix’s roughly $28 billion American Depositary Receipts (ADR) upcoming listing on the NASDAQ, which would rank as the
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Wall Street Insider Says SK Hynix IPO Could Overwhelm the Market. Here’s the Risk Beyond Memory Stocks.
Gerelyn Terzo
Wed, July 8, 2026 at 9:17 AM PDT 5 min read
000660.KS
+8.83%
MU
+4.92%
RIVN
+1.10%
NVDA
+4.06%
^IXIC
+0.90%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron dropped 18% in a single week despite record earnings, and SK Hynix's $28B listing threatens NVIDIA multiples
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Beijing greenlights Nvidia: Chinese tech giants clamor for H200 silicon
Louis Juricic
Wed, July 8, 2026 at 8:42 AM PDT 1 min read
NVDA
+4.06%
BABA
-0.03%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) shares edged higher by 1% following a scoop from The Information detailing a major policy shift in Beijing. Reports state that Chinese regulators are finally preparing to lift t
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
Neha Gupta
Wed, July 8, 2026 at 8:39 AM PDT 1 min read
2330.TW
+0.83%
TSM
-0.28%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is one of the AI stocks on Wall Street's radar. On July 6, Citi reiterated that Taiwan Semiconductor Ma
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
$9.3B Japan Factory Expansion Assert Micron Technology Inc. (MU) as a Top AI Stock on Wall Street Radar
Neha Gupta
Wed, July 8, 2026 at 8:35 AM PDT 1 min read
MU
+4.92%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the AI stocks on Wall Street's radar. On July 4, Bloomberg reported that Micron has broken ground on the expansion of a factory in Western Japan.
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Bank of America Affirms Why NVIDIA Corp. (NVDA) is a Top AI Stock on Wall Street Radar
Neha Gupta
Wed, July 8, 2026 at 8:35 AM PDT 2 min read
NVDA
+4.06%
BAC
+1.88%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corp. (NASDAQ:NVDA) is a top AI stock on Wall Street's radar. On July 6, Bank of America touted NVIDIA Corp (NASDAQ:NVDA) as one of the stocks poised for a rally after the recent re
2026-07-08
www.thestreet.com
2026-07-08
thestreet.com
__fail__
2026-07-08
www.marketscreener.com
2026-07-08
marketscreener.com
Access Denied
You don't have permission to access "http://www.marketscreener.com/news/sk-hynix-set-to-close-oversubscribed-28-billion-adr-offering-ce7f5ed8d081fe24" on this server.
Reference #18.e4ab3717.1784080556.2b8b70b3
https://errors.edgesuite.net/18.e4ab3717.1784080556.2b8b70b3
2026-07-08
wccftech.com
2026-07-08
Wccftech
China's premier AI firm, DeepSeek, is reportedly working on its own AI chip, which will primarily be an inference accelerator.
DeepSeek, the leading AI firm which is based in China, has started developing its own AI chip. As per Reuters, multiple people have stated that the firm is now developing what could be the end of reliance on NVIDIA and Huawei.
We already know that China is focusing more
2026-07-08
spectrumlocalnews.com
2026-07-08
Spectrum News
BUSINESS
Clay Town Board approves Micron agreement
BY SPECTRUM NEWS STAFF CLAY
PUBLISHED 8:32 PM ET JUL. 07, 2026
The Clay Town Board on Tuesday approved its agreement with Micron.
Under the agreement, Micron will pay the town just over $30 million, with $20 million of that being given to the town in exchange for waving building permit fees.
The other $10 million comes from what the law refers
2026-07-08
spectrumlocalnews.com
2026-07-08
Spectrum News
BUSINESS
Clay Town Board approves Micron agreement
BY SPECTRUM NEWS STAFF CLAY
PUBLISHED 8:32 PM ET JUL. 07, 2026
The Clay Town Board on Tuesday approved its agreement with Micron.
Under the agreement, Micron will pay the town just over $30 million, with $20 million of that being given to the town in exchange for waving building permit fees.
The other $10 million comes from what the law refers