Semiconductor News & Analysis Feed
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2026-07-05
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2026-07-05
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2026-07-04
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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
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2026-07-04
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2026-07-04
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2026-07-04
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2026-07-04
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2026-07-04
Jowi Morales
A nuclear power plant in a container (or three).
2026-07-04
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2026-07-04
EE Times
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.chartmill.com
2026-07-04
ChartMill
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QUALCOMM INC (NASDAQ:QCOM) Earns Top Spot on Best Dividend Stocks Screener
By Mill Chart – Last update: Jul 4, 2026
Quotes Stocks Mentioned
Article Mentions:
QCOM
(186.56 ▲ 1.96%)
QUALCOMM INC (NASDAQ:QCOM) has been flagged by our "Best Dividend Stocks" screener, a tool designed to cut through the noise and identify companies that offer an attractive balance of
2026-07-04
www.koreajoongangdaily.com
2026-07-04
Korea JoongAng Daily
SK hynix considers lower Wall Street fees for ADR listing
The chipmaker may pay underwriters about 0.5 percent on its planned U.S. listing, a reduced rate that could still total nearly 200 billion won because of the deal’s massive size.
KIM MIN-YOUNG
BUSINESS REPORTER
PUBLISHED July 4, 2026 - 6:20 p.m. MODIFIED July 5, 2026 - 12:09 p.m.
The logo of SK hynix is seen during a public briefing on th
2026-07-04
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2026-07-04
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Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Less than 1 min read
MU
+1.11%
Three factors could support further gains in Micron Technology
MU
, according to analysts, including sustained AI-driven memory demand, long-term customer agreements and a valuation that some on Wall Street still v
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
eetimes.com
2026-07-04
Nitin Dahad
At the opening of its Dresden smart power fab, Infineon’s COO said virtual fab cloning enabled delivery three months ahead of schedule.
2026-07-04
www.klsescreener.com
2026-07-04
KLSE Screener
WHILE much has been said about advanced packaging in the context of Malaysia’s semiconductor sector, little is actually known about what it entails.
The rhetoric is that, since Malaysia has a strong and world-renowned base in semiconductor testing, assembly and packaging dating back to the 1970s, it should be a shoe-in for these local companies to get into advanced packing.
The government is pus
2026-07-04
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2026-07-04
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2026-07-04
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2026-07-04
StreetInsider
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2026-07-04
www.storagereview.com
2026-07-04
StorageReview.com
NVIDIA Quietly Makes Omniverse Free for Production Use
by Brian Beeler on July 3, 2026
AI ◇ Enterprise
NVIDIA has dropped the subscription requirement for Omniverse. The platform is now free for development, production, and redistribution, with no NVIDIA AI Enterprise subscription required. For a product that carried a $4,500-per-GPU-per-year list price under NVIDIA AI Enterprise, and whose Nuc
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has become the semiconductor story of 2026. Shares are up 152.56% year-to-date, driven by an AI infrastructure buildout that keeps expanding faster than the market can price in.
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Our 24/7 Wall St. price target for AMD is $589.73, roughly 9.03% above where the stock trades today. Our model rates AMD a buy,
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Is It Worth Investing in Applied Materials (AMAT) Based on Wall Street's Bullish Views?
Zacks Equity Research
Fri, July 3, 2026 at 6:30 AM PDT 4 min read
AMAT
+2.89%
Trade AMAT on Coinbase
Trading disclosure
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-si
2026-07-03
autonews.gasgoo.com
2026-07-03
Gasgoo
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[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Gasgoo
[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Edited by Betty From Gasgoo
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July 3 , 2026 21:29 BJT
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2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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