Semiconductor News & Analysis Feed
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2026-07-08
www.tradingview.com
2026-07-08
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TSMC Outpaces Sector & Peers in a Year: Is the Stock Still a Buy?
TSMC Outpaces Sector & Peers in a Year: Is the Stock Still a Buy?
4 min read
2330
+0.83%
The global semiconductor foundry market is attracting growing investor interest, driven by advancements in artificial intelligence (AI), machine learning, 5G and the Internet of Things (IoT). Foundries continue to heavily invest
2026-07-08
seekingalpha.com
2026-07-08
Seeking Alpha
TSMC expected to increase guidance, capex at Q2 analyst meeting: GF Securities
Jul 08, 2026, 8:50 AM ETTaiwan Semiconductor Manufacturing Company Limited (TSM) StockBy: Brandon Evans, SA News Editor
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Annabelle Chih/Getty Images News
Taiwan Semiconductor Manufacturing (TSM) plans to hold its second-quarter 2026 analyst meeting on July 16, and the world's largest chip
2026-07-08
www.newelectronics.co.uk
2026-07-08
New Electronics
www.newelectronics.co.uk
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2026-07-08
www.allaboutcircuits.com
2026-07-08
All About Circuits
www.allaboutcircuits.com
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2026-07-08
digitimes.com
2026-07-08
Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's second-quarter result rose 24% quarter over quarter and 9.59% year over year, topping its earlier forecast of NT$27.5 billion to NT$28.5 billion.
2026-07-08
digitimes.com
2026-07-08
A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.
2026-07-08
digitimes.com
2026-07-08
ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached NT$3.368 billion, up 4.4% quarter-over-quarter and 11.1% year-over-year, while first-half revenue totaled NT$5.37 billion, a 4.04% increase from a year earlier.
2026-07-08
digitimes.com
2026-07-08
South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.
2026-07-08
www.cnbc.com
2026-07-08
CNBC
Shares of Nvidia
fought into the green despite a 5% sell-off in chip stocks tracked by the VanEck Semiconductor ETF (SMH)
, a notable outperformance a day after a research report claiming the AI leader was at least a year behind on manufacturing of its next line of server racks.
The stock’s trading just under $200, a level it’s flirted with since late last month, down 17% from its May record and
2026-07-08
www.cnbc.com
2026-07-08
CNBC
Shares of Nvidia
fought into the green despite a 5% sell-off in chip stocks tracked by the VanEck Semiconductor ETF (SMH)
, a notable outperformance a day after a research report claiming the AI leader was at least a year behind on manufacturing of its next line of server racks.
The stock’s trading just under $200, a level it’s flirted with since late last month, down 17% from its May record and
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
For the first six months of 2026, Nvidia (
NVDA
0.18%
) hasn't led the artificial intelligence (AI) trade. It opened the year at $189.84 on Jan. 2 and closed at around $200 on June 30. That's a roughly 5% gain.
Anyone who invested $10,000 to start the year hasn't seen much progress in their Nvidia investment. Still, there's a market sector that can open up new revenue opportunities and reward pat
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Phillip Securities Raises Price Target For Micron Technology (MU)
Muhammad Ali Khalid
Tue, July 7, 2026 at 7:15 AM PDT 2 min read
MU
+7.75%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the top 10 AI stocks that will skyrocket.
On June 29, Phillip Securities substantially increased its target price for the stock from $530 to $1,870, which now yields more th
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Palantir (PLTR) Partners with Nvidia For Secure AI Offerings
Muhammad Ali Khalid
July 7, 2026 2 min read
PLTR
+2.83%
NVDA
+4.06%
Explore stocks on Coinbase
Trading disclosure
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the top 10 AI stocks that will skyrocket.
On July 1, Alex Karp, the Chief Executive Officer of Palantir Technologies Inc. (NASDAQ:PLTR) highlighted the company's recent par
2026-07-07
www.quiverquant.com
2026-07-07
Quiver Quantitative
MIGDAL HAEMEK, Israel – July 7, 2026
– Tower Semiconductor (NASDAQ/ TASE: TSEM ), the leading foundry of high value analog semiconductor solutions, will issue its second quarter 2026 earnings release on Tuesday, August 4, 2026. The Company will hold a conference call to discuss its second quarter 2026 financial results and third quarter 2026 guidance on Tuesday, August 4, 2026, at 10:00 a.m. Easte
2026-07-07
www.globenewswire.com
2026-07-07
GlobeNewswire
MIGDAL HAEMEK, Israel – July 7, 2026 – Tower Semiconductor (NASDAQ/ TASE: TSEM), the leading foundry of high value analog semiconductor solutions, will issue its second quarter 2026 earnings release on Tuesday, August 4, 2026. The Company will hold a conference call to discuss its second quarter 2026 financial results and third quarter 2026 guidance on Tuesday, August 4, 2026, at 10:00 a.m. Easter
2026-07-07
uk.finance.yahoo.com
2026-07-07
Yahoo Finance UK
European semiconductor shares retreat after Samsung triggers sector-wide selloff
Fiona Craig
Tue, 7 July 2026 at 2:28 am GMT-7 2 min read
005930.KS
+0.18%
ASML.AS
+4.81%
STMPA.PA
+6.68%
ASM.AS
+4.45%
SOI.PA
+7.33%
Semiconductor ©Adobe Stock Images
European semiconductor stocks moved lower on Tuesday after Samsung Electronics (USOTC:SSNHZ) shares fell sharply despite the company delivering record
2026-07-07
www.tradingpedia.com
2026-07-07
TradingPedia
Micron Shares Slip on Chip Sector Jitters and Legal Risks
Written by Sandra Leggero, | Updated: July 7, 2026
Key Moments
Micron Technology stock declined 4.5% in pre-market trading following a sharp selloff in Samsung Electronics’ Seoul-listed shares.
SK Hynix’s planned Nasdaq ADR listing on July 10 and a federal antitrust class-action lawsuit have weighed on investor sentiment toward Micron.
Desp
2026-07-07
www.investing.com
2026-07-07
Investing.com
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2026-07-07
ng.investing.com
2026-07-07
Investing.com Nigeria
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2026-07-07
eetimes.com
2026-07-07
eSIM turns SIMs into device trust anchors for IoT, cars and AI, letting fleets switch networks and stay secure remotely.