Semiconductor News & Analysis Feed
3567 articles
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the world leans further into automation and data centers, choosing between Broadcom (
AVGO
+5.00%
) and ON Semiconductor (
ON
+2.95%
) has become a classic debate for tech investors.
Broadcom provides networking chips, wireless connectivity, and infrastructure software used across cloud, enterprise, and data-center environments, while ON Semiconductor specializes in power management for the au
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of spending on AI
2026-07-03
www.tradingview.com
2026-07-03
TradingView
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Stock Story
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onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
3 min read
ON
+2.95%
SWKS
−2.13%
MCHP
+1.59%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip d
2026-07-03
www.tweaktown.com
2026-07-03
TweakTown
South Korea announces $518 billion semiconductor investment with Samsung and SK hynix for new memory fabs
The plan includes four new memory fabs, an HBM packaging hub, and a government push to halve standard semiconductor construction timelines.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jul 2, 2026 3:05 PM CDT
Updated Jul 2, 2026 3:40 PM CDT
1 minute & 45 seconds read time
TL;DR: Sou
2026-07-03
markets.financialcontent.com
2026-07-03
FinancialContent
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
By:
StockStory
July 02, 2026 at 16:05 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fea
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of spending on AI
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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2026-07-03
www.tradingview.com
2026-07-03
TradingView
News
/
Stock Story
/
Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
3 min read
WDC
+3.42%
MTSI
+0.13%
LSCC
+1.44%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chi
2026-07-03
www.dmagazine.com
2026-07-03
D Magazine
Advertisement
Less than a year after FormFactor acquired a 50,000-square-foot industrial campus made up of four buildings in Farmers Branch, the semiconductor supplier is receiving a $24.2 million grant from Texas Gov. Greg Abbott and the Texas Semiconductor Innovation Fund to help complete the buildout of the site and expand manufacturing.
FormFactor purchased the facility at 4350 Innovation Dr
2026-07-03
www.chemengonline.com
2026-07-03
chemengonline.com
Air Liquide makes $170 million investment in SK hynix semiconductor fab in Indiana
July 2, 2026 | By Mary Bailey
As part of a long-term contract, Air Liquide S.A. (Paris) will build, own and operate two new production units in Indiana to deliver ultra-pure gases to the first U.S. semiconductor fab of SK hynix, a South Korean global leader in advanced memory chips. Through this investment exceedi
2026-07-03
news.utdallas.edu
2026-07-03
The University of Texas at Dallas
As semiconductor manufacturers invest heavily in new facilities in North Texas and across the U.S., The University of Texas at Dallas is leading regional efforts to train workers for the growing industry.
Building on its workforce-development efforts and partnerships with semiconductor manufacturers and community colleges, UT Dallas has been selected to lead key initiatives within the new Nationa
2026-07-03
www.techpowerup.com
2026-07-03
TechPowerUp
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2026-07-03
www.scmr.com
2026-07-03
Supply Chain Management Review
(Photo: Getty Images)
As AI-driven demand, geopolitical volatility, and massive capital requirements collide, semiconductor supply chains are becoming a blueprint for how capital-intensive industries must rethink long-range planning, risk-sharing, and capacity strategy in an era where market conditions can shift faster than infrastructure can be built.
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2026-07-03
newsletter.semianalysis.com
2026-07-03
SemiAnalysis
EMIB-T Roadmap, Custom HBM, HBM4 Packaging Challenges, Microfluidic Cooling, Photonic Interconnects, and More
ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, Microsoft
AFZAL AHMAD, DC, GERALD WONG, AND DYLAN PATEL
JUL 03, 2026
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As transistor density scaling has slowed, advanced packaging has become the primary scaling vector. However, AI acceler
2026-07-03
news.google.com
2026-07-03
U.S. News - Money
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the artificial intelligence boom matures, investors must decide between proven giants and emerging specialized players. Comparing Broadcom (
AVGO
+5.12%
) and Navitas Semiconductor (
NVTS
6.22%
) reveals two very different paths to potential long-term returns.
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AVGO & NVTS: Performance Comparison
AVGO (Broadcom)
NVTS (Navitas Semiconductor)
YTD
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3M
6M
1Y
5Y
Key Financial Metrics
AVGO
2026-07-03
www.autonews.com
2026-07-03
Automotive News
DRESDEN, Germany — Infineon opened a €5 billion ($5.7 billion) semiconductor factory here July 2, in one of Europe’s biggest efforts to expand domestic production as demand grows for chips used in electric vehicles and artificial intelligence.
Ram’s rise puts Stellantis on pace to break 7-year streak of lower sales
The Ford Bronco outsold the Wrangler for the first time in a quarter since the SU
2026-07-03
news.google.com
2026-07-03
Yahoo Finance
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
PC Components RAM DRAM
SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed
News
By Anton Shilov
Published July 3, 2026
Over the next decades.
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(Image credit: SK hynix)
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2026-07-03
www.tradingkey.com
2026-07-03
TradingKey
On July 2, Eastern Time, U.S. markets diverged as AI hardware stocks retreated, causing the Nasdaq and Philadelphia Semiconductor Index to decline while the Dow hit a record high. BofA Securities attributes current volatility to supply-demand imbalances but remains optimistic due to strong underlying economic fundamentals. The market's growth leadership is shifting from mega-cap tech toward pro-cy