Semiconductor News & Analysis Feed
3569 articles
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%
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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
tspasemiconductor.substack.com
2026-07-02
semivision
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Korea’
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.tradingview.com
2026-07-02
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Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
3 min read
MPWR
+1.04%
TXN
+2.91%
OLED
−0.83%
PI
+0.26%
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from
2026-07-02
www.chosun.com
2026-07-02
조선일보
By Lee Hai-woon
Published 2026.07.02. 09:08
Updated 2026.07.02. 18:09
Mark Zuckerberg, Meta CEO, and the Meta logo. /Yonhap
On July 1, news that Meta, the parent company of Facebook and Instagram, is entering the AI (artificial intelligence) cloud infrastructure business shook global stock markets. While Meta’s stock surged 9% as the move was seen as a positive development for discovering new re
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
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloombergreport.
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
eetimes.com
2026-07-02
Oğuz Ergin
Turkey has built a strong chip design base, but without domestic manufacturing, its semiconductor sovereignty remains on loan.
2026-07-02
digitimes.com
2026-07-02
China's power semiconductor makers are entering a broader price-hike cycle, as AI server demand, raw material inflation, and tight mature-node capacity force suppliers to defend margins after years of low-end price wars.
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
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
finance.yahoo.com
2026-07-02
Yahoo Finance
indie Semiconductor (INDI) Declines, However The Street Remains Bullish
Talha Qureshi
Wed, July 1, 2026 at 2:04 PM PDT 2 min read
INDI
-11.02%
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indie Semiconductor, Inc. (NASDAQ:INDI) is one of the Best Small-Cap Semiconductor Stocks to Buy Right Now. indie Semiconductor, Inc. (NASDAQ:INDI) has declined roughly 30% over the past month, mainly due to heavy
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Is Photronics (PLAB) The Best Small-Cap Semiconductor Stocks to Buy Right Now?
Talha Qureshi
Wed, July 1, 2026 at 2:04 PM PDT 2 min read
PLAB
-5.65%
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Photronics, Inc. (NASDAQ:PLAB) is one of the Best Small-Cap Semiconductor Stocks to Buy Right Now. Photronics, Inc. (NASDAQ:PLAB) has declined roughly 10% since its fiscal Q2 2026 earnings, in which the compa
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Stock market today: Dow, S&P 500, Nasdaq slip as semiconductor stocks sink to start 3rd quarter
Amalya Dubrovsky, Karen Friar and Jake Conley
Updated Wed, July 1, 2026 at 1:02 PM PDT 1 min read
^DJI
-0.25%
^GSPC
-0.45%
^IXIC
-1.16%
ADP
+2.55%
WSFX.BO
+1.71%
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Trading disclosure
US stocks slipped on Wednesday to start the first day of the third quarter as investors scrutinized
2026-07-02
marklapedus.substack.com
2026-07-02
Semiecosystem
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Intel Expands Photomask Operations
Intel has broken ground on a new photomask manufacturing facility in California
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2026-07-02
news.bloomberglaw.com
2026-07-02
Bloomberg Law News
Four US semiconductor companies defeated claims from Ukrainian citizens who were injured by Russian weapons they allege contained the companies’ components.
The Ukrainian citizens’ own pleadings show the Russian weapons had parts not only from the defendant companies — Texas Instruments Inc., Advanced Micro Devices Inc., Intel Corp. and Mouser Electronics Inc. — but others that they didn’t sue, S
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
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”
David Moadel
Wed, July 1, 2026 at 9:28 AM PDT 4 min read
INTC
-9.66%
AMD
-6.51%
2330.TW
+1.02%
TSM
-4.25%
NVDA
+0.71%
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Intel, AMD, and Taiwan Semiconductor shares dropped Wednesday after Bank of America flagged growing bubble risk in the AI trade.
Bank o