Semiconductor News & Analysis Feed
2223 articles
2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
SK hynix announces major plan to spend $712.5 billion in its operations in South Korea, but the only detailed investments are spendings on a new NAND fab and a packaging facility.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears
David Moadel
Thu, July 2, 2026 at 9:02 AM PDT 4 min read
BAC
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MU
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STX
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Shares of SanDisk plunged 11%, Seagate slid 7%, and Micron dropped 4%, extending back-to-back losses as the memory sector trimed its extraordinary 2
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
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2026-07-02
www.cleanroomtechnology.com
2026-07-02
Cleanroom Technology
South Korea has made a huge decision regarding the future of its hi-tech production strategy.
On Monday, President Lee Jae Myung made an announcement alongside the leaders of the country’s two biggest chipmakers, Samsung and SK Hynix.
The announcement revealed an $880bn chip and AI investment plan.
The funding covers $518 billion for a new southwest chip hub, $356 billion for AI data centres, a
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Chicago, IL – July 2, 2026 – Today, Zacks Investment Ideas feature highlights JPMorgan JPM, Sandisk Corp. SNDK, Micron Technology MU, Nvidia NVDA, Broadcom AVGO, Advanced Micro Devices AMD, Taiwan Semiconductor TSM, Arista Networks ANET, Meta Platforms META and Microsoft MSFT.
The second quarter of 2026 will likely be remembered as one of the strongest periods for U.S. equities in recent memory.
2026-07-02
www.coindesk.com
2026-07-02
CoinDesk
Ondo Finance
ONDO
$0.3152
launched blockchain-based versions of BlackRock's iShares Core S&P 500 ETF (IVV) and Micron Technology (MU) shares in a structure designed to operate within the existing U.S. securities system, based on the Securities and Exchange Commission's (SEC) staff statement for third-party tokenized securities in the U.S.
2026-07-02
tomshardware.com
2026-07-02
Hassam Nasir
Sony is shutting down PSN for PS3 consoles next year, so preservationists are being asked to wake up from their slumber to archive everything before it's too late.
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Micron vs. Sandisk: Which Stock Is the Better Buy for the AI Memory Boom?
Jack Delaney, The Motley Fool
Thu, July 2, 2026 at 6:30 AM PDT 6 min read
MU
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SNDK
+6.77%
NVDA
+3.65%
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Trading disclosure
Outside of electricity and processing power, one of the biggest bottlenecks controlling the pace of the artificial intelligence infrastructure build-out is the amount of m
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
Zacks Investment Ideas feature highlights: JPMorgan, Sandisk, Micron Technology, Nvidia, Broadcom, AMD, Taiwan Semiconductor, Arista Networks, Meta Platforms and Microsoft
Zacks Equity Research July 02, 2026
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2026-07-02
www.fool.com
2026-07-02
The Motley Fool
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Prediction: This Will Be the Next AI Stock to Split (Hint: It's Not Micron or Sandisk)
Micah Zimmerman, The Motley Fool
Thu, July 2, 2026 at 6:20 AM PDT 5 min read
NVDA
+3.92%
MU
+0.71%
SNDK
+3.66%
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It seems like everyone wants to talk about Nvidia when the conversation turns to artificial intelligence (AI) infrastructure. Fair enough. But there's a qu
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Outside of electricity and processing power, one of the biggest bottlenecks controlling the pace of the artificial intelligence infrastructure build-out is the amount of memory chips and data storage solutions available. Demand far exceeds supply right now, and that has allowed both Micron Technology (
MU
+0.24%
) and Sandisk (
SNDK
+1.20%
) to thrive.
Each offers different solutions, but both ha
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Themes ETFs Strikes First Again: Long and Short SK Hynix ETFs Launch Alongside One of AI's Most Anticipated IPOs
Themes ETFs Strikes First Again: Long and Short SK Hynix ETFs Launch Alongside One of AI's Most Anticipated IPOs
6 min read
SKHX and SKHZ give active traders instant, cost-efficient exposure — bullish or bearish — soon after SK Hynix hits the market.
GREENWICH, Co
2026-07-02
tomshardware.com
2026-07-02
Kunal Khullar
Intel's Arrow Lake Refresh processors remain among the company's strongest desktop offerings, but newly updated pricing makes both CPUs noticeably more expensive than when they debuted in March.
2026-07-02
www.tipranks.com
2026-07-02
TipRanks
www.tipranks.com
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2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Will this solve the AI boom’s power and water bottlenecks?
2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
Tech Industry Data Centers
Startup activates nuclear microreactor live on stage to power an Nvidia RTX Spark desktop PC — firm working with Nvidia to build a 30MW closed loop AI factory that doesn’t use local water
News
By Jowi Morales
Published July 2, 2026
Will this solve the AI boom’s power and water bottlenecks?
(Image credit: Valar Atomics/LinkedIn)
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2026-07-02
pro.thestreet.com
2026-07-02
TheStreet Pro
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MARKET-COMMENTARY
SanDisk Slashed, Micron Mashed; Jobs Day Forecast; And Are You at Your Desk?
Let’s look at the beating taken by memory stocks yesterday, the shot at a September rate cut, jobs day , and how July 4 week used to work for traders.
Stephen Guilfoyle·Jul 2, 2026, 7:55 AM EDT
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2026-07-02
seekingalpha.com
2026-07-02
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seekingalpha.com
2026-07-02
Seeking Alpha
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