Semiconductor News & Analysis Feed
1777 articles
2026-07-02
www.investing.com
2026-07-02
Investing.com
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Software/NasdaqGS:CDNS
Should Stable Earnings Estimates and Favorable Zacks Rank Require Action From Cadence Design Systems (CDNS) Investors?
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, analysts highlighted that Cadence Design Systems is expected to post strong earnings growth, with consensus earnings estimates remaining stable and supporting a
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
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
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
digitimes.com
2026-07-02
Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against four companies, as part of an investigation linked to the movement of servers that may have contained Nvidia artificial intelligence chips subject to US export controls. The case has been reported by multiple outlets, including CNA, The Straits Times, and Reuter
2026-07-02
digitimes.com
2026-07-02
An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran motherboard maker Albatron Technology has become a focal point after its general manager, Alex Lu, and an employee of Super Micro Computer (Supermicro) were detained without visitation rights as part of the investigation.
2026-07-02
global.morningstar.com
2026-07-02
Morningstar
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2026-07-02
tomshardware.com
2026-07-02
Andrew E. Freedman
Microsoft is reportedly testing a feature to digitize physical games going back to the Xbox One with digital copies tied to the owner of the physical disc.
2026-07-02
simplywall.st
2026-07-02
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK hynix (KOSE:A000660) Eyes New Shares And ADRs, Is It Still Undervalued?
July 02, 2026
Simply Wall St
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Why SK hynix stock is in focus after its latest capital plans
SK hynix (KOSE:A000660) is in the spotlight after its board met on June 24 to consider issuing new shares for listing in Korea, alongside American Depositary Recei
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds. That makes five additions in eight weeks for me, and the case for the next one has only gotten stronger. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is down 13% in June and 7.55% over the past month, sitting at $194.97 while the company is printing the strongest fundamentals it has ever produced. That ga
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying
Alex Sirois
Wed, July 1, 2026 at 9:23 AM PDT 4 min read
NVDA
+0.71%
META
+2.55%
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NVDA trades at a forward P/E of 22 despite 85% revenue growth and a $91 billion Q2 guide that assumes zero China revenue.
2026-07-01
investingnews.com
2026-07-01
Investing News Network
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Micron Technology, Inc. (Nasdaq: MU) and General Motors announced a Strategic Customer Agreement (SCA) to secure a long-term, reliable supply of memory and storage platforms critical to GM's vehicle production and delivery at scale. Micron and GM are working together to strengthen semiconductor and aut
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
MTUM Investors: Watch Micron’s Weight at the November Reconstitution
Marc Guberti
Wed, July 1, 2026 at 4:55 AM PDT 4 min read
MTUM
-2.88%
MU
-4.71%
GOOG
-0.35%
ABBV
-0.04%
AAPL
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MTUM climbed 30% YTD to $326, but its AI/cloud mega-cap holdings are fracturing while one stock masks broader portfolio weakness.
Micron (MU) surged 801% in
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Electronic Equipment and Components/NYSE:KEYS
Integrated GaN MMIC Design Breakthrough Might Change The Case For Investing In Keysight Technologies (KEYS)
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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On 30 June 2026, WIN Semiconductors and Keysight Technologies announced a joint GaN MMIC design workflow that links on-chip simulations, 3D layout checks, and
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
The iShares Semiconductor ETF (NASDAQ:SOXX) has had one of the most violent round trips in its history. SOXX is up 96% year to date and 148% over the past 12 months, yet it just shed almost 8% in a single week, closing near $590. That whipsaw, triggered by Broadcom’s softer AI chip sales forecast and SK Hynix slowing its AI memory expansion, is exactly why the next 12 months for SOXX will hinge on
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question
Marc Guberti
Wed, July 1, 2026 at 2:55 AM PDT 4 min read
AVGO
-0.83%
000660.KS
-5.68%
NVDA
+0.71%
AMAT
-6.46%
MU
-4.71%
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SOXX surged 96% year-to-date then shed nearly 8% in one week after Broadcom's softer AI chip forecast and SK Hynix slowed memory expansion.
Unlike