Semiconductor News & Analysis Feed
1275 articles
2026-07-01
www.businessinsider.com
2026-07-01
Business Insider
Michael Burry has placed fresh bets against Tesla, Caterpillar, Nvidia, Applied Materials, and an index of microchip stocks.
The investor of "The Big Short" fame, best known for predicting and profiting from the collapse of the mid-2000s housing bubble, revealed his latest shorts in a Substack post on Tuesday afternoon.
Burry said he refreshed his wager against the iShares Semiconductor ETF (SOX
2026-07-01
www.marketscreener.com
2026-07-01
marketscreener.com
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2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
TSMC is AI's 'quintessential trendsetter': Strategist shares top 2 tech stock picks
Yahoo Finance Video and Josh Lipton
Wed, July 1, 2026 at 5:00 a.m. PDT
Raymond James Investment Management chief market strategist Matt Orton explains why he's bullish on Taiwan Semiconductor Manufacturing Company (TSM) and Credo Technology (CRDO).
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2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Wendell David Associates Inc. Buys 2,626 Shares of Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Wendell David Associates increased its Synopsys stake by 55% in the first quarter, buying 2,626 additional shares and bringing its total holdings to 7,400 shares worth about $2.93 million.
Wall Street sentiment remains positive overall, with Synops
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
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Verkada Accelerates Physical AI with NVIDIA
PR Newswire
Wed, 1 July 2026 at 3:00 am GMT-7 2 min read
NVDA
+0.71%
GOOGL
+0.16%
Verkada is scaling its physical AI platform across more than 2.4 million devices globally with a new technical collaboration and investment from NVIDIA
SAN MATEO, Calif., July
2026-07-01
www.prnewswire.com
2026-07-01
PR Newswire
Verkada Accelerates Physical AI with NVIDIA
NEWS PROVIDED BY
Verkada
Jul 01, 2026, 06:00 ET
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Verkada is scaling its physical AI platform across more than 2.4 million devices globally with a new technical collaboration and investment from NVIDIA
SAN MATEO, Calif., July 1, 2026 /PRNewswire/ -- Verkada, a leader in AI-powered physical security and operations, today announ
2026-07-01
taiyangnews.info
2026-07-01
TaiyangNews
Enphase’s latest IQ9N series microinverter uses GaN-based switching devices for power conversion and is rated for a maximum efficiency of 97.95%
It features a module-level RSD safety function and is housed in a double-insulated polymer-based enclosure
US-based microinverter producer Enphase Energy, Inc., showcased its latest microinverter, the IQ9N, at Intersolar Europe 2026, with a focus on E
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
www.trendforce.com
2026-07-01
TrendForce
[News] ASE Reportedly Raises Advanced Packaging Quotes by More Than 20% in Latest AI-Driven Price Hike
2026-07-01 Semiconductors editor
News
Please note that this article cites information from MoneyDJ, Liberty Times, and Economic Daily News.
AI-driven semiconductor demand is reportedly fueling another round of price increases across the OSAT industry. According to MoneyDJ, citing indust
2026-07-01
www.benzinga.com
2026-07-01
Benzinga
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2026-07-01
digitimes.com
2026-07-01
South Korea's plan to send Samsung Electronics and SK Hynix into a new memory hub in Gwangju and South Jeolla is drawing scrutiny from Taiwan and China, as Seoul defends the project against political criticism at home and questions over whether another major memory buildout could test the industry cycle.
2026-07-01
digitimes.com
2026-07-01
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus
2026-07-01
digitimes.com
2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
eetimes.com
2026-07-01
Satellites are getting brains...and fevers. See how telemetry, heat control, and AI are turning spacecraft into self-protecting machines.
2026-07-01
news.futunn.com
2026-07-01
富途牛牛
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2026-07-01
uk.finance.yahoo.com
2026-07-01
Yahoo Finance UK
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
30 June 2026 2 min read
MU
-4.71%
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.
The upward trend
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings esti