Semiconductor News & Analysis Feed
4319 articles
2026-07-02
www.gurufocus.com
2026-07-02
GuruFocus
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2026-07-02
eetimes.com
2026-07-02
AI has outgrown traditional chips. The future belongs to integrated systems that stack compute, memory, photonics, and power, and HLSI is driving the shift.
2026-07-02
www.cnbc.com
2026-07-02
CNBC
A day after closing out a blockbuster three months on Wall Street, high-flying chip stocks suffered steep declines to open the third quarter.
Memory maker Micron
dropped 11%, wiping out $138 billion of market cap. Intel
fell 9% and rival chipmaker Advanced Micro Devices
dropped 7%.
Those three stocks boomed in the second quarter, adding $2 trillion in combined value, as investors wagered that
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
QCOM Stock Slips Toward Fourth Straight Loss After Elon Musk Dismisses Reports Of SpaceX AI Phone Using Qualcomm Chips
QCOM Stock Slips Toward Fourth Straight Loss After Elon Musk Dismisses Reports Of SpaceX AI Phone Using Qualcomm Chips · Stocktwits
Shashank Nayar
Wed, July 1, 2026 at 1:10 PM PDT 2 min read
QCOM
+0.02%
SPCX
+0.98%
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Trading disclosure
Musk took to his so
2026-07-02
www.techtimes.com
2026-07-02
Tech Times
By Allen Lee
Published: Jul 01 2026, 4:08 PM EDT
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Samsung Electronics Chairman Lee Jae-yong attends the briefing announcement of public-private collaboration projects at the presidential Blue House in Seoul on June 29, 2026. South Korea will invest nearly $1.2 trillion -- equivalent to more than
2026-07-02
www.ad-hoc-news.de
2026-07-02
AD HOC NEWS
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers · Stocktwits
Anan Ashraf
July 1, 2026 3 min read
RIVN
+1.03%
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Trading disclosure
CEO RJ Scaringe told Axios the R2 vehicle represents an existential test.
He dismissed demand as a concer
2026-07-02
es.tradingview.com
2026-07-02
TradingView
Noticias
/
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
2 minutos de lectura
RIVN
−0,12%
PUNTOS CLAVE:
CEO RJ Scaringe told Axios the R2 vehicle represents an existential test.
He dismissed demand as a concern for R2, instead highlighting supply chain wor
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-01
qz.com
2026-07-01
qz.com
General Motors $GM and Micron $MU Technology announced Wednesday that they had formalized a long-term supply agreement covering memory and storage chips for automotive manufacturing.
Under the Strategic Customer Agreement, GM will secure supply of LPDRAM, NOR, and UFS NAND products from Micron. The two companies also said they will continue working together to develop and qualify future memory te
2026-07-01
www.msn.com
2026-07-01
MSN
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro Devices AMD and Intel INTC, also con
2026-07-01
www.aol.com
2026-07-01
AOL.com
Apple Just Raised Prices Because of a Chip Shortage. But the Real Winner Isn't Apple. It's This AI Stock.
DANIEL SPARKS, THE MOTLEY FOOL
Jun 30, 2026
0
Key Points
Apple raised starting prices across Macs, iPads, and more, blaming a memory shortage driven by AI data centers.
Micron earned a record $28.24 billion in net income in its latest quarter.
The company's adjusted gross margin reached a r
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Samsung, Micron and SK Hynix accused of spiking memory chip prices by 700%
Rebecca Payne
Wed, July 1, 2026 at 7:30 AM PDT 4 min read
005930.KS
-6.25%
MU
-4.71%
000660.KS
-5.68%
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Trading disclosure
An antitrust lawsuit has been filed in California alleging that three chipmakers have engaged in collusion and price-fixing, amid a global shortage of memory chips that is driving up
2026-07-01
stocktwits.com
2026-07-01
Stocktwits
stocktwits.com
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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
ASML Holding (NasdaqGS:ASML) Raises Revenue Guidance As AI Chip Spending Builds
Bailey Pemberton
Wed, July 1, 2026 at 7:14 AM PDT 3 min read
ASML.AS
-0.30%
ASML
-4.26%
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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
ASML Holding raised its revenue guidance, citing
2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel's Arizona fab that is now ramping production of chips using 18A fabrication process.
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Micron TechnologyMU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro DevicesAMD and Intel INTC, also contr
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
finance.yahoo.com
2026-07-01
Yahoo Finance
General Motors shares rise after securing long-term Micron chip supply
Fiona Craig
Wed, July 1, 2026 at 6:35 AM PDT 2 min read
GM
-2.34%
MU
-4.71%
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Trading disclosure
General Motors ©Shutterstock
GM strengthens semiconductor supply chain with Micron agreement
Shares of General Motors (NYSE:GM) edged higher on Wednesday after the automaker unveiled a strategic partnership