Semiconductor News & Analysis Feed
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2026-07-10
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2026-07-10
Samsung Electronics' preliminary earnings have shaken financial markets. Drawing on a report from a US brokerage, DIGITIMES Intelligence analyst Luke Lin examined the actual progress of advanced-node capacity expansion at TSMC, Intel, and Samsung, arguing that market expectations in several areas have run ahead of reality.
2026-07-10
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2026-07-10
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2026-07-09
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United States/Semiconductors/NasdaqGS:ASML
Is ASML Holding (NasdaqGS:ASML) Fairly Valued As Earnings Near?
July 09, 2026
Simply Wall St
ASML Holding (ASML) edged 1.22% higher in the latest session, outpacing the S&P 500, as investors looked ahead to the company’s July 15, 2026 earnings release and closely watched expectations for EPS and revenue.
See our latest analysis for ASML Holding.
At a s
2026-07-09
digitimes.com
2026-07-09
Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics and industrial supply chains. The company also cited gains from product upgrades and an investment valuation boost.
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Micron Stock Drops 10%+ After Earnings - Is This a Buying Opportunity?
Tirthankar Chakraborty
Wed, July 8, 2026 at 12:00 PM PDT 2 min read
MU
+4.92%
005930.KS
+6.27%
Trade MU on Coinbase
Trading disclosure
For quite some time, Micron Technology, Inc. MU has been one of the most sought-after artificial intelligence (AI) infrastructure stocks, as its memory chips are vital components powering AI gr
2026-07-08
seekingalpha.com
2026-07-08
Seeking Alpha
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Micron Earnings: I Was Worried For Nothing (Rating Upgrade)
Jul 08, 2026, 10:51 AM ET
Micron Technology, Inc. (MU) Stock
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Micron Technology, Inc. delivered an extraordinary Q3, prompting
2026-07-08
www.cnbc.com
2026-07-08
CNBC
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics
failed to meet Wall Street’s lofty artificial intelligence demand expectations.
Shares dropped 8% even after the South Korean electronics company’s quarterly profit surpassed both Nvidia
and Apple
, and the company said it expects operating profit to jump 1,800%.
The results are the latest sign on Wall Stre
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
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2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
David Moadel
Tue, July 7, 2026 at 7:27 AM PDT 4 min read
AMD
+5.64%
INTC
+1.95%
^DJI
+0.37%
AMAT
+5.05%
005930.KS
+0.18%
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Samsung's record $58B quarterly profit still triggered a chip selloff, sinking Intel and Applied Materials each 10% and pushing
2026-07-07
www.barchart.com
2026-07-07
Barchart.com
A photo of a corporate Qualcomm sign by JHVEPhoto via Adobe Stock
QUALCOMM Incorporated (QCOM) is a leading global semiconductor and wireless technology company headquartered in San Diego. The company develops advanced chipsets, connectivity solutions, and intellectual property that power smartphones, automotive systems, Internet of Things (IoT) devices, PCs, networking equipment, and artificial
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
David Moadel
Tue, July 7, 2026 at 6:41 AM PDT 4 min read
MU
+6.10%
SNDK
+10.31%
005930.KS
+0.18%
WDC
+5.65%
STX
+5.08%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Samsung's record $58B operating profit sparked profit-taking that sent Micron and SanDisk each down 7%, despite their 245% and 635% YTD
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537.
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The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% t