Semiconductor News & Analysis Feed
1039 articles
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
In a report released today, Tammy Qiu from Berenberg Bank maintained a Buy rating on Infineon Technologies AG, with a price target of €100.00.
According to TipRanks, Qiu is ranked #148 out of 12296 analysts.
In addition to Berenberg Bank, Infineon Technologies AG also received a Buy from Deutsche Bank ‘s Johannes Schaller CFA in a report issued yesterday. However, on the same day, UBS maintained
2026-07-04
www.gurufocus.com
2026-07-04
GuruFocus
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2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Alphabet's AI-driven gains will last longer than Micron's.
Micron is growing at warp speed.
Micron's stock appears cheaper on a forward earnings basis.
10 stocks we like better than Micron Technology ›
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies like Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) tha
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Alphabet's AI-driven gains will last longer than Micron's.
Micron is growing at warp speed.
Micron's stock appears cheaper on a forward earnings basis.
10 stocks we like better than Micron Technology ›
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies like Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) tha
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You)
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 11:51 AM PDT 5 min read
GOOGL
-1.39%
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies li
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
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2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM), enterprise SSDs and advanced DRAM continues to outpace industry supply, creating a favorable pricing environment.
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM), enterprise SSDs and advanced DRAM continues to outpace industry supply, creating a favorable pricing environment.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Retail Investors’ Verdict: Micron Technology (MU) is Better Than Space (SPCX)
Fahad Saleem
Fri, July 3, 2026 at 6:22 AM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Micron Technology (NASDAQ:MU) ranks #3 (see Avoid SpaceX and Buy These 5 Stocks Instead).
Number of Hedge Fund Investors: 154
Redditors are dismissing
2026-07-03
www.tradingview.com
2026-07-03
TradingView
News
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Zacks
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Can Higher Memory Prices Extend Micron Technology's Profit Boom?
Can Higher Memory Prices Extend Micron Technology's Profit Boom?
3 min read
MU
+1.11%
Micron Technology, Inc. MU is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth mem
2026-07-03
www.zacks.com
2026-07-03
Zacks Investment Research
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2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
Intel reportedly solves one of the key issues that plagued its 18A process technology, but others may still be there.
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
uk.finance.yahoo.com
2026-07-03
Yahoo Finance UK
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
Jabin Bastian
Thu, 2 July 2026 at 8:00 pm GMT-7 4 min read
MCHPP
+1.95%
ON
+2.95%
SWKS
-2.13%
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
Jabin Bastian
Thu, July 2, 2026 at 8:00 PM PDT 4 min read
MCHPP
+1.95%
ON
+2.95%
SWKS
-2.13%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The br
2026-07-03
eciks.org
2026-07-03
eciks.org
Micron signs long-term memory supply deal with General Motors
Published on 2 July 2026 at 9:06 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 95 times
© Micron signs long-term memory supply deal with General Motors
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Micron Technology and General Motors announced a Strategic Customer Agreement on July 1, 2026, securing a long-term supply of memory and storage p
2026-07-03
digitimes.com
2026-07-03
As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components and Technology Conference described a shift in which Intel, Marvell, TSMC, and others detailed new packaging approaches as packages themselves begin hitting limits.
2026-07-03
digitimes.com
2026-07-03
Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.
2026-07-03
digitimes.com
2026-07-03
Infineon has opened its new Smart Power Fab in Dresden ahead of schedule, adding capacity for chips used in AI data centers, electric vehicles, renewable energy, and industrial systems. The move expands Europe's semiconductor base, strengthens supply chains, and could affect technology markets far beyond Germany and the continent.