Semiconductor News & Analysis Feed
1011 articles
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
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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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In ad
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
With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has
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.
2026-07-03
digitimes.com
2026-07-03
China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.
2026-07-03
www.msn.com
2026-07-03
MSN
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 broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the world leans further into automation and data centers, choosing between Broadcom (
AVGO
+5.00%
) and ON Semiconductor (
ON
+2.95%
) has become a classic debate for tech investors.
Broadcom provides networking chips, wireless connectivity, and infrastructure software used across cloud, enterprise, and data-center environments, while ON Semiconductor specializes in power management for the au
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
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 broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of spending on AI
2026-07-03
www.tradingview.com
2026-07-03
TradingView
News
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Stock Story
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onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
3 min read
ON
+2.95%
SWKS
−2.13%
MCHP
+1.59%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip d
2026-07-03
markets.financialcontent.com
2026-07-03
FinancialContent
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
By:
StockStory
July 02, 2026 at 16:05 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fea
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
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 broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of spending on AI