Semiconductor News & Analysis Feed
11063 articles
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
tomshardware.com
2026-07-02
Andrew E. Freedman
Microsoft is reportedly testing a feature to digitize physical games going back to the Xbox One with digital copies tied to the owner of the physical disc.
2026-07-02
ts2.tech
2026-07-02
TechStock²
1 JULY 2026
NASDAQ:MU·NYSE:GM·STOCK MARKET·TECHNOLOGY
3 MINS READ
MICRON (NASDAQ:MU) FALLS AFTER GM CONTRACT, TRADERS WEIGH AI MEMORY BETS
BY IWONA MAJKOWSKA
NEW YORK, July 1, 2026, 14:13 EDT
Micron Technology, Inc. NASDAQ:MU dropped around 9.8% after hours, falling harder than most major AI-chip names and semiconductor ETFs.
Micron lost about $130 billion in value from Tuesday’s close, wiping
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
China faces three specific barriers as it aims to produce key chipmaking equipment. Monitoring progress in these areas would help Western countries make better chip and AI policy.
For the past 20 years, advanced semiconductor manufacturing has been dominated by a small set of companies in the Netherlands, Japan, Germany, Taiwan, South Korea, and the United States, largely due to the proprietary t
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%
Trade RIVN on Coinbase
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
news.bloomberglaw.com
2026-07-02
Bloomberg Law News
Four US semiconductor companies defeated claims from Ukrainian citizens who were injured by Russian weapons they allege contained the companies’ components.
The Ukrainian citizens’ own pleadings show the Russian weapons had parts not only from the defendant companies — Texas Instruments Inc., Advanced Micro Devices Inc., Intel Corp. and Mouser Electronics Inc. — but others that they didn’t sue, S
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Why Micron Stock Is Plummeting Today
Keith Noonan, The Motley Fool
Wed, July 1, 2026 at 11:31 AM PDT 2 min read
MU
-4.71%
NVDA
+0.71%
^GSPC
-0.45%
^IXIC
-1.16%
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Trading disclosure
Micron (NASDAQ: MU) stock is seeing a substantial pullback in Wednesday's trading, with shares down 9.6% as of 2:10 p.m. ET. The S&P 500 was up 0.1% at the same point in the day's trading, and
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and HBM4 qualification samples still rationed among lead customers. For investors trying to translate that supply tightness into portfolio exposure, three exchange-traded funds capture different slices o
2026-07-02
www.tradingview.com
2026-07-02
TradingView
News
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Stock Story
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Why Applied Materials (AMAT) Shares Are Falling Today
Why Applied Materials (AMAT) Shares Are Falling Today
2 min read
AMAT
−6.46%
What Happened?
Shares of semiconductor machinery manufacturer Applied Materials
AMAT
fell 11.2% in the afternoon session after the company was caught in a broader sell-off among semiconductor stocks as investors took profits following a record-
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.idahopress.com
2026-07-02
Idaho Press
Originally published June 30 on IdahoEdNews.org.
Micron Technology will provide seed funding for eligible children in Idaho communities where the company operates through a new initiative tied to federally created Trump Accounts. The company will also offer matching contributions for employees’ children.
Children in Ada, Boise, Canyon, Elmore and Gem counties will receive a $250 seed deposit fro
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Micron (
MU
5.25%
) stock is seeing a substantial pullback in Wednesday's trading, with shares down 9.6% as of 2:10 p.m. ET. The S&P 500 was up 0.1% at the same point in the day's trading, and the Nasdaq Composite was off 0.2%.
While moves for the S&P 500 and the Nasdaq Composite look relatively muted today, many leading chip stocks are getting hit with big sell-offs. Meanwhile, investors appear
2026-07-02
aws.amazon.com
2026-07-02
Amazon Web Services (AWS)
Run NVIDIA Nemotron and OpenAI GPT OSS models on Amazon Bedrock in AWS GovCloud (US)
by Zohreh Norouzi, Heather Crawford, and Saurabh Trikande on 01 JUL 2026 in Amazon Bedrock, Announcements, AWS GovCloud (US), Intermediate (200) Permalink Share
Government agencies running workloads in AWS GovCloud (US) need AI capabilities that keep pace with the commercial sector. At the same time, they can’t
2026-07-02
pulse2.com
2026-07-02
Pulse 2.0
Ardian announced that Ardian Semiconductor has completed a minority investment in VSORA. VSORA is a France-based fabless semiconductor company designing next-generation AI inference accelerators for data center applications. Financial terms of the transaction were not disclosed.
The investment represents Ardian Semiconductor’s fourth investment.
It also expands Ardian Semiconductor’s exposure acro
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%
David Moadel
Wed, July 1, 2026 at 10:57 AM PDT 4 min read
PLTR
+1.38%
PANW
-5.73%
NVDA
+0.71%
CRWD
-2.39%
Explore stocks on Coinbase
Trading disclosure
Quick Read
PLTR stock jumped 9% after announcing its NVIDIA sovereign-AI partnership, while PANW stock climbed 4%, though PLTR still trades down 28.5% year to date.
Crowd
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Prediction: Micron’s Remarkable 800% Run Masks Risk and Our Target Reflects Caution Ahead
Vandita Jadeja
Wed, July 1, 2026 at 10:56 AM PDT 4 min read
MU
-4.71%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Quick Read
MU beat Q3 revenue estimates by 18% and EPS by 24%, yet shares dropped 7% post-earnings, signaling the stock has priced in perfection.
Micron's weekly RSI has sat above
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK hynix (KOSE:A000660) Eyes New Shares And ADRs, Is It Still Undervalued?
July 02, 2026
Simply Wall St
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Why SK hynix stock is in focus after its latest capital plans
SK hynix (KOSE:A000660) is in the spotlight after its board met on June 24 to consider issuing new shares for listing in Korea, alongside American Depositary Recei