Semiconductor News & Analysis Feed
11341 articles
2026-07-01
www.etnownews.com
2026-07-01
ET Now
Denuclearization of Iran is progressing well, says US President Trump
Get the latest Business News, Stock Markets, IPO Companies News, Breaking News Events on ET Now. Watch all the big and small Share Market News on ET Now Live TV.
PM Modi's Australia visit 2026: Uranium deal, defence pact among major 18 outcomes - Full details from joint statement
IndiGo, Air India travel advisory: Heavy rain
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
China Is Coming For Micron's Thick Margins
Trefis Team
Wed, July 1, 2026 at 6:33 AM PDT 5 min read
MU
-4.71%
005930.KS
-6.25%
AAPL
-0.64%
000660.KS
-5.68%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Image by PublicDomainPictures from Pixabay
The Squeeze That Created An Opening
The proximate cause is the AI memory supercycle. Conventional DRAM contract prices surged between 93% and
2026-07-01
www.trefis.com
2026-07-01
Trefis
China Is Coming For Micron’s Thick Margins
July 1st, 2026 by Trefis Team
-34.10%
Downside
938
Market
618
Trefis
MU
Micron Technology
The memory industry is in the middle of an unprecedented boom.
AI servers are driving up unprecedented demand for high-bandwidth memory; supply remains tight, and DRAM prices have surged, forcing PC and smartphone makers to look beyond their traditional suppliers.
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
stocktwits.com
2026-07-01
Stocktwits
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2026-07-01
eetimes.com
2026-07-01
OxCore GPU IP is up and running on FPGA today, CEO Raja Koduri told EE Times.
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
finance.yahoo.com
2026-07-01
Yahoo Finance
The Zacks Analyst Blog Highlights Micron Technology, FormFactor, Texas Instruments and Taiwan Semiconductor Manufacturing
The Zacks Analyst Blog Highlights Micron Technology, FormFactor, Texas Instruments and Taiwan Semiconductor Manufacturing · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 6:18 AM PDT 8 min read
MU
-4.71%
TXN
-3.36%
2330.TW
+1.02%
AMZN
+0.75%
FORM
-10.63%
Explore stocks on Coi
2026-07-01
wincountry.com
2026-07-01
WNWN-FM
July 1 (Reuters) – Micron Technology and General Motors have signed a long-term supply agreement for memory and storage platforms used in vehicle production, the companies said on Wednesday.
Under the agreement, GM will secure supplies of memory and storage chips, while the companies work together to develop future technologies.
Surging investments towards AI-powered data centers have boost
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Hit a 52 Week High, Can the Run Continue?
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Hit a 52 Week High, Can the Run Continue? · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 6:15 AM PDT 3 min read
2330.TW
+1.02%
TSM
-4.25%
Trade TSM on Coinbase
Trading disclosure
A strong stock as of late has been TSMC (TSM). Shares have been ma
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) may very well be the king of the so-called “AI Factories,” but the GPU titan also stands to gain as the AI revolution makes its way to the edge as well. Of course, there seems to be no slowing the great AI data center buildout.
Video Muted
The buildout could continue to accelerate, gobbling up all of the DRAM, NAND, GPUs, and server racks, even as sup
2026-07-01
blogs.nvidia.com
2026-07-01
NVIDIA Blog
For 250 years, America has built railroads that connected a continent, power grids that lit up cities, factories that powered prosperity, semiconductors that made the digital age possible and the internet that opened knowledge to the world.
NVIDIA and its partners are investing in American manufacturing, supply chains, energy grids and skilled workforces so the U.S. can produce the infrastructure
2026-07-01
www.tikr.com
2026-07-01
TIKR.com
Key Takeaways for Texas Instruments Stock as of July 2026
Analysts rate Texas Instruments stock 15 buys / 17 holds / 3 sells with a mean target of $298, implying 0% upside from the current price of $298.
TIKR’s mid-case model values Texas Instruments at $522 by December 2030, implying 75% total return, or 13% annualized.
Q1 2026 revenue hit $4.83 billion, 19% above the prior year and above the top
2026-07-01
finimize.com
2026-07-01
Finimize
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2026-07-01
www.foxnews.com
2026-07-01
Fox News
ARTIFICIAL INTELLIGENCE
One of America's oldest manufacturers says AI is creating jobs — not replacing them
NVIDIA partnership with Corning will build three optical fiber facilities in North Carolina and Texas, creating 3,000 jobs
By Amanda Macias Fox News
Published July 1, 2026 9:00am EDT
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Inside the American fac
2026-07-01
beincrypto.com
2026-07-01
BeInCrypto
Advanced Micro Devices (AMD) stock has surged over 150% in 2026, and the big investors who once piled into Nvidia are now moving their money into AMD instead.
AMD Price Performance: Google Finance
The shift is showing up everywhere, from Wall Street trading desks to the crypto markets trading stock perps. To see why it matters, start with just how dominant Nvidia has been.
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2026-07-01
www.hackster.io
2026-07-01
Hackster.io
onsemi Eyes $30 Billion Market Expansion via Synaptics Acquisition
onsemi is snapping up Synaptics for $7B to build a one-stop shop for edge and physical AI hardware.
Nick Bild
Follow
7 days ago • AI & Machine Learning
onsemi is acquiring Synaptics to provide full-stack AI solutions (📷: onsemi)
Artificial intelligence is no longer confined to data centers and cloud servers. Increasingly, AI workl
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
AUSTIN, Texas, July 01, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan’s advanced production ecosystem progressively closer to North American customers, markets and growth opportunities. With artificial intelligence pushin
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
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Sirin Software Joins Alif Semiconductor Partner Ecosystem as Authorized Design House
PR Newswire
Wed, July 1, 2026 at 5:49 AM PDT 1 min read
ST. PETERSBURG, Fla., July 1, 2026 /PRNewswire/ -- Sirin Software, a leading embedded software and IoT engineering services provider, today announced it has offi
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Taiwan Semiconductor Manufacturing Company (
TSM
4.43%
) may be the forgotten giant behind names like Nvidia and Apple. This video explores why TSMC's manufacturing dominance, customer lock-in, and geopolitical importance could make it one of the most critical companies in the world, while also raising a risk investors can't afford to ignore.
Stock prices used were the market prices of June 18, 2