Semiconductor News & Analysis Feed
11341 articles
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology (
MU
5.25%
) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become a key component in the artificial intelligence (AI) hardware stack.
Despite its incredible gains, Micron stock is still technically cheap when valued against its future potential earnings. However, that paints a
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:LSCC
Lattice Semiconductor (LSCC) Is Up 6.3% After New $1.15B Credit Lines And Index Removal
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Lattice Semiconductor entered into a Second Amended and Restated Credit Agreement, securing a US$200 million revolving facility and a US$950 million delayed draw term loan, prim
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Janney Montgomery Scott LLC Increases Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Janney Montgomery Scott LLC boosted its Synopsys stake by 79.4% in Q1, buying 23,133 additional shares and bringing its total holding to 52,264 shares valued at about $20.7 million.
Analyst sentiment remains broadly positive: several firms raised pr
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Nvidia (
NVDA
+0.62%
) may have once made many millionaires. If you had invested $1,000 in the company in its early days of trading and held on, today you would have more than $5 million. Most of the gains happened over the past few years, as the artificial intelligence (AI) boom took shape -- Nvidia makes the key chips that power crucial AI tasks, like the training of AI models, and has built out
2026-07-01
www.newelectronics.co.uk
2026-07-01
New Electronics
www.newelectronics.co.uk
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2026-07-01
www.tradingview.com
2026-07-01
TradingView
News
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Zawya
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ZAWYA: Claude meets Blackwell Ultra: Anthropic’s models now run on NVIDIA GB300 in Azure
ZAWYA: Claude meets Blackwell Ultra: Anthropic’s models now run on NVIDIA GB300 in Azure
Refinitiv2 min read
ANTHROPIC
NVDA
+0.71%
MSFT
+0.54%
Now generally available in Microsoft Foundry, Claude on NVIDIA GB300 Blackwell Ultra gives Azure-native enterprises a new foundation for building autono
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
NVIDIA Corporation $NVDA Shares Acquired by Oak Family Advisors LLC
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Oak Family Advisors LLC increased its NVIDIA stake by 29.1% in the first quarter, adding 3,714 shares to reach 16,469 shares valued at about $2.87 million.
NVIDIA’s latest quarterly results were strong, with EPS of $1.87 beating estimates and revenue o
2026-07-01
datacenters.economictimes.indiatimes.com
2026-07-01
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-07-01
timestech.in
2026-07-01
TimesTech
BuzzIndustry News
Infineon Earns Another Top Investor Relations Award
By TimesTech -
July 1, 2026
0
74
Infineon Technologies, has received several awards for its Investor Relations (IR) activities. At the German Investor Relations Award presented by DIRK – the German Investor Relations Association – the Infineon IR team achieved first place for best Investor Relations among all DAX 40 companies f
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
SOXX vs. IYW: Is the iShares Semiconductor ETF or Tech ETF the Better Buy for Investors?
Katie Brockman, The Motley Fool
Wed, July 1, 2026 at 1:20 AM PDT 3 min read
^GSPC
-0.45%
The iShares U.S. Technology ETF (NYSEMKT:IYW) and the iShares Semiconductor ETF (NASDAQ:SOXX) both target the most aggressive growth corners of the market, but with different levels of diversification.
While IYW casts a
2026-07-01
www.datacenterdynamics.com
2026-07-01
Data Center Dynamics
AI infrastructure is rapidly pushing rack densities beyond the limits of traditional cooling approaches.
This whitepaper explores how thermal requirements will evolve alongside NVIDIA's GPU roadmap, from Blackwell to Rubin and beyond, helping operators understand when to transition from air cooling to liquid cooling technologies.
Read now to discover:
When air cooling reaches its practical limi
2026-07-01
biz.chosun.com
2026-07-01
Chosunbiz
By
Jeong Du-yong
Published 2026.07.01. 17:17
SK hynix business sites in Icheon, Gyeonggi./Courtesy of News1
SK hynix will use funds raised through the issuance of American depositary shares (ADS) for a Nasdaq listing in the United States to expand domestic production facilities, invest in advanced packaging equipment, and introduce extreme ultraviolet (EUV) lithography equipment. The amended reg
2026-07-01
www.gasworld.com
2026-07-01
gasworld
© Air Liquide
Air Liquide to build gas plants for SK Hynix’s US chip facility
By Molly Burgess
6 days ago
1 min read
Bookmark
Industrial gas major Air Liquide will invest more than $170m in two gas production plants in Indiana to supply ultra-pure gases to South Korean chipmaker SK Hynix’s first semiconductor facility in the US.
Air Liquide will build, own, and operate the plants, supplying larg
2026-07-01
focustaiwan.tw
2026-07-01
Focus Taiwan
Taipei, July 1 (CNA) Shares in Taiwan closed sharply higher Wednesday, extending gains from the previous session, as contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) finished at the day's high after its American depositary receipts (ADRs) posted strong gains overnight, dealers said.
Following a 2.50 point increase Tuesday, the Taiex, the Taiwan Stock Exchange's benchmark index, en
2026-07-01
diginomica.com
2026-07-01
Diginomica
Tokenomics - the Qualcomm worldview as a $3.9 billion data center gambit starts to add up
Read later
By Stuart Lauchlan
July 1, 2026
Dyslexia mode
SUMMARY:
Qualcomm's takeover of Modular is a key part of a wider transformational shift.
Facebook
Linkedin
Reddit
Twitter
Threads
Bluesky
Everybody wants tokens, but they also want amazing economics.
So says Chris Lattner, co-Founder & CEO of Modul
2026-07-01
taiwaninsight.org
2026-07-01
Taiwan Insight
TAIWAN’S CHIP CLASSROOMS CAN POWER INDIA’S SEMICONDUCTOR DREAM
1 July 2026
Chee-Hann Wu
India, semiconductors, South Asia Leave a comment
Written by Anand Chauhan.
Image credit: Political Deputy Minister Dr. Mon-chi Lio and AICTE Chairman Prof. T.G. Sitharam, at the Indo-Taiwan Educational Cooperation Forum on Semiconductors by the Ministry of Education.
India’s semiconductor dream will not
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Forum Financial Management LP Decreases Holdings in Texas Instruments Incorporated $TXN
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Forum Financial Management LP cut its Texas Instruments stake by 63.9% in the first quarter, selling 5,570 shares and leaving it with 3,148 shares worth about $611,000.
Texas Instruments insiders have also been selling shares, inclu
2026-07-01
eetimes.com
2026-07-01
EU Chips Act 2.0 gets the plot right: fabs aren’t enough. Europe needs design-layer muscle and multi-foundry freedom.
2026-07-01
www.indexbox.io
2026-07-01
IndexBox
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2026-07-01
www.bisinfotech.com
2026-07-01
Bisinfotech
www.bisinfotech.com
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