Semiconductor News & Analysis Feed
901 articles
2026-07-02
www.tradingview.com
2026-07-02
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Themes ETFs Strikes First Again: Long and Short SK Hynix ETFs Launch Alongside One of AI's Most Anticipated IPOs
Themes ETFs Strikes First Again: Long and Short SK Hynix ETFs Launch Alongside One of AI's Most Anticipated IPOs
6 min read
SKHX and SKHZ give active traders instant, cost-efficient exposure — bullish or bearish — soon after SK Hynix hits the market.
GREENWICH, Co
2026-07-02
www.tradingpedia.com
2026-07-02
TradingPedia
Nvidia Introduces Revenue-Sharing Model for AI Startups
Written by Brian McColl, | Updated: July 2, 2026
Key Moments
Nvidia announced a revenue-sharing and credit-support framework to supply computing resources to artificial intelligence startups.
AI cloud providers in the program will offer Nvidia-powered cloud services, generating both traditional product revenue and a share of cloud earnings fo
2026-07-02
www.tradingview.com
2026-07-02
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Key facts: NVIDIA monetizes GPUs; Nemotron in Palantir; 40% Q2 driver
Key facts: NVIDIA monetizes GPUs; Nemotron in Palantir; 40% Q2 driver
Less than 1 min read
NVDA
+0.05%
NVIDIA unveils GPU monetization: takes a share of revenue from cloud deployments using its chips and offers financing/backstops for GPU purchases, targeting cloud customers and deployments.
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NVIDIA’s Nemo
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Reuters
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UK's Currys warns memory chip shortage will push up prices
UK's Currys warns memory chip shortage will push up prices
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Dec 22, 2025
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Dec 22, 2025
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KALENDER-Termine Politik/Vermischtes bis 28. Dezem
2026-07-02
www.tradingview.com
2026-07-02
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Reuters
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UK's Currys says memory chip shortage will mean price rises
UK's Currys says memory chip shortage will mean price rises
Refinitiv
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C
Dec 22, 2025
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Mergers and acquisitions
Dec 22, 2025
Reuters
KALENDER-Termine Politik/Vermischtes bis 28. Dez
2026-07-02
www.tradingview.com
2026-07-02
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Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
3 min read
MPWR
+1.04%
TXN
+2.91%
OLED
−0.83%
PI
+0.26%
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from
2026-07-02
www.tradingview.com
2026-07-02
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Key facts: U.S. Suit Names SK hynix Over DRAM Cuts; June Exports Rise
Key facts: U.S. Suit Names SK hynix Over DRAM Cuts; June Exports Rise
Less than 1 min read
000660
−5.68%
Lawsuit filed June 25 names SK hynix (000660) in U.S. suit alleging DRAM output cuts while shifting to HBM, blaming higher conventional DRAM prices and seeking class-action status and damages
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SK hynix
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA (NASDAQ:NVDA) Trading Down 1.3% - Here's What Happened
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
NVIDIA shares slipped 1.3% in Wednesday trading, with the stock briefly falling to $193.45 before last trading near $197.58 as investors showed some near-term caution.
Despite the pullback, the article highlights continued bullish long-term sentiment around
2026-07-02
eetimes.com
2026-07-02
AI has outgrown traditional chips. The future belongs to integrated systems that stack compute, memory, photonics, and power, and HLSI is driving the shift.
2026-07-02
www.tradingview.com
2026-07-02
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GuruFocus
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Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Less than 1 min read
NVDA
+0.71%
AMD
−6.51%
AVGO
−0.83%
INTC
−9.66%
Shares of AI infrastructure and semiconductor companies declined Wednesday after a report said Meta Platforms (META) is exploring a cloud infrastructure business that would offer
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
es.tradingview.com
2026-07-02
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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
www.tradingview.com
2026-07-02
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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.barrons.com
2026-07-02
Barron's
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2026-07-01
blockonomi.com
2026-07-01
Blockonomi
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2026-07-01
www.tradingview.com
2026-07-01
TradingView
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EQS
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ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business to Infineon for EUR 570 million in cash
ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business to Infineon for EUR 570 million in cash
3 min read
ams-OSRAM AG/ Key word(s): Mergers & Acquisitions
ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business t
2026-07-01
tomshardware.com
2026-07-01
Bruno Ferreira
Virginia county asks all employees including schools to save power, due to AI-driven power requirements— state's 400-plus datacenters steadily increasing demand, grid expansion, and pricing
2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
www.tradingview.com
2026-07-01
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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.tradingview.com
2026-07-01
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Key facts: Enphase stock jumps ~15.8% on analyst pick; GaN switch demo
Key facts: Enphase stock jumps ~15.8% on analyst pick; GaN switch demo
Less than 1 min read
ENPH
−3.50%
Enphase Energy (ENPH) jumped ~15.8% premarket after an analyst named it a preferred pick; traders cited rising power costs and El Niño boosting solar and battery demand.
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Enphase Energy develops IQ SST