Semiconductor News & Analysis Feed
10663 articles
2026-07-03
hothardware.com
2026-07-03
HotHardware
NVIDIA Disrupts Tech Supply Chain With New GPU Revenue Sharing Model
by Tim Sweezy — Thursday, July 02, 2026, 01:05 PM EDT
Comments
NVIDIA is trying something new in the AI infrastructure race, and it goes beyond simply shipping more hardware. The company has rolled out a credit support and revenue sharing model, that could reshape how emerging AI cloud providers get their hands on serious amo
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Microsoft vs. Nvidia: Which Is the Better AI Stock to Own for the Next 3 Years?
Justin Pope, The Motley Fool
Thu, July 2, 2026 at 10:03 AM PDT 4 min read
MSFT
-1.41%
NVDA
+3.65%
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Trading disclosure
Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its ha
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Microsoft (
MSFT
1.42%
) and Nvidia (
NVDA
+3.74%
) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its hand in every tech market segment, especially anything involving enterprise customers. Meanwhile, Nvidia has become the de facto leader in GPU chips used in AI data centers.
Both stocks have made investors very wealthy over t
2026-07-03
www.trefis.com
2026-07-03
Trefis
Synopsys Stock Has Pulled Back, But Is It a Bargain or a Trap?
The chip design giant has a history of rewarding investors who buy its shares on weakness, but the price of admission remains high.
Synopsys (SNPS) is at the center of the AI chip storm, building the complex digital blueprints for the next generation of silicon. The company is digesting its significant acquisition of Ansys, pushing t
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
As the artificial intelligence boom matures, investors must decide between proven giants and emerging specialized players. Comparing Broadcom (
AVGO
+5.12%
) and Navitas Semiconductor (
NVTS
6.22%
) reveals two very different paths to potential long-term returns.
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AVGO & NVTS: Performance Comparison
AVGO (Broadcom)
NVTS (Navitas Semiconductor)
YTD
1M
3M
6M
1Y
5Y
Key Financial Metrics
AVGO
2026-07-03
www.autonews.com
2026-07-03
Automotive News
DRESDEN, Germany — Infineon opened a €5 billion ($5.7 billion) semiconductor factory here July 2, in one of Europe’s biggest efforts to expand domestic production as demand grows for chips used in electric vehicles and artificial intelligence.
Ram’s rise puts Stellantis on pace to break 7-year streak of lower sales
The Ford Bronco outsold the Wrangler for the first time in a quarter since the SU
2026-07-03
news.google.com
2026-07-03
Yahoo Finance
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
PC Components RAM DRAM
SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed
News
By Anton Shilov
Published July 3, 2026
Over the next decades.
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
(Image credit: SK hynix)
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2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
SK hynix announces major plan to spend $712.5 billion in its operations in South Korea, but the only detailed investments are spendings on a new NAND fab and a packaging facility.
2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Palantir CEO Alex Karp boldly states in an interview that claims AI companies are stealing customer's data while charging them for unproductive services.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Technology Has Fantastic News for This Artificial Intelligence (AI) Infrastructure Stock That Has More Than Doubled in 2026
Harsh Chauhan, The Motley Fool
Thu, July 2, 2026 at 9:05 AM PDT 5 min read
MU
+1.11%
LRCX
+2.15%
NVDA
+3.65%
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Trading disclosure
Micron Technology (NASDAQ: MU) delivered fantastic results for the third quarter of fiscal 2026 (which ended on M
2026-07-03
www.taipeitimes.com
2026-07-03
Taipei Times
The US is unlikely to match Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) production capacity in Taiwan despite the chipmaker’s expansion in Arizona, Minister of Economic Affairs Kung Ming-hsin (龔明鑫) said yesterday.
TSMC has already announced plans for a total of 16 fabrication plants and advanced chip-on-wafer-on-substrate packaging facilities in Taiwan, Kung said before a ministry meeting
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Micron Technology (
MU
+0.91%
) delivered fantastic results for the third quarter of fiscal 2026 (which ended on May 28) on June 24. The memory specialist not just crushed Wall Street's expectations by a mile, but its guidance made it clear that the red-hot demand for memory chips isn't going away any time soon.
Micron stock jumped nearly 16% after its blowout quarterly report. The company's perf
2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
Tech Industry
Nvidia offers to take a cut of AI cloud revenue on top of hardware sales in new optional financing vehicle — trades tokens for revenue cut
News
By Luke James
Published July 2, 2026
Sharon AI and Firmus are the first partners, with a combined total of up to 210,000 GPUs.
(Image credit: Getty / The Dallas Morning Post)
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2026-07-02
tomshardware.com
2026-07-02
Luke James
Nvidia has announced a new business model under which it’ll be able to double-dip for revenue on the same silicon.
2026-07-02
www.aol.com
2026-07-02
AOL.com
Applied Materials Is Silently Powering the AI Boom. Here's Why.
MARC GUBERTI, THE MOTLEY FOOL
Thu, July 2, 2026 at 11:36 PM GMT+8
0
Key Points
Chipmakers need essential equipment to make their chips. That's where Applied Materials comes into play.
Revenue guidance of 30% growth in 2026 suggests a meaningful acceleration from recent results.
Applied Materials has maintained high profit margins,
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Key Points
Chipmakers need essential equipment to make their chips. That's where Applied Materials comes into play.
Revenue guidance of 30% growth in 2026 suggests a meaningful acceleration from recent results.
Applied Materials has maintained high profit margins, so rising revenue will translate into higher profits.
10 stocks we like better than Applied Materials ›
Nvidia and Micron Technolo
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials Is Silently Powering the AI Boom. Here's Why.
Marc Guberti, The Motley Fool
Thu, July 2, 2026 at 8:36 AM PDT 3 min read
AMAT
+3.74%
NVDA
+3.69%
MU
+0.87%
Explore stocks on Coinbase
Trading disclosure
Nvidia and Micron Technology have drawn significant investor attention as they power AI infrastructure, but savvy investors may also want to turn some of that attention to Applied M
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Nvidia and Micron Technology have drawn significant investor attention as they power AI infrastructure, but savvy investors may also want to turn some of that attention to Applied Materials (
AMAT
+4.25%
). Applied Materials doesn't make chips, but it designs vital equipment that chipmakers use to create their chips.
In short, Applied Materials is an enabler of chipmakers, but that's not the only
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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