Semiconductor News & Analysis Feed
10664 articles
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-02
www.linkedin.com
2026-07-02
LinkedIn
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Everyone's talking about AI chips. But what makes those chips powerful in the first place?
‘Without advanced packaging, there is no AI,’ says Audrey Charles, SVP, Advanced Packaging & President, Lam Capital.
In this episode of Voices From The Valley, Audrey expla
2026-07-02
www.investing.com
2026-07-02
Investing.com
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2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Key Points
Micron just delivered a jaw-dropping blowout quarter.
The stock still isn't all that expensive.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) is a candidate for stock of the year halfway through 2026. Its shares are trading up about 309% so far in 2026, making it the second-best performing stock in the S&P 500 (SNPINDEX: ^GSPC), trailing only Sandis
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
tomshardware.com
2026-07-02
Anton Shilov
SpaceX is reportedly working on a handheld device that runs a proprietary operating system and features advanced AI capabilities from xAI, but Elon Musk denies existence of the product.
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
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia launches revenue-sharing model to help AI startups access computing power (NVDA)
Fiona Craig
Thu, July 2, 2026 at 2:36 AM PDT 1 min read
NVDA
+0.21%
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Nvidia (NASDAQ:NVDA) has unveiled a new initiative designed to help artificial intelligence startups gain access to high-performance computing infrastructu
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
stocktwits.com
2026-07-02
Stocktwits
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2026-07-02
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2026-07-02
XTB.com
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Premier Path Wealth Partners LLC Sells 1,346 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Premier Path Wealth Partners LLC cut its Taiwan Semiconductor Manufacturing stake by 29% in the first quarter, selling 1,346 shares and leaving it with 3,297 shares valued at about $1.11 million.
TSMC continues t
2026-07-02
www.scmp.com
2026-07-02
South China Morning Post
Semiconductors
TechBig Tech
Inside CXMT’s US$4.3b IPO: soaring profits meet US export threat and high-stakes HBM race
CXMT is taking orders for its advanced DDR5 server memory from Tencent and ByteDance after completing customer validation, a source says
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Make SCMP preferred on Google
Howard Liuin Beijing
Published: 4:46pm, 2 Jul 2026
As China’s leading DRAM maker ChangXin Me
2026-07-02
news.google.com
2026-07-02
Moomoo
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Innova Wealth Partners Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Innova Wealth Partners opened a new position in Taiwan Semiconductor Manufacturing during the first quarter, buying 1,139 shares worth about $385,000.
Several other institutional investors also increased their TSMC holdings
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Deprince Race & Zollo Inc. Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Deprince Race & Zollo Inc. trimmed its Taiwan Semiconductor Manufacturing stake by 5.6% in the first quarter, selling 9,260 shares and leaving it with 155,671 shares valued at about $52.6 million.
TSMC reported strong recent f
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Cane Capital Partners LLC
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Cane Capital Partners LLC cut its TSM stake by 32.7% in the first quarter, selling 4,368 shares and leaving it with 8,989 shares worth about $3.04 million.
Analyst sentiment remains broadly positive: Bank of America lifted its
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
Every new generation of microchips uses more energy, water, and toxic chemicals than the last – with Taiwan and South Korea bearing over 90 percent of the burden.
In late May, during Nvidia’s CEO Jensen Huang’s visit to Taiwan, local activists from the environmental group Greenpeace intercepted him to deliver a five-layer model cake reading: “AI Needs Renewable Energy.” The unexpected stunt was a
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cantor Fitzgerald Raises Price Target on ON Semiconductor Corporation (ON)
Fatima Gulzar
Wed, July 1, 2026 at 11:38 PM PDT 2 min read
ON
+1.39%
SYNA
+2.27%
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Trading disclosure
ON Semiconductor Corporation (NASDAQ:ON) is among the Most Promising Stocks.
On June 29, Cantor Fitzgerald raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $110 from $100. T