Semiconductor News & Analysis Feed
10671 articles
2026-07-01
www.semiconductor-today.com
2026-07-01
Semiconductor Today
In first-quarter 2026, patent activity in silicon carbide (SiC) technology remained particularly dynamic, both upstream in substrates and epitaxial wafers and downstream in power devices and modules, according to technology intelligence and IP strategy consulting company KnowMade in two new patent monitoring services dedicated to SiC technology: the SiC Substrates & Epitaxial Wafers Patent Monitor
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
www.trefis.com
2026-07-01
Trefis
How Micron Used The AI Boom To Tame Its Oldest Demon
June 30th, 2026 · by Trefis Team
MUYTD+245.2%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze MU →
Beyond surging demand, the stock’s incredible run was powered by a new kind of deal designed to kill the company’s cyclical curse.
If you held Micron Technology (MU) over the last year, you did very, very well. An 820% gain tends to have that effect. For conte
2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
Billionaires Appear to Be Unloading Nvidia and Loading Up on This TSX Stock
A person stands in front of several doors representing different U.S. stock options for Canadian investors.
Joey Frenette
June 30, 2026 4 min read
NVDA
+0.71%
BN
-0.39%
Written by Joey Frenette at The Motley Fool Canada
Nvidia (NASDAQ:NVDA) shares have been quite the generational builder of wealth over the past five year
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Artificial intelligence (AI) compute workloads in data centers are now shifting toward inference. Deloitte estimates that inference workloads will account for two-thirds of AI-focused computational workloads in data centers this year, up from 50% in 2025.
This has led to a strong jump in demand for chips capable of executing inference workloads cost-effectively. Nvidia currently leads the market
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Nvidia, AMD, Intel Lead AI Chip Stock Rally as Wall Street Rebounds
Nauman Khan
June 30, 2026 1 min read
NVDA
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AMD
-6.51%
INTC
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AVGO
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Trading disclosure
This article first appeared on GuruFocus.
AI chip stocks rally as Nvidia, AMD and semiconductor equipment makers lift Wall Street
Artificial intelligence traded higher Tuesday, helping pu
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Shaun Pruitt
June 30, 2026 3 min read
MU
-4.71%
QCOM
-1.88%
AMAT
-6.46%
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Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday's trading session, and has now rall
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
3 min read
AMAT
−6.46%
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday’s tradin
2026-07-01
www.pcmag.com
2026-07-01
PCMag
When I started my journey into AI development, I felt like I stumbled through a secret door in the technology world. For years, the barrier to building with AI was surmountable only by well-funded enterprises with seasoned engineers, not by curious tinkerers. Now, thanks to Nvidia's Grace Blackwell GB10 “superchip,” the door is open to anyone with insatiable curiosity.
I documented my initial exc
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
Urmimala Biswas
June 30, 2026 4 min read
2330.TW
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NVDA
+0.71%
TSM
-4.25%
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Trading disclosure
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates streng
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
3 min read
2330
−0.20%
NVDA
+0.71%
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates strengthen
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
marketwise.com
2026-07-01
MarketWise
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2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
/C O R R E C T I O N -- CIQ/
PR Newswire
June 30, 2026 4 min read
NVDA
+0.71%
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In the news release, Fuzzball Turns NVIDIA DGX Spark Into a Ready-to-Run AI Development and Inference Environment at Any Scale, issued 30-Jun-2026 by CIQ over PR Newswire, we are a
2026-07-01
www.prnewswire.com
2026-07-01
PR Newswire
/C O R R E C T I O N -- CIQ/
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CIQ
Jun 30, 2026, 15:33 ET
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In the news release, Fuzzball Turns NVIDIA DGX Spark Into a Ready-to-Run AI Development and Inference Environment at Any Scale, issued 30-Jun-2026 by CIQ over PR Newswire, we are advised by the company that the headline has been changed. The complete, corrected release follows:
CIQ Delivers Ready
2026-07-01
news.google.com
2026-07-01
NVIDIA
2026-07-01
techcrunch.com
2026-07-01
TechCrunch
Nvidia AI chip competitor Etched issued a progress report on Tuesday, after TSMC successfully manufactured its chip earlier this year. The startup says it has already booked $1 billion in contract orders for its product: full systems powered by those chips.
Etched is currently in the process of testing that first product with customers. It calls these systems “frontier inference clusters,” bundle
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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