Semiconductor News & Analysis Feed
10652 articles
2026-07-08
www.foreignpolicyjournal.com
2026-07-08
foreignpolicyjournal.com
SK Hynix Inc. (KRX: 000660) kicked off its formal US listing marketing process on Monday, as the South Korean memory chipmaker moves to capitalize on surging investor appetite for AI-driven semiconductor stocks.
The company is seeking to sell American depositary receipts representing approximately 17.79 million common shares, according to a filing with the US Securities and Exchange Commission.
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Faces China Shift as Domestic AI Chip Budgets Jump to 46%
Khac Phu Nguyen
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
NVDA
-0.15%
0700.HK
-1.92%
BABA
+1.99%
688041.SS
+5.97%
688256.SS
+8.59%
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Trading disclosure
This article first appeared on GuruFocus.
Nvidia Corp. (NASDAQ:NVDA), the Santa Clara-based maker of advanced AI accelerators, could face growing pressur
2026-07-08
coincentral.com
2026-07-08
CoinCentral
2026-07-08
simplywall.st
2026-07-08
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Stock Could Be 7% Stretched Despite Fresh AI Rally News
July 08, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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QUALCOMM has delivered a 69.9% return over the past three years, yet current checks suggest the stock now sits close to its estimated intrinsic value. This makes the recent volatility in chip stocks more about
2026-07-08
techgenyz.com
2026-07-08
Techgenyz
Apple may be preparing one of its most unusual flagship iPhones yet. According to Tech Ultimatum, the rumored iPhone Air 2 is shaping up to be an ultra-thin premium smartphone that prioritizes sleek design while still retaining several high-end features expected from a flagship device.
As with all early Apple rumors, the information remains unofficial, and the company has not confirmed the exist
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semiconductor Bull 3X Shares ETF (
SOXL
+11.12%
), which crashed 14% this afternoon.
And Samsung is to blame.
Image source: Getty Images.
Korea sends the semi market South
South Korean technology giant Samsung reported Q2 2026 earnings la
2026-07-08
www.reuters.com
2026-07-08
Reuters
__fail__
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Why Direxion Daily Semiconductor Bull 3X ETF Just Crashed
Rich Smith, The Motley Fool
Tue, July 7, 2026 at 11:23 AM PDT 3 min read
^IXIC
+1.28%
005930.KS
+0.18%
SOXL
+10.47%
NVDA
-0.14%
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Trading disclosure
It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semicondu
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Cramer: Samsung Is More Profitable Than Nvidia, but He Has a Warning on SK Hynix’s $28 Billion Raise
Omor Ibne Ehsan
Tue, July 7, 2026 at 11:20 AM PDT 4 min read
005930.KS
+0.18%
NVDA
-0.26%
MU
+5.63%
000660.KS
+5.30%
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Samsung's operating profit of $56B topped NVIDIA's $54B, yet Micron's forward PE of 7 reflects real fear that expanding capa
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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2026-07-08
www.aol.com
2026-07-08
AOL.com
Synopsys Could Still Be One of the Smartest AI Stocks to Buy in 2026
VANDITA JADEJA
Wed, July 8, 2026 at 2:00 AM GMT+8
0
gorodenkoff / iStock via Getty Images
Quick Read
Despite sliding 16% over the past year, SNPS holds a 90% confidence BUY rating with a $517 price target implying 18% upside.
Q2 FY2026 revenue surged 42% to $2.28 billion, but GAAP profit collapsed under $404 million in Ansys am
2026-07-08
www.marketbeat.com
2026-07-08
MarketBeat
SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade
Written by Thomas Hughes | Reviewed by Clare Titus
July 7, 2026
KEY POINTS
SK Hynix's Nasdaq listing could raise up to $28 billion and trades at a discount to Micron, offering potential double-digit upside for investors.
Strong institutional backing, dominant HBM market share, and sold-out demand through 2027 support SK Hynix's growth, whil
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) has become one of the most important picks-and-shovels plays on the AI buildout, yet the stock has quietly slipped 16.43% over the past year.
Video Muted
Our 24/7 Wall St. price target for Synopsys is $516.71, implying 18.2% upside from the current $437.16 level. Our recommendation is buy, at a 90% confidence level, one of the higher conviction read
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Synopsys Could Still Be One of the Smartest AI Stocks to Buy in 2026
Vandita Jadeja
July 7, 2026 4 min read
SNPS
-1.83%
NVDA
+4.06%
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Trading disclosure
Quick Read
Despite sliding 16% over the past year, SNPS holds a 90% confidence BUY rating with a $517 price target implying 18% upside.
Q2 FY2026 revenue surged 42% to $2.28 billion, but GAAP profit collapsed under $404
2026-07-08
www.notebookcheck.net
2026-07-08
Notebookcheck
Last month, Ugreen launched the Nexode 45 W GaN charger in Europe and North America. Now, the brand’s latest charging accessory is now available for purchase at Costco. Speaking more precisely, the Ugreen Costco storefront is offering the Nexode 45 W charger (2-pack) for $49.99. Unfortunately, there’s no option to purchase a single unit on Costco. Oddly enough, the charger isn’t available on Amazo
2026-07-08
developer.nvidia.com
2026-07-08
NVIDIA Developer
Spectrum is one of the most valuable assets in wireless communications. Over the last 30 years, telecom operators in the US have spent more than $240B to acquire wireless spectrum. A goal of a radio access network (RAN) system is to extract the maximum spectral efficiency (bits/second/Hertz) possible, which translates into more capacity, stronger network resilience with fewer dropped packets, and
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor · 24/7 Wall St.
Michael Williams
Tue, July 7, 2026 at 10:20 AM PDT 5 min read
2330.TW
-2.03%
NVDA
+0.09%
AMD
+5.48%
TSM
+0.49%
PSI
+5.87%
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Trading disclosure
Quick Read
PSI has doubled in 2026 by owning chip designers like AMD an
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The Invesco Semiconductors ETF (NYSEARCA:PSI) has roughly doubled this year, gaining 102.37% from December 31, 2025 through July 6, 2026. The surprise: the fund carries the word “semiconductors” in its name yet holds zero shares of Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the world’s largest dedicated independent (pure-play) semiconductor foundry and the company that a
2026-07-08
www.cnbc.com
2026-07-08
CNBC
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics
failed to meet Wall Street’s lofty artificial intelligence demand expectations.
Shares dropped 8% even after the South Korean electronics company’s quarterly profit surpassed both Nvidia
and Apple
, and the company said it expects operating profit to jump 1,800%.
The results are the latest sign on Wall Stre