Semiconductor News & Analysis Feed
11136 articles
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
A semiconductor ETF has ripped higher in 2026 without owning one of the most recognizable chip names on the market. The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) is up 54.22% year to date through July 2, 2026, and it holds zero shares of Intel (NASDAQ:INTC | INTC Price Prediction). That absence is baked into the fund’s mandate.
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What SMHX Actually Owns
SMHX is issued by VanEck an
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel
Michael Williams
Mon, July 6, 2026 at 3:49 PM PDT 5 min read
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Quick Read
SMHX has surged 54% year to date by targeting only fabless designers like NVIDIA and Qualcomm, excluding chip manufacturers by mandate.
Intel (INTC) jumped 226%
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
2026-07-07
wkzo.com
2026-07-07
WKZO
July 6 (Reuters) – Syntiant Corp, a semiconductor and AI software company focused on “physical AI”, filed for a U.S. initial public offering on Monday, seeking to capitalize on investor enthusiasm for AI and computing.
The listing is the latest in a string of AI-related IPOs this year, amid a broader revival in the U.S. IPO market as companies seek to capitalize on growing investor confidence
2026-07-07
eetimes.com
2026-07-07
Canada has the AI talent. Now, it’s time to scale their domestic compute and sovereign hardware.
2026-07-07
www.thestreet.com
2026-07-07
thestreet.com
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2026-07-07
www.reuters.com
2026-07-07
Reuters
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2026-07-07
developer.nvidia.com
2026-07-07
NVIDIA Developer
Training LLMs at massive scale brings unique infrastructure challenges, especially as jobs span thousands of GPUs and run for extended periods. The longer these jobs run, the greater the likelihood of encountering unscheduled interruptions or resource fluctuations. Even infrequent device unavailability can have outsized effects on tightly interconnected clusters, resulting in slowdowns for a given
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The Nasdaq Composite (
^IXIC
+0.20%
) gained 1.12% to 26,121 as semiconductor strength persisted, while the S&P 500 (
^GSPC
0.28%
) rose 0.72% to 7,537.43 and the Dow Jones Industrial Average (
^DJI
1.09%
) climbed 0.29% to 53,055.91, marking its first close above the 53,000 milestone.
Gold prices rose 1.23% to $4,176.30 as of U.S. market close, while the 10-Year Treasury yield edged up 0.01% to
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Stock Market Today, July 6: Semiconductor Momentum Lifts Nasdaq as Dow Closes Above 53,000
Eric Trie, The Motley Fool
Mon, July 6, 2026 at 2:41 PM PDT 3 min read
^IXIC
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MU
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^GSPC
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The Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.12% to 26,121 as semiconductor strength persisted, while the S&P 500 (SNPINDEX:^GS
2026-07-07
markets.businessinsider.com
2026-07-07
markets.businessinsider.com
TORRANCE, Calif., July 06, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) today announced that it will report second quarter 2026 financial results on Monday, July 27, 2026, after the market close.
Navitas’ President and CEO, Chris Allexandre, and CFO, Tonya Stevens, will host a conference call at 2:00 p.m. Pacific Time to discuss the Company’s financial results and business outlo
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Why this AI chip startup could rival Nvidia
Yahoo Finance Video and Josh Lipton
Mon, July 6, 2026 at 2:14 PM PDT
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Etched co-founder and president Robert Wachen explains how his company fits into the artificial intelligence (AI) trade and how it compares to Nvidia (NVDA).
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2026-07-07
www.wsj.com
2026-07-07
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2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The stock market is having a good year. The Nasdaq-100 technology index is up 17%, while the more diversified S&P 500 has gained 9%. But at the start of April, Roundhill Investments launched a new exchange-traded fund (ETF) that has already risen 121%.
It's called the Roundhill Memory ETF (
DRAM
+2.39%
), and as the name suggests, it exclusively invests in semiconductor companies that design, man
2026-07-07
www.marketwatch.com
2026-07-07
MarketWatch
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2026-07-07
en.wowtale.net
2026-07-07
Wowtale
South Korean power semiconductor firm PowerCubeSemi has successfully completed its first mass-production order for SpaceX, marking a milestone in the Korean company’s push into the global aerospace supply chain.
PowerCubeSemi’s power semiconductors are now integrated into the ground terminals of SpaceX’s Starlink system. These terminals serve as the critical hardware users install to communicate
2026-07-07
news.google.com
2026-07-07
Business Wire
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Can NVIDIA’s (NVDA) New Indonesia AI Campus Deal Unlock $30 Billion for a Partner?
Abdul Rahman
Mon, July 6, 2026 at 12:45 PM PDT 2 min read
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NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 28, Firmus Technologies, an Australian AI infrastructure start
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Vultr Picks Hewlett Packard Enterprise (HPE) and NVIDIA to Build Its Next-Gen AI Data Centers
Abdul Rahman
Mon, July 6, 2026 at 12:44 PM PDT 2 min read
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Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 17, Hewlett Packard Enter