Semiconductor News & Analysis Feed
11308 articles
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
PC Components RAM DRAM
Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases
News-analysis
By Luke James
Published July 3, 2026
Garciaguirre v. Samsung leans on HBM to prove an agreement that federal courts have twice declined to see in parallel production cuts.
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2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong demand for high-bandwidth memory (HBM) and advanced DRAM products used in AI servers. Investors have rewarded the company for its improving earnings outlook, expanding margins and le
2026-07-03
invezz.com
2026-07-03
Invezz
Michael Burry shorts Micron stock, warns AI chip rally has gone too far
Stock market
Author
Ananthu C U
03 Jul 2026, 14:31 PM
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Michael Burry shorted Micron, citing AI hype and valuation concerns.
Burry expanded chip shorts while adding to five existing long positions.
Micron fell further as Burry warned the AI chip rally may reverse.
Investor Michael Burry, best
2026-07-03
www.ad-hoc-news.de
2026-07-03
Ad-hoc-news.de
Synopsys Inc., US8716071076
Synopsys Inc. extends its role in chip design. Software-driven growth shapes the outlook
Veröffentlicht: 03.07.2026 um 15:56 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Synopsys Inc. is a leading provider of electronic design automation tools and semiconductor IP, helping chipmakers design and verify complex integrated circuit
2026-07-03
tomshardware.com
2026-07-03
Etiido Uko
Blackstone-owned QTS has withdrawn its final appeal for Virginia’s 22-million-square-foot Digital Gateway campus, ending the massive data center project.
2026-07-03
autonews.gasgoo.com
2026-07-03
Gasgoo
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[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Gasgoo
[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Edited by Betty From Gasgoo
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July 3 , 2026 21:29 BJT
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OEM Trends | OEM Tr
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
Tech Industry
SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead
News
By Jowi Morales
Published July 3, 2026
Memory chip manufacturers are discouraging the government from meddling with the industry.
(Image credit: Getty Ima
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Memory chip manufacturers are discouraging the government from meddling with the industry.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Qualcomm Lags Industry in the Past Year: An Opportunity to Buy?
Supriyo Bose
Fri, July 3, 2026 at 6:13 AM PDT 5 min read
QCOM
+1.96%
HPE
+2.76%
AVGO
+4.83%
Explore stocks on Coinbase
Trading disclosure
Qualcomm Incorporated QCOM has jumped 8.7% over the past year, underperforming the industry's growth of 83%. It has lagged peers like Hewlett Packard Enterprise Company HPE and Broadcom Inc. AVGO.
2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
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2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Investors Heavily Search ON Semiconductor Corporation (ON): Here is What You Need to Know
Zacks Equity Research
Fri, 3 July 2026 at 6:00 am GMT-7 5 min read
ON
+2.95%
^GSPC
-0.28%
ON Semiconductor Corp. (ON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this se
2026-07-03
www.tradingview.com
2026-07-03
TradingView
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Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares?
Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares?
5 min read
MU
+1.11%
Micron Technology, Inc. MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong
2026-07-03
news.futunn.com
2026-07-03
富途牛牛
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2026-07-03
datacentremagazine.com
2026-07-03
Data Centre Magazine
Infineon Technologies has officially opened its new Smart Power Fab in Dresden, Germany, marking the company's largest-ever investment and boosting production of chips that help power AI data centres.
Backed by a €5bn (US$5.69bn) investment, the facility doubles manufacturing capacity at Infineon's Dresden campus, reinforcing the city's status as Europe's leading semiconductor hub.
Known as Sili
2026-07-03
www.datacenterdynamics.com
2026-07-03
Data Center Dynamics
Chip industry trade association SEMI has written to the senior officials in US President Donald Trump's administration, urging the government to stop trying to influence memory prices and production capacity.
According to a report from Bloomberg, the group has warned that an interventionist approach is likely to worsen supply, as companies across all industries continue to grapple with the ongoin
2026-07-03
www.zacks.com
2026-07-03
Zacks Investment Research
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2026-07-03
www.electrive.com
2026-07-03
electrive.com
Automobile
Infineon opens new Smart Power Fab in Dresden
Infineon has opened its new Smart Power Fab in Dresden. With an investment volume of five billion euros, the plant is the largest single investment in the company's history. In the future, it will produce power semiconductors and analog/mixed-signal chips for applications including electromobility, energy supply, and AI infrastructure.
Ima
2026-07-03
www.citybiz.co
2026-07-03
citybiz
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GLOBAL GENERAL BUSINESS, INTERNET / TECHNOLOGY
Michael Burry Reveals Short Bet Against Micron, Warns Chipmaker’s Rally Has Gone Too Far
JULY 3, 2026
Michael Burry
“Big Short” investor Michael Burry has disclosed a new short position in Micron Technology (NASDAQ: MU), arguing the memory chipmaker’s sharp rally has pushed the stock to unsustainable levels.
In a post
2026-07-03
news.google.com
2026-07-03
Barron's
2026-07-03
www.zacks.com
2026-07-03
Zacks Investment Research
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