Semiconductor News & Analysis Feed
11448 articles
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by bLong Financial LLC
Written by MarketBeat
July 2, 2026
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KEY POINTS
bLong Financial LLC trimmed its NVIDIA stake by 2.0% in the first quarter, but NVIDIA still remains its largest holding at 21.9% of the portfolio, valued at about $28.9 million.
NVIDIA reported strong quarterly results, with EPS of $1.87 and revenue of $8
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Reuters
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UK's Currys warns memory chip shortage will push up prices
UK's Currys warns memory chip shortage will push up prices
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Dec 22, 2025
Reuters
Mergers and acquisitions
Dec 22, 2025
Reuters
KALENDER-Termine Politik/Vermischtes bis 28. Dezem
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%
Explore stocks on Coinbase
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
2026-07-02
www.investing.com
2026-07-02
Investing.com
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2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA Corporation (NASDAQ:NVDA) Given Consensus Recommendation of "Buy" by Analysts
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
NVIDIA has a strong analyst consensus: 54 research firms currently cover the stock, with 48 rating it a buy and 3 a strong buy. The average 12-month price target is about $303.84.
Recent analyst updates remain bullish, with several fir
2026-07-02
www.reuters.com
2026-07-02
Reuters
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2026-07-02
www.bbc.com
2026-07-02
BBC
Singapore seizes $42m mansion over Nvidia chip smuggling
6 days ago
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Osmond Chia
Business reporter
Screenshot from Google Maps
The house is located in an upmarket area of Singapore
Police in Singapore have seized a multi-million dollar luxury home that was allegedly bought using proceeds from smuggling Nvidia artificial intelligence (AI) chips.
The property l
2026-07-02
www.moomoo.com
2026-07-02
Moomoo
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2026-07-02
www.electronicsweekly.com
2026-07-02
Electronics Weekly
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2026-07-02
www.moomoo.com
2026-07-02
Moomoo
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2026-07-02
www.indexbox.io
2026-07-02
IndexBox
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2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
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2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
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2026-07-02
www.automotiveworld.com
2026-07-02
Automotive World
A €5bn semiconductor fab in Europe signals that the continent is serious about reclaiming supply chain sovereignty for critical chips
July 2, 2026
Infineon Technologies has opened its Smart Power Fab in Dresden ahead of schedule, completing a €5bn (US$5.8bn) investment the company describes as the largest in its history. The facility doubles Infineon’s manufacturing capacity at the Dresden site,
2026-07-02
www.trendforce.com
2026-07-02
TrendForce
[News] Samsung Reportedly Expands 2nm Portfolio Ahead of 2029 SF1.4 Mass Production; SF2P+ Targets 2027–28
2026-07-02 Semiconductors editor
News
Please note that this article cites information from ZDNet, The Elec, Economic Daily News, and Tom’s Hardware.
As leading foundries now target 2028–29 for 1.4nm-class mass production, they are accelerating enhanced 2nm variants to bridge the gap
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
tspasemiconductor.substack.com
2026-07-02
semivision
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Software/NasdaqGS:CDNS
Should Stable Earnings Estimates and Favorable Zacks Rank Require Action From Cadence Design Systems (CDNS) Investors?
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, analysts highlighted that Cadence Design Systems is expected to post strong earnings growth, with consensus earnings estimates remaining stable and supporting a