Semiconductor News & Analysis Feed
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2026-07-02
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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
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
blogs.nvidia.com
2026-07-02
NVIDIA Blog
NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model.
July 1, 2026 by Colette Kress and Raj Mirpuri
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As AI moves from model development to production inference, compute demand is accelerating a
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
3 min read
MPWR
+1.04%
TXN
+2.91%
OLED
−0.83%
PI
+0.26%
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from
2026-07-02
www.openpr.com
2026-07-02
openPR.com
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2026-07-02
www.chosun.com
2026-07-02
조선일보
By Park Ji-min
Published 2026.07.02. 11:00
Updated 2026.07.02. 13:52
Min Kyung-kwon, Representative of the Republic of Korea Shareholder Movement Headquarters. /Yonhap
A group of minority shareholders has demanded that Samsung Electronics and SK Hynix place their large-scale investment plans on the agenda for shareholder meetings.
The Korea Shareholders’ Movement Headquarters stated on July 2,
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Pullback Puts Its Undervalued Narrative To The Test
July 02, 2026
Simply Wall St
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Tradr ETFs has launched a new Cboe-listed leveraged ETF that seeks to deliver two times the daily performance of Tower Semiconductor (NasdaqGS:TSEM), putting fresh attention on how the stock trades around short term moves.
See our
2026-07-02
en.yna.co.kr
2026-07-02
Yonhap News Agency
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SEOUL, July 2 (Yonhap) -- An industrywide 392 trillion-won (US$252.5 billion) investment will be injected into the central Chungcheong area, including high bandwidth memory (HBM) fabs and packaging facilities by Samsung Electronics Co. and SK hynix, as part of the government's drive to spread artificial intell
2026-07-02
www.koreaherald.com
2026-07-02
The Korea Herald
This undated file photo shows SK hynix Inc.'s factory in Cheongju, 113 kilometers south of Seoul. (SK hynix Inc.)
An industrywide 392 trillion-won ($252.5 billion) investment will be injected into the central Chungcheong area, including high bandwidth memory fabs and packaging facilities by Samsung Electronics Co. and SK hynix, as part of the government's drive to spread artificial intelligence-l
2026-07-02
telecom.economictimes.indiatimes.com
2026-07-02
ET Telecom
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2026-07-02
www.koreatimes.co.kr
2026-07-02
The Korea Times
An artist's rendering of SK hynix's P&T7 packaging fab in Cheongju, North Chungcheong Province / Courtesy of SK hynix
An industrywide 392 trillion-won ($252.5 bil.) investment will be injected into the central Chungcheong area, including high bandwidth memory (HBM) fabs and packaging facilities by Samsung Electronics and SK hynix, as part of the government's drive to spread artificial intelligenc
2026-07-02
en.yna.co.kr
2026-07-02
Yonhap News Agency
This will let Google show Yonhap news articles that match or are related to your search
SEOUL, July 2 (Yonhap) -- An industrywide 392 trillion-won (US$252.5 billion) investment will be injected into the central Chungcheong area, including high bandwidth memory (HBM) fabs and packaging facilities by Samsung Electronics Co. and SK hynix, as part of the government's drive to spread artificial intell
2026-07-02
www.cnbc.com
2026-07-02
CNBC
Shares of Samsung Electronics and SK Hynix plunged Thursday, dragging down South Korea’s benchmark Kospi
after the tech-heavy Nasdaq Composite slumped overnight.
Samsung Electronics tumbled more than 7% while SK Hynix sank over 9% at the open, wiping out billions in market value as Asia’s largest chipmakers bore the brunt of the global tech selloff.
SK Square, the largest shareholder of SK Hyni
2026-07-02
www.cnbc.com
2026-07-02
CNBC
Shares of Samsung Electronics and SK Hynix plunged Thursday, dragging down South Korea’s benchmark Kospi
after the tech-heavy Nasdaq Composite slumped overnight.
Samsung Electronics tumbled more than 7% while SK Hynix sank over 9% at the open, wiping out billions in market value as Asia’s largest chipmakers bore the brunt of the global tech selloff.
SK Square, the largest shareholder of SK Hyni
2026-07-02
www.deseret.com
2026-07-02
Deseret News
SCIENCE
UTAH
New partnership touts nuclear-powered AI with minimal water use
Valar Atomics and Nvidia made an announcement in Orangeville, Utah, on Wednesday
Published: July 1, 2026, 7:00 p.m. MDT
See More Deseret News Stories In Search
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Valar Atomics and Nvidia celebrate a milestone in atomic energy and artificial intelligence at a large party gathering at the Orangeville si
2026-07-02
eetimes.com
2026-07-02
Yashasvini Razdan
OpenSearch turns AI’s data deluge into hybrid search, observability, and agent monitoring while avoiding vendor lock-in.
2026-07-02
digitimes.com
2026-07-02
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on S
2026-07-02
digitimes.com
2026-07-02
Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against four companies, as part of an investigation linked to the movement of servers that may have contained Nvidia artificial intelligence chips subject to US export controls. The case has been reported by multiple outlets, including CNA, The Straits Times, and Reuter