Semiconductor News & Analysis Feed
11493 articles
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
2330.TW
+1.02%
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-0.45%
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^IXIC
-1.16%
TSM
-4.25%
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Trading disclosure
TSMC (TSM) closed at $444.23 in the latest trading session, ma
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
AMAT
-6.46%
^GSPC
-0.45%
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-0.25%
^IXIC
-1.16%
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Applied Materials (AMAT) closed at $650.91 in the latest tradin
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
NVIDIA (NASDAQ:NVDA) Trading Down 1.3% - Here's What Happened
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
NVIDIA shares slipped 1.3% in Wednesday trading, with the stock briefly falling to $193.45 before last trading near $197.58 as investors showed some near-term caution.
Despite the pullback, the article highlights continued bullish long-term sentiment around
2026-07-02
www.indexbox.io
2026-07-02
IndexBox
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
How Investors Are Reacting To Cadence Design Systems (CDNS) Upbeat Analyst Views On Earnings Prospects
Sasha Jovanovic
Wed, July 1, 2026 at 2:15 PM PDT 3 min read
CDNS
-0.74%
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Recently, Cadence Design Systems drew increased investor attention after analysts highlighted expectations for strong earnings growth and reaffirmed stable consensus forecasts for th
2026-07-02
global.morningstar.com
2026-07-02
Morningstar
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2026-07-02
www.cnbc.com
2026-07-02
CNBC
A day after closing out a blockbuster three months on Wall Street, high-flying chip stocks suffered steep declines to open the third quarter.
Memory maker Micron
dropped 11%, wiping out $138 billion of market cap. Intel
fell 9% and rival chipmaker Advanced Micro Devices
dropped 7%.
Those three stocks boomed in the second quarter, adding $2 trillion in combined value, as investors wagered that
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
QCOM Stock Slips Toward Fourth Straight Loss After Elon Musk Dismisses Reports Of SpaceX AI Phone Using Qualcomm Chips
QCOM Stock Slips Toward Fourth Straight Loss After Elon Musk Dismisses Reports Of SpaceX AI Phone Using Qualcomm Chips · Stocktwits
Shashank Nayar
Wed, July 1, 2026 at 1:10 PM PDT 2 min read
QCOM
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SPCX
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Musk took to his so
2026-07-02
www.techradar.com
2026-07-02
TechRadar
Pro
Qualcomm High Bandwidth Compute aims to compete with High Bandwidth Flash and Memory by stacking LPDDR just above the CPU to 'eliminate HBM tax'
News
By Rahim Amir
Published July 2, 2026
Taking the high, stacked LPDDR road?
(Image credit: ServeTheHome)
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Qualcomm i
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Stock market today: Dow, S&P 500, Nasdaq slip as semiconductor stocks sink to start 3rd quarter
Amalya Dubrovsky, Karen Friar and Jake Conley
Updated Wed, July 1, 2026 at 1:02 PM PDT 1 min read
^DJI
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ADP
+2.55%
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+1.71%
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US stocks slipped on Wednesday to start the first day of the third quarter as investors scrutinized
2026-07-02
stockstory.org
2026-07-02
StockStory
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2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.ad-hoc-news.de
2026-07-02
AD HOC NEWS
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2026-07-02
news.google.com
2026-07-02
Benzinga
2026-07-02
news.google.com
2026-07-02
Reuters
2026-07-02
thediplomat.com
2026-07-02
The Diplomat – Asia-Pacific
China faces three specific barriers as it aims to produce key chipmaking equipment. Monitoring progress in these areas would help Western countries make better chip and AI policy.
For the past 20 years, advanced semiconductor manufacturing has been dominated by a small set of companies in the Netherlands, Japan, Germany, Taiwan, South Korea, and the United States, largely due to the proprietary t
2026-07-02
www.barrons.com
2026-07-02
Barron's
__fail__
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and HBM4 qualification samples still rationed among lead customers. For investors trying to translate that supply tightness into portfolio exposure, three exchange-traded funds capture different slices o
2026-07-02
www.tradingview.com
2026-07-02
TradingView
News
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Stock Story
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Why Applied Materials (AMAT) Shares Are Falling Today
Why Applied Materials (AMAT) Shares Are Falling Today
2 min read
AMAT
−6.46%
What Happened?
Shares of semiconductor machinery manufacturer Applied Materials
AMAT
fell 11.2% in the afternoon session after the company was caught in a broader sell-off among semiconductor stocks as investors took profits following a record-
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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