Semiconductor News & Analysis Feed
11521 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Here's Why I Will Never Pay Anywhere Near $1,100 for Micron Stock
Anthony Di Pizio, The Motley Fool
Wed, July 1, 2026 at 2:20 AM PDT 6 min read
MU
-4.71%
NVDA
+0.71%
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Micron Technology (NASDAQ: MU) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become
2026-07-01
www.barrons.com
2026-07-01
Barron's
__fail__
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Patton Fund Management Inc. Has $241,000 Stake in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Patton Fund Management cut its Cadence Design Systems stake by 91.5% in Q1, leaving it with 869 shares valued at about $241,000.
Several analysts raised price targets on CDNS and kept bullish ratings, with the stock carrying a consensu
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology (
MU
5.25%
) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become a key component in the artificial intelligence (AI) hardware stack.
Despite its incredible gains, Micron stock is still technically cheap when valued against its future potential earnings. However, that paints a
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Janney Montgomery Scott LLC Increases Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Janney Montgomery Scott LLC boosted its Synopsys stake by 79.4% in Q1, buying 23,133 additional shares and bringing its total holding to 52,264 shares valued at about $20.7 million.
Analyst sentiment remains broadly positive: several firms raised pr
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
NVIDIA Corporation $NVDA Shares Acquired by Oak Family Advisors LLC
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Oak Family Advisors LLC increased its NVIDIA stake by 29.1% in the first quarter, adding 3,714 shares to reach 16,469 shares valued at about $2.87 million.
NVIDIA’s latest quarterly results were strong, with EPS of $1.87 beating estimates and revenue o
2026-07-01
datacenters.economictimes.indiatimes.com
2026-07-01
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-07-01
timestech.in
2026-07-01
TimesTech
BuzzIndustry News
Infineon Earns Another Top Investor Relations Award
By TimesTech -
July 1, 2026
0
74
Infineon Technologies, has received several awards for its Investor Relations (IR) activities. At the German Investor Relations Award presented by DIRK – the German Investor Relations Association – the Infineon IR team achieved first place for best Investor Relations among all DAX 40 companies f
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
SOXX vs. IYW: Is the iShares Semiconductor ETF or Tech ETF the Better Buy for Investors?
Katie Brockman, The Motley Fool
Wed, July 1, 2026 at 1:20 AM PDT 3 min read
^GSPC
-0.45%
The iShares U.S. Technology ETF (NYSEMKT:IYW) and the iShares Semiconductor ETF (NASDAQ:SOXX) both target the most aggressive growth corners of the market, but with different levels of diversification.
While IYW casts a
2026-07-01
biz.chosun.com
2026-07-01
Chosunbiz
By
Jeong Du-yong
Published 2026.07.01. 17:17
SK hynix business sites in Icheon, Gyeonggi./Courtesy of News1
SK hynix will use funds raised through the issuance of American depositary shares (ADS) for a Nasdaq listing in the United States to expand domestic production facilities, invest in advanced packaging equipment, and introduce extreme ultraviolet (EUV) lithography equipment. The amended reg
2026-07-01
focustaiwan.tw
2026-07-01
Focus Taiwan
Taipei, July 1 (CNA) Shares in Taiwan closed sharply higher Wednesday, extending gains from the previous session, as contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) finished at the day's high after its American depositary receipts (ADRs) posted strong gains overnight, dealers said.
Following a 2.50 point increase Tuesday, the Taiex, the Taiwan Stock Exchange's benchmark index, en
2026-07-01
diginomica.com
2026-07-01
Diginomica
Tokenomics - the Qualcomm worldview as a $3.9 billion data center gambit starts to add up
Read later
By Stuart Lauchlan
July 1, 2026
Dyslexia mode
SUMMARY:
Qualcomm's takeover of Modular is a key part of a wider transformational shift.
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Bluesky
Everybody wants tokens, but they also want amazing economics.
So says Chris Lattner, co-Founder & CEO of Modul
2026-07-01
news.google.com
2026-07-01
ET Telecom
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Forum Financial Management LP Decreases Holdings in Texas Instruments Incorporated $TXN
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Forum Financial Management LP cut its Texas Instruments stake by 63.9% in the first quarter, selling 5,570 shares and leaving it with 3,148 shares worth about $611,000.
Texas Instruments insiders have also been selling shares, inclu
2026-07-01
eetimes.com
2026-07-01
EU Chips Act 2.0 gets the plot right: fabs aren’t enough. Europe needs design-layer muscle and multi-foundry freedom.
2026-07-01
straitsresearch.com
2026-07-01
Straits Research
The quantum chip market size was valued at USD 156.10 million in 2025 and is projected to grow from USD 208.10 million in 2026 to USD 2,070 million by 2034 at a CAGR of 33.30% during the forecast period (2026–2034). North America dominated the quantum chip market with a market share of 44.80% in 2025.
2026-07-01
fortune.com
2026-07-01
Fortune
Nvidia may be worth $4.8 trillion, but its employees still have to pay up at the company cafeteria.
The chipmaker fueling the AI boom, led by CEO Jensen Huang, is the most valuable company in the world by market cap, towering above other tech giants like Google, Apple, and Amazon. But that doesn’t mean the company is giving away lunch for free.
Gergely Orosz, a software engineer and author of th
2026-07-01
www.pehub.com
2026-07-01
pehub.com
Technology
Ardian Semiconductor invests in VSORA
VSORA is a fabless chip design company based in France.
Nina Lindholm -
1 July 2026
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
If You'd Invested $1,000 in Nvidia 5 Years Ago, Here's How Much You'd Have Today
Prosper Junior Bakiny, The Motley Fool
June 30, 2026 3 min read
NVDA
+0.71%
^GSPC
-0.45%
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Trading disclosure
Nvidia (NASDAQ: NVDA) has been the hottest stock on Wall Street in recent memory. Over the past five years, the company has delivered incredible returns. But how incredible, exactly? Re
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Taiwan Semiconductor Manufacturing (TSM) Stock May Still Look Cheap On Record AI Earnings
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
2330.TW
-0.20%
TSM
-4.25%
Trade TSM on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Taiwan Semiconductor Manufacturing stock has delivered a ve