Semiconductor News & Analysis Feed
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
NVIDIA (NASDAQ:NVDA) Stock Rating Lowered by Wall Street Zen
Written by MarketBeat
July 4, 2026
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KEY POINTS
Wall Street Zen downgraded NVIDIA from a “strong-buy” to a “buy,” even though the broader analyst view remains constructive with a consensus rating of “Buy” and a consensus price target of $303.84.
NVIDIA continues to post strong operating results, including
2026-07-04
news.google.com
2026-07-04
Magzter
2026-07-04
news.google.com
2026-07-04
NAI500
2026-07-04
cio.economictimes.indiatimes.com
2026-07-04
Indiatimes
Taiwan Semiconductor Manufacturing Co. (TSMC) has received official clearance to inject USD 20 billion into its wholly owned subsidiary in Arizona.
According to a news report by Focus Taiwan, the approval was one of nine major domestic and overseas investment projects cleared by the MOEA's Department of Investment Review at a meeting Thursday.
This latest round of funding marks the sixth time th
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
digitimes.com
2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
digitimes.com
2026-07-04
Fabless chip designers dominate the upper ranks of Taiwan's newly disclosed non-managerial employee pay data for fiscal year 2025, with only two capital-intensive manufacturers — TSMC and memory-testing equipment maker Phison — breaking into the top tier typically reserved for asset-light IC design houses.
2026-07-04
digitimes.com
2026-07-04
China Resources Microelectronics (CR Micro), a Chinese power semiconductor integrated device manufacturer, has notified customers and partners that it will raise prices across its entire product lineup starting July 1, with increases beginning at 15%.
2026-07-04
eetimes.com
2026-07-04
Nitin Dahad
At the opening of its Dresden smart power fab, Infineon’s COO said virtual fab cloning enabled delivery three months ahead of schedule.
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
digitimes.com
2026-07-04
Volatile precious metal prices weighed heavily on passive component suppliers in early 2026, but the cost pressures have also created unexpected order-transfer opportunities for Taiwanese manufacturers.
2026-07-04
digitimes.com
2026-07-04
Germany's District Court Munich I ruled on July 3 that Innoscience infringed Infineon Technologies' gallium nitride (GaN) patents, barring the Chinese chipmaker from importing, selling, or marketing the affected products in Germany and ordering it to pay damages.
2026-07-04
www.digitimes.com
2026-07-04
digitimes
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified...
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2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, July 3, 2026 at 3:50 PM PDT 4 min read
AMAT
+2.89%
Trade AMAT on Coinbase
Trading disclosure
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Wrapping up Q1 earnings, we look at the numbers and key t
2026-07-04
www.thestreet.com
2026-07-04
thestreet.com
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2026-07-04
www.streetinsider.com
2026-07-04
StreetInsider
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2026-07-04
www.barchart.com
2026-07-04
Barchart.com
A concept image of space_ Image by Canities via Shutterstock_
AI infrastructure construction fever is turning semiconductor equipment companies into the market's most successful players, and few have benefited from that trend as much as Applied Materials (AMAT). AMAT stock hit new highs after the investment bank KeyBanc Capital Markets hiked its price target to $750, and then Sesquania followed u
2026-07-04
www.winchesterstar.com
2026-07-04
The Winchester Star
ADVERTORIAL
Quankang launches UES140 Series 140W GaN power adapters for medical and ITE applications
Jul 3, 2026
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Quankang announced the launch of the new UES140 Series desktop medical power supply adapters, including the UES140AZ-SPC and UES140BZ-SPC models. Designed for medical devices, laboratory instruments, and advanc
2026-07-04
www.insidermonkey.com
2026-07-04
Insider Monkey
NEWS
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STOCK ANALYSIS
Is Onto Innovation Inc. (ONTO) A Good Stock To Buy Now?
Published on July 3, 2026 at 2:25 pm by RICARDO PILLAI in News, Stock Analysis
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Is ONTO a good stock to buy? We came across a bullish thesis on Onto Innovation Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on ONTO. Onto Innovation Inc.’s share was trading at $351.36 as o
2026-07-04
www.ad-hoc-news.de
2026-07-04
Ad-hoc-news.de
Cadence Design Systems, US12541W1027
Cadence Design Systems highlights its role in electronic design automation. Chip design demand supports the long-term story
Veröffentlicht: 03.07.2026 um 20:13 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Cadence Design Systems is a key player in electronic design automation for semiconductor and systems companies. The