Semiconductor News & Analysis Feed
9494 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
MTUM Investors: Watch Micron’s Weight at the November Reconstitution
Marc Guberti
Wed, July 1, 2026 at 4:55 AM PDT 4 min read
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MTUM climbed 30% YTD to $326, but its AI/cloud mega-cap holdings are fracturing while one stock masks broader portfolio weakness.
Micron (MU) surged 801% in
2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
www.etftrends.com
2026-07-01
ETF Trends
Equity ETF Content Hub
Capitalizing on the Squeeze: What Micron Tells Us About Bottlenecks
Cinthia Murphy July 1, 2026
At VettaFi, we’ve been talking a lot about bottlenecks as a concept. Some of the brightest equity market opportunities for capital growth are tied to bottlenecks in a supply chain-context. The AI theme is a prime example. For instance, look at the recent record-breaking results f
2026-07-01
www.marketwatch.com
2026-07-01
MarketWatch
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2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
www.bisinfotech.com
2026-07-01
Bisinfotech
www.bisinfotech.com
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2026-07-01
tomshardware.com
2026-07-01
Bruno Ferreira
Virginia county asks all employees including schools to save power, due to AI-driven power requirements— state's 400-plus datacenters steadily increasing demand, grid expansion, and pricing
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Wendell David Associates Inc. Buys 2,626 Shares of Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Wendell David Associates increased its Synopsys stake by 55% in the first quarter, buying 2,626 additional shares and bringing its total holdings to 7,400 shares worth about $2.93 million.
Wall Street sentiment remains positive overall, with Synops
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Cadence Design Systems, Inc. $CDNS Shares Sold by Peregrine Capital Management LLC
Written by MarketBeat
July 1, 2026
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KEY POINTS
Peregrine Capital Management cut its Cadence Design Systems stake by 6.1% in the first quarter, selling 5,308 shares and leaving it with 81,038 shares worth about $22.5 million.
Cadence reported better-than-expected Q1 earnings, posting
2026-07-01
www.macworld.com
2026-07-01
Macworld
FEATURE
A20 Pro preview: Everything you can expect from Apple’s next iPhone chip
Apple's fall announcements will include the iPhone 18 Pro and iPhone Ultra. Here's what to expect from the chip that will power them.
By Jason Cross
Senior Editor, Macworld
JUL 6, 2026 1:15 AM PDT
Image: Foundry
Summary created by Smart Answers AI
In summary:
Macworld explores Apple’s upcoming A20 Pro chip, expected t
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
North Point Portfolio Managers Corp OH Raises Stock Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
North Point Portfolio Managers Corp OH increased its Synopsys stake by 20.3% in the first quarter, adding 5,627 shares to bring its total to 33,351 shares worth about $13.2 million.
Several other institutional investors also raised the
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Synopsys, Inc. $SNPS Shares Sold by Peregrine Capital Management LLC
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Peregrine Capital Management trimmed its Synopsys stake by 6.1% in Q1, selling 3,044 shares and leaving it with 46,452 shares worth about $18.4 million.
Synopsys reported better-than-expected quarterly results, with EPS of $3.35 versus estimates of $3
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lowered by Trinity Street Asset Management LLP
Written by MarketBeat
July 1, 2026
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KEY POINTS
Trinity Street Asset Management LLP reduced its Taiwan Semiconductor Manufacturing stake by 6.9% in the first quarter, selling 66,813 shares and ending with 900,011 shares worth about $304.2 million. TSMC
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Electronic Equipment and Components/NYSE:KEYS
Integrated GaN MMIC Design Breakthrough Might Change The Case For Investing In Keysight Technologies (KEYS)
July 01, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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On 30 June 2026, WIN Semiconductors and Keysight Technologies announced a joint GaN MMIC design workflow that links on-chip simulations, 3D layout checks, and
2026-07-01
tomshardware.com
2026-07-01
Jowi Morales
A research firm says that PC deliveries for the first quarter of 2026 fell by 7%, with the entire industry expected to ship 14.4% less units for the entire year.
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
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Verkada Accelerates Physical AI with NVIDIA
PR Newswire
Wed, 1 July 2026 at 3:00 am GMT-7 2 min read
NVDA
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GOOGL
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Verkada is scaling its physical AI platform across more than 2.4 million devices globally with a new technical collaboration and investment from NVIDIA
SAN MATEO, Calif., July
2026-07-01
www.prnewswire.com
2026-07-01
PR Newswire
Verkada Accelerates Physical AI with NVIDIA
NEWS PROVIDED BY
Verkada
Jul 01, 2026, 06:00 ET
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Verkada is scaling its physical AI platform across more than 2.4 million devices globally with a new technical collaboration and investment from NVIDIA
SAN MATEO, Calif., July 1, 2026 /PRNewswire/ -- Verkada, a leader in AI-powered physical security and operations, today announ
2026-07-01
www.electronicsmedia.info
2026-07-01
Electronics Media
Infineon IR Awards 2026: Company Wins Top Honors in Investor Relations Excellence
By Electronics Media -
July 1, 2026
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Infineon IR Awards 2026 – Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) has received several awards for its Investor Relations (IR) activities. At the German Investor Relations Award presented by DIRK – the German Investor Relations Assoc
2026-07-01
taiyangnews.info
2026-07-01
TaiyangNews
Enphase’s latest IQ9N series microinverter uses GaN-based switching devices for power conversion and is rated for a maximum efficiency of 97.95%
It features a module-level RSD safety function and is housed in a double-insulated polymer-based enclosure
US-based microinverter producer Enphase Energy, Inc., showcased its latest microinverter, the IQ9N, at Intersolar Europe 2026, with a focus on E
2026-07-01
stockstory.org
2026-07-01
StockStory
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