Semiconductor News & Analysis Feed
7897 articles
2026-07-04
tomshardware.com
2026-07-04
Luke James
Fill-and-flush is a commissioning step whereby crews fill a cooling loop's piping with water and flush it to clear debris before the system is run.
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
SOXX vs. CHAT ETF: Semiconductor Chips Beat AI Software
Erin Kennedy, The Motley Fool
Sat, July 4, 2026 at 6:35 AM PDT 4 min read
^GSPC
-0.28%
Comparing Roundhill Generative AI & Technology ETF (NYSEMKT:CHAT) and iShares Semiconductor ETF (NASDAQ:SOXX) involves weighing a broad approach to artificial intelligence software and infrastructure against a concentrated bet on semiconductor hardware.
B
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Comparing Roundhill Generative AI & Technology ETF (
CHAT
+2.52%
) and iShares Semiconductor ETF (
SOXX
+1.87%
) involves weighing a broad approach to artificial intelligence software and infrastructure against a concentrated bet on semiconductor hardware.
Both funds target the high-growth technological backbone of the modern economy but take distinct strategic paths. While the iShares fund focus
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Trump drops love-bomb on Micron while holding the stock — up 209% this year. Experts say it ‘undermines’ the system
Brian O’Connell
Sat, July 4, 2026 at 5:40 AM PDT 5 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
It's nice to have friends in high places, and they don't get much higher than the White House.
Just ask Micron (NASDAQ:MU), the Idaho-based memory and storage solutions gia
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
__fail__
2026-07-04
news.google.com
2026-07-04
moneywise.com
2026-07-04
tomshardware.com
2026-07-04
Etiido Uko
TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.
2026-07-04
www.scmp.com
2026-07-04
South China Morning Post
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Science
China
Science
Chinese scientists’ brain-mimicking chip ‘up to 478 times faster than Nvidia A100 GPU’
New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says
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Holly Chik
Published:
7:30pm, 4 Jul 2026
Chinese scientists say they have developed a tiny computer chip capab
2026-07-04
www.scmp.com
2026-07-04
South China Morning Post
Science
ChinaScience
Chinese scientists’ brain-mimicking chip ‘up to 478 times faster than Nvidia A100 GPU’
New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says
2-MIN READ
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Holly Chik
Published: 7:30pm, 4 Jul 2026
Chinese scientists say they have developed a tiny compute
2026-07-04
tomshardware.com
2026-07-04
Mark Tyson
Windows development guru Dave W. Plummer shared a brief video demonstrating a novel Stirling Engine powered cooling solution for his AMD Threadripper chipset.
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
eciks.org
2026-07-04
eciks.org
Stock market closes with Dow at record high, Nasdaq falls on chip selloff
Published on 4 July 2026 at 7:02 am •
Written by Chris Martin
• ★★★★★ • Reading duration : 2 minutes · read 185 times
© Stock market closes with Dow at record high, Nasdaq falls on chip selloff
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The Dow Jones Industrial Average closed at a record 52,900.07, up 1.14%, on July 2, while the Nasdaq Composite fe
2026-07-04
news.google.com
2026-07-04
Manufacturing Today India
2026-07-04
tomshardware.com
2026-07-04
Jowi Morales
A nuclear power plant in a container (or three).
2026-07-04
tomshardware.com
2026-07-04
Jowi Morales
Creator Zac Builds mounted their mini-PC to the side of their living room fan to hide it plain sight.
2026-07-04
news.google.com
2026-07-04
EE Times
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.24%
) stock has rocketed more than 755% in the past year. Memory chips are now one of the biggest, if not the biggest, bottlenecks in the artificial intelligence (AI) build-out. This has boosted memory prices and sent Micron's earnings soaring.
The stock's forward earnings multiple of 14 is expensive relative to Micron's historical trading range, where it usually trades
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
QRG Capital Management Inc. Has $35.21 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
QRG Capital Management boosted its stake in Taiwan Semiconductor Manufacturing by 15.1% in the first quarter, ending with 104,200 shares worth about $35.21 million.
TSMC is expanding 3-nanometer capacity acro