Semiconductor News & Analysis Feed
7916 articles
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
www.tweaktown.com
2026-07-03
TweakTown
South Korea announces $518 billion semiconductor investment with Samsung and SK hynix for new memory fabs
The plan includes four new memory fabs, an HBM packaging hub, and a government push to halve standard semiconductor construction timelines.
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Hassam Nasir
Tech Reporter
Published Jul 2, 2026 3:05 PM CDT
Updated Jul 2, 2026 3:40 PM CDT
1 minute & 45 seconds read time
TL;DR: Sou
2026-07-03
www.thesun.co.uk
2026-07-03
The Sun
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2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Is NVIDIA Corporation (NVDA) Stock Positioned for AI Growth Through New NVIDIA Blackwell Infrastructure Deal?
Laiba Immad
Thu, 2 July 2026 at 12:56 pm GMT-7 2 min read
NVDA
+3.65%
PLTR
-1.60%
BTOG
-2.63%
We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts. NVIDIA Corporation (NASDAQ:NVDA) is among the most undervalued stocks.
TheFly reporte
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Just Made a $250 Million Bet. Here’s What It Means for MU Stock.
Nauman Khan
Thu, July 2, 2026 at 12:53 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Micron Technology (MU) has given investors something new to talk about beyond chips. The memory chip giant recently committed $250 million to help fund Trump Accounts, a savings program designed to help children and fami
2026-07-03
www.tradingview.com
2026-07-03
TradingView
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Stock Story
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Seagate, Kulicke and Soffa, and Lam Research Shares Plummet, What You Need To Know
Seagate, Kulicke and Soffa, and Lam Research Shares Plummet, What You Need To Know
3 min read
STX
+3.91%
KLIC
−1.55%
LRCX
+2.15%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be co
2026-07-03
www.geekwire.com
2026-07-03
GeekWire
Nvidia recruits longtime Microsoft sales leader Nick Parker with $40M+ pay package
BY TODD BISHOP on Jul 2, 2026 at 12:43 pm
Share
Microsoft executive Nick Parker at a conference in 2018. (Microsoft Photo)
Nick Parker, a 26-year Microsoft veteran who led the company’s worldwide commercial sales business, is leaving to become Nvidia’s new sales chief — a high-profile talent shift between two of
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
The Bull Case For Micron Technology (MU) Could Change Following GM Long-Term Auto Memory Supply Deal
Sasha Jovanovic
Thu, July 2, 2026 at 12:14 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
In late June 2026, Micron Technology signed a long-term Strategic Customer Agreement with General Motors to supply LPDRAM, NOR and UFS NAND memory and storage for current and next-generat
2026-07-03
pulse2.com
2026-07-03
Pulse 2.0
Micron Technology announced a $250 million investment to increase long-term savings opportunities for children and families through Trump Accounts, which are also known as 530A Accounts.
Announced in honor of America’s 250th anniversary, the initiative includes an employee matching benefit for contributions up to $1,000 per child under 18. Micron will also provide a community benefit through a on
2026-07-03
www.scmr.com
2026-07-03
Supply Chain Management Review
(Photo: Getty Images)
As AI-driven demand, geopolitical volatility, and massive capital requirements collide, semiconductor supply chains are becoming a blueprint for how capital-intensive industries must rethink long-range planning, risk-sharing, and capacity strategy in an era where market conditions can shift faster than infrastructure can be built.
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2026-07-03
www.bloomberg.com
2026-07-03
Bloomberg.com
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
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Direxion Readies Launch of SKHL, 2X Daily Exposure to SK hynix
PR Newswire
Thu, July 2, 2026 at 10:36 AM PDT 5 min read
000660.KS
-5.68%
SKHY
SKHL Builds on Direxion's Leadership in Leveraged & Inverse Semiconductor ETFs
NEW YORK, July 2, 2026 /PRNewswire/ -- Direxion, a leading provider of ETFs for
2026-07-03
www.prnewswire.com
2026-07-03
PR Newswire
Direxion Readies Launch of SKHL, 2X Daily Exposure to SK hynix
NEWS PROVIDED BY
Direxion
Jul 02, 2026, 13:36 ET
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SKHL Builds on Direxion's Leadership in Leveraged & Inverse Semiconductor ETFs
NEW YORK, July 2, 2026 /PRNewswire/ -- Direxion, a leading provider of ETFs for tactical traders, has filed with the U.S. Securities and Exchange Commission to launch the Direxion
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Microsoft vs. Nvidia: Which Is the Better AI Stock to Own for the Next 3 Years?
Justin Pope, The Motley Fool
Thu, July 2, 2026 at 10:03 AM PDT 4 min read
MSFT
-1.41%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its ha
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Microsoft (
MSFT
1.42%
) and Nvidia (
NVDA
+3.74%
) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its hand in every tech market segment, especially anything involving enterprise customers. Meanwhile, Nvidia has become the de facto leader in GPU chips used in AI data centers.
Both stocks have made investors very wealthy over t
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
PC Components RAM DRAM
SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed
News
By Anton Shilov
Published July 3, 2026
Over the next decades.
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(Image credit: SK hynix)
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2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
SK hynix announces major plan to spend $712.5 billion in its operations in South Korea, but the only detailed investments are spendings on a new NAND fab and a packaging facility.
2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Palantir CEO Alex Karp boldly states in an interview that claims AI companies are stealing customer's data while charging them for unproductive services.
2026-07-03
www.mitsloanme.com
2026-07-03
MIT Sloan Management Review Middle East
Nvidia Rival Etched Steps Out of Stealth With $5B Valuation
The startup believes today's AI chips are held back by memory and networking bottlenecks—and has built two technologies to address them.
MITSloan ME Editorial
6 days ago
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UAE Companies Expand Recruitment for AI Talent Despite Global Headwinds
Qatar Lau