Semiconductor News & Analysis Feed
7948 articles
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Micron TechnologyMU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro DevicesAMD and Intel INTC, also contr
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) may very well be the king of the so-called “AI Factories,” but the GPU titan also stands to gain as the AI revolution makes its way to the edge as well. Of course, there seems to be no slowing the great AI data center buildout.
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The buildout could continue to accelerate, gobbling up all of the DRAM, NAND, GPUs, and server racks, even as sup
2026-07-01
www.tikr.com
2026-07-01
TIKR.com
Key Takeaways for Texas Instruments Stock as of July 2026
Analysts rate Texas Instruments stock 15 buys / 17 holds / 3 sells with a mean target of $298, implying 0% upside from the current price of $298.
TIKR’s mid-case model values Texas Instruments at $522 by December 2030, implying 75% total return, or 13% annualized.
Q1 2026 revenue hit $4.83 billion, 19% above the prior year and above the top
2026-07-01
finimize.com
2026-07-01
Finimize
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2026-07-01
www.foxnews.com
2026-07-01
Fox News
ARTIFICIAL INTELLIGENCE
One of America's oldest manufacturers says AI is creating jobs — not replacing them
NVIDIA partnership with Corning will build three optical fiber facilities in North Carolina and Texas, creating 3,000 jobs
By Amanda Macias Fox News
Published July 1, 2026 9:00am EDT
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2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
AUSTIN, Texas, July 01, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan’s advanced production ecosystem progressively closer to North American customers, markets and growth opportunities. With artificial intelligence pushin
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
AUSTIN, Texas, July 01, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan’s advanced production ecosystem progressively closer to North American customers, markets and growth opportunities. With artificial intelligence pushin
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
AUSTIN, Texas, July 01, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan’s advanced production ecosystem progressively closer to North American customers, markets and growth opportunities. With artificial intelligence pushin
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Cadence (CDNS) Stock Looks Strong On Returns But Rich On Earnings
Bailey Pemberton
July 1, 2026 3 min read
CDNS
-1.24%
Trade CDNS on Coinbase
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Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Cadence Design Systems stock has delivered a strong 169.8% return over the past 5 years, yet the current valuation ch
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, July 1, 2026 at 5:13 AM PDT 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
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Trading disclosure
Micron Technology MU delivered a historic rally in the second quarter of 2026, with it
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, 1 July 2026 at 5:13 am GMT-7 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approxi
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Aparajita Dutta July 01, 2026
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2026-07-01
www.marketwatch.com
2026-07-01
MarketWatch
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Samsung, SK Hynix To Build Four New Chip Plants As South Korea Unveils $520 Billion AI Push
Namrata Sen
Wed, July 1, 2026 at 4:00 AM PDT 6 min read
000660.KS
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Samsung Electronics Co., Ltd. and SK Hynix plan to build two new semiconductor fabrication plants each
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
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.cnbc.com
2026-07-01
CNBC
The tech sector emerged as a clear winner in the first half of 2026. But while U.S. Big Tech stocks enjoyed strong gains — despite a sharp sell-off at the end of June — they were largely outperformed by their international counterparts.
Of MSCI’s sector-specific indexes, the index covering large and mid-cap emerging markets technology stocks was the best performer in the first six months of the
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
Image from MarketBeat Media, LLC.
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.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