Semiconductor News & Analysis Feed
7953 articles
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
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
Image from MarketBeat Media, LLC.
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
stockstory.org
2026-07-01
StockStory
__fail__
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
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.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Here's Why I Will Never Pay Anywhere Near $1,100 for Micron Stock
Anthony Di Pizio, The Motley Fool
Wed, July 1, 2026 at 2:20 AM PDT 6 min read
MU
-4.71%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become
2026-07-01
www.barrons.com
2026-07-01
Barron's
__fail__
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Patton Fund Management Inc. Has $241,000 Stake in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Patton Fund Management cut its Cadence Design Systems stake by 91.5% in Q1, leaving it with 869 shares valued at about $241,000.
Several analysts raised price targets on CDNS and kept bullish ratings, with the stock carrying a consensu
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology (
MU
5.25%
) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become a key component in the artificial intelligence (AI) hardware stack.
Despite its incredible gains, Micron stock is still technically cheap when valued against its future potential earnings. However, that paints a
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Janney Montgomery Scott LLC Increases Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Janney Montgomery Scott LLC boosted its Synopsys stake by 79.4% in Q1, buying 23,133 additional shares and bringing its total holding to 52,264 shares valued at about $20.7 million.
Analyst sentiment remains broadly positive: several firms raised pr
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
NVIDIA Corporation $NVDA Shares Acquired by Oak Family Advisors LLC
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Oak Family Advisors LLC increased its NVIDIA stake by 29.1% in the first quarter, adding 3,714 shares to reach 16,469 shares valued at about $2.87 million.
NVIDIA’s latest quarterly results were strong, with EPS of $1.87 beating estimates and revenue o