Semiconductor News & Analysis Feed
6394 articles
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers
Rivian CEO Flags Memory Chip Shortage Risk For R2 Production – Retail Eyes Q2 Delivery Numbers · Stocktwits
Anan Ashraf
July 1, 2026 3 min read
RIVN
+1.03%
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CEO RJ Scaringe told Axios the R2 vehicle represents an existential test.
He dismissed demand as a concer
2026-07-02
news.bloomberglaw.com
2026-07-02
Bloomberg Law News
Four US semiconductor companies defeated claims from Ukrainian citizens who were injured by Russian weapons they allege contained the companies’ components.
The Ukrainian citizens’ own pleadings show the Russian weapons had parts not only from the defendant companies — Texas Instruments Inc., Advanced Micro Devices Inc., Intel Corp. and Mouser Electronics Inc. — but others that they didn’t sue, S
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Why Micron Stock Is Plummeting Today
Keith Noonan, The Motley Fool
Wed, July 1, 2026 at 11:31 AM PDT 2 min read
MU
-4.71%
NVDA
+0.71%
^GSPC
-0.45%
^IXIC
-1.16%
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Micron (NASDAQ: MU) stock is seeing a substantial pullback in Wednesday's trading, with shares down 9.6% as of 2:10 p.m. ET. The S&P 500 was up 0.1% at the same point in the day's trading, and
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%
David Moadel
Wed, July 1, 2026 at 10:57 AM PDT 4 min read
PLTR
+1.38%
PANW
-5.73%
NVDA
+0.71%
CRWD
-2.39%
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PLTR stock jumped 9% after announcing its NVIDIA sovereign-AI partnership, while PANW stock climbed 4%, though PLTR still trades down 28.5% year to date.
Crowd
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Prediction: Micron’s Remarkable 800% Run Masks Risk and Our Target Reflects Caution Ahead
Vandita Jadeja
Wed, July 1, 2026 at 10:56 AM PDT 4 min read
MU
-4.71%
NVDA
+0.71%
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MU beat Q3 revenue estimates by 18% and EPS by 24%, yet shares dropped 7% post-earnings, signaling the stock has priced in perfection.
Micron's weekly RSI has sat above
2026-07-02
cryptonews.net
2026-07-02
CryptoNews.net
South Korean memory chipmaker SK Hynix has filed a registration statement with the US Securities and Exchange Commission for a Nasdaq listing that could raise as much as $29.4 billion.
The company plans to list its American Depositary Shares on the Nasdaq Global Select Market under the ticker SKHY. The offering could include up to 17.79 million newly issued common shares, representing about 2.5%
2026-07-02
www.fiercesensors.com
2026-07-02
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SENSORS FUSION
Infineon wraps up $650M ams OSRAM sensors buy
By Matt Hamblen Jul 1, 2026 1:14pm
Sensors Applications Motion / Proximity / Position edge AI Sensors Markets
As edge AI
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”
David Moadel
Wed, July 1, 2026 at 9:28 AM PDT 4 min read
INTC
-9.66%
AMD
-6.51%
2330.TW
+1.02%
TSM
-4.25%
NVDA
+0.71%
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Intel, AMD, and Taiwan Semiconductor shares dropped Wednesday after Bank of America flagged growing bubble risk in the AI trade.
Bank o
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying
Alex Sirois
Wed, July 1, 2026 at 9:23 AM PDT 4 min read
NVDA
+0.71%
META
+2.55%
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NVDA trades at a forward P/E of 22 despite 85% revenue growth and a $91 billion Q2 guide that assumes zero China revenue.
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
David Beren
Wed, July 1, 2026 at 9:17 AM PDT 6 min read
NVDA
+0.71%
MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
AMZN
+0.75%
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SOXX delivered a 103% year-to-date return versus SMH's 75%, proving capped, broader exposure across 34 holdings beats concent
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
Texas Instruments to webcast Q2 2026 earnings conference call
PR Newswire
Wed, 1 July 2026 at 8:45 am GMT-7 1 min read
TXN
-3.36%
DALLAS, July 1, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter earnings conference call on Wednesday, July 22, at 3:
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron (MU) Lands GM Supply Deal And Backs Trump Accounts With $250 Million
Bailey Pemberton
Wed, July 1, 2026 at 8:33 AM PDT 4 min read
MU
-4.71%
GM
-2.34%
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Micron Technology (Nasd
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Broadcom vs Nvidia: The $100B AI Race and One Winner
Vandita Jadeja
Wed, July 1, 2026 at 8:32 AM PDT 3 min read
AVGO
-0.83%
NVDA
+0.71%
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NVDA's Data Center revenue hit $75B while AVGO's custom AI silicon surged 143%, reflecting two radically different paths to AI dominance.
Trading at 22x forward vs AVGO's 32x, NVDA offers the cheaper valua
2026-07-01
videocardz.com
2026-07-01
VideoCardz.com
videocardz.com
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Missed Out on Nvidia? This AI Energy Stock Might Be the Next Big Winner.
Courtney Carlsen, The Motley Fool
Wed, July 1, 2026 at 8:22 AM PDT 3 min read
NVDA
+0.71%
FLNC
-9.09%
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Since the release of ChatGPT in November 2022, Nvidia stock has surged by over 1,090%, helping make it one of the most valuable artificial intelligence (AI) stocks around. Now hy
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ
David Moadel
Wed, July 1, 2026 at 8:21 AM PDT 4 min read
MU
-4.71%
SNDK
-7.26%
WDC
-7.86%
^IXIC
-1.16%
^NDX
-1.77%
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MU, SNDK, and WDC shares gave back gains on Wednesday, dropping after massive year-to-date price rallies.
Citrini Researc
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Sandisk Is One of the Biggest Winners After Micron's Blowout Earnings
Marc Guberti, The Motley Fool
Wed, July 1, 2026 at 8:12 AM PDT 3 min read
MU
-4.71%
SNDK
-7.26%
NVDA
+0.71%
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Trading disclosure
Micron Technology's (NASDAQ: MU) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Samsung, Micron and SK Hynix accused of spiking memory chip prices by 700%
Rebecca Payne
Wed, July 1, 2026 at 7:30 AM PDT 4 min read
005930.KS
-6.25%
MU
-4.71%
000660.KS
-5.68%
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An antitrust lawsuit has been filed in California alleging that three chipmakers have engaged in collusion and price-fixing, amid a global shortage of memory chips that is driving up
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
ASML Holding (NasdaqGS:ASML) Raises Revenue Guidance As AI Chip Spending Builds
Bailey Pemberton
Wed, July 1, 2026 at 7:14 AM PDT 3 min read
ASML.AS
-0.30%
ASML
-4.26%
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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
ASML Holding raised its revenue guidance, citing
2026-07-01
eetimes.com
2026-07-01
Single Pair Ethernet is becoming increasingly popular in industrial networking due to the simplified cabling with just one twisted pair of wires. If power is also supplied via this, the SPE transmission standard with Power over Data Lines is unbeatable simple, but the implementation not trivial. The reference design for Single Pair Ethernet (SPE) with […]