Semiconductor News & Analysis Feed
6396 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, Intel, AMD stock surge Q2 2026 AI chip rally
Micron, Intel, AMD stock surge Q2 2026 AI chip rally · Quartz · I-HWA CHENG/AFP via Getty Images
Cris Tolomia
Wed, July 1, 2026 at 4:58 AM PDT 2 min read
MU
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Micron Technology, Intel, and Advanced Micro Devices added roughly $2 trillion in combined market cap
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
MTUM Investors: Watch Micron’s Weight at the November Reconstitution
Marc Guberti
Wed, July 1, 2026 at 4:55 AM PDT 4 min read
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MTUM climbed 30% YTD to $326, but its AI/cloud mega-cap holdings are fracturing while one stock masks broader portfolio weakness.
Micron (MU) surged 801% in
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business to Infineon for EUR 570 million in cash
ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business to Infineon for EUR 570 million in cash
3 min read
ams-OSRAM AG/ Key word(s): Mergers & Acquisitions
ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business t
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
HUHUTECH (HUHU) Wins Semiconductor Contract in Japan
Jeff Lewis
Wed, July 1, 2026 at 4:03 AM PDT 1 min read
HUHU
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HUHUTECH International Group Inc. (NASDAQ:HUHU) is one of the 10 Fastest Growing Asian Stocks to Buy Now.
On June 15, 2026, HUHUTECH International Group Inc. (NASDAQ:HUHU) announced a $580,000 contract for the design, supply, and on-sit
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
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Samsung Electronics Co., Ltd. and SK Hynix plan to build two new semiconductor fabrication plants each
2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Infineon’s, Three-Pillar
Infineon’s Three-Pillar Restructure Fuels Analyst Upgrade as AI Power Demand Intensifies
Veröffentlicht: 01.07.2026 um 12:53 Uhr, Redaktion boerse-global.de
Infineon collapses four divisions into three, targets AI data center demand. Barclays raises price target to €90 amid strong Q2 revenue and raised guidance.
Infineon’s - Infineon’s Three-Pillar Restructure Fuels Anal
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Nvidia's CEO Jensen Huang Just Called Marvell Technology The Next Trillion-Dollar Company. But Is It the Better Stock to Buy?
Keithen Drury, The Motley Fool
Wed, July 1, 2026 at 3:40 AM PDT 4 min read
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Nvidia's (NASDAQ: NVDA) CEO and co-founder, Jensen Huang, has no problem calling out stocks that he thinks will be worthwhile in
2026-07-01
www.bisinfotech.com
2026-07-01
Bisinfotech
www.bisinfotech.com
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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
finance.yahoo.com
2026-07-01
Yahoo Finance
Alpha & Omega Semiconductor (AOSL) Launches Multiphase Controllers for Next-Gen Intel Processors
Maham Fatima
Wed, July 1, 2026 at 3:21 AM PDT 1 min read
AOSL
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Alpha & Omega Semiconductor Limited (NASDAQ:AOSL) is one of the best tech stocks to buy for the next 5 years. On May 18, Alpha & Omega Semiconductor/AOS introduced a new famil
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
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.
Verkada Accelerates Physical AI with NVIDIA
PR Newswire
Wed, 1 July 2026 at 3:00 am GMT-7 2 min read
NVDA
+0.71%
GOOGL
+0.16%
Verkada is scaling its physical AI platform across more than 2.4 million devices globally with a new technical collaboration and investment from NVIDIA
SAN MATEO, Calif., July
2026-07-01
www.electronicsmedia.info
2026-07-01
Electronics Media
Infineon IR Awards 2026: Company Wins Top Honors in Investor Relations Excellence
By Electronics Media -
July 1, 2026
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Infineon IR Awards 2026 – Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) has received several awards for its Investor Relations (IR) activities. At the German Investor Relations Award presented by DIRK – the German Investor Relations Assoc
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This Semiconductor ETF’s 96% Gain Hinges on a Single $1 Trillion Question
Marc Guberti
Wed, July 1, 2026 at 2:55 AM PDT 4 min read
AVGO
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000660.KS
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NVDA
+0.71%
AMAT
-6.46%
MU
-4.71%
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SOXX surged 96% year-to-date then shed nearly 8% in one week after Broadcom's softer AI chip forecast and SK Hynix slowed memory expansion.
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2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Cadence Design Systems, US12541W1027
Spectre X from Cadence Design Systems - tailored mixed-signal verification for complex SoCs
Veröffentlicht: 01.07.2026 um 11:35 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Spectre X from Cadence Design Systems pushes mixed-signal simulation performance for advanced SoC design teams working at 7 nm and beyond. Anyone h
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%
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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
finance.yahoo.com
2026-07-01
Yahoo Finance
Why NN (NNBR) Is Up 24.7% After Pre-Selling New NVIDIA Liquid Cooling Capacity Expansion
Sasha Jovanovic
Wed, July 1, 2026 at 2:16 AM PDT 3 min read
NVDA
+0.71%
NNBR
-5.68%
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Trading disclosure
In late June 2026, NN, Inc. announced a major expansion of its liquid cooling production for NVIDIA AI data center racks, adding 47 new machine centers in its Wuxi, China plant with