Semiconductor News & Analysis Feed
6396 articles
2026-07-01
timestech.in
2026-07-01
TimesTech
BuzzIndustry News
Infineon Earns Another Top Investor Relations Award
By TimesTech -
July 1, 2026
0
74
Infineon Technologies, has received several awards for its Investor Relations (IR) activities. At the German Investor Relations Award presented by DIRK – the German Investor Relations Association – the Infineon IR team achieved first place for best Investor Relations among all DAX 40 companies f
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
SOXX vs. IYW: Is the iShares Semiconductor ETF or Tech ETF the Better Buy for Investors?
Katie Brockman, The Motley Fool
Wed, July 1, 2026 at 1:20 AM PDT 3 min read
^GSPC
-0.45%
The iShares U.S. Technology ETF (NYSEMKT:IYW) and the iShares Semiconductor ETF (NASDAQ:SOXX) both target the most aggressive growth corners of the market, but with different levels of diversification.
While IYW casts a
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Forum Financial Management LP Decreases Holdings in Texas Instruments Incorporated $TXN
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Forum Financial Management LP cut its Texas Instruments stake by 63.9% in the first quarter, selling 5,570 shares and leaving it with 3,148 shares worth about $611,000.
Texas Instruments insiders have also been selling shares, inclu
2026-07-01
finance.biggo.com
2026-07-01
BigGo Finance
The AI computing arms race is spreading from chip design into foundational manufacturing and interconnect architectures. South Korea's government and its two memory titans recently unveiled an unprecedented semiconductor investment plan, while parallel industry discussions about "optical HBM" breaking the memory wall are setting the stage for a shakeup in the global memory and AI hardware supply c
2026-07-01
www.twelfthmagpie.com
2026-07-01
twelfthmagpie.com
Home » Investing Articles » Will SpaceX, Nvidia, or Alphabet be the first $10trn stock?
WILL SPACEX, NVIDIA, OR ALPHABET BE THE FIRST $10TRN STOCK?
SpaceX stock’s tipped to soar in the years ahead. But can it beat Nvidia and Alphabet to a market-cap of $10trn given its size today?
Posted by
Edward Sheldon, CFA
❯
Published 1 July, 8:05 am BST
NVDA
GOOG
SPCX
Image source: Getty Images
You’re rea
2026-07-01
finance.biggo.com
2026-07-01
finance.biggo.com
TSMC's (2330.TW) advanced packaging technology roadmap is undergoing a major shift. Market sources indicate the company plans to gradually transition from current silicon interposers to its "CoPoS" large-size glass interposer technology around 2029. This move is viewed as the most critical strategic decision in the advanced packaging arena for the next decade and is expected to exert significant p
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
If You'd Invested $1,000 in Nvidia 5 Years Ago, Here's How Much You'd Have Today
Prosper Junior Bakiny, The Motley Fool
June 30, 2026 3 min read
NVDA
+0.71%
^GSPC
-0.45%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) has been the hottest stock on Wall Street in recent memory. Over the past five years, the company has delivered incredible returns. But how incredible, exactly? Re
2026-07-01
www.pcmag.com
2026-07-01
PCMag Middle East
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Is Applied Materials (AMAT) Expensive After Raising Its Growth Outlook?
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
AMAT
-6.46%
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Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Applied Materials stock has delivered a very strong run, yet its latest checks point to an expensive v
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Taiwan Semiconductor Manufacturing (TSM) Stock May Still Look Cheap On Record AI Earnings
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
2330.TW
-0.20%
TSM
-4.25%
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Taiwan Semiconductor Manufacturing stock has delivered a ve
2026-07-01
tspasemiconductor.substack.com
2026-07-01
semivision
ECTC 2026: The Three HBM Battlegrounds Defining the Next AI Hardware Race
Original Article By SemiVision Research [Reading time: 19 mins]
SEMIVISION
JUL 01, 2026
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The Open Compute Project (OCP) is bringing together APAC communities for a very special two-day, in-person Summit to explore the many challenges and opportunities facing data center infrastructure, today and tomorrow.
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron (MU) Stock Looks Below Fair Value But Broader Checks Stay Mixed
Bailey Pemberton
June 30, 2026 3 min read
MU
-4.71%
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Micron Technology's share price has moved very sharply in recent years, yet its valuation che
2026-07-01
www.bdtonline.com
2026-07-01
Bluefield Daily Telegraph
Partial cloudiness early, with scattered showers and thunderstorms during the afternoon. High 79F. Winds light and variable. Chance of rain 60%..
Partly to mostly cloudy skies with scattered thunderstorms during the evening. Low 67F. Winds light and variable. Chance of rain 40%.
In this image released on Thursday, July 2, 2026, from left, Dr. Karsten Wildberger,
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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TradingView
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Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Less than 1 min read
000660
+2.59%
SK hynix files to list ADSs as SKHY on Nasdaq, proposing up to 17.79M ADS (≈2.5% of Seoul shares) to raise funds for Korean fabs and EUV scanners; trading starts July 10.
1
SK hynix (000660) will joi
2026-07-01
digitimes.com
2026-07-01
India's proposed second phase of the India Semiconductor Mission (ISM 2.0) has reportedly taken a key step forward, clearing the Finance Ministry's Expenditure Finance Committee (EFC), according to Indian media reports. The development could pave the way for a broader expansion of the country's semiconductor manufacturing ambitions.
2026-07-01
digitimes.com
2026-07-01
Chinese semiconductor material manufacturers are accelerating investments in advanced products as Beijing pushes for greater self-sufficiency, challenging the long-standing dominance of Japanese suppliers in a global market valued at US$73.2 billion.
2026-07-01
digitimes.com
2026-07-01
Taiwan's carbon fee system has begun collecting payments, with the first batch covering 240 high-emitting companies across 461 factories and generating NT$4.97 billion (US$156.07 million) in initial revenue. Taiwan also plans to roll out an emissions trading system (ETS) in 2028, initially targeting 20 major emitters in the steel, cement, and semiconductor sectors.
2026-07-01
digitimes.com
2026-07-01
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus
2026-07-01
digitimes.com
2026-07-01
A crude oil shortage tied to the US-Iran war is raising concern about naphtha, a refinery byproduct used deep in industrial supply chains. While a direct semiconductor shortage is not yet seen, higher input costs are already spreading, and global manufacturers may face longer-term pressure if disruptions persist worldwide.