Semiconductor News & Analysis Feed
2890 articles
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
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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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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ASML Holding raised its revenue guidance, citing
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
General Motors shares rise after securing long-term Micron chip supply
Fiona Craig
Wed, July 1, 2026 at 6:35 AM PDT 2 min read
GM
-2.34%
MU
-4.71%
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General Motors ©Shutterstock
GM strengthens semiconductor supply chain with Micron agreement
Shares of General Motors (NYSE:GM) edged higher on Wednesday after the automaker unveiled a strategic partnership
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
China Is Coming For Micron's Thick Margins
Trefis Team
Wed, July 1, 2026 at 6:33 AM PDT 5 min read
MU
-4.71%
005930.KS
-6.25%
AAPL
-0.64%
000660.KS
-5.68%
NVDA
+0.71%
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Trading disclosure
Image by PublicDomainPictures from Pixabay
The Squeeze That Created An Opening
The proximate cause is the AI memory supercycle. Conventional DRAM contract prices surged between 93% and
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
The Zacks Analyst Blog Highlights Micron Technology, FormFactor, Texas Instruments and Taiwan Semiconductor Manufacturing
The Zacks Analyst Blog Highlights Micron Technology, FormFactor, Texas Instruments and Taiwan Semiconductor Manufacturing · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 6:18 AM PDT 8 min read
MU
-4.71%
TXN
-3.36%
2330.TW
+1.02%
AMZN
+0.75%
FORM
-10.63%
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Hit a 52 Week High, Can the Run Continue?
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Hit a 52 Week High, Can the Run Continue? · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 6:15 AM PDT 3 min read
2330.TW
+1.02%
TSM
-4.25%
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Trading disclosure
A strong stock as of late has been TSMC (TSM). Shares have been ma
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Sirin Software Joins Alif Semiconductor Partner Ecosystem as Authorized Design House
PR Newswire
Wed, July 1, 2026 at 5:49 AM PDT 1 min read
ST. PETERSBURG, Fla., July 1, 2026 /PRNewswire/ -- Sirin Software, a leading embedded software and IoT engineering services provider, today announced it has offi
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, GM sign semiconductor supply agreement for vehicles
1 / 2
Micron, GM sign semiconductor supply agreement for vehicles
China International Import Expo in Shanghai
Reuters
Wed, July 1, 2026 at 5:40 AM PDT 1 min read
MU
-4.71%
GM
-2.34%
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Trading disclosure
July 1 (Reuters) - Micron Technology and General Motors have signed a long-term supply agreement for memory an
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.
Micron and General Motors Sign Strategic Agreement to Secure Supply and Accelerate Innovation
Micron Technology, Inc.
Wed, 1 July 2026 at 5:30 am GMT-7 5 min read
MU
-4.71%
GM
-2.34%
Micron Technology, Inc.
Supply commitment supports next-generation GM vehicle platforms with reliable, high-performance
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%
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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%
Explore stocks on Coinbase
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
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
TSMC is AI's 'quintessential trendsetter': Strategist shares top 2 tech stock picks
Yahoo Finance Video and Josh Lipton
Wed, July 1, 2026 at 5:00 a.m. PDT
Raymond James Investment Management chief market strategist Matt Orton explains why he's bullish on Taiwan Semiconductor Manufacturing Company (TSM) and Credo Technology (CRDO).
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