Semiconductor News & Analysis Feed
5304 articles
2026-07-05
news.google.com
2026-07-05
The Motley Fool
2026-07-05
news.google.com
2026-07-05
Intellectia AI
2026-07-05
news.google.com
2026-07-05
HotHardware
2026-07-04
tomshardware.com
2026-07-04
Jowi Morales
The AI-driven memory and storage chip shortage is driving OEMs towards Chinese chip manufacturers.
2026-07-04
news.google.com
2026-07-04
Let's Data Science
2026-07-04
tomshardware.com
2026-07-04
Luke James
Fill-and-flush is a commissioning step whereby crews fill a cooling loop's piping with water and flush it to clear debris before the system is run.
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron is benefiting from high DRAM and NAND prices driven by demand for AI infrastructure build-out.
The stock looks cheap, and the company is locking in long-term agreements.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While th
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron is benefiting from high DRAM and NAND prices driven by demand for AI infrastructure build-out.
The stock looks cheap, and the company is locking in long-term agreements.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While th
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Is Micron Stock a Buy as Revenue Continues to Surge?
Geoffrey Seiler, The Motley Fool
Sat, July 4, 2026 at 6:05 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While the stock initially surged, it has since giv
2026-07-04
ca.finance.yahoo.com
2026-07-04
Yahoo! Finance Canada
Qualcomm (QCOM), Meta (META) Announce Multi-Generation Data Center CPU Supply Agreement
Maham Fatima
Sat, July 4, 2026 at 5:54 a.m. PDT 2 min read
META
-2.02%
QCOM
+1.96%
Meta Platforms Inc. (NASDAQ:META) is one of the best NASDAQ stocks to invest in for long term. On June 24, Qualcomm and Meta announced a strategic, multi-generation agreement for Qualcomm to supply data center CPUs for Meta's se
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.11%
) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While the stock initially surged, it has since given back most of its gains. The stock is still up around 236% on the year.
Let's dig into the memory maker's results and prospects to see whether the artificial intelligence (AI) stock is a buy.
Mi
2026-07-04
tomshardware.com
2026-07-04
Etiido Uko
TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.
2026-07-04
news.google.com
2026-07-04
Yorkshire Magazine
2026-07-04
news.google.com
2026-07-04
Ad-hoc-news.de
2026-07-04
pandaily.com
2026-07-04
Pandaily
Industry
Market
Semiconductor Prices Skyrocket as AI Demand Fuels Industry-Wide Chip Shortage
Published:
July 4, 2026
Reading Time:
3 min read
Want to read in a language you're more familiar with?
Over 20 chip manufacturers announce second price hikes in 2026, with AI-specific MLCCs surging 3-10x and delivery lead times extending to mid-2027.
July 1, 2026 marked the beginning of a broad-based s
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
QRG Capital Management Inc. Has $35.21 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
QRG Capital Management boosted its stake in Taiwan Semiconductor Manufacturing by 15.1% in the first quarter, ending with 104,200 shares worth about $35.21 million.
TSMC is expanding 3-nanometer capacity acro
2026-07-04
tomshardware.com
2026-07-04
Mark Tyson
Japan’s Fire Hydrant Sign Co., Ltd. has demonstrated an expansive Wi-Fi network that melds its established infrastructure of street signs with Starlink satellite broadband antennas.
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Moran Wealth Management LLC
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Moran Wealth Management cut its position in Taiwan Semiconductor Manufacturing by 21.4% in Q1, selling 33,539 shares and leaving it with 122,945 shares worth about $41.5 million.
Insider buying continued, with two TSMC vice
2026-07-04
www.chosun.com
2026-07-04
조선일보
By Choi Eun-kyung
Published 2026.07.04. 18:26
Updated 2026.07.06. 09:19
U.S. memory semiconductor company Micron Technology has begun expanding production facilities for next-generation memory for artificial intelligence (AI) at its Hiroshima plant in Japan. Amid a surge in demand for high-bandwidth memory (HBM) for AI servers, Micron is being evaluated as making a full-fledged pursuit of the HB
2026-07-04
biz.chosun.com
2026-07-04
Chosunbiz
By
Lee Jae-eun
Published 2026.07.04. 16:50
Updated 2026.07.04. 16:59
Micron Technology logo. /Courtesy of Reuters
Bloomberg News reported on the 4th that U.S. memory semiconductor corporations Micron Technology has begun building a high-bandwidth memory (HBM) production facility at its Hiroshima plant in Japan.
Bloomberg News reported on the 4th that Micron on this day began construction of a p