Semiconductor News & Analysis Feed
1666 articles
2026-07-03
tomshardware.com
2026-07-03
Hassam Nasir
Midrange offerings with a lot of cache.
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Last week, the artificial intelligence (AI) community held its breath ahead of Micron Technology's (
MU
+1.24%
) fiscal third-quarter earnings call. Both revenue and earnings per share (EPS) absolutely blew Wall Street's expectations out of the water. But interestingly enough, sales and profits weren't the most important takeaway from the report.
What most investors are overlooking is how Micron
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Earnings Preview: What To Expect From Cadence Design’s Report
Subhasree Kar
Fri, July 3, 2026 at 8:17 AM PDT 2 min read
CDNS
+0.81%
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Trading disclosure
Quarterly Report by SkazovD via Shutterstock
With a market cap of $102.9 billion, Cadence Design Systems, Inc. (CDNS) is a leading electronic design automation (EDA) software company that provides software, hardware, and inte
2026-07-03
autonews.gasgoo.com
2026-07-03
Gasgoo
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[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Gasgoo
[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Edited by Betty From Gasgoo
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July 3 , 2026 21:29 BJT
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OEM Trends | OEM Tr
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Qualcomm Lags Industry in the Past Year: An Opportunity to Buy?
Supriyo Bose
Fri, July 3, 2026 at 6:13 AM PDT 5 min read
QCOM
+1.96%
HPE
+2.76%
AVGO
+4.83%
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Trading disclosure
Qualcomm Incorporated QCOM has jumped 8.7% over the past year, underperforming the industry's growth of 83%. It has lagged peers like Hewlett Packard Enterprise Company HPE and Broadcom Inc. AVGO.
2026-07-03
www.zacks.com
2026-07-03
Zacks Investment Research
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Here's What to Expect From Texas Instruments' Next Earnings Report
Neha Panjwani
Fri, July 3, 2026 at 3:44 AM PDT 2 min read
TXN
+2.73%
^GSPC
-0.28%
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Trading disclosure
Semiconductor chip by Mykola Pokhodzhay via iStock
Texas Instruments Incorporated (TXN) designs, manufactures, and sells semiconductors to electronics designers and manufacturers. With a market cap of $271.6 b
2026-07-03
www.barchart.com
2026-07-03
Barchart.com
Semiconductor chip by Mykola Pokhodzhay via iStock
Texas Instruments Incorporated (TXN) designs, manufactures, and sells semiconductors to electronics designers and manufacturers. With a market cap of $271.6 billion, the company develops analog ICs and embedded processors. The semiconductor powerhouse is expected to announce its fiscal second-quarter earnings for 2026 in the near term.
Ahead of
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pzena Investment Management LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pzena Investment Management cut its Taiwan Semiconductor Manufacturing stake by 27.9% in the first quarter, selling 7,356 shares and leaving it with 18,986 shares valued at about $6.4 million.
TSMC raised its qua
2026-07-03
finance.biggo.com
2026-07-03
finance.biggo.com
The benefits of the semiconductor supercycle are spreading to the backend industry, with inspection equipment component maker TSE emerging as a standout in the probe card market for High Bandwidth Memory (HBM). The company's strategic shift from a NAND flash-centric portfolio to HBM has become the key driver simultaneously lifting its stock price and earnings outlook.
2026-07-03
www.electronicsforyou.biz
2026-07-03
Electronics For You BUSINESS
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2026-07-03
ximitime.com
2026-07-03
ximitime.com
NEWS
REDMI reportedly testing Qualcomm’s 2nm Snapdragon 8 Elite Gen 6 flagship chip
Emir Bardakçı
Jul. 3, 2026, 10:10
2 mins read
0 Comments
TABLE OF CONTENTS
Early Snapdragon 8 Elite Gen 6 testing underway
What we know so far
Why the 2nm chip matters
A new leak suggests that REDMI is already testing Qualcomm’s next-generation 2nm Snapdragon 8 Elite Gen 6 platform. According to information shared
2026-07-03
www.bloomberg.com
2026-07-03
Bloomberg
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Get the most important global
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why ASML Holdings Rallied in June
Billy Duberstein, The Motley Fool
Thu, July 2, 2026 at 12:05 PM PDT 4 min read
ASML.AS
+1.27%
SPCX
-0.78%
NVDA
+3.65%
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Shares of semiconductor equipment giant ASML Holdings (NASDAQ: ASML) rallied 24.3% in June, according to data from S&P Global Market Intelligence.
ASML didn't report any financial news during the mont
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Shares of semiconductor equipment giant ASML Holdings (
ASML
+1.23%
) rallied 24.3% in June, according to data from S&P Global Market Intelligence.
ASML didn't report any financial news during the month; however, there were numerous positive news items on ASML and semiconductor investment generally. Elon Musk visited the company's headquarters around the same time as Space Exploration Technologie
2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
SK hynix announces major plan to spend $712.5 billion in its operations in South Korea, but the only detailed investments are spendings on a new NAND fab and a packaging facility.
2026-07-02
www.gsmarena.com
2026-07-02
GSMArena.com
At the SAFE Forum (Samsung Advanced Foundry Ecosystem), Samsung revealed its plans for future semiconductor nodes. Last year, the company unveiled the Exynos 2600, the first 2nm smartphone chip – this one was made on the SF2 node as Samsung calls it.
Next up is SF2P, which will reduce power consumption by 26% and raise clock speeds by 15%. The new node is only partially responsible for these impr
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
Danielle Liverance
Thu, July 2, 2026 at 6:45 AM PDT 5 min read
MU
+0.27%
LRCX
+2.52%
005930.KS
-6.25%
000660.KS
-5.68%
NVDA
+3.24%
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Trading disclosure
Quick Read
Lorraine Tan warns that Micron, which has surged 305% year to date, faces a 20 to 30% correction as Samsung and SK Hynix supply floods the
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For holders of Micron Technology (NASDAQ:MU | MU Price Prediction), the poster
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Themes ETFs Strikes First Again: Long and Short SK Hynix ETFs Launch Alongside One of AI's Most Anticipated IPOs
Themes ETFs Strikes First Again: Long and Short SK Hynix ETFs Launch Alongside One of AI's Most Anticipated IPOs
6 min read
SKHX and SKHZ give active traders instant, cost-efficient exposure — bullish or bearish — soon after SK Hynix hits the market.
GREENWICH, Co