Semiconductor News & Analysis Feed
10469 articles
2026-07-03
www.dmagazine.com
2026-07-03
D Magazine
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Less than a year after FormFactor acquired a 50,000-square-foot industrial campus made up of four buildings in Farmers Branch, the semiconductor supplier is receiving a $24.2 million grant from Texas Gov. Greg Abbott and the Texas Semiconductor Innovation Fund to help complete the buildout of the site and expand manufacturing.
FormFactor purchased the facility at 4350 Innovation Dr
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
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SPCX
-0.78%
NVDA
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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
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGM:CAMT
Why Camtek (CAMT) Is Down 7.5% After Securing $105 Million In New AI-Linked Orders
July 03, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Camtek announced over US$105 million in new multi-system orders, including US$55 million tied to AI applications and US$50 million for its Hawk inspection platforms supporting advanc
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-07-03
pulse2.com
2026-07-03
Pulse 2.0
Micron Technology announced a $250 million investment to increase long-term savings opportunities for children and families through Trump Accounts, which are also known as 530A Accounts.
Announced in honor of America’s 250th anniversary, the initiative includes an employee matching benefit for contributions up to $1,000 per child under 18. Micron will also provide a community benefit through a on
2026-07-03
news.utdallas.edu
2026-07-03
The University of Texas at Dallas
As semiconductor manufacturers invest heavily in new facilities in North Texas and across the U.S., The University of Texas at Dallas is leading regional efforts to train workers for the growing industry.
Building on its workforce-development efforts and partnerships with semiconductor manufacturers and community colleges, UT Dallas has been selected to lead key initiatives within the new Nationa
2026-07-03
www.scmr.com
2026-07-03
Supply Chain Management Review
(Photo: Getty Images)
As AI-driven demand, geopolitical volatility, and massive capital requirements collide, semiconductor supply chains are becoming a blueprint for how capital-intensive industries must rethink long-range planning, risk-sharing, and capacity strategy in an era where market conditions can shift faster than infrastructure can be built.
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2026-07-03
newsletter.semianalysis.com
2026-07-03
SemiAnalysis
EMIB-T Roadmap, Custom HBM, HBM4 Packaging Challenges, Microfluidic Cooling, Photonic Interconnects, and More
ECTC 2026 Roundup, Intel, TSMC, SK Hynix, Samsung, Micron, Marvell, Lightmatter, Microsoft
AFZAL AHMAD, DC, GERALD WONG, AND DYLAN PATEL
JUL 03, 2026
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As transistor density scaling has slowed, advanced packaging has become the primary scaling vector. However, AI acceler
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
NVIDIA Unveils New AI Compute Model, But Michael Burry is Shorting Its Stock
Luis Blanco
Thu, July 2, 2026 at 10:23 AM PDT 4 min read
NVDA
+3.65%
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Jim Cramer Nvidia buy call as chipmaker disputes 2028 AI delay claims. Photo by BeInCrypto
NVIDIA is expanding its AI infrastructure business with a new model designed to accelerate the deployment of computing
2026-07-03
hothardware.com
2026-07-03
HotHardware
NVIDIA Disrupts Tech Supply Chain With New GPU Revenue Sharing Model
by Tim Sweezy — Thursday, July 02, 2026, 01:05 PM EDT
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NVIDIA is trying something new in the AI infrastructure race, and it goes beyond simply shipping more hardware. The company has rolled out a credit support and revenue sharing model, that could reshape how emerging AI cloud providers get their hands on serious amo
2026-07-03
www.tradingview.com
2026-07-03
TradingView
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Innoscience Says Infineon Removes Court-Enjoined Gan Products From Electronica China 2026 Booth
Innoscience Says Infineon Removes Court-Enjoined Gan Products From Electronica China 2026 Booth
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Cash App parent settles states' probe over fraud
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron’s CEO Says Even His Own Customers Couldn’t See This Coming. Now He’s Spending $200 Billion
Omor Ibne Ehsan
Thu, July 2, 2026 at 9:42 AM PDT 4 min read
MU
+1.11%
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Quick Read
Micron (MU) absorbed a $5.83B net loss in FY2023, invested $10B into capacity anyway, and now guides a single quarter to $50B in revenue.
Mehrotra says Micron can only fill 50% to
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Sanjay Mehrotra sat with Jim Cramer on June 30, 2026 and said the quiet part out loud about the AI memory boom. “Even our customers could not forecast this demand.” Coming from the CEO whose company sells the memory going into every AI accelerator, that is quite the admission. And it explains why Micron Technology (NASDAQ:MU | MU Price Prediction) is now writing checks on a scale the semiconductor
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.
2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Palantir CEO Alex Karp boldly states in an interview that claims AI companies are stealing customer's data while charging them for unproductive services.
2026-07-03
www.tradingkey.com
2026-07-03
TradingKey
On July 2, Eastern Time, U.S. markets diverged as AI hardware stocks retreated, causing the Nasdaq and Philadelphia Semiconductor Index to decline while the Dow hit a record high. BofA Securities attributes current volatility to supply-demand imbalances but remains optimistic due to strong underlying economic fundamentals. The market's growth leadership is shifting from mega-cap tech toward pro-cy
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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