Semiconductor News & Analysis Feed
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2026-07-03
interestingengineering.com
2026-07-03
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
Tech Industry
Nvidia offers to take a cut of AI cloud revenue on top of hardware sales in new optional financing vehicle — trades tokens for revenue cut
News
By Luke James
Published July 2, 2026
Sharon AI and Firmus are the first partners, with a combined total of up to 210,000 GPUs.
(Image credit: Getty / The Dallas Morning Post)
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2026-07-02
tomshardware.com
2026-07-02
Luke James
Nvidia has announced a new business model under which it’ll be able to double-dip for revenue on the same silicon.
2026-07-02
www.aol.com
2026-07-02
AOL.com
Applied Materials Is Silently Powering the AI Boom. Here's Why.
MARC GUBERTI, THE MOTLEY FOOL
Thu, July 2, 2026 at 11:36 PM GMT+8
0
Key Points
Chipmakers need essential equipment to make their chips. That's where Applied Materials comes into play.
Revenue guidance of 30% growth in 2026 suggests a meaningful acceleration from recent results.
Applied Materials has maintained high profit margins,
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Key Points
Chipmakers need essential equipment to make their chips. That's where Applied Materials comes into play.
Revenue guidance of 30% growth in 2026 suggests a meaningful acceleration from recent results.
Applied Materials has maintained high profit margins, so rising revenue will translate into higher profits.
10 stocks we like better than Applied Materials ›
Nvidia and Micron Technolo
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials Is Silently Powering the AI Boom. Here's Why.
Marc Guberti, The Motley Fool
Thu, July 2, 2026 at 8:36 AM PDT 3 min read
AMAT
+3.74%
NVDA
+3.69%
MU
+0.87%
Explore stocks on Coinbase
Trading disclosure
Nvidia and Micron Technology have drawn significant investor attention as they power AI infrastructure, but savvy investors may also want to turn some of that attention to Applied M
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Nvidia and Micron Technology have drawn significant investor attention as they power AI infrastructure, but savvy investors may also want to turn some of that attention to Applied Materials (
AMAT
+4.25%
). Applied Materials doesn't make chips, but it designs vital equipment that chipmakers use to create their chips.
In short, Applied Materials is an enabler of chipmakers, but that's not the only
2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron Technology Inc (MU) moved down by 4.27%. The Technology Equipment sector is down by 1.71%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 4.27%; SanDisk Corporation (SNDK) down 9.98%; NVIDIA Corp (NVDA) down 0.80%.
Micron Technology is experiencing notable downward pressure and heightened intraday volatility as investors eng
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
www.businessinsider.com
2026-07-02
Business Insider
Higher prices for smartphones and laptops are coming later this year, the boss of Currys, Britain's biggest electricals retailer, has warned, as the AI data center boom soaks up the world's supply of memory chips.
Currys, a UK equivalent of Best Buy, sells laptops, phones, TVs, and appliances online and through hundreds of stores across the UK, Ireland, and the Nordic countries, generating about
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
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
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2026-07-02
www.investing.com
2026-07-02
Investing.com
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2026-07-02
pluang.com
2026-07-02
Pluang
Halper Sadeh LLC investigates fairness of recent deals for CRNX, ESI, INVE, and SLP shareholders.
Halper Sadeh LLC is investigating whether shareholders of Crinetics Pharmaceuticals, Element Solutions, Identiv, and Simulations Plus are receiving fair treatment in recent sales and asset transactions. The firm suspects insiders may gain financial b...
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2026-07-02
ca.investing.com
2026-07-02
Investing.com Canada
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2026-07-02
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2026-07-02
Investing.com Nigeria
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2026-07-02
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2026-07-02
Investing.com Canada
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2026-07-02
news.google.com
2026-07-02
ERP Today
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Semantics matter, especially when it's affecting stock prices.