Semiconductor News & Analysis Feed
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2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
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ONTO Stock Climbs 26% in a Month: What's the Next Move for Investors?
ONTO Stock Climbs 26% in a Month: What's the Next Move for Investors?
4 min read
ONTO
+4.12%
Shares of Onto Innovation, Inc. ONTO have surged 25.5% over the past month compared with the Zacks Nanotechnology industry’s growth of 24.7%. The company has outpaced the Zacks Computer and Technology sector and the S&P 5
2026-07-02
tomshardware.com
2026-07-02
Hassam Nasir
Sony is shutting down PSN for PS3 consoles next year, so preservationists are being asked to wake up from their slumber to archive everything before it's too late.
2026-07-02
sg.finance.yahoo.com
2026-07-02
Yahoo Finance Singapore
How Taiwan Semiconductor's Global N3 Expansion Plan Is Taking Shape
Moumi Mondal
Thu, 2 July 2026 at 6:52 am GMT-7 3 min read
2330.TW
+1.02%
TSM
+0.65%
Taiwan Semiconductor Manufacturing Company TSM is accelerating capital spending to expand global capacity for 3-nanometer FinFET (N3) technologies in response to strong demand for artificial intelligence (AI) applications. The move is expected to
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Tech Hardware/NYSE:HPE
Nvidia And 3 AI Hardware Stocks Retail Investors Are Watching
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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The latest Nvidia revenue share program for AI startups is a reminder that the picks and shovels of computing power can be just as important as the applications built on top. When Nvidia opens up access to over 200,000 GPUs thr
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cohu Is Riding AI and HBM Trends But Execution Still Matters
Cohu, Inc. Price and Consensus · Zacks
Anirudha Bhagat
Thu, July 2, 2026 at 6:48 AM PDT 3 min read
COHU
+2.26%
TER
+2.47%
ADTTF
-16.75%
ATEYY
+0.80%
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Cohu, Inc. COHU is becoming a more visible small-cap play on semiconductor test demand tied to AI infrastructure.
The story is not just about
2026-07-02
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2026-07-02
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Cohu Is Riding AI and HBM Trends But Execution Still Matters
Cohu Is Riding AI and HBM Trends But Execution Still Matters
3 min read
COHU
+2.75%
Cohu, Inc. COHU is becoming a more visible small-cap play on semiconductor test demand tied to AI infrastructure.
The story is not just about equipment shipments. It also involves high-bandwidth memory inspection, thermal control, softwar
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
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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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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
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2026-07-02
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2026-07-02
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2026-07-02
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Can AMKR's 2.5D Packaging Pipeline Drive Long-Term Growth?
Can AMKR's 2.5D Packaging Pipeline Drive Long-Term Growth?
3 min read
AMKR
+2.94%
Amkor Technology's AMKR expanding 2.5D packaging pipeline is emerging as a key growth lever as AI and high-performance computing customers shift toward chiplet-based architectures. As semiconductor performance gains increasingly depend on pack
2026-07-02
www.tradingview.com
2026-07-02
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TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
4 min read
TXN
+3.36%
Texas Instruments Incorporated TXN shares have rallied 51.9% over the past three months, making the company one of the biggest winners in the semiconductor space. The stock has comfortably outperformed the broader Zacks Semiconducto
2026-07-02
www.tradingview.com
2026-07-02
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NVIDIA names Nicholas Parker EVP Worldwide Field Operations as Ajay Puri to retire
NVIDIA names Nicholas Parker EVP Worldwide Field Operations as Ajay Puri to retire
Less than 1 min read
NVDA
+3.89%
NVIDIA appointed Nicholas Parker as Executive Vice President, Worldwide Field Operations, with Ajay K. Puri set to retire upon his successor's start date.
Individual Ajay K. Puri
2026-07-02
hypepotamus.com
2026-07-02
Hypepotamus
Home // The world needs faster chip design. Falcomm is proving Atlanta has the engineering muscle to build it
ATLANTA (June 29) Hypepotamus – There’s an office on Peachtree Street in Midtown Atlanta where a team of engineers are rewriting the rules of wireless communication and the chips that drive our modern world.
That team is with Falcomm, a fast-growing fabless semiconductor startup whose p
2026-07-02
qz.com
2026-07-02
qz.com
Nvidia $NVDA announced a revenue-sharing program on Wednesday designed to give AI startups, model builders, and enterprises access to its computing infrastructure without requiring them to finance hardware buildouts themselves.
Revenue from both product sales and cloud operations flows back to Nvidia under the arrangement, as AI cloud companies provide Nvidia-powered services to their end custome
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
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2026-07-02
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2026-07-02
TradingKey
Micron shares recently retraced over 10% from record highs, reflecting a sector-wide memory market reset despite an 855% annual gain. Fiscal Q3 results surpassed expectations with $41.46 billion in revenue, supported by a structural supply-demand imbalance and robust long-term agreements, including a strategic deal with GM. While management anticipates growth through 2027, potential headwinds incl
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-07-02
the-decoder.com
2026-07-02
the-decoder.com
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Nvidia is bankrolling AI startups to loosen Big Tech's grip on its chip business
Maximilian Schreiner
View the LinkedIn Profile of Maximilian Schreiner
Jul 2, 2026
Nvidia is increasingly acting like a central bank for AI startups, actively shaping the compute market. The chip giant is offering young cloud providers swee