Semiconductor News & Analysis Feed
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2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Intel (INTC) Lands Nvidia And SoftBank Backing As AI Bull Case Builds
July 03, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA and SoftBank have taken substantial equity stakes in Intel, backing the company’s foundry turnaround and AI ambitions.
These investments follow an operational rebound under CEO Lip-Bu Tan and fresh attentio
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Technology Has Fantastic News for This Artificial Intelligence (AI) Infrastructure Stock That Has More Than Doubled in 2026
Harsh Chauhan, The Motley Fool
Thu, July 2, 2026 at 9:05 AM PDT 5 min read
MU
+1.11%
LRCX
+2.15%
NVDA
+3.65%
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Trading disclosure
Micron Technology (NASDAQ: MU) delivered fantastic results for the third quarter of fiscal 2026 (which ended on M
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Micron Technology (
MU
+0.91%
) delivered fantastic results for the third quarter of fiscal 2026 (which ended on May 28) on June 24. The memory specialist not just crushed Wall Street's expectations by a mile, but its guidance made it clear that the red-hot demand for memory chips isn't going away any time soon.
Micron stock jumped nearly 16% after its blowout quarterly report. The company's perf
2026-07-02
tomshardware.com
2026-07-02
Kunal Khullar
Intel's Arrow Lake Refresh processors remain among the company's strongest desktop offerings, but newly updated pricing makes both CPUs noticeably more expensive than when they debuted in March.
2026-07-02
tomshardware.com
2026-07-02
Anton Shilov
Intel begins expansion of its Bowers Campus in Santa Clara to produce more photomasks in-house, which is set to be crucial as process technologies get more sophisticated.
2026-07-02
tech.yahoo.com
2026-07-02
Yahoo Tech
2026-07-02
digitimes.com
2026-07-02
Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against four companies, as part of an investigation linked to the movement of servers that may have contained Nvidia artificial intelligence chips subject to US export controls. The case has been reported by multiple outlets, including CNA, The Straits Times, and Reuter
2026-07-02
digitimes.com
2026-07-02
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloombergreport.
2026-07-02
digitimes.com
2026-07-02
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight through 2027.
2026-07-02
digitimes.com
2026-07-02
Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.
2026-07-02
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2026-07-02
GuruFocus
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2026-07-02
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2026-07-02
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Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Less than 1 min read
NVDA
+0.71%
AMD
−6.51%
AVGO
−0.83%
INTC
−9.66%
Shares of AI infrastructure and semiconductor companies declined Wednesday after a report said Meta Platforms (META) is exploring a cloud infrastructure business that would offer
2026-07-02
marklapedus.substack.com
2026-07-02
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Intel Expands Photomask Operations
Intel has broken ground on a new photomask manufacturing facility in California
SEMIECOSYST
2026-07-02
www.ad-hoc-news.de
2026-07-02
AD HOC NEWS
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2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Intel (NASDAQ:INTC | INTC Price Prediction) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down 5% and Taiwan Semiconductor Manufacturing (NYSE:TSM) stock lower by 6%.
Video Muted
The broad-based decline comes after Bank of America warned that bubble risk is
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”
David Moadel
Wed, July 1, 2026 at 9:28 AM PDT 4 min read
INTC
-9.66%
AMD
-6.51%
2330.TW
+1.02%
TSM
-4.25%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Intel, AMD, and Taiwan Semiconductor shares dropped Wednesday after Bank of America flagged growing bubble risk in the AI trade.
Bank o
2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel's Arizona fab that is now ramping production of chips using 18A fabrication process.
2026-07-01
www.securitysales.com
2026-07-01
Security Sales & Integration
SAN MATEO, Calif. — Artificial intelligence-powered physical security and operations provider Verkada, today announces a collaboration with NVIDIA to “accelerate the development and deployment of physical AI across the built environment.”
NVIDIA also joins as a new investor in Verkada, following a strategic investment from Alphabet’s CapitalG at the end of last year.
Verkada is “applying AI to
2026-07-01
qz.com
2026-07-01
qz.com
Micron $MU -4.71% Technology, Intel $INTC -9.66%, and Advanced Micro Devices added roughly $2 trillion in combined market capitalization during the second quarter as investors expanded their AI holdings beyond Nvidia $NVDA +0.71%. By market capitalization, all three now rank among the top dozen U.S. technology companies, at positions 10, 11, and 12.
Of the three, Micron posted the steepest climb
2026-07-01
wccftech.com
2026-07-01
Wccftech
At the SAFE Forum 2026, Samsung announced that the development of its 1.4nm process is going smoothly, but the company also unveiled a new surprise: the company is working on an improved iteration called 1.4nm+, or SF1.4+. Additionally, a new 2nm roadmap was shared by the Korean giant during the conference as Samsung gets serious about sharing the competition pool with TSMC and Intel.