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AI Chip Stocks Investment 2026: Nvidia vs AMD Analysis & Market Outlook - Intellectia AI

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news.google.com 2026-07-06 Intellectia AI

Meta's AI cloud idea underscores a search for returns, not an AI retreat

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digitimes.com 2026-07-06

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow

Micron breaks ground on Hiroshima expansion to boost AI memory chip production

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digitimes.com 2026-07-06

Micron Technology has begun construction on an expansion of its existing semiconductor plant in Higashi-Hiroshima, western Japan, as part of a JPY1.5 trillion (approx. US$9.3 billion) investment aimed at increasing production of advanced memory chips, particularly high-bandwidth memory (HBM) used in artificial intelligence (AI) processors.

Longsys forecasts sharp 1H26 profit growth on stronger memory market, AI demand

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digitimes.com 2026-07-06

Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points to firmer conditions across the semiconductor market, with implications for storage prices, component availability, and technology costs worldwide.

LG Chem begins first mass supply of semiconductor strippers to Amkor

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digitimes.com 2026-07-06

LG Chem has begun supplying semiconductor strippers to Amkor Technology, a major US-based packaging and testing provider, in its first commercial move into the market. The deal highlights rising demand for advanced chip-making chemicals as artificial intelligence, high-bandwidth memory, and smaller device designs reshape global semiconductor manufacturing.

AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half. - AOL.com

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news.google.com 2026-07-06 AOL.com

AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half. - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance

AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half. - The Motley Fool

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news.google.com 2026-07-06 The Motley Fool

Nvidia Stock Analysis July 2026: AI Chip Demand & Investment Outlook - Intellectia AI

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news.google.com 2026-07-05 Intellectia AI

This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - The Globe and Mail

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news.google.com 2026-07-05 The Globe and Mail

This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - The Motley Fool

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news.google.com 2026-07-05 The Motley Fool

This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - Yahoo Finance

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news.google.com 2026-07-05 Yahoo Finance

AI Semiconductor Stocks July 2026: NVDA, AMD, INTC Investment Analysis - Intellectia AI

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news.google.com 2026-07-05 Intellectia AI

Advantest and OpenLight join forces on silicon photonics test platform for mass production

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digitimes.com 2026-07-05

Advantest said it has partnered with OpenLight to develop a scalable silicon photonics (SiPh) test solution for mass production environments. The announcement comes as artificial intelligence (AI) and high-performance computing workloads increase demand for silicon photonics and co-packaged optics in data centers.

Cadence Design Systems (CDNS) Ahead Of Earnings As Intel Foundry Tie Up Keeps Valuation In Focus - simplywall.st

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news.google.com 2026-07-05 simplywall.st

The Artificial Intelligence (AI) Memory Supercycle Is Getting Stronger. Here's How You Can Profit From This Boom With Less Than $100 - The Motley Fool

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news.google.com 2026-07-05 The Motley Fool

Micron Technology's Stock Soars 241% Amid AI Demand Surge - Intellectia AI

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news.google.com 2026-07-05 Intellectia AI

Intel Stock: AI Efficiency Could Counter Semiconductor Demand (NASDAQ:INTC) - Seeking Alpha

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seekingalpha.com 2026-07-04 Seeking Alpha