Semiconductor News & Analysis Feed
21379 articles
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Every so often, a company's numbers stop making sense next to its soaring profits. Micron Technology (
MU
+1.24%
) is having one of those moments. In its fiscal third quarter (the period ended May 28, 2026), the memory maker earned $24.67 per share on a generally accepted accounting principles (GAAP) basis. Its quarterly dividend, declared the same week, was $0.15 -- the same $0.15 it declared las
2026-07-04
www.bloomberg.com
2026-07-04
Bloomberg.com
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2026-07-04
www.bloomberg.com
2026-07-04
Bloomberg.com
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2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
Samsung Electronics' foundry business is rapidly emerging as the production base for global Big Tech companies' application-specific integrated circuits (ASICs), positioning itself as a key player in the artificial intelligence (AI) semiconductor market. With Meta and Anthropic selecting Samsung's 2-nanometer (nm) process as their next-generation AI chip production partner, Samsung's foundry divis
2026-07-04
cio.economictimes.indiatimes.com
2026-07-04
Indiatimes
Taiwan Semiconductor Manufacturing Co. (TSMC) has received official clearance to inject USD 20 billion into its wholly owned subsidiary in Arizona.
According to a news report by Focus Taiwan, the approval was one of nine major domestic and overseas investment projects cleared by the MOEA's Department of Investment Review at a meeting Thursday.
This latest round of funding marks the sixth time th
2026-07-04
www.msn.com
2026-07-04
MSN
I have covered Micron more times lately than any other stock on my beat. The Q3 earnings beat was historic. The guidance was historic. The HBM4 shipment disclosure was historic.
And yet the stock is now trading near $970, down from a 52-week high of $1,255 reached June 25, as investors wrestle with a question the market keeps returning to: how long can this last?
On June 30, Jim Cramer sat down
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
theindependent.sg
2026-07-04
The Independent Singapore News
Malaysia's semiconductor industry gains from AI-driven chip demand (Photo: Nick Karean/AI-Generated for illustration purposes only)
MALAYSIA
2 min.Read
Malaysia is well-positioned to benefit from AI semiconductor boom through advanced packaging and supply-chain shift
By
Nick Karean
July 4, 2026
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MALAYSIA: Malaysia i
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron and Intel are benefitting from long-term AI tailwinds.
Intel's AI chips, Foundry service, and CPUs are all gaining momentum and can scale quickly in the future.
Micron delivers explosive revenue growth rates right now thanks to its memory chips and looks like the better pick.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) and Intel(NASDAQ: IN
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron and Intel are benefitting from long-term AI tailwinds.
Intel's AI chips, Foundry service, and CPUs are all gaining momentum and can scale quickly in the future.
Micron delivers explosive revenue growth rates right now thanks to its memory chips and looks like the better pick.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) and Intel(NASDAQ: IN
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron and Intel are benefitting from long-term AI tailwinds.
Intel's AI chips, Foundry service, and CPUs are all gaining momentum and can scale quickly in the future.
Micron delivers explosive revenue growth rates right now thanks to its memory chips and looks like the better pick.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) and Intel(NASDAQ: IN
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron vs. Intel: Which AI Stock Is the Better Buy?
Marc Guberti, The Motley Fool
Fri, July 3, 2026 at 5:50 PM PDT 5 min read
INTC
-0.14%
MU
+1.11%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) have been some of the top-performing stocks of the year. Both stocks are up by more than 200% year to date as AI tailwinds extend their r
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.24%
) and Intel (
INTC
0.14%
) have been some of the top-performing stocks of the year. Both stocks are up by more than 200% year to date as AI tailwinds extend their rallies. Micron specializes in memory chips, while Intel's AI products have excited investors.
Here's what investors should know when comparing both stocks.
Image source: Getty Images.
Intel's CPUs, Found
2026-07-04
digitimes.com
2026-07-04
Volatile precious metal prices weighed heavily on passive component suppliers in early 2026, but the cost pressures have also created unexpected order-transfer opportunities for Taiwanese manufacturers.
2026-07-04
digitimes.com
2026-07-04
Germany's District Court Munich I ruled on July 3 that Innoscience infringed Infineon Technologies' gallium nitride (GaN) patents, barring the Chinese chipmaker from importing, selling, or marketing the affected products in Germany and ordering it to pay damages.
2026-07-04
digitimes.com
2026-07-04
China Resources Microelectronics (CR Micro), a Chinese power semiconductor integrated device manufacturer, has notified customers and partners that it will raise prices across its entire product lineup starting July 1, with increases beginning at 15%.
2026-07-04
digitimes.com
2026-07-04
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
2026-07-04
digitimes.com
2026-07-04
Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for the semiconductor and PCB inspection equipment maker. The company said the biggest challenge has now shifted from winning orders to managing supply chains and expanding capacity.
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
digitimes.com
2026-07-04
Fabless chip designers dominate the upper ranks of Taiwan's newly disclosed non-managerial employee pay data for fiscal year 2025, with only two capital-intensive manufacturers — TSMC and memory-testing equipment maker Phison — breaking into the top tier typically reserved for asset-light IC design houses.