Semiconductor News & Analysis Feed
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2026-07-03
www.tipranks.com
2026-07-03
TipRanks
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2026-07-03
Yahoo Finance
Why Qualcomm (QCOM) Shares Are Trading Lower Today
Jabin Bastian
Thu, July 2, 2026 at 6:16 PM PDT 2 min read
QCOM
+1.96%
SPCX
-0.78%
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Trading disclosure
Why Qualcomm (QCOM) Shares Are Trading Lower Today
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4.5% in the afternoon session after Elon Musk denied reports that SpaceX was developing an AI dev
2026-07-03
eciks.org
2026-07-03
eciks.org
Micron signs long-term memory supply deal with General Motors
Published on 2 July 2026 at 9:06 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 95 times
© Micron signs long-term memory supply deal with General Motors
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Micron Technology and General Motors announced a Strategic Customer Agreement on July 1, 2026, securing a long-term supply of memory and storage p
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
Memory’s wild ride.
Micron’s earnings.
Meta and prediction markets.
Can Zuckerberg innovate?
Alphabet joins the Dow
Why the Dow doesn’t matter.
To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest
2026-07-03
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2026-07-03
Seoul Economic Daily
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
digitimes
Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital injection into its US subsidiary TSMC Arizona.
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Micron (MU) Stock Is Falling Today
Anthony Lee
Thu, July 2, 2026 at 5:36 PM PDT 4 min read
MU
+1.11%
000660.KS
-5.68%
005930.KS
-6.25%
Trade MU on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) fell 6.9% in the afternoon session after a class-action lawsuit, significant insider selling, and a broader sector-wide selloff prompted investors to take pr
2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
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2026-07-03
Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China 2026 were covered by an ongoing patent dispute and had already been barred from sale under a Chinese court ruling. According to Innoscience, after its representatives identified the products during the exhibition and
2026-07-03
digitimes.com
2026-07-03
Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.
2026-07-03
digitimes.com
2026-07-03
Renesas Electronics has completed the sale of its timing device business to US fabless semiconductor specialist SiTime, tightening its portfolio around AI servers, electric vehicles, embedded computing and software-led chip design.
2026-07-03
digitimes.com
2026-07-03
Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening its bid to gain ground in the AI memory market.
2026-07-03
digitimes.com
2026-07-03
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.
2026-07-03
digitimes.com
2026-07-03
TSMC has accelerated efforts to localize its supply chain in recent years, using joint development, joint validation, and long-term partnerships to help Taiwanese equipment, materials, and chemical suppliers enter the advanced semiconductor supply chain. The move is steadily building a more resilient and complete local supply system, with both CoWoS and panel-level advanced packaging (CoPoS) now s
2026-07-03
digitimes.com
2026-07-03
Samsung Group detailed plans on July 2 to invest KRW140 trillion (US$90 billion) in display panels, batteries, chips, and chip materials in South Korea's central Chungcheong region.