Semiconductor News & Analysis Feed
325 articles
2026-07-05
news.google.com
2026-07-05
simplywall.st
2026-07-05
news.google.com
2026-07-05
simplywall.st
2026-07-04
news.google.com
2026-07-04
Ad-hoc-news.de
2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Auto/NYSE:GM
General Motors (GM) Following Micron Deal Is The Stock Fully Valued
July 04, 2026
Simply Wall St
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General Motors (GM) just signed a long term customer agreement with Micron Technology for automotive memory and storage, securing chip supply that underpins GM’s software heavy vehicle platforms and ongoing manufacturing plans.
See our latest analysis for Ge
2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Semiconductors/NYSE:TSM
Is Taiwan Semiconductor Manufacturing (TSM) Fully Valued Following The Chip Stock Selloff?
July 04, 2026
Simply Wall St
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Broad selling in Asian semiconductor stocks pulled Taiwan Semiconductor Manufacturing (NYSE:TSM) lower, even as the company remains central to global chip supply and is heavily exposed to swings in macro sentiment and sector
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
PC Components RAM DRAM
Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases
News-analysis
By Luke James
Published July 3, 2026
Garciaguirre v. Samsung leans on HBM to prove an agreement that federal courts have twice declined to see in parallel production cuts.
When you purchase through links on our site, we may earn
2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Stock Looks Fairly Valued Following Its 366% Run
July 03, 2026
Simply Wall St
Reviewed by Bailey Pemberton
After a steep five year return of 366.3%, Applied Materials now sits in a tricky spot where the share price reflects a powerful AI equipment story, while its low value score suggests the stock is no longer an obvious bargain
2026-07-03
digitimes.com
2026-07-03
Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios in recent years, aiming to move beyond consumer electronics into higher-spec, more stable markets as the AI boom accelerates.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
The Bull Case For Micron Technology (MU) Could Change Following GM Long-Term Auto Memory Supply Deal
Sasha Jovanovic
Thu, July 2, 2026 at 12:14 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
In late June 2026, Micron Technology signed a long-term Strategic Customer Agreement with General Motors to supply LPDRAM, NOR and UFS NAND memory and storage for current and next-generat
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff
Vandita Jadeja
Thu, July 2, 2026 at 7:57 AM PDT 4 min read
NVDA
+3.65%
AMD
+0.25%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVDA earns a BUY with a $252 price target as an 85% revenue surge collides with a 12% one-month drawdown at $197.
AMD fell nearly 6% in the July 1 chip selloff as institutions rotated out
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-02
www.thelec.net
2026-07-02
thelec.net
Qualcomm is accepting applications from graduate students in South Korea for the Qualcomm Innovation Fellowship Korea 2026. (Photo: Qualcomm)
Qualcomm said on July 1 that it is accepting applications from graduate students in South Korea for the Qualcomm Innovation Fellowship Korea 2026 program.
The Qualcomm Innovation Fellowship Korea is an academic research paper competition. Qualcomm has host
2026-07-02
news.google.com
2026-07-02
Moomoo
2026-07-02
www.marketbeat.com
2026-07-02
MarketBeat
Deprince Race & Zollo Inc. Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 2, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Deprince Race & Zollo Inc. trimmed its Taiwan Semiconductor Manufacturing stake by 5.6% in the first quarter, selling 9,260 shares and leaving it with 155,671 shares valued at about $52.6 million.
TSMC reported strong recent f
2026-07-02
www.techbuzz.ai
2026-07-02
The Tech Buzz
The semiconductor selloff that hammered Wall Street just went global. Samsung Electronics and SK Hynix shares crashed more than 7% in early Thursday trading as Korea's KOSPI joined the chip rout, sending shockwaves through the AI infrastructure supply chain. The plunge marks a dramatic reversal for the two memory giants that have been riding the AI boom, raising fresh questions about whether the m
2026-07-02
www.gurufocus.com
2026-07-02
GuruFocus
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2026-07-02
blockonomi.com
2026-07-02
Blockonomi
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2026-07-01
boisedev.com
2026-07-01
Boise Dev
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