Semiconductor News & Analysis Feed
21134 articles
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) has become one of the most important picks-and-shovels plays on the AI buildout, yet the stock has quietly slipped 16.43% over the past year.
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Our 24/7 Wall St. price target for Synopsys is $516.71, implying 18.2% upside from the current $437.16 level. Our recommendation is buy, at a 90% confidence level, one of the higher conviction read
2026-07-08
developer.nvidia.com
2026-07-08
NVIDIA Developer
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
The memory supercycle has supercharged Micron Technology (
MU
+5.85%
) and Sandisk (
SNDK
+9.50%
) over the past year, as both companies have been reporting stunning increases in their revenue and earnings due to the favorable demand-supply dynamics of the memory market.
While Micron stock has jumped 8x over the past year, Sandisk's gains stand at a whopping 3,650%. There is a strong possibility
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) has ripped higher in 2026, gaining 58.48% year to date through July 6, and it does not own a single share of the world’s largest chipmaker. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the foundry that physically fabricates chips for nearly every marquee AI silicon designer, is absent by design. That absence is written int
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
This Semiconductor ETF Is Up 58% This Year and Doesn’t Own TSMC
Michael Williams
Tue, July 7, 2026 at 10:30 AM PDT 4 min read
2330.TW
-2.03%
NVDA
-0.01%
AMD
+5.39%
QCOM
+2.36%
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SMHX has surged 58% in 2026 and 90% over the past year by owning only AI chip designers like NVIDIA, AMD, and Qualcomm.
TSMC, the $2.3 trillion foundry excluded from
2026-07-08
stocktwits.com
2026-07-08
Stocktwits
stocktwits.com
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
SK Hynix’s Offering Reportedly Oversubscribed Multiple Times Amid Prolonged Memory Stocks Sell-Off
SK Hynix’s Offering Reportedly Oversubscribed Multiple Times Amid Prolonged Memory Stocks Sell-Off · Stocktwits
Arnab Paul
Tue, July 7, 2026 at 10:25 AM PDT 3 min read
000660.KS
+5.30%
BABA
+2.41%
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The report added that around 1,000 institutional investors pa
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor · 24/7 Wall St.
Michael Williams
Tue, July 7, 2026 at 10:20 AM PDT 5 min read
2330.TW
-2.03%
NVDA
+0.09%
AMD
+5.48%
TSM
+0.49%
PSI
+5.87%
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Trading disclosure
Quick Read
PSI has doubled in 2026 by owning chip designers like AMD an
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The Invesco Semiconductors ETF (NYSEARCA:PSI) has roughly doubled this year, gaining 102.37% from December 31, 2025 through July 6, 2026. The surprise: the fund carries the word “semiconductors” in its name yet holds zero shares of Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the world’s largest dedicated independent (pure-play) semiconductor foundry and the company that a
2026-07-08
news.google.com
2026-07-08
NVIDIA Developer
2026-07-08
www.cnbc.com
2026-07-08
CNBC
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics
failed to meet Wall Street’s lofty artificial intelligence demand expectations.
Shares dropped 8% even after the South Korean electronics company’s quarterly profit surpassed both Nvidia
and Apple
, and the company said it expects operating profit to jump 1,800%.
The results are the latest sign on Wall Stre
2026-07-08
www.tradingkey.com
2026-07-08
TradingKey
Texas Instruments Inc (TXN) moved down by 3.42%. The Technology Equipment sector is down by 2.78%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 5.99%; SanDisk Corporation (SNDK) down 8.82%; NVIDIA Corp (NVDA) up 0.69%.
Texas Instruments experienced significant intraday volatility and a notable downward move, ending the session in
2026-07-08
eetimes.com
2026-07-08
Commercial parts die fast in combat. See how advanced composites, coatings and MIL testing keep defense hardware alive under brutal stress.
2026-07-08
www.cnbc.com
2026-07-08
CNBC
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2026-07-08
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2026-07-08
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Inside, Micron
Inside the Micron Paradox: Record HBM Demand, a $9.3 Billion Factory, and a Stock That Keeps Falling
Veröffentlicht: 07.07.2026 um 19:02 Uhr, Redaktion boerse-global.de
Micron’s HBM chips are sold out through 2026 and revenue surged 345%, but the stock fell 25% from its peak amid cyclical overcapacity fears.
Inside - Inside the Micron Paradox: Record HBM Demand, a $9.3 Billion Fac
2026-07-08
www.tradingview.com
2026-07-08
TradingView
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Can AI Infrastructure Demand Keep Driving FormFactor Stock Higher?
Can AI Infrastructure Demand Keep Driving FormFactor Stock Higher?
3 min read
FORM
+7.16%
FormFactor FORM is benefiting from the rapid expansion of AI infrastructure, leveraging its leadership in semiconductor probe cards and wafer-level testing technologies. As hyperscalers and chipmakers invest heavily in AI serve
2026-07-08
news.google.com
2026-07-08
CNBC
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Should You Buy Micron Technology Stock While It Trades Below $1,000?
David Jagielski, CPA, The Motley Fool
Tue, July 7, 2026 at 9:46 AM PDT 3 min read
MU
+6.08%
NVDA
-0.46%
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Trading disclosure
Shares of Micron Technology (NASDAQ: MU) have been coming under pressure of late. While the company has been generating strong numbers in recent quarters and its valuation is seemi
2026-07-08
news.google.com
2026-07-08
Yahoo Finance