Semiconductor News & Analysis Feed
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2026-07-08
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2026-07-08
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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%
Explore stocks on Coinbase
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
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
Shares of Micron Technology (
MU
+6.04%
) have been coming under pressure of late. While the company has been generating strong numbers in recent quarters and its valuation is seemingly low with respect to earnings, it's been falling significantly in the past few days.
It's now down close to 30% from its 52-week high and is well below $1,000. Could now be the time to load up on the tech stock?
I
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Is a $4.7 Trillion Company. Here's How Close It Is to Retaking $5 Trillion.
Daniel Sparks, The Motley Fool
Tue, July 7, 2026 at 9:31 AM PDT 5 min read
NVDA
-0.55%
Trade NVIDIA on Coinbase
Trading disclosure
Only one company in history has ever been worth $5 trillion: Nvidia (NASDAQ: NVDA) itself. The chipmaker first crossed the mark last October, then slipped back below it. After closing M
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
After starting the week strong, Micron (
MU
+7.10%
) stock tumbled an unlucky 7.7% through 10:55 a.m. ET.
Blame Samsung for that.
Image source: Micron.
Korea sends the semi market South
South Korean technology giant Samsung reported its Q2 2026 earnings last night. The news was objectively good -- sales up 28% sequentially, and more than double last year's Q2 revenue. Operating profit surged 1
2026-07-08
www.designdevelopmenttoday.com
2026-07-08
Design and Development Today
www.designdevelopmenttoday.com
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2026-07-08
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2026-07-08
The Economist
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2026-07-08
The Motley Fool
Only one company in history has ever been worth $5 trillion: Nvidia (
NVDA
0.26%
) itself. The chipmaker first crossed the mark last October, then slipped back below it. After closing Monday at about $195.55 per share, the chipmaker carried a market value of roughly $4.74 trillion. That leaves it less than 6% below a milestone no other business has ever touched.
So how close is Nvidia, exactly, a
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now
Alex Sirois
Tue, July 7, 2026 at 9:15 AM PDT 3 min read
GOOGL
-1.39%
2330.TW
-2.03%
GOOG
-1.35%
TSM
+0.69%
NVDA
-0.30%
Explore stocks on Coinbase
Trading disclosure
Quick Read
GOOGL's Cloud surged 63% to $20B with a $462B backlog while TSM's packaging capacity stays critically constrained despite 66% gross margins.
Alph
2026-07-08
stockstory.org
2026-07-08
StockStory
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2026-07-08
tomshardware.com
2026-07-08
Jowi Morales
Chinese memory and storage manufacturer Longsys expects to post a massive increase in profits due to the AI-driven chip shortage.
2026-07-08
www.electronicsweekly.com
2026-07-08
Electronics Weekly
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2026-07-08
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2026-07-08
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FormFactor, Penguin Solutions, Western Digital, Applied Materials, and KLA Corporation Shares Plummet, What You Need To Know
FormFactor, Penguin Solutions, Western Digital, Applied Materials, and KLA Corporation Shares Plummet, What You Need To Know
2 min read
FORM
+8.36%
PENG
+8.54%
WDC
+6.69%
AMAT
+3.97%
What Happened?
A number of stocks fell in the morning session after S
2026-07-08
uk.finance.yahoo.com
2026-07-08
Yahoo Finance UK
SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain
SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain · Zacks
Sanghamitra Saha
Tue, 7 July 2026 at 9:00 am GMT-7 3 min read
EWY
+1.02%
SOXX
+4.06%
FPX
+2.77%
IPO
+2.89%
QQQ
+1.59%
South Korean memory chip giant SK Hynix is set to launch a U.S. listing on the Nasdaq, aiming to raise about $28 billion in what could become o
2026-07-08
www.tradingview.com
2026-07-08
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SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain
SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain
3 min read
000660
+5.30%
South Korean memory chip giant SK Hynix is set to launch a U.S. listing on the Nasdaq, aiming to raise about $28 billion in what could become one of the world's largest equity offerings, per Reuters. The move points to the compan
2026-07-07
simplywall.st
2026-07-07
simplywall.st
2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (NVDA) Following Russell Reshuffle And AI Demand Narrative Looks Close To Fair Value
July 07, 2026
Simply Wall St
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Applied Materials (AMAT) has been reshuffled across Russell indices, added to the Russell Top 50 Index while dropped from several Russell value and value defensive benchmarks, raising fresh questions about ho