Semiconductor News & Analysis Feed
759 articles
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
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2026-07-02
Barron's
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2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Intel (NASDAQ:INTC | INTC Price Prediction) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down 5% and Taiwan Semiconductor Manufacturing (NYSE:TSM) stock lower by 6%.
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The broad-based decline comes after Bank of America warned that bubble risk is
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”
David Moadel
Wed, July 1, 2026 at 9:28 AM PDT 4 min read
INTC
-9.66%
AMD
-6.51%
2330.TW
+1.02%
TSM
-4.25%
NVDA
+0.71%
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Intel, AMD, and Taiwan Semiconductor shares dropped Wednesday after Bank of America flagged growing bubble risk in the AI trade.
Bank o
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower.
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The Roundhill Memory
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ
David Moadel
Wed, July 1, 2026 at 8:21 AM PDT 4 min read
MU
-4.71%
SNDK
-7.26%
WDC
-7.86%
^IXIC
-1.16%
^NDX
-1.77%
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MU, SNDK, and WDC shares gave back gains on Wednesday, dropping after massive year-to-date price rallies.
Citrini Researc
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Wendell David Associates Inc. Buys 2,626 Shares of Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Wendell David Associates increased its Synopsys stake by 55% in the first quarter, buying 2,626 additional shares and bringing its total holdings to 7,400 shares worth about $2.93 million.
Wall Street sentiment remains positive overall, with Synops
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
North Point Portfolio Managers Corp OH Raises Stock Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
North Point Portfolio Managers Corp OH increased its Synopsys stake by 20.3% in the first quarter, adding 5,627 shares to bring its total to 33,351 shares worth about $13.2 million.
Several other institutional investors also raised the
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Synopsys, Inc. $SNPS Shares Sold by Peregrine Capital Management LLC
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Peregrine Capital Management trimmed its Synopsys stake by 6.1% in Q1, selling 3,044 shares and leaving it with 46,452 shares worth about $18.4 million.
Synopsys reported better-than-expected quarterly results, with EPS of $3.35 versus estimates of $3
2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
www.businessweekly.co.uk
2026-07-01
Business Weekly
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2026-07-01
thequantuminsider.com
2026-07-01
The Quantum Insider
Press release – Wave Photonics announced that, as of today, all the PDKs developed or managed by Wave Photonics through the PDK management platform are now compatible with Synopsys OptoCompiler. OptoCompiler is the industry’s first unified electronic and photonic design platform, combining dedicated photonic technology with Synopsys’ industry-proven electronic design capabilities, including schema
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Janney Montgomery Scott LLC Increases Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Janney Montgomery Scott LLC boosted its Synopsys stake by 79.4% in Q1, buying 23,133 additional shares and bringing its total holding to 52,264 shares valued at about $20.7 million.
Analyst sentiment remains broadly positive: several firms raised pr
2026-07-01
www.newelectronics.co.uk
2026-07-01
New Electronics
www.newelectronics.co.uk
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2026-07-01
eu.36kr.com
2026-07-01
36Kr
Invested by Hinton, Li Feifei and Taiwan Semiconductor Manufacturing Co., with top talents from NVIDIA and Google teaming up to develop chips, the company is valued at 34 billion.
智东西
2026-07-01 11:50
Founded by three Harvard dropouts.
According to a report by Zhidx on July 1st, last night, AI chip unicorn Etched released its first progress report since its establishment, announcing that it has r
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Texas Instruments (TXN) Drops From Value Indexes And Joins Russell Top 50
Bailey Pemberton
June 30, 2026 4 min read
TXN
-3.36%
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Texas Instruments (NasdaqGS:TXN) has been removed from several value and defensive indexes
2026-06-30
www.allaboutcircuits.com
2026-06-30
All About Circuits
www.allaboutcircuits.com
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2026-06-30
letsdatascience.com
2026-06-30
Let's Data Science
INFRASTRUCTURE
nvidia
rubin ultra
chiplets
packaging
Nvidia drops quad-die Rubin Ultra for dual-die
4 sources
|
June 30, 2026
|
By LDS Team
7.2
Relevance Score
Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
QUICK SUMMARY
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Nvidia canceled a planned quad-die version of its Rubin Ultra AI accelerator and moved to a dual-die design, citing "manufacturing execution concerns," Tom's Hardware
2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Meta develops its custom Vistara CXL memory expander to use DDR4 memory with new servers running AMD EPYC 'Turin' processors.