Semiconductor News & Analysis Feed
4378 articles
2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
Intel reportedly solves one of the key issues that plagued its 18A process technology, but others may still be there.
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.chaincatcher.com
2026-07-03
链捕手ChainCatcher
Anthropic is developing its own chips and, like Musk, has chosen Samsung over TSMC.
The Information cites three informed sources stating that Anthropic has initiated early work on self-developed AI chips and is discussing with Samsung to manufacture the chips using the latter's advanced 2nm process and packaging technology.
The aforementioned sources said that Anthropic is also determining the c
2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
www.tradingkey.com
2026-07-03
TradingKey
On July 3, South Korean stocks rallied as Samsung Electronics reported significant progress in its foundry division. Driven by a 2nm yield improvement to the mid-50% range, Samsung is attracting major AI clients to diversify away from TSMC’s capacity-constrained landscape. Meta is reportedly considering a 10 trillion won order for custom AI chips, while Anthropic is in talks regarding a partnershi
2026-07-03
finance.biggo.com
2026-07-03
finance.biggo.com
The benefits of the semiconductor supercycle are spreading to the backend industry, with inspection equipment component maker TSE emerging as a standout in the probe card market for High Bandwidth Memory (HBM). The company's strategic shift from a NAND flash-centric portfolio to HBM has become the key driver simultaneously lifting its stock price and earnings outlook.
2026-07-03
tomshardware.com
2026-07-03
Bruno Ferreira
Singaporean scientists outfitted remote-controlled cockroaches with scuba suits in a bid to use them in rescue operations and explore extreme environments like Mars.
2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Jim Cramer Explains Why You Need to Own NVIDIA Now
Syeda Seirut Javed
Fri, July 3, 2026 at 10:44 AM PDT 2 min read
NVDA
+3.65%
TSLA
-2.19%
AVGO
+4.83%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Discussing stocks that have declined in th
2026-07-03
www.newelectronics.co.uk
2026-07-03
New Electronics
www.newelectronics.co.uk
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2026-07-03
news.google.com
2026-07-03
nhk.or.jp
2026-07-03
eciks.org
2026-07-03
eciks.org
SK Hynix stock plunges 14.5% as chip sector rout deepens over AI demand fears
Published on 3 July 2026 at 2:26 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 310 times
© SK Hynix stock plunges 14.5% as chip sector rout deepens over AI demand fears
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SK Hynix stock plunged 14.5% on July 2, 2026, as part of a broader semiconductor selloff triggered by mounting co
2026-07-03
eu.36kr.com
2026-07-03
36Kr
"American Dolls Playing the Stock Market" officially kicks off on July 4, Trump publicly calls on Musk to donate stocks, and Micron makes a bold investment of 250 million US dollars
36氪的朋友们
2026-07-03 12:08
Ce.cn, Elite financial and economic information.
According to reports from multiple foreign media outlets, an investment account for children with tax incentives, known as the Trump Account, w
2026-07-03
www.electronicsweekly.com
2026-07-03
Electronics Weekly
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2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Electrical/NasdaqGS:FLNC
Is Fluence Energy’s (FLNC) Nvidia AI Pivot Reframing Its Core Investment Narrative After Index Removal?
July 03, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Fluence Energy was removed from several Russell value indexes, shortly after announcing Smartstack 10 MWh and a new role supporting Nvidia’s next-generation AI facto
2026-07-03
uk.finance.yahoo.com
2026-07-03
Yahoo Finance UK
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
Jabin Bastian
Thu, 2 July 2026 at 8:00 pm GMT-7 4 min read
MCHPP
+1.95%
ON
+2.95%
SWKS
-2.13%
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
Jabin Bastian
Thu, July 2, 2026 at 8:00 PM PDT 4 min read
MCHPP
+1.95%
ON
+2.95%
SWKS
-2.13%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The br
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
AI Memory and Storage Glut Fears Loom as SanDisk, Micron, Seagate All Plunge
Darryn Pollock
Thu, July 2, 2026 at 7:58 PM PDT 2 min read
SNDK
+6.77%
MU
+1.11%
STX
+3.91%
META
-2.02%
005930.KS
-6.25%
Explore stocks on Coinbase
Trading disclosure
Over the last 24 hours, SanDisk shares sank 14.13%, Seagate dropped 10.38%, and Micron fell 5.49% as investors priced in a looming memory supply glut.
The
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Applied Materials, Semtech, and Nova Stocks Trade Down, What You Need To Know
Jabin Bastian
Thu, July 2, 2026 at 7:36 PM PDT 3 min read
META
-2.02%
AMAT
+2.89%
SMTC
+1.93%
NVMI
+1.25%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The bro