Semiconductor News & Analysis Feed
4381 articles
2026-07-03
eetimes.com
2026-07-03
Pablo Valerio
SK hynix is set to invest $713 billion to expand its semiconductor manufacturing capacity in South Korea and is plans a Nasdaq listing.
2026-07-03
digitimes.com
2026-07-03
As South Korea moves to accelerate a new semiconductor cluster in the country's southwest, ruling-party officials have returned to one comparison: Kumamoto.
2026-07-03
digitimes.com
2026-07-03
Infineon has opened its new Smart Power Fab in Dresden ahead of schedule, adding capacity for chips used in AI data centers, electric vehicles, renewable energy, and industrial systems. The move expands Europe's semiconductor base, strengthens supply chains, and could affect technology markets far beyond Germany and the continent.
2026-07-03
digitimes.com
2026-07-03
With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has
2026-07-03
digitimes.com
2026-07-03
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
2026-07-03
digitimes.com
2026-07-03
South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip de
2026-07-03
digitimes.com
2026-07-03
China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.
2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Intel (INTC) Lands Nvidia And SoftBank Backing As AI Bull Case Builds
July 03, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA and SoftBank have taken substantial equity stakes in Intel, backing the company’s foundry turnaround and AI ambitions.
These investments follow an operational rebound under CEO Lip-Bu Tan and fresh attentio
2026-07-03
www.tradingview.com
2026-07-03
TradingView
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SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside
SK hynix Inc. Stock 12‑Month Price Target Raised to KRW 3486814.03, Implies 36% Upside
Less than 1 min read
000660
−5.68%
According to estimates from 39 analysts, SK hynix Inc. stock's average price target has risen from KRW 3458608.9 to KRW 3486814.03, with forecasts ranging from KRW 140000
2026-07-03
www.msn.com
2026-07-03
MSN
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 broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of
2026-07-03
news.google.com
2026-07-03
MarketWatch
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
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 broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of spending on AI
2026-07-03
stockstory.org
2026-07-03
StockStory
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2026-07-03
www.tradingview.com
2026-07-03
TradingView
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Stock Story
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onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
3 min read
ON
+2.95%
SWKS
−2.13%
MCHP
+1.59%
SOX
+2.23%
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip d
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
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 broader Philadelphia Semiconductor Index plunged over 7%, dragging down chipmakers. The negative sentiment was amplified by a warning from a Citi analyst who questioned whether large cloud platforms would continue their high rate of spending on AI
2026-07-03
markets.financialcontent.com
2026-07-03
FinancialContent
onsemi, Skyworks Solutions, and Microchip Technology Shares Plummet, What You Need To Know
By:
StockStory
July 02, 2026 at 16:05 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fea
2026-07-03
www.tradingview.com
2026-07-03
TradingView
News
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Stock Story
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Seagate, Kulicke and Soffa, and Lam Research Shares Plummet, What You Need To Know
Seagate, Kulicke and Soffa, and Lam Research Shares Plummet, What You Need To Know
3 min read
STX
+3.91%
KLIC
−1.55%
LRCX
+2.15%
SOX
+2.23%
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 co
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
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGM:CAMT
Why Camtek (CAMT) Is Down 7.5% After Securing $105 Million In New AI-Linked Orders
July 03, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Camtek announced over US$105 million in new multi-system orders, including US$55 million tied to AI applications and US$50 million for its Hawk inspection platforms supporting advanc
2026-07-03
www.cnbc.com
2026-07-03
CNBC
While investors and businesses spent the early days of April 2025 fretting over the future of global trade and the economy, President Donald Trump was busy buying into the stock market sell-off he created.
Trump made 327 stock purchases on April 8, 2025, according to a CNBC analysis of the president’s annual financial disclosure for 2025 that includes trades, income and liabilities and was releas