Semiconductor News & Analysis Feed
22720 articles
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron is benefiting from high DRAM and NAND prices driven by demand for AI infrastructure build-out.
The stock looks cheap, and the company is locking in long-term agreements.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While th
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Is Micron Stock a Buy as Revenue Continues to Surge?
Geoffrey Seiler, The Motley Fool
Sat, July 4, 2026 at 6:05 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
Micron Technology (NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While the stock initially surged, it has since giv
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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2026-07-04
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2026-07-04
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2026-07-04
ca.finance.yahoo.com
2026-07-04
Yahoo! Finance Canada
Qualcomm (QCOM), Hugging Face Expand Partnership to Accelerate Open AI Development
Maham Fatima
Sat, July 4, 2026 at 5:54 a.m. PDT 2 min read
QCOM
+1.96%
Qualcomm Inc. (NASDAQ:QCOM) is one of the best NASDAQ stocks to invest in for long term. On June 25, Qualcomm and Hugging Face announced an expanded partnership to accelerate open, developer-driven AI across the entire compute continuum, from ed
2026-07-04
ca.finance.yahoo.com
2026-07-04
Yahoo! Finance Canada
Qualcomm (QCOM), Meta (META) Announce Multi-Generation Data Center CPU Supply Agreement
Maham Fatima
Sat, July 4, 2026 at 5:54 a.m. PDT 2 min read
META
-2.02%
QCOM
+1.96%
Meta Platforms Inc. (NASDAQ:META) is one of the best NASDAQ stocks to invest in for long term. On June 24, Qualcomm and Meta announced a strategic, multi-generation agreement for Qualcomm to supply data center CPUs for Meta's se
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.11%
) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While the stock initially surged, it has since given back most of its gains. The stock is still up around 236% on the year.
Let's dig into the memory maker's results and prospects to see whether the artificial intelligence (AI) stock is a buy.
Mi
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Trump drops love-bomb on Micron while holding the stock — up 209% this year. Experts say it ‘undermines’ the system
Brian O’Connell
Sat, July 4, 2026 at 5:40 AM PDT 5 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
It's nice to have friends in high places, and they don't get much higher than the White House.
Just ask Micron (NASDAQ:MU), the Idaho-based memory and storage solutions gia
2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands Physical AI With Verkada And Names Microsoft Veteran Parker
July 04, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) announced a new collaboration with Verkada to bring its world foundation models and physical AI data factory into AI-powered video analytics for the built environment.
The partne
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
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2026-07-04
news.google.com
2026-07-04
moneywise.com
2026-07-04
www.thestreet.com
2026-07-04
thestreet.com
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2026-07-04
tomshardware.com
2026-07-04
Etiido Uko
TrendForce says DRAM and NAND prices will continue to rise through Q3 2026, but AI-driven gains are slowing as PC and smartphone makers reach their affordability limits.
2026-07-04
www.ad-hoc-news.de
2026-07-04
Ad-hoc-news.de
Kinsus, TW0003189007
Kinsus Interconnect Tech outlines its role in advanced packaging. The company positions for long-term growth in global chip demand
Veröffentlicht: 04.07.2026 um 13:36 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Kinsus Interconnect Tech is a Taiwan-based provider of IC substrates and advanced packaging solutions. The company supplies
2026-07-04
news.google.com
2026-07-04
Yorkshire Magazine
2026-07-04
www.scmp.com
2026-07-04
South China Morning Post
Science
ChinaScience
Chinese scientists’ brain-mimicking chip ‘up to 478 times faster than Nvidia A100 GPU’
New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says
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Holly Chik
Published: 7:30pm, 4 Jul 2026
Chinese scientists say they have developed a tiny compute
2026-07-04
www.scmp.com
2026-07-04
South China Morning Post
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Science
China
Science
Chinese scientists’ brain-mimicking chip ‘up to 478 times faster than Nvidia A100 GPU’
New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says
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-MIN READ
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Holly Chik
Published:
7:30pm, 4 Jul 2026
Chinese scientists say they have developed a tiny computer chip capab
2026-07-04
tomshardware.com
2026-07-04
Mark Tyson
Windows development guru Dave W. Plummer shared a brief video demonstrating a novel Stirling Engine powered cooling solution for his AMD Threadripper chipset.
2026-07-04
www.indexbox.io
2026-07-04
IndexBox
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