Semiconductor News & Analysis Feed
22729 articles
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Applied Materials Stock Remains Attractive as Growth Accelerates
Faisal Humayun Khan
Fri, July 3, 2026 at 6:00 AM PDT 3 min read
AMAT
+2.89%
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Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) stock has delivered stellar returns of 211% in the last 52 weeks. This rally has been supported by structural tailwinds for
2026-07-03
www.tradingview.com
2026-07-03
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Can Higher Memory Prices Extend Micron Technology's Profit Boom?
Can Higher Memory Prices Extend Micron Technology's Profit Boom?
3 min read
MU
+1.11%
Micron Technology, Inc. MU is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth mem
2026-07-03
www.tradingview.com
2026-07-03
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Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares?
Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares?
5 min read
MU
+1.11%
Micron Technology, Inc. MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong
2026-07-03
news.futunn.com
2026-07-03
富途牛牛
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2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock has risen more than 800% over the last year, and many Wall Street analyst targets are modeling for it to continue roaring higher.
Average analyst estimates suggest that Micron could have the third-highest operating income of any company in 2027.
10 stocks we like better than Micron Technology ›
It's no secret that Wall Street loves Micron Technology(NASDAQ: MU) stock. O
2026-07-03
datacentremagazine.com
2026-07-03
Data Centre Magazine
Infineon Technologies has officially opened its new Smart Power Fab in Dresden, Germany, marking the company's largest-ever investment and boosting production of chips that help power AI data centres.
Backed by a €5bn (US$5.69bn) investment, the facility doubles manufacturing capacity at Infineon's Dresden campus, reinforcing the city's status as Europe's leading semiconductor hub.
Known as Sili
2026-07-03
www.datacenterdynamics.com
2026-07-03
Data Center Dynamics
Chip industry trade association SEMI has written to the senior officials in US President Donald Trump's administration, urging the government to stop trying to influence memory prices and production capacity.
According to a report from Bloomberg, the group has warned that an interventionist approach is likely to worsen supply, as companies across all industries continue to grapple with the ongoin
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Is Wall Street So Bullish on Micron? There's 1 Key Reason.
Keith Noonan, The Motley Fool
Fri, July 3, 2026 at 5:36 AM PDT 3 min read
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
It's no secret that Wall Street loves Micron Technology (NASDAQ: MU) stock. On the heels of the company's recent quarterly report, it's also not hard to see why. Micron recorded non-GAAP (adjust
2026-07-03
www.zacks.com
2026-07-03
Zacks Investment Research
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2026-07-03
www.electrive.com
2026-07-03
electrive.com
Automobile
Infineon opens new Smart Power Fab in Dresden
Infineon has opened its new Smart Power Fab in Dresden. With an investment volume of five billion euros, the plant is the largest single investment in the company's history. In the future, it will produce power semiconductors and analog/mixed-signal chips for applications including electromobility, energy supply, and AI infrastructure.
Ima
2026-07-03
www.citybiz.co
2026-07-03
citybiz
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GLOBAL GENERAL BUSINESS, INTERNET / TECHNOLOGY
Michael Burry Reveals Short Bet Against Micron, Warns Chipmaker’s Rally Has Gone Too Far
JULY 3, 2026
Michael Burry
“Big Short” investor Michael Burry has disclosed a new short position in Micron Technology (NASDAQ: MU), arguing the memory chipmaker’s sharp rally has pushed the stock to unsustainable levels.
In a post
2026-07-03
news.google.com
2026-07-03
Barron's
2026-07-03
www.huaweicentral.com
2026-07-03
Huawei Central
HUAWEI
Huawei Ascend 950DT die-chip design details leaked before August debut
Published
6 days ago
on
July 3, 2026
By
Emiko Matsui
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Android OS
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Huawei Ascend 950DT will debut in August this year, and ahead of its official unveiling, the die-chip design of this semiconductor has surfaced online. A new leak reveals the internal components of t
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
It's no secret that Wall Street loves Micron Technology (
MU
+1.24%
) stock. On the heels of the company's recent quarterly report, it's also not hard to see why. Micron recorded non-GAAP (adjusted) earnings per share of $25.11 on sales of $41.46 billion in the third quarter of its current fiscal year, which ended May 28. Meanwhile, the average analyst estimate had called for an adjusted profit of
2026-07-03
www.zacks.com
2026-07-03
Zacks Investment Research
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2026-07-03
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2026-07-03
Taiwan News
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2026-07-03
www.sdxcentral.com
2026-07-03
SDxCentral
MicroLED manufacturer nabs Nvidia director to drive AI data center push
AMS-Osram, known for auto lighting, taps Ashkan Seyedi to lead new optical interconnect business
July 03, 2026 By Ben Wodecki Have your say
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– AMS-Osram
AMS-Osram, an Austrian semiconductor manufacturer of light and sensor solutions, poached a networking director from Nvidia.
Ash
2026-07-03
www.zacks.com
2026-07-03
Zacks Investment Research
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2026-07-03
www.marketwatch.com
2026-07-03
MarketWatch
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2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Micron stock saw gains in June connected to its fiscal Q3 report.
The company posted quarterly results that crushed Wall Street's expectations, and it also issued strong guidance.
Micron stock has pulled back from the lifetime high it reached last month.
10 stocks we like better than Micron Technology ›
Micron(NASDAQ: MU) booked another month of monster gains in June, rising 18.9%