Semiconductor News & Analysis Feed
22836 articles
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.fool.com
2026-07-03
The Motley Fool
As the world leans further into automation and data centers, choosing between Broadcom (
AVGO
+5.00%
) and ON Semiconductor (
ON
+2.95%
) has become a classic debate for tech investors.
Broadcom provides networking chips, wireless connectivity, and infrastructure software used across cloud, enterprise, and data-center environments, while ON Semiconductor specializes in power management for the au
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Micron (MU) Stock Gets Fair Value Boost On AI Contract And Margin Optimism
Bailey Pemberton
Thu, 2 July 2026 at 1:11 pm GMT-7 3 min read
MU
+1.11%
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's updated fair value estimate has moved from US$866.60 to US$1,457.68, sharpening the focus
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron (MU) Stock Gets Fair Value Boost On AI Contract And Margin Optimism
Bailey Pemberton
Thu, July 2, 2026 at 1:11 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's updated fair value estimate has moved from US$866.
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
stockstory.org
2026-07-03
StockStory
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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.tweaktown.com
2026-07-03
TweakTown
South Korea announces $518 billion semiconductor investment with Samsung and SK hynix for new memory fabs
The plan includes four new memory fabs, an HBM packaging hub, and a government push to halve standard semiconductor construction timelines.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jul 2, 2026 3:05 PM CDT
Updated Jul 2, 2026 3:40 PM CDT
1 minute & 45 seconds read time
TL;DR: Sou
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.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
www.techradar.com
2026-07-03
TechRadar
Pro
Anthropic's Claude to help Micron design better HBM, DRAM, and SSD for AI even as both companies refuse to address computational storage directly
News
By Rahim Amir
Published July 3, 2026
AI-designed solutions for AI-designated consumption?
(Image credit: Anthropic)
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2026-07-03
www.thesun.co.uk
2026-07-03
The Sun
__fail__
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Is NVIDIA Corporation (NVDA) Stock Positioned for AI Growth Through New NVIDIA Blackwell Infrastructure Deal?
Laiba Immad
Thu, 2 July 2026 at 12:56 pm GMT-7 2 min read
NVDA
+3.65%
PLTR
-1.60%
BTOG
-2.63%
We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts. NVIDIA Corporation (NASDAQ:NVDA) is among the most undervalued stocks.
TheFly reporte
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
__fail__
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Micron Just Made a $250 Million Bet. Here’s What It Means for MU Stock.
Nauman Khan
Thu, July 2, 2026 at 12:53 PM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Micron Technology (MU) has given investors something new to talk about beyond chips. The memory chip giant recently committed $250 million to help fund Trump Accounts, a savings program designed to help children and fami
2026-07-03
www.tradingview.com
2026-07-03
TradingView
News
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Stock Story
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Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
Western Digital, MACOM, and Lattice Semiconductor Shares Are Falling, What You Need To Know
3 min read
WDC
+3.42%
MTSI
+0.13%
LSCC
+1.44%
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 chi