Semiconductor News & Analysis Feed
23874 articles
2026-07-02
news.google.com
2026-07-02
Yahoo Finance
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Semantics matter, especially when it's affecting stock prices.
2026-07-02
www.phoronix.com
2026-07-02
Phoronix
RISC-V RVV Vector Performance Benchmarks With The SpacemiT K3 SoC
Written by Michael Larabel in Software on 2 July 2026 at 10:10 AM EDT. Page 1 of 4. 26 Comments.
Since May we have been benchmarking the SpacemiT K3 RISC-V SoC as one of the first to market RISC-V chips supporting the RVA23 profile. The SpacemiT K3 has shown how far RISC-V performance has come in the past half decade and one of the
2026-07-02
www.blocksandfiles.com
2026-07-02
Blocks & Files
GM cars and logo and CEO and Micron Logo and CEO image.
Micron and GM sign long-term chip supply agreement
Chris Mellor
BLOCKS & FILES EDITOR
Published Thu 2 Jul 2026 // 15:08 UTC
General Motors has signed a long-term agreement (LTA) with Micron covering the supply of DRAM and NAND chips.
GM needs the chips for its next-generation vehicles which will feature AI-enabled in-cabin experiences and a
2026-07-02
news.google.com
2026-07-02
Barron's
2026-07-02
www.datacenterdynamics.com
2026-07-02
Data Center Dynamics
An Nvidia-powered AI supercomputer has been delivered to Yerevan State University in Armenia.
Comprising 64 Nvidia H100 GPUs, the government-funded supercomputer is expected to support research and development whilst helping to modernize education and training across Armenia.
– Legrand
The system was installed within existing university buildings that were retrofitted over a six-month period, w
2026-07-02
news.google.com
2026-07-02
Phys.org
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Zacks
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ONTO Stock Climbs 26% in a Month: What's the Next Move for Investors?
ONTO Stock Climbs 26% in a Month: What's the Next Move for Investors?
4 min read
ONTO
+4.12%
Shares of Onto Innovation, Inc. ONTO have surged 25.5% over the past month compared with the Zacks Nanotechnology industry’s growth of 24.7%. The company has outpaced the Zacks Computer and Technology sector and the S&P 5
2026-07-02
news.google.com
2026-07-02
The Block
2026-07-02
www.investors.com
2026-07-02
Investor's Business Daily
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2026-07-02
tomshardware.com
2026-07-02
Hassam Nasir
Sony is shutting down PSN for PS3 consoles next year, so preservationists are being asked to wake up from their slumber to archive everything before it's too late.
2026-07-02
sg.finance.yahoo.com
2026-07-02
Yahoo Finance Singapore
How Taiwan Semiconductor's Global N3 Expansion Plan Is Taking Shape
Moumi Mondal
Thu, 2 July 2026 at 6:52 am GMT-7 3 min read
2330.TW
+1.02%
TSM
+0.65%
Taiwan Semiconductor Manufacturing Company TSM is accelerating capital spending to expand global capacity for 3-nanometer FinFET (N3) technologies in response to strong demand for artificial intelligence (AI) applications. The move is expected to
2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Tech Hardware/NYSE:HPE
Nvidia And 3 AI Hardware Stocks Retail Investors Are Watching
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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The latest Nvidia revenue share program for AI startups is a reminder that the picks and shovels of computing power can be just as important as the applications built on top. When Nvidia opens up access to over 200,000 GPUs thr
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cohu Is Riding AI and HBM Trends But Execution Still Matters
Cohu, Inc. Price and Consensus · Zacks
Anirudha Bhagat
Thu, July 2, 2026 at 6:48 AM PDT 3 min read
COHU
+2.26%
TER
+2.47%
ADTTF
-16.75%
ATEYY
+0.80%
Explore stocks on Coinbase
Trading disclosure
Cohu, Inc. COHU is becoming a more visible small-cap play on semiconductor test demand tied to AI infrastructure.
The story is not just about
2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Zacks
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Cohu Is Riding AI and HBM Trends But Execution Still Matters
Cohu Is Riding AI and HBM Trends But Execution Still Matters
3 min read
COHU
+2.75%
Cohu, Inc. COHU is becoming a more visible small-cap play on semiconductor test demand tied to AI infrastructure.
The story is not just about equipment shipments. It also involves high-bandwidth memory inspection, thermal control, softwar
2026-07-02
www.barrons.com
2026-07-02
Barron's
__fail__
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
Danielle Liverance
Thu, July 2, 2026 at 6:45 AM PDT 5 min read
MU
+0.27%
LRCX
+2.52%
005930.KS
-6.25%
000660.KS
-5.68%
NVDA
+3.24%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Lorraine Tan warns that Micron, which has surged 305% year to date, faces a 20 to 30% correction as Samsung and SK Hynix supply floods the
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For holders of Micron Technology (NASDAQ:MU | MU Price Prediction), the poster
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
The Next Micron? Some Investors Say NETLIST (NLST) Is The Best AI Memory Stock to Buy Now
Fahad Saleem
Thu, July 2, 2026 at 6:44 AM PDT 2 min read
NLST
-1.39%
MU
+0.26%
SNDK
+3.41%
Explore stocks on Coinbase
Trading disclosure
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn't Miss. NETLIST (OTC:NLST) ranks #8 (see The Next SanDisk: 5 Potential Breakout AI Stocks You S
2026-07-02
news.google.com
2026-07-02
TradingView