Semiconductor News & Analysis Feed
22065 articles
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia and AMD Face China Chip Pressure
Moz Farooque ACCA
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
NVDA
-0.19%
AMD
+5.53%
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BABA
+1.94%
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+8.59%
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This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) face growing pressure in China as local companies shift more AI chip spending toward domestic supp
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Faces China Shift as Domestic AI Chip Budgets Jump to 46%
Khac Phu Nguyen
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
NVDA
-0.15%
0700.HK
-1.92%
BABA
+1.99%
688041.SS
+5.97%
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+8.59%
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Nvidia Corp. (NASDAQ:NVDA), the Santa Clara-based maker of advanced AI accelerators, could face growing pressur
2026-07-08
www.syracuse.com
2026-07-08
Syracuse.com
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
finance.biggo.com
2026-07-08
finance.biggo.com
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
For the first six months of 2026, Nvidia (
NVDA
0.18%
) hasn't led the artificial intelligence (AI) trade. It opened the year at $189.84 on Jan. 2 and closed at around $200 on June 30. That's a roughly 5% gain.
Anyone who invested $10,000 to start the year hasn't seen much progress in their Nvidia investment. Still, there's a market sector that can open up new revenue opportunities and reward pat
2026-07-08
www.reuters.com
2026-07-08
Reuters
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Perplexity says it plans to use Nvidia's new CPU
Stephen Nellis
Tue, July 7, 2026 at 12:03 PM PDT 1 min read
PEAI.PVT
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-0.25%
INTC
+1.58%
AMD
+5.47%
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By Stephen Nellis
SAN FRANCISCO, July 7 (Reuters) - AI startup Perplexity on Tuesday confirmed it plans to use Nvidia's new central processing units, as the chip giant works to broaden its market a
2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
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2026-07-08
www.ad-hoc-news.de
2026-07-08
AD HOC NEWS
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
spacenews.com
2026-07-08
SpaceNews
PHOENIX, AZ — June 09, 2026 — Spirit Electronics today announced a new managed-access offering that provides aerospace and defense customers with a secure pathway to advanced, U.S.-based semiconductor manufacturing in 28nm CMOS. Through this capability, Spirit supports programs seeking domestic wafer fabrication for custom ASICs and high-reliability integrated circuits, helping customers align mis
2026-07-08
simplywall.st
2026-07-08
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Stock Could Be 7% Stretched Despite Fresh AI Rally News
July 08, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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QUALCOMM has delivered a 69.9% return over the past three years, yet current checks suggest the stock now sits close to its estimated intrinsic value. This makes the recent volatility in chip stocks more about
2026-07-08
techgenyz.com
2026-07-08
Techgenyz
Apple may be preparing one of its most unusual flagship iPhones yet. According to Tech Ultimatum, the rumored iPhone Air 2 is shaping up to be an ultra-thin premium smartphone that prioritizes sleek design while still retaining several high-end features expected from a flagship device.
As with all early Apple rumors, the information remains unofficial, and the company has not confirmed the exist
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semiconductor Bull 3X Shares ETF (
SOXL
+11.12%
), which crashed 14% this afternoon.
And Samsung is to blame.
Image source: Getty Images.
Korea sends the semi market South
South Korean technology giant Samsung reported Q2 2026 earnings la
2026-07-08
www.zacks.com
2026-07-08
Zacks Investment Research
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2026-07-08
www.reuters.com
2026-07-08
Reuters
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2026-07-08
finance.biggo.com
2026-07-08
finance.biggo.com
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Why Direxion Daily Semiconductor Bull 3X ETF Just Crashed
Rich Smith, The Motley Fool
Tue, July 7, 2026 at 11:23 AM PDT 3 min read
^IXIC
+1.28%
005930.KS
+0.18%
SOXL
+10.47%
NVDA
-0.14%
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It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semicondu
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Cramer: Samsung Is More Profitable Than Nvidia, but He Has a Warning on SK Hynix’s $28 Billion Raise
Omor Ibne Ehsan
Tue, July 7, 2026 at 11:20 AM PDT 4 min read
005930.KS
+0.18%
NVDA
-0.26%
MU
+5.63%
000660.KS
+5.30%
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Quick Read
Samsung's operating profit of $56B topped NVIDIA's $54B, yet Micron's forward PE of 7 reflects real fear that expanding capa