Semiconductor News & Analysis Feed
22065 articles
2026-07-08
www.cnbc.com
2026-07-08
CNBC
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics
failed to meet Wall Street’s lofty artificial intelligence demand expectations.
Shares dropped 8% even after the South Korean electronics company’s quarterly profit surpassed both Nvidia
and Apple
, and the company said it expects operating profit to jump 1,800%.
The results are the latest sign on Wall Stre
2026-07-08
www.tradingkey.com
2026-07-08
TradingKey
Texas Instruments Inc (TXN) moved down by 3.42%. The Technology Equipment sector is down by 2.78%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 5.99%; SanDisk Corporation (SNDK) down 8.82%; NVIDIA Corp (NVDA) up 0.69%.
Texas Instruments experienced significant intraday volatility and a notable downward move, ending the session in
2026-07-08
eetimes.com
2026-07-08
Commercial parts die fast in combat. See how advanced composites, coatings and MIL testing keep defense hardware alive under brutal stress.
2026-07-08
www.cnbc.com
2026-07-08
CNBC
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Inside, Micron
Inside the Micron Paradox: Record HBM Demand, a $9.3 Billion Factory, and a Stock That Keeps Falling
Veröffentlicht: 07.07.2026 um 19:02 Uhr, Redaktion boerse-global.de
Micron’s HBM chips are sold out through 2026 and revenue surged 345%, but the stock fell 25% from its peak amid cyclical overcapacity fears.
Inside - Inside the Micron Paradox: Record HBM Demand, a $9.3 Billion Fac
2026-07-08
www.tradingview.com
2026-07-08
TradingView
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Can AI Infrastructure Demand Keep Driving FormFactor Stock Higher?
Can AI Infrastructure Demand Keep Driving FormFactor Stock Higher?
3 min read
FORM
+7.16%
FormFactor FORM is benefiting from the rapid expansion of AI infrastructure, leveraging its leadership in semiconductor probe cards and wafer-level testing technologies. As hyperscalers and chipmakers invest heavily in AI serve
2026-07-08
news.google.com
2026-07-08
CNBC
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Should You Buy Micron Technology Stock While It Trades Below $1,000?
David Jagielski, CPA, The Motley Fool
Tue, July 7, 2026 at 9:46 AM PDT 3 min read
MU
+6.08%
NVDA
-0.46%
Explore stocks on Coinbase
Trading disclosure
Shares of Micron Technology (NASDAQ: MU) have been coming under pressure of late. While the company has been generating strong numbers in recent quarters and its valuation is seemi
2026-07-08
news.google.com
2026-07-08
Yahoo Finance
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
Shares of Micron Technology (
MU
+6.04%
) have been coming under pressure of late. While the company has been generating strong numbers in recent quarters and its valuation is seemingly low with respect to earnings, it's been falling significantly in the past few days.
It's now down close to 30% from its 52-week high and is well below $1,000. Could now be the time to load up on the tech stock?
I
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Is a $4.7 Trillion Company. Here's How Close It Is to Retaking $5 Trillion.
Daniel Sparks, The Motley Fool
Tue, July 7, 2026 at 9:31 AM PDT 5 min read
NVDA
-0.55%
Trade NVIDIA on Coinbase
Trading disclosure
Only one company in history has ever been worth $5 trillion: Nvidia (NASDAQ: NVDA) itself. The chipmaker first crossed the mark last October, then slipped back below it. After closing M
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
After starting the week strong, Micron (
MU
+7.10%
) stock tumbled an unlucky 7.7% through 10:55 a.m. ET.
Blame Samsung for that.
Image source: Micron.
Korea sends the semi market South
South Korean technology giant Samsung reported its Q2 2026 earnings last night. The news was objectively good -- sales up 28% sequentially, and more than double last year's Q2 revenue. Operating profit surged 1
2026-07-08
www.designdevelopmenttoday.com
2026-07-08
Design and Development Today
www.designdevelopmenttoday.com
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2026-07-08
The Economist
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2026-07-08
The Motley Fool
Only one company in history has ever been worth $5 trillion: Nvidia (
NVDA
0.26%
) itself. The chipmaker first crossed the mark last October, then slipped back below it. After closing Monday at about $195.55 per share, the chipmaker carried a market value of roughly $4.74 trillion. That leaves it less than 6% below a milestone no other business has ever touched.
So how close is Nvidia, exactly, a
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now
Alex Sirois
Tue, July 7, 2026 at 9:15 AM PDT 3 min read
GOOGL
-1.39%
2330.TW
-2.03%
GOOG
-1.35%
TSM
+0.69%
NVDA
-0.30%
Explore stocks on Coinbase
Trading disclosure
Quick Read
GOOGL's Cloud surged 63% to $20B with a $462B backlog while TSM's packaging capacity stays critically constrained despite 66% gross margins.
Alph
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
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2026-07-08
tomshardware.com
2026-07-08
Jowi Morales
Chinese memory and storage manufacturer Longsys expects to post a massive increase in profits due to the AI-driven chip shortage.