Semiconductor News & Analysis Feed
3571 articles
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
This Semiconductor ETF Is Up 58% This Year and Doesn’t Own TSMC
Michael Williams
Tue, July 7, 2026 at 10:30 AM PDT 4 min read
2330.TW
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+5.39%
QCOM
+2.36%
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SMHX has surged 58% in 2026 and 90% over the past year by owning only AI chip designers like NVIDIA, AMD, and Qualcomm.
TSMC, the $2.3 trillion foundry excluded from
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) has ripped higher in 2026, gaining 58.48% year to date through July 6, and it does not own a single share of the world’s largest chipmaker. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the foundry that physically fabricates chips for nearly every marquee AI silicon designer, is absent by design. That absence is written int
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor · 24/7 Wall St.
Michael Williams
Tue, July 7, 2026 at 10:20 AM PDT 5 min read
2330.TW
-2.03%
NVDA
+0.09%
AMD
+5.48%
TSM
+0.49%
PSI
+5.87%
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PSI has doubled in 2026 by owning chip designers like AMD an
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The Invesco Semiconductors ETF (NYSEARCA:PSI) has roughly doubled this year, gaining 102.37% from December 31, 2025 through July 6, 2026. The surprise: the fund carries the word “semiconductors” in its name yet holds zero shares of Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the world’s largest dedicated independent (pure-play) semiconductor foundry and the company that a
2026-07-08
www.designdevelopmenttoday.com
2026-07-08
Design and Development Today
www.designdevelopmenttoday.com
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2026-07-08
www.economist.com
2026-07-08
The Economist
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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
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TSM
+0.69%
NVDA
-0.30%
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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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2026-07-07
fuelcellsworks.com
2026-07-07
Fuel Cells Works
From left to right: Dr. Karsten Wildberger, Federal Minister for Digital Transformation and Government Modernization; Jochen Hanebeck, CEO of Infineon Technologies AG; Michael Kretschmer, Prime Minister of the Free State of Saxony (Image by Infineon)
Dresden – Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) opened the Smart Power Fab in Dresden several months ahead of schedule. The new plant,
2026-07-07
koreabizwire.com
2026-07-07
Koreabizwire
onsemi Advances Fab Right Strategy with Agreements to Divest Two Manufacturing Facilities
Posted on July 7, 2026 by Korea Bizwire in Financial Announcements, Global Technology, World Marketplace with 0 Comments
onsemi (ON Semiconductor Corporation) is a leading American semiconductor supplier based in Scottsdale, Arizona, specializing in intelligent power and sensing technologies for the automo
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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Top Semiconductor Companies To Watch In 2026
Jul 07, 2026, 11:19 AM ETNVDA, SMH, SMHX
, TSM, MU, AVGO, AMD, INTC, LSCC, SITM, RMBS
VanEck
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The semiconductor industry remains a critical pillar of technological innovation, powering everything from AI to high-performance computing.
Demand for a
2026-07-07
www.tikr.com
2026-07-07
TIKR.com
Key Stats for Micron Stock
Price change for Micron stock in last 6 months: 190%
$MU Stock Price as of Jul. 6: $985
52-Week High: $1255
$MU Stock Price Target: $1486
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Micron (MU) stock climbed nearly 1% today after Micron and Ford Motor announced a new long-term partne
2026-07-07
autonews.gasgoo.com
2026-07-07
Gasgoo
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BYD Semiconductor Ships Over 100 Million BMS AFE Chips
BYD Semiconductor
BYD Semiconductor Ships Over 100 Million BMS AFE Chips
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July 7 , 2026 22:34 BJT
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Gasgoo Munich- BYD Semiconductor recently announced that cumulative shipments of its automotive-grade BMS (Battery Management System) Analog Front-End (AFE) chips have officiall
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
AI Powering Semiconductor Sales: 4 Stocks to Boost Your Portfolio
AI Powering Semiconductor Sales: 4 Stocks to Boost Your Portfolio · Zacks
Ritujay Ghosh
Tue, July 7, 2026 at 7:19 AM PDT 4 min read
TXN
+3.43%
2330.TW
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TSM
+0.46%
ADI
+2.62%
MCHPP
+4.79%
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The dream run for the semiconductor industry continues in 2026, with sales multiplying in each
2026-07-07
www.moomoo.com
2026-07-07
Moomoo
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2026-07-07
www.morningstar.com
2026-07-07
Morningstar
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PR Newswire
Analog Devices Completes Acquisition of Empower Semiconductor
Analog Devices Completes Acquisition of Empower Semiconductor
Provided by PR Newswire Jul 7, 2026, 9:03:00 PM
Analog Devices Completes Acquisition of Empower Semiconductor
Analog Devices Completes Acquisition of Empower Semiconductor
PR Newswire
WILMINGTON, Mass., July 7, 2026
WILMINGTON, Mass., July 7, 2026 /P
2026-07-07
www.prnewswire.com
2026-07-07
PR Newswire
Analog Devices Completes Acquisition of Empower Semiconductor
NEWS PROVIDED BY
Analog Devices, Inc.
Jul 07, 2026, 09:03 ET
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WILMINGTON, Mass., July 7, 2026 /PRNewswire/ -- Analog Devices, Inc. (NASDAQ: ADI) today announced the completion of its acquisition of Empower Semiconductor. The combination further strengthens ADI's position as a leading strategic, system-level g
2026-07-07
www.indexbox.io
2026-07-07
IndexBox
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2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Could Be 87% Above Fair Value As Index Exits Rattle Investors
July 07, 2026
Simply Wall St
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Index exits and governance changes put Navitas Semiconductor in focus
Navitas Semiconductor (NVTS) has been dropped from several Russell indices after a month in which the stock fell more than 40%, alongsid
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
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Trust Stamp joins the European Union Semiconductor Initiative (IPCEI AST) with the Support of Malta Enterprise
Trust Stamp
Tue, July 7, 2026 at 5:30 AM PDT 4 min read
IDAI
+2.83%
Trust Stamp
ATLANTA, GA, July 07, 2026 (GLOBE NEWSWIRE) -- Trust Stamp (Nasdaq: IDAI), today announced that its Maltese sub