Semiconductor News & Analysis Feed
225 articles
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Texas Instruments IncorporatedTXN shares have rallied 51.9% over the past three months, making the company one of the biggest winners in the semiconductor space. The stock has comfortably outperformed the broader Zacks Semiconductor – General industry’s 23.7% gain.
The rally has also outpaced major peers, including QUALCOMM IncorporatedQCOM, Broadcom Inc.AVGO and NVIDIA CorporationNVDA. Over the
2026-07-02
www.tradingview.com
2026-07-02
TradingView
News
/
Zacks
/
TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?
4 min read
TXN
+3.36%
Texas Instruments Incorporated TXN shares have rallied 51.9% over the past three months, making the company one of the biggest winners in the semiconductor space. The stock has comfortably outperformed the broader Zacks Semiconducto
2026-07-02
qz.com
2026-07-02
qz.com
Nvidia $NVDA announced a revenue-sharing program on Wednesday designed to give AI startups, model builders, and enterprises access to its computing infrastructure without requiring them to finance hardware buildouts themselves.
Revenue from both product sales and cloud operations flows back to Nvidia under the arrangement, as AI cloud companies provide Nvidia-powered services to their end custome
2026-07-02
the-decoder.com
2026-07-02
the-decoder.com
Short News
Copy the url to clipboard
Share this article
Go to comment section
Nvidia is bankrolling AI startups to loosen Big Tech's grip on its chip business
Maximilian Schreiner
View the LinkedIn Profile of Maximilian Schreiner
Jul 2, 2026
Nvidia is increasingly acting like a central bank for AI startups, actively shaping the compute market. The chip giant is offering young cloud providers swee
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-07-02
www.barrons.com
2026-07-02
Barron's
__fail__
2026-07-02
www.tradingpedia.com
2026-07-02
TradingPedia
Nvidia Introduces Revenue-Sharing Model for AI Startups
Written by Brian McColl, | Updated: July 2, 2026
Key Moments
Nvidia announced a revenue-sharing and credit-support framework to supply computing resources to artificial intelligence startups.
AI cloud providers in the program will offer Nvidia-powered cloud services, generating both traditional product revenue and a share of cloud earnings fo
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia launches revenue-sharing model to help AI startups access computing power (NVDA)
Fiona Craig
Thu, July 2, 2026 at 2:36 AM PDT 1 min read
NVDA
+0.21%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia sign on building ©Adobe Stock Images
Nvidia (NASDAQ:NVDA) has unveiled a new initiative designed to help artificial intelligence startups gain access to high-performance computing infrastructu
2026-07-02
www.investing.com
2026-07-02
Investing.com
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
To continue, please click the box below to let us know you're not a robot.
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy.
For inquiries related to this message please contact our support team and provide the reference ID below.
Get the most important global
2026-07-02
www.bloomberg.com
2026-07-02
Bloomberg.com
To continue, please click the box below to let us know you're not a robot.
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy.
For inquiries related to this message please contact our support team and provide the reference ID below.
Get the most important global
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
__fail__
2026-07-02
seekingalpha.com
2026-07-02
Seeking Alpha
__fail__
2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel's Arizona fab that is now ramping production of chips using 18A fabrication process.
2026-07-01
www.tikr.com
2026-07-01
TIKR.com
Key Takeaways for Texas Instruments Stock as of July 2026
Analysts rate Texas Instruments stock 15 buys / 17 holds / 3 sells with a mean target of $298, implying 0% upside from the current price of $298.
TIKR’s mid-case model values Texas Instruments at $522 by December 2030, implying 75% total return, or 13% annualized.
Q1 2026 revenue hit $4.83 billion, 19% above the prior year and above the top
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Taiwan Semiconductor Manufacturing Company (
TSM
4.43%
) may be the forgotten giant behind names like Nvidia and Apple. This video explores why TSMC's manufacturing dominance, customer lock-in, and geopolitical importance could make it one of the most critical companies in the world, while also raising a risk investors can't afford to ignore.
Stock prices used were the market prices of June 18, 2
2026-07-01
digitimes.com
2026-07-01
As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become a key bottleneck for AI-related shipments. To keep pace with AI investment, Qnity was spun off from US chemical giant DuPont and listed independently in November 2025.
2026-07-01
beth-kindig.medium.com
2026-07-01
Beth Kindig – Medium
Micron Is Up 900%. Here’s Why the AI Memory Trade May Still Have Room to Run
Beth Kindig
Follow
17 min read
·
Jul 1, 2026
Press enter or click to view image in full size
This article was originally published on I/O Fund on June 26, 2026
In less than a year’s time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective.
M
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip manufacturers with widely different manufacturing systems.
ASML Holding has a solid dominance in extreme ultraviolet (EUV) lithography systems. Lam Research supplies wafer fabrication equipment and services to the semiconductor industry.
Both these companies have become crucial to AI-c
2026-07-01
tomshardware.com
2026-07-01
Andrew E. Freedman
Microsoft is further pruning its Surface line, with the Surface Laptop Go 3 and Surface Go 4 going out of stock without clear follow-ups.