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Anthropic is developing its own chips and, like Musk, has chosen Samsung over TSMC. The Information cites three informed sources stating that Anthropic has initiated early work on self-developed AI chips and is discussing with Samsung to manufacture the chips using the latter's advanced 2nm process and packaging technology. The aforementioned sources said that Anthropic is also determining the c

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AI Semiconductor Stocks Rally July 2026: NVDA AMD Investment Analysis - Intellectia AI

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intellectia.ai 2026-07-03 Intellectia AI

The semiconductor industry is experiencing one of its most significant rallies in decades, driven by the explosive growth of artificial intelligence infrastructure spending. In July 2026, AI chip stocks have added a combined $2 trillion in market value, with the Philadelphia Semiconductor Index surging over 47% year-to-date. NVIDIA continues to dominate with an estimated 70-80% market share in AI

AI chips Semiconductor industry AI infrastructure investment NVIDIA AMD Intel Chip market AI chip market

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www.moomoo.com 2026-07-03 Moomoo

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5 Small-Cap Semiconductor Stocks That Could Take Off - U.S. News - Money

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news.google.com 2026-07-03 U.S. News - Money

Markets open mixed as semiconductor stocks drag, White House predicts 4% growth - Fox Business

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www.foxbusiness.com 2026-07-02 Fox Business

Maria Bartiromo reports mixed market futures for a holiday-shortened week, with Nasdaq falling due to semiconductor rotation. Maria Bartiromo presents a market check, noting mixed U.S. futures and Nasdaq's decline, specifically highlighting semiconductor stock performance. White House National Economic Council Director Kevin Hassett predicts significant 4% economic growth for the second half of t

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Why AI and semiconductor stocks stumbled - Axios

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www.axios.com 2026-07-02 Axios

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