Semiconductor News & Analysis Feed
10669 articles
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
4 Semiconductor Stocks to Buy Right Now to Ride on the AI Capex Boom
Anirudha Bhagat
June 30, 2026 7 min read
AMZN
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MSFT
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GOOGL
+0.16%
META
+2.55%
TSM
-4.25%
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Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Micron CEO Sanjay Mehrotra recently gave investors an update about the current market conditions.
There could be more supply becoming available by 2028.
Mehrotra, however, says it'll take "considerable time to improve" ongoing shortages.
10 stocks we like better than Micron Technology ›
The big question and risk around Micron Technology (NASDAQ: MU) stock is when the memory shortag
2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Nvidia reportedly abandons quad-dire Rubin Ultra GPUs in favor of dual-die Rubin Ultra due to 'manufacturing execution concerns.'
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
Tech Industry Artificial Intelligence
Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns'
News
By Anton Shilov
Published June 30, 2026
Fewer GPUs, more rack-scale systems?
(Image credit: Nvidia)
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2026-06-30
www.barrons.com
2026-06-30
Barron's
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2026-06-30
qz.com
2026-06-30
qz.com
Taiwan's Keelung District Prosecutors Office raided the Taiwan offices of Super Micro Computer and two other firms Monday as part of an expanded investigation into the alleged smuggling of Nvidia $NVDA +1.25% AI chips to China, with the number of people under investigation growing from three to nine.
Huang Sheng, the Keelung head prosecutor, told AFP that Monday's operation spanned 12 locations —
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index
Fiona Craig
June 30, 2026 3 min read
^GSPC
-0.26%
NVDA
+1.11%
AVGO
-0.67%
2330.TW
-0.81%
AMD
-5.65%
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Semiconductor ©Adobe Stock Images
Chipmakers reach unprecedented share of the benchmark
Semiconductor companies now account for a record 19.7% of the S&P 500, almos
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:AMD
AMD Stock And 2 AI Semiconductor Picks For Data Center Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Markets just closed with the Dow at a record high above 52,000 and enthusiasm around AI and semiconductor stocks front and center. A pause in U.S. Iran tensions, an open Strait of Hormuz, and softer oil prices are combinin
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.tradingview.com
2026-06-30
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Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Less than 1 min read
SMCI
−3.03%
Shares of Super Micro Computer
SMCI
fell more than 8% on Monday after Taiwanese authorities searched the company's offices as part of an investigation tied to alleged shipments of restricted Nvidia
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML Holdings (ASML) Is One Of The Top Surging AI Stocks, Here’s What Analysts Make Of It
Jabran Kundi
June 30, 2026 2 min read
ASML.AS
-7.28%
ASML
-3.62%
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ASML Holding NV (NASDAQ:ASML) is one of the 10 AI Stocks That Are Surging. During the last few trading sessions, ASML Holding NV (NASDAQ:ASML) has seen positive momentum. On June 15, Bernstein analyst D
2026-06-30
www.telecomtv.com
2026-06-30
telecomtv.com
DIGITAL PLATFORMS AND SERVICES
Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives
Via Firmus
Jun 30, 2026
Firmus Technologies today announced a strategic compute partnership with NVIDIA running through 2034, anchored by a dedicated 360 MW NVIDIA DSX AI Factory campus in Batam, Indonesia.
The NVIDIA and Firmus partnership provides a new pathway that unlocks access f
2026-06-30
news.google.com
2026-06-30
EDN - Voice of the Engineer
2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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2026-06-30
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2026-06-30
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2026-06-30
tomshardware.com
2026-06-30
Luke James
Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
Tech Industry
Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning
News
By Luke James
Published June 30, 2026
Prosecutors searched six homes and three company sites.
(Image credit: Getty / Bloomberg)
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