Semiconductor News & Analysis Feed
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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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2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Bor-Zen Tien Buys 1,000 Shares of Stock
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
TSMC VP Bor-Zen Tien bought 1,000 shares on June 29 at an average price of $76.64, bringing his direct holdings to 12,051 shares. The transaction was disclosed in an SEC filing and increased his ownership by 9.05%.
The company rec
2026-06-30
www.barrons.com
2026-06-30
Barron's
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2026-06-30
tomshardware.com
2026-06-30
Jowi Morales
Dominic Toretto would be stealing servers, not TVs and VCRs, if The Fast and the Furious was set today.
2026-06-30
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2026-06-30
Crunchbase News
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2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Semiconductors
TechTech Trends
Chip supply chain braces for more price hikes as upstream parts create new bottlenecks
Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices
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Wency Chenin Shanghai
Published: 7:00pm, 30 Jun 2026
The AI-driven price surge in the sem
2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Semiconductors
TechTech Trends
Chip supply chain braces for more price hikes as upstream parts create new bottlenecks
Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices
2-MIN READ
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Wency Chenin Shanghai
Published: 7:00pm, 30 Jun 2026
The AI-driven price surge in the sem
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Micron reported yet another blowout quarter recently.
The company is using longer-term service agreements to increase revenue visibility.
Despite the gains, Micron only trades for about 11 times forward earnings estimates.
10 stocks we like better than Micron Technology ›
It's fair to say that investors were skeptical heading into Micron's (NASDAQ: MU) latest earnings report. The s
2026-06-30
news.google.com
2026-06-30
simplywall.st
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
After Gaining 800% in 1 Year, Wall Street Just Upgraded Micron to "Strong Buy" -- Unanimously. Here's Why.
Matt Frankel, CFP®, The Motley Fool
June 30, 2026 4 min read
MU
-7.84%
NVDA
-1.27%
Explore stocks on Coinbase
Trading disclosure
It's fair to say that investors were skeptical heading into Micron's (NASDAQ: MU) latest earnings report. The stock had already gained more than 700% over the prev
2026-06-30
www.insidermonkey.com
2026-06-30
Insider Monkey
NEWS
Micron Technology (MU) Gets Major Price Target Raise as Strategic Contracts Strengthen Outlook
Published on June 30, 2026 at 6:26 am by GHAZAL AHMED in News
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Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
Micron’s growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the Micron Technolo
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap
Ghazal Ahmed
June 30, 2026 2 min read
QCOM
-1.88%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
While Qualcomm's expanding data-center revenue opportunity makes it difficult to remain bearish, one investment f
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Applied Materials (AMAT) Remains Favored as ASML Emerges as Top Catch-Up Trade
Ghazal Ahmed
June 30, 2026 1 min read
AMAT
-9.84%
ASML.AS
-7.17%
LRCX
-8.67%
KLAC
-8.71%
NVDA
-1.48%
Explore stocks on Coinbase
Trading disclosure
Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
On June 29, Cantor Fitzgerald analyst C.J. Muse raised the
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron Technology (MU) Gets Major Price Target Raise as Strategic Contracts Strengthen Outlook
Ghazal Ahmed
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
Micron's growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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