Semiconductor News & Analysis Feed
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2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 Semiconductor Stocks Riding AI Infrastructure Demand and Chip Equipment Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Chip stocks are back in focus as a rebound in the semiconductor sector lines up with renewed interest in dealmaking and broader technology equities. For investors, this combination of improving sentimen
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
Supermicro (SMCI) Faces Taiwan Raids In Nvidia Chip Smuggling Probe
Bailey Pemberton
June 29, 2026 4 min read
SMCI
-0.11%
NVDA
+0.37%
SMCIP
-0.23%
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Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Taiwanese authorities have raided Super Micro Computer (NasdaqGS:SMCI) offices and affiliated sit
2026-06-30
datacenters.economictimes.indiatimes.com
2026-06-30
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-06-30
www.benzinga.com
2026-06-30
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.
2026-06-30
www.barchart.com
2026-06-30
Barchart.com
Nvidia logo by Konstantin Savusia via Shutterstock
Nvidia (NVDA) stock has underperformed its peers so far this year despite dominating the artificial intelligence (AI) chip market. While shares of Advanced Micro Devices (AMD) have surged more than 150% and Intel (INTC) has rallied 256% in 2026, Nvidia stock has gained just 4.4%.
Although Nvidia has significantly underperformed its peers, the st
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock.
Sneha Nahata
June 29, 2026 3 min read
NVDA
-1.49%
INTC
-7.61%
AMD
-6.73%
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Trading disclosure
Nvidia logo by Konstantin Savusia via Shutterstock
Nvidia (NVDA) stock has underperformed its peers so far this year despite dominating the artificial intelligence (AI) chip market. While shares of Advanced Micro D
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Smart Money is Leaving Nvidia for This AI Chip Stock
Ananda Banerjee
June 29, 2026 5 min read
NVDA
+0.37%
MU
+0.94%
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Trading disclosure
Nvidia stock price keeps sliding, yet the usual dip buyers are missing. Institutional money flow on the stock is the most negative of any major chip name, which means big investors are stepping back instead of loading up.
That single fa
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls.
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The move ex
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
David Moadel
June 29, 2026 4 min read
SMCI
-0.11%
NVDA
+0.37%
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Trading disclosure
Quick Read
Taiwan raided Super Micro Computer's (SMCI) offices over alleged NVIDIA (NVDAD) AI chip smuggling to China, driving SMCI shares down 8% and extending a brutal 37% monthly slide.
Prosecutors alle
2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
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2026-06-30
www.pymnts.com
2026-06-30
PYMNTS.com
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2026-06-30
www.boisestatepublicradio.org
2026-06-30
Boise State Public Radio
Micron's AI boom offers a window into the economy's next chapter
By Gemma Gaudette
Published June 29, 2026 at 1:17 PM MDT
LISTEN • 21:25
Boise State University
A Boise State AI promotional image on the initiative's website.
It's been an extraordinary few weeks for Boise-based Micron. The company just reported record revenue, continues to see explosive demand for the advanced memory chips powering
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Over the last five years, Nvidia (
NVDA
+0.38%
) has been the quintessential millionaire-maker stock -- returning roughly 950% compared to the S&P 500's relatively modest gain of 74%. The company's powerful graphics processing units (GPUs) are the workhorses of the generative artificial intelligence (AI) industry. And its advantages in scale and technology have helped it stay ahead of the competit
2026-06-30
www.autonews.com
2026-06-30
Automotive News
The surge in artificial intelligence infrastructure spending has triggered a DRAM memory chip shortage that is rippling through the auto industry. AI companies are outbidding virtually every other sector for supply, leaving automakers to navigate hundreds of millions of dollars in reported losses and an uncertain timeline for relief, said Kushal Fernandes, a partner at Kearney.
The auto industry,
2026-06-30
www.autonews.com
2026-06-30
Automotive News
The surge in artificial intelligence infrastructure spending has triggered a DRAM memory chip shortage that is rippling through the auto industry. AI companies are outbidding virtually every other sector for supply, leaving automakers to navigate hundreds of millions of dollars in reported losses and an uncertain timeline for relief, said Kushal Fernandes, a partner at Kearney.
The auto industry,
2026-06-30
semiengineering.com
2026-06-30
Semiconductor Engineering
Researchers from ETH Zurich, lowRISC, and University of Bologna published a technical paper titled “Croc: Training the Next Generation Chip Designers on Domain-Specific End-to-End Open Source Silicon.”
This paper describes Croc, an open-source, customizable RISC-V SoC platform and teaching flow that lets students take domain-specific chip-design projects from architecture and RTL through physical
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Nvidia shares look like a great bargain right now.
AMD may be getting too expensive to invest in.
10 stocks we like better than Advanced Micro Devices ›
If you asked me which stock would have a better 2026, Nvidia(NASDAQ: NVDA) or Advanced Micro Devices(NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Nvidia shares look like a great bargain right now.
AMD may be getting too expensive to invest in.
10 stocks we like better than Advanced Micro Devices ›
If you asked me which stock would have a better 2026, Nvidia(NASDAQ: NVDA) or Advanced Micro Devices(NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Palantir Shares Jump After Striking Nvidia AI Deal
Nauman Khan
June 29, 2026 1 min read
PLTR
+1.22%
NVDA
-1.79%
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Trading disclosure
This article first appeared on GuruFocus.
Palantir Technologies (NASDAQ:PLTR) rose about 4% Monday after the software company unveiled a new artificial intelligence initiative with Nvidia (NASDAQ:NVDA) aimed at helping U.S. government agenc