Semiconductor News & Analysis Feed
10677 articles
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
datacentremagazine.com
2026-06-29
Data Centre Magazine
Despite memory chips sitting at the heart of modern data centre infrastructure, they have long been treated as commodities that buyers can swap between suppliers.
This keeps prices under pressure and leaves the sector exposed to sharp cycles of oversupply and shortage.
Even with AI workloads increasing demand for high-performance computing, analysts still question how durable the current wave of
2026-06-29
www.tipranks.com
2026-06-29
TipRanks
www.tipranks.com
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2026-06-29
www.thelec.net
2026-06-29
thelec.net
Tokyo Electron (TEL) has been named "AI Semiconductor Manufacturing Solution of the Year." (Photo: TEL)
Tokyo Electron (TEL), a semiconductor equipment manufacturer, announced on June 29 that it has been named "AI Semiconductor Manufacturing Solution of the Year" at the 2026 AI Breakthrough Awards.
The AI Breakthrough Awards are organized by market intelligence organization AI Breakthrough to re
2026-06-29
www.techloy.com
2026-06-29
Techloy
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Nvidia vs Huawei: How China's AI Chip Market Went From 95% to Almost Nothing
U.S. export controls handed Huawei China's AI chip market, and Nvidia's own CEO now says the company is effectively foreclosed from competing there.
Jun 29, 2026
by Ogbonda Chivumnovu
Nvidia once had 95% market share of AI chips in China. B
2026-06-29
www.mobileworldlive.com
2026-06-29
Mobile World Live
www.mobileworldlive.com
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2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
www.huaweicentral.com
2026-06-29
Huawei Central
SEMICONDUCTOR
Nvidia sales slip in Chinese AI chip market as Huawei gains lead
Published
1 week ago
on
June 29, 2026
By
Emiko Matsui
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Communications Equipment
Device Drivers
Mobile & Wireless
US-China tech tensions are really affecting Nvidia more than Huawei and the former has lost in the Chinese AI chip sales market this time, as the Ascend chipset maker gained ground.
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
New leader board: Citi refreshes AI compute semiconductor picks
Sam Boughedda
June 29, 2026 1 min read
C
+2.78%
MU
+0.94%
NVDA
+0.37%
AVGO
+3.73%
INTC
+1.54%
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Trading disclosure
Investing.com -- Citi analysts have updated the firm's AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand
2026-06-29
timesofindia.indiatimes.com
2026-06-29
The Times of India
The TOI Tech Desk is a dedicated team of journalists committed to delivering the latest and most relevant news from the world of technology to readers of The Times of India. TOI Tech Desk’s news coverage spans a wide spectrum across gadget launches, gadget reviews, trends, in-depth analysis, exclusive reports and breaking stories that impact technology and the digital universe. Be it how-tos or th
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Wins BioNeMo Partners As Jamendo Suit Tests Its AI Expansion
June 29, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) has launched its BioNeMo Agent Toolkit, which is being adopted by life sciences and biotech companies including Tecan, Biolevate, Simulations Plus, Sigmatic Sciences, and HighRes.
The c
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Firmus, Nvidia partner to build 170,000-GPU AI facility in Indonesia
Anwesha Pattanaik
June 29, 2026 2 min read
NVDA
+0.37%
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Trading disclosure
Australian AI infrastructure startup Firmus Technologies has announced a long-term partnership with Nvidia to establish a dedicated AI campus in Batam, Indonesia.
The campus will provide large-scale AI computing resources for ente
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
www.tikr.com
2026-06-29
TIKR.com
Key Takeaways:
Both Micron and SanDisk are signing long-term supply deals with AI customers worth tens of billions of dollars.
Micron makes a special type of memory chip that AI systems desperately need. SanDisk does not.
Analyst estimates suggest both stocks could double from here, but the paths and risks are very different.
Now Live: Discover how much upside your favorite stocks could have usin
2026-06-29
blogs.nvidia.com
2026-06-29
NVIDIA Blog
Open Models, Closed Environments: Palantir Brings Secure AI to US Agencies With NVIDIA Nemotron
NVIDIA Nemotron open models help Palantir advance US technology leadership with mission-specific sovereign AI for government agencies and critical infrastructure operators.
June 29, 2026 by Justin Boitano
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Showcasing the importance of open source innovation in American AI, Palantir’s
2026-06-29
blogs.nvidia.com
2026-06-29
NVIDIA Blog
Open Models, Closed Environments: Palantir Brings Secure AI to US Agencies With NVIDIA Nemotron
NVIDIA Nemotron open models help Palantir advance US technology leadership with mission-specific sovereign AI for government agencies and critical infrastructure operators.
June 29, 2026 by Justin Boitano
0 Comments
Share
Showcasing the importance of open source innovation in American AI, Palantir’s
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Qualcomm Is Remaking Itself Into an AI Company. Its Shares Look Dirt Cheap.
Chris Neiger, The Motley Fool
June 29, 2026 4 min read
QCOM
+5.80%
NVDA
+0.37%
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Trading disclosure
Many technology companies were off to the races when the AI boom first started, but Qualcomm (NASDAQ: QCOM) initially seemed slow to adapt.
Not anymore. The company has shifted its strategy toward