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2026-06-30
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2026-06-30
MarketBeat
Overclocking Qualcomm: Rewiring the AI Compute Market
Written by Jeffrey Neal Johnson | Reviewed by Clare Titus
June 30, 2026
KEY POINTS
Qualcomm projects $40 billion in total non-handset revenue by fiscal 2029, spanning data centers, automotive computing, and industrial robotics and IoT.
A $3.92 billion all-stock deal for Modular gives Qualcomm control of the Mojo language and MAX inference engin
2026-06-30
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2026-06-30
Yahoo! Finance Canada
Investors Heavily Search Cadence Design Systems, Inc. (CDNS): Here is What You Need to Know
Zacks Equity Research
June 30, 2026 5 min read
CDNS
-0.97%
^GSPC
-0.43%
Cadence Design Systems (CDNS) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this maker of hardwar
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.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
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
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2026-06-30
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2026-06-30
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2026-06-30
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SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
2 min read
000660
−6.06%
KEY POINTS:
The 17.79 million shares offering represents about 2.5% of its total outstanding shares.
BofA Securities, Citigroup, Goldman Sachs, and J.P. Morgan are s
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale · Stocktwits
Arnab Paul
June 30, 2026 2 min read
000660.KS
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402340.KS
-9.30%
NVDA
+0.71%
Trade NVIDIA on Coinbase
Trading disclosure
The 17.79 million shares offering represents about 2.5% of its total o
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron's CEO Says This Is When There Could Be More Supply of Memory Products in the Market
David Jagielski, CPA, The Motley Fool
June 30, 2026 3 min read
MU
-5.83%
NVDA
+0.93%
Explore stocks on Coinbase
Trading disclosure
The big question and risk around Micron Technology (NASDAQ: MU) stock is when the memory shortage might end. If it's soon, and more supply will become available in the near futu
2026-06-30
www.benzinga.com
2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
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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
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.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
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2026-06-30
Barron's
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