Semiconductor News & Analysis Feed
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2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 15:28 PM
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 07:28 AM
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 08:58 AM
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
Jun 28, 2026, 23:28 PM
Generate Trading Ideas
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix f
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
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2026-06-29
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2026-06-29
www.tradingkey.com
2026-06-29
TradingKey
NVIDIA (NVDA) closed at $192.76, exhibiting technical oversold conditions with an RSI of 31.82 and positive divergence. While record fiscal Q1 earnings showed 85% YoY growth, the stock faces pressure from declining B200 rental rates, China-related revenue risks, and executive selling. The technical setup suggests a potential relief rally, with an entry above $196 targeting $205.70, provided it hol
2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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美光财报碾压预期，更凭千亿美元长单锁定AI内存超级周期。但暴涨后的大跌揭示了市场隐忧：极致定价下，利好即出尽。这千亿订单虽焊死了利润下限，却也给AI牛市的估值天花板戴上了紧箍咒。
6月24日盘后，美光交出了人类存储芯片史上最炸
2026-06-29
www.techbuzz.ai
2026-06-29
The Tech Buzz
Investors just hit the brakes on South Korea's chip ambitions. Samsung Electronics and SK Hynix saw their shares plunge Monday after reports emerged that both companies are preparing to unveil investment plans totaling a staggering $1.3 trillion. The market's harsh reaction signals growing concern that the AI memory boom might be turning into a capital-intensive arms race that could squeeze return
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
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2026-06-29
Stocktwits
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Is Micron Stock Rising Nearly 1% Overnight?
Yuvraj Malik
June 28, 2026 3 min read
MU
+0.94%
SNDK
-0.03%
WDC
+7.14%
Explore stocks on Coinbase
Trading disclosure
Susquehanna hiked its price target on MU to $2,000, the highest on Wall Street.
Analysts highlight that Micron's long-term customer agreements have significantly improved revenue visibility.
MU stock has increased nearly four times
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue came mainly from higher prices, not bigger shipments, while its "Made in America" positioning appeared to strengthen its...
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2026-06-29
www.cnbc.com
2026-06-29
CNBC
Shares of Samsung Electronics
and SK Hynix
declined on Monday after South Korea unveiled sweeping artificial intelligence and semiconductor mega-projects expected to attract hundreds of billions of dollars in investment over the coming years.
Samsung Electronics’ stock was down 4.8%, while SK Hynix erased early losses of a near 6% decline to fall 1.6%.
President Lee Jae Myung announced plans t
2026-06-29
carnewschina.com
2026-06-29
CarNewsChina.com
EV
BYD Seal tests new driving tech to counter Nvidia dominance
3 min to read
Jun 29, 2026 3:27 AM CEST
Adrian Leung
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BYD saves 588 USD per EV utilizing third party automated software. Credit: BYD
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BYD Seal electric sedans have begun undergoi
2026-06-29
www.chosun.com
2026-06-29
조선일보
By Kim Kyeong-pil
Published 2026.06.29. 08:57
Updated 2026.06.30. 11:50
People Power Party lawmaker Ahn Cheol-soo attends the party's general meeting of lawmakers held at the National Assembly on the 18th. /Newsis
Ahn Cheol-soo, a People Power Party lawmaker, claimed on the 29th that the government-led semiconductor investments by Samsung Electronics and SK Hynix in the Honam region would "produ