Semiconductor News & Analysis Feed
9747 articles
2026-06-29
timestech.in
2026-06-29
TimesTech
CloudData Centre
Infineon Named Company to Beat in AI Data Center Power
By TimesTech -
June 29, 2026
0
98
In a recent report AI Vendor Race Infineon Is the Company to Beat in AI Data Center Power Semiconductors, Gartner examined the fast-evolving market for AI data center power semiconductors and identified Infineon Technologies AG as “the company to beat” in this space. The report cites Infineon
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Applied Materials Stock In Focus After Samsung And SK Hynix Spending Plans
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Samsung Electronics and SK Hynix just laid out plans to spend up to $1.3t over the next decade on semiconductor fabs, AI data centers, advanced packaging, batteries, and displays, and the immediate share price reaction was r
2026-06-29
technode.global
2026-06-29
TNGlobal
NVIDIA and Australia’s AI facilitator Firmus Technologies will jointly provide global AI-native, enterprise, and ISV customers access to NVIDIA’s AI accelerated computing stack, with the infrastructure to be deployed at Firmus’ Batam campus in Indonesia.
In a statement on Monday, Firmus said it has reached a partnership with NVIDIA for the move. The Australian firm expects to receive between $25
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
TSMC accelerates local DRAM supply chain with Winbond collaboration
The chip giant is teaming up with Winbond to build 3D wafer-on-wafer stacked DRAM in Taiwan, targeting edge AI workloads
2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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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
marketscreener.com
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2026-06-29
eu.36kr.com
2026-06-29
36Kr
NVIDIA has quietly dominated this type of chip
半导体行业观察
2026-06-29 10:27
NVIDIA has ranked first in the data center Ethernet switch market share, with its network business achieving high growth
When it comes to NVIDIA, we often think of their GPUs. Indeed, with its leading CUDA and hardware, NVIDIA's GPUs have become the top choice in the AI market. Through the acquisition of Groq's intellectual p
2026-06-29
www.digitaltoday.co.kr
2026-06-29
디지털투데이
Industry
Applied Materials expands packaging equipment lineup to boost HBM, chiplet yields
AI Summary
Applied Materials unveiled six new semiconductor manufacturing tools spanning advanced packaging and DRAM processes, the company said on Sunday. It said AI computing faces a “memory wall” as bandwidth and capacity lag growing model sizes and data throughput, driving demand for high-bandwidth memo
2026-06-29
www.moomoo.com
2026-06-29
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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.investing.com
2026-06-29
Investing.com
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2026-06-29
biz.chosun.com
2026-06-29
Chosunbiz
By
Jeong Du-yong
Published 2026.06.29. 10:51
/Synopsis
Semiconductor design software corporations Synopsys presented its "silicon-to-systems" vision as its product development strategy for the age of artificial intelligence (AI). The aim is to respond to an environment where decisions made at the semiconductor design stage determine the performance and reliability of end products such as automob
2026-06-29
news.google.com
2026-06-29
매일경제
2026-06-29
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2026-06-29
marketscreener.com
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2026-06-29
www.indexbox.io
2026-06-29
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2026-06-29
digitimes.com
2026-06-29
China is accelerating its push into fourth-generation semiconductors, with the country's first fully integrated industrial project for ultra-wide-bandgap semiconductor materials set to be built in Zhengzhou. The project aims to strengthen domestic capabilities in diamond-based semiconductor materials for AI chips, advanced communications and electric vehicles, while expanding China's presence beyo
2026-06-29
digitimes.com
2026-06-29
Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is spilling from data centers into consumer electronics.
2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg.com
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2026-06-29
digitimes.com
2026-06-29
BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker's push to extend vertical integration from electrification into intelligent driving.