Semiconductor News & Analysis Feed
9716 articles
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
As demand for memory and storage products has surged and supply has been limited, Micron Technology (
MU
+1.18%
) has been benefiting from the ongoing shortage in a big way. Its results have looked fantastic, as it has been able to raise prices and generate impressive margins amid continuously strong demand.
The stock has soared 800% over the past 12 months and has become one of the most valuable
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
qz.com
2026-06-29
qz.com
Firmus Technologies announced a strategic compute partnership with Nvidia $NVDA running through 2034, anchored by a 360-megawatt AI factory campus in Batam, Indonesia. The facility will house up to 170,000 Nvidia AI accelerator chips and is set to go live in the first quarter of 2027, the company said.
The Batam campus is being developed with Singapore-headquartered DayOne and will serve AI-nativ
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia and Firmus to build 170,000-GPU data center in Indonesia
Nvidia and Firmus to build 170,000-GPU data center in Indonesia · Quartz · SOPA Images / Getty Images
Colleen Cabili
June 29, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Firmus Technologies announced a strategic compute partnership with Nvidia running through 2034, anchored by a 360-megawatt AI factory cam
2026-06-29
logisticsbusiness.com
2026-06-29
Logistics Business
More than 160 attendees representing 87 companies across 30 countries gathered at the headquarters of CMC Packaging Automation for CID26 – CMC Innovation Day 2026, the company’s annual event dedicated to innovation in fulfilment automation, systems integration and right-sized packaging.
Built around the theme ‘Ecosystem’, CID26 brought together customers, technology partners, policymakers and ind
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
__fail__
2026-06-29
america250.org
2026-06-29
America250
Washington, D.C. — June 29, 2026 — America250, the national nonpartisan organization charged by Congress to lead the commemoration of the signing of the Declaration of Independence, today announced a partnership with Intel, a global technology leader and the only U.S.-based, leading-edge chip manufacturer that researches, develops, and manufactures advanced AI and logic semiconductors in the Unite
2026-06-29
www.tomshardware.com
2026-06-29
Tom's Hardware
Tech Industry
Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production
News
By Luke James
Published June 29, 2026
A California class action accuses the three memory makers of choking DDR3 and DDR4 supply.
(Image credit: Getty / Bloomberg)
Share this article
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Join the conversat
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
__fail__
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia, Micron, and Broadcom hold the stock market's fate in the palm of their hands
Brian Sozzi · Executive Editor
June 29, 2026 1 min read
MU
+0.94%
NVDA
+0.37%
AVGO
+3.73%
GOOGL
+1.82%
^GSPC
+0.72%
Explore stocks on Coinbase
Trading disclosure
Micron (MU) and Nvidia (NVDA) best deliver come earnings day, or else.
Quick insight: Goldman Sachs strategist Ben Snider estimated that AI infrastruct
2026-06-29
www.kedglobal.com
2026-06-29
KED Global
Samsung, SK Hynix to build new chip cluster outside Seoul in $500 bn projects
President Lee Jae Myung (center), Samsung Electronics Chairman Lee Jae-yong (right) and SK Group Chairman Chey Tae-won join hands at a public briefing on South Korea’s three mega projects at the Blue House on June 29, 2026 (Pool photo) Samsung Electronics Co. and SK Hynix Inc. plan to inv
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
June 29, 2026 5 min read
2330.TW
-0.81%
^GSPC
+0.72%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
TSMC (TSM) 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 p
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Here is What to Know Beyond Why Micron Technology, Inc. (MU) is a Trending Stock
Zacks Equity Research
June 29, 2026 5 min read
MU
+0.94%
^GSPC
+0.72%
Trade MU on Coinbase
Trading disclosure
Micron (MU) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past m
2026-06-29
eetimes.com
2026-06-29
If Europe wants true defense resilience, it must reduce its dependence on big foreign tech ecosystems.
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.cnbc.com
2026-06-29
CNBC
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2026-06-29
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2026-06-29
Nokiamob
HUAWEI MATE 90 SERIES LAUNCHING IN SEPTEMBER: EVERYTHING YOU NEED TO KNOW
Kreso | 29/06/2026 | Android | 0 CommentsTechnology News
Huawei is aggressively altering its flagship release cycle, with the highly anticipated Huawei Mate 90 series now slated for a September launch. By shifting away from its traditional November release window, the Chinese technology giant is strategically positioning it
2026-06-29
siliconcanals.com
2026-06-29
Silicon Canals
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2026-06-29
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