Semiconductor News & Analysis Feed
811 articles
2026-06-29
biz.chosun.com
2026-06-29
Chosunbiz
By
Lee Jong-hyun,
Song Bok-gyu
Published 2026.06.29. 14:53
Updated 2026.06.29. 16:12
Samsung Electronics Chairman Lee Jae-yong said on the 29th that Gwangju is being planned as a candidate site for a semiconductor production complex.
Lee Jae-yong, chairman of Samsung Electronics, announces an investment plan at the National Briefing on the Three Mega Projects for Korea's Great Leap held at the
2026-06-29
ca.news.yahoo.com
2026-06-29
Yahoo News Canada
Samsung Electronics, SK Hynix to invest in two new fabrication sites in South Korea, government says
Reuters
Mon, June 29, 2026 at 1:52 p.m. GMT+8
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The SK Hynix logo and a computer motherboard appear in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo/File Photo/File Photo
S
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
digitimes.com
2026-06-29
Samsung Electronics chairman Lee Jae-yong said Gwangju is being considered as a candidate site for Samsung's next semiconductor complex, lending corporate backing to South Korea's plan to build a second chip production base in Gwangju and the broader Jeolla region in the country's southwest.
2026-06-28
tomshardware.com
2026-06-28
Bruno Ferreira
Claude and other AI agents fooled into running malware with just a minimal GitHub repository — ask the bot to initialize the project and you get hacked
2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
A Japanese capsule toy maker has announced an official collaboration with ASRock, Gigabyte, MSI, and Intel to make tiny PC components that buyers 'can assemble and play with.'
2026-06-28
ca.finance.yahoo.com
2026-06-28
Yahoo! Finance Canada
BofA Lifts PT on QUALCOMM (QCOM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 2 min read
QCOM
+5.80%
BAC
+1.99%
QUALCOMM, Inc. (NASDAQ:QCOM) is one of the best trending AI stocks to watch in 2026. BofA lifted the price target on QUALCOMM, Inc. (NASDAQ:QCOM) to $195 from $165 on May 23 and maintained an Underperform rating on the shares. The rating update came ahead of the company's investor day
2026-06-27
ca.finance.yahoo.com
2026-06-27
Yahoo! Finance Canada
Will Intel Boom Fundamentally Challenge TSMC?
John Werner, Contributor
June 27, 2026 3 min read
INTC
+1.54%
2330.TW
+0.61%
SANTA CLARA, CALIFORNIA - JULY 16: The Intel logoGetty Images
With the unveiling of Intel's "18A" (18 angstrom) chip designs, some feel the industry is changing rapidly. Others previously frustrated by the slow pace of domestic development say it's about time.
The big pictur
2026-06-27
investorplace.com
2026-06-27
InvestorPlace
Meet Louis Navellier
Missed Out on Micron? My System Can Find the Next Big AI Winner
We’ll dig into Micron’s blowout quarter and how my system is helping find winners from the next phase of the AI boom
By Louis Navellier, Editor, Growth Investor Jun 26, 2026, 4:30 pm EDT
Source: Charles Knowles / Shutterstock.com
Listen to the audio version of this article (generated by AI).
In 1909, Theodore
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Broadcom, Micron, AMD, and Other AI Chip Stocks Slumped on Friday. You Can Thank OpenAI and SpaceX.
Danny Vena, CPA, The Motley Fool
June 26, 2026 4 min read
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmaker
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmakers -- has soared 429% (as of this writing) since the adoption of AI began in earnest in early 2023.
At the same time, those same stocks have been fraught with
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Video Muted
The market has rarely seen a technological revolution like the one the artificial intelligence boom has unleashed. Semiconductor companies, in particular, have been rewarded at a pace few investors have ever witnessed.
Last year, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) dominated headlines as demand for AI accelerators exploded. This year, the spotlight has shifted to a differen
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Grew 10X in 12 Months. Can It Do It Again?
Rich Duprey
Fri, June 26, 2026 at 9:23 AM PDT 4 min read
MU
+0.79%
NVDA
+2.63%
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Trading disclosure
Quick Read
$MU's profits surged 15x in 12 months while the stock grew tenfold, yet it still trades at just 8x forward earnings.
Tim Cook called the memory price surge a '100-year flood' as Micron's HBM production sells out
2026-06-27
www.nature.com
2026-06-27
Nature
Research Briefing
Published: 26 June 2026
Ultrashort light pulses can transform a semiconductor into a topological insulator
Nature Physics (2026) Cite this article
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The electronic structure of materials can be tailored using pulses of light, and through this so-called Floquet engineering, novel materials can be designed. Now, the technique has been us
2026-06-26
tomshardware.com
2026-06-26
Jowi Morales
The U.S. government wants to ensure that its latest, most advanced AI tools can't be used against it.
2026-06-26
www.tradingview.com
2026-06-26
TradingView
News
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Zacks
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Can ASE Technology Benefit From Expanding AI Infrastructure?
Can ASE Technology Benefit From Expanding AI Infrastructure?
3 min read
3711
+3.24%
ASE Technology Holding Co., Ltd. ASX is emerging as a key beneficiary of the global artificial intelligence (AI) infrastructure buildout. As demand for AI accelerators, high-bandwidth memory and advanced chip packaging grows, the company i
2026-06-26
ca.finance.yahoo.com
2026-06-26
Yahoo! Finance Canada
Onsemi shares slide on $7B Synaptics deal
Proactive
June 26, 2026 1 min read
ON
-3.60%
SYNA
-5.65%
Onsemi shares slide on $7B Synaptics deal Proactive uses images sourced from Shutterstock
Onsemi (NASDAQ:ON) shares fell about 19% on Thursday after the semiconductor company announced an agreement to acquire Synaptics (NASDAQ: SYNA) in an all-stock transaction valued at approximately $7 billion.
S
2026-06-26
tomshardware.com
2026-06-26
Hassam Nasir
We tested both CPUs across gaming, rendering, encoding, efficiency, and pricing to see if the Ryzen 7 5800X3D can keep up with the newer Core i7-14700K with DDR4.
2026-06-26
ca.finance.yahoo.com
2026-06-26
Yahoo! Finance Canada
Wall St futures fall as chip stocks resume slide after Micron-led rally
1 / 10
Wall St futures fall as chip stocks resume slide after Micron-led rally
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., June 24, 2026. REUTERS/Brendan McDermid
Reuters
Fri, June 26, 2026 at 2:47 a.m. PDT 3 min read
MU
+15.81%
^IXIC
-0.46%
AAPL
-6.15%
INTC
+0.73%
NVDA
-1.59%
June
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Beats Meta in Market Cap: Can It Catch Nvidia Next?
Darryn Pollock
Thu, June 25, 2026 at 10:59 PM PDT 3 min read
MU
+0.79%
NVDA
+2.63%
META
+0.12%
TSLA
+2.13%
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Trading disclosure
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla's market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% y