Semiconductor News & Analysis Feed
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2026-06-30
www.insidermonkey.com
2026-06-30
Insider Monkey
NEWS
Micron Technology (MU) Gets Major Price Target Raise as Strategic Contracts Strengthen Outlook
Published on June 30, 2026 at 6:26 am by GHAZAL AHMED in News
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Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
Micron’s growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the Micron Technolo
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron Technology (MU) Gets Major Price Target Raise as Strategic Contracts Strengthen Outlook
Ghazal Ahmed
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
Micron's growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Mayflower Financial Advisors LLC Boosts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Mayflower Financial Advisors increased its stake in Taiwan Semiconductor Manufacturing by 33.4% in the first quarter, buying 1,400 more shares and bringing its total to 5,592 shares worth about $1.89 million.
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Spinnaker Trust Purchases 1,508 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Spinnaker Trust increased its TSM stake by 4.1% in the first quarter, buying 1,508 additional shares and bringing its total to 38,696 shares valued at about $13.1 million.
Insider activity was mixed: VP Bor-Zen Tien bought 2
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
SJS Investment Consulting Inc. Acquires 1,742 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
SJS Investment Consulting boosted its stake in Taiwan Semiconductor Manufacturing by 286% in the first quarter, buying 1,742 additional shares and lifting its total holding to 2,351 shares valued at about $795,
2026-06-30
siliconcanals.com
2026-06-30
Silicon Canals
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2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
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2026-06-30
tomshardware.com
2026-06-30
Zak Killian
The hardware is discontinued and the experience isn't perfect, but the fact that the emulator exists at all is a true technical achievement.
2026-06-30
letsdatascience.com
2026-06-30
Let's Data Science
POLICY & REGULATION
dram
memory chips
antitrust
supply chain
Memory chipmakers face US class-action over DRAM shift
7 sources
|
June 30, 2026
|
By LDS Team
6.7
Relevance Score
Photo: img.etimg.com · rights & takedowns
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Seventeen consumers and small businesses filed a proposed US class-action lawsuit in the Northern District of California alleging Samsung Electronics, SK hynix, a
2026-06-30
www.thelec.net
2026-06-30
thelec.net
Song Jae-hyuk, chairman of the Korea Semiconductor Industry Association (KSIA) and president and chief technology officer (CTO) of Samsung Electronics. (Photo =KSIA)
The Korea Semiconductor Industry Association(KSIA) welcomed the new semiconductor industrial complex investment plan announced by the government and urged its swift implementation.
On June 29, KSIA stated, “We welcome the announce
2026-06-30
news.google.com
2026-06-30
CT Insider
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
BXM Wealth LLC Has $766,000 Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
BXM Wealth LLC sharply cut its TSM stake in the first quarter, selling 39,485 shares and reducing its position by 94.6%. The firm ended with 2,268 shares worth about $766,000.
TSMC insiders were buying shares, with Vice President
2026-06-30
euobserver.com
2026-06-30
EUobserver
Stakeholder
Proposed Chips Act 2.0 fortifies Europe’s electronics ecosystem
By Alison James, Brussels, 30 June 2026 10:18
Three years ago, the European Union adopted the European Chips Act.
It marked an important first step in enabling funding for first-of-a-kind semiconductor’s research, development and production.
It also laid the foundations for emerging advanced packaging capabilities as s
2026-06-30
eetimes.com
2026-06-30
MCP gives enterprise AI a common, open plumbing layer to connect models with tools, data, and agents.
2026-06-30
news.google.com
2026-06-30
EE Times Asia
2026-06-30
news.google.com
2026-06-30
EE Times Asia
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Receives Consensus Recommendation of "Buy" from Analysts
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
TSMC has a consensus analyst rating of “Buy” from 16 brokerages, with 12 buys and 2 strong buys; the average 1-year price target is about $449.38.
Several analysts recently raised their price targets on
2026-06-30
biz.chosun.com
2026-06-30
Chosunbiz
By
Jeong Du-yong
Published 2026.06.30. 15:27
Image of HANMI Semiconductor's 2.5D TC Bonder 40 equipment./Courtesy of HANMI Semiconductor
HANMI Semiconductor said on the 30th it will launch a new tool, "2.5D TC Bonder 40," which supports the 2.5-dimensional (D) packaging process for AI semiconductors. The company plans to supply equipment to global foundries and outsourced semiconductor assembly
2026-06-30
www.moomoo.com
2026-06-30
Moomoo
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2026-06-30
finance.biggo.com
2026-06-30
finance.biggo.com
A South Korean research team has developed a technology to stably stack ultra-thin semiconductor chips, each just one-fifth the thickness of a human hair, in 10 or more layers. The achievement delivers integration density roughly four times higher than that of High Bandwidth Memory (HBM), a critical component in artificial intelligence (AI) semiconductors, and is expected to bolster the competitiv