Semiconductor News & Analysis Feed
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
The Zacks Analyst Blog Highlights Apple, Tokyo Electron, Advantest and Infineon
The Zacks Analyst Blog Highlights Apple, Tokyo Electron, Advantest and Infineon · Zacks
Zacks Equity Research
June 30, 2026 8 min read
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2026-06-30
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2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGM:MRAM
3 Semiconductor Stocks Riding AI Memory And Chip Equipment Demand
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI heavyweights in the Magnificent 7 have just seen about US$2.3t in value wiped away as investors question massive, often debt-fueled, infrastructure spending and wait for second quarter earnings to show clearer payo
2026-06-30
www.forbes.com
2026-06-30
Forbes
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
4 Semiconductor Stocks to Buy Right Now to Ride on the AI Capex Boom
Anirudha Bhagat
June 30, 2026 7 min read
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Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Micron CEO Sanjay Mehrotra recently gave investors an update about the current market conditions.
There could be more supply becoming available by 2028.
Mehrotra, however, says it'll take "considerable time to improve" ongoing shortages.
10 stocks we like better than Micron Technology ›
The big question and risk around Micron Technology (NASDAQ: MU) stock is when the memory shortag
2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Nvidia reportedly abandons quad-dire Rubin Ultra GPUs in favor of dual-die Rubin Ultra due to 'manufacturing execution concerns.'
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
Tech Industry Artificial Intelligence
Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns'
News
By Anton Shilov
Published June 30, 2026
Fewer GPUs, more rack-scale systems?
(Image credit: Nvidia)
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index
Fiona Craig
June 30, 2026 3 min read
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Semiconductor ©Adobe Stock Images
Chipmakers reach unprecedented share of the benchmark
Semiconductor companies now account for a record 19.7% of the S&P 500, almos
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:AMD
AMD Stock And 2 AI Semiconductor Picks For Data Center Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Markets just closed with the Dow at a record high above 52,000 and enthusiasm around AI and semiconductor stocks front and center. A pause in U.S. Iran tensions, an open Strait of Hormuz, and softer oil prices are combinin
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron's CEO Says This Is When There Could Be More Supply of Memory Products in the Market
David Jagielski, CPA, The Motley Fool
June 30, 2026 3 min read
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Trading disclosure
The big question and risk around Micron Technology (NASDAQ: MU) stock is when the memory shortage might end. If it's soon, and more supply will become available in the near futu
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
'Not constructive': Tim Cook blames Micron for Apple's $300 price hike. Micron suggests Apple helped cause the shortage
Rudro Chakrabarti
June 30, 2026 6 min read
AAPL
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MU
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Trading disclosure
On June 25, Apple (NASDAQ:AAPL) announced sweeping price increases across its MacBook and iPad lineups — along with Apple TV, HomePod and Vision Pro — with CEO Tim Cook
2026-06-30
ca.finance.yahoo.com
2026-06-30
Yahoo! Finance Canada
'Not constructive': Tim Cook blames Micron for Apple's $300 price hike. Micron suggests Apple helped cause the shortage
Rudro Chakrabarti
June 30, 2026 6 min read
AAPL
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MU
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Shutterstock.com
On June 25, Apple (NASDAQ:AAPL) announced sweeping price increases across its MacBook and iPad lineups — along with Apple TV, HomePod and Vision Pro — with CEO Tim Cook laying the blame on the comp
2026-06-30
www.telecomtv.com
2026-06-30
telecomtv.com
DIGITAL PLATFORMS AND SERVICES
Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives
Via Firmus
Jun 30, 2026
Firmus Technologies today announced a strategic compute partnership with NVIDIA running through 2034, anchored by a dedicated 360 MW NVIDIA DSX AI Factory campus in Batam, Indonesia.
The NVIDIA and Firmus partnership provides a new pathway that unlocks access f
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
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2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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2026-06-30
Axios
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2026-06-30
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2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Bor-Zen Tien Buys 1,000 Shares of Stock
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
TSMC VP Bor-Zen Tien bought 1,000 shares on June 29 at an average price of $76.64, bringing his direct holdings to 12,051 shares. The transaction was disclosed in an SEC filing and increased his ownership by 9.05%.
The company rec
2026-06-30
www.semiconductor-today.com
2026-06-30
Semiconductor Today
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