Semiconductor News & Analysis Feed
2433 articles
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
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2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Semiconductors
TechTech Trends
Chip supply chain braces for more price hikes as upstream parts create new bottlenecks
Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices
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Wency Chenin Shanghai
Published: 7:00pm, 30 Jun 2026
The AI-driven price surge in the sem
2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Semiconductors
TechTech Trends
Chip supply chain braces for more price hikes as upstream parts create new bottlenecks
Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices
2-MIN READ
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Make SCMP preferred on Google
Wency Chenin Shanghai
Published: 7:00pm, 30 Jun 2026
The AI-driven price surge in the sem
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
Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap
Ghazal Ahmed
June 30, 2026 2 min read
QCOM
-1.88%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
While Qualcomm's expanding data-center revenue opportunity makes it difficult to remain bearish, one investment f
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
It's fair to say that investors were skeptical heading into Micron's (
MU
7.26%
) latest earnings report. The stock had already gained more than 700% over the previous year, and had posted several blowout earnings reports in a row. In fact, on the day of Micron's latest earnings report, the stock was down significantly during the trading day before the afternoon announcement.
However, it's fair t
2026-06-30
www.thelec.net
2026-06-30
thelec.net
ASICLAND headquarters. (Image: ASICLAND)
ASICLAND shares surged to the daily trading limit on June 29 after two contract disclosures related to SK hynix produced sharply contrasting market reactions.
The company made separate regulatory filings on the afternoon of June 26 and the morning of June 29. In the June 26 filing, ASICLAND revised the value of its application-specific integrated circuit
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
In recent years, everyone has been talking about graphics processing units (GPUs). That's because these are the chips that power crucial artificial intelligence (AI) tasks like the training of large language models. Companies with expertise here saw their revenue soar. Two perfect examples are Nvidia (
NVDA
1.94%
) and Advanced Micro Devices (
AMD
8.02%
).
Though Nvidia dominates the market, AMD
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
The semiconductor company is reporting booming sales and profits.
Micron (
MU
7.24%
) stock soared after it delivered fantastic results.
*Stock prices used were the afternoon prices of June 26, 2026. The video was published on June 28, 2026.
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you’d invested $5,000 then, you’d be sitting on $2,539,108 today.*
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
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2026-06-30
news.google.com
2026-06-30
The Motley Fool
2026-06-30
www.businesskorea.co.kr
2026-06-30
Businesskorea
ADR debut on July 10 aims to fund new chip plants and expand AI memory capacity
SK Hynix logo
SK Hynix will cement its dominance in the global memory semiconductor market through its listing on the US Nasdaq market.
According to the financial investment industry on June 30, SK Hynix will list its American Depositary Receipts (ADR) on the Nasdaq on July 10 and begin full-scale trading. The sched
2026-06-30
moneywise.com
2026-06-30
moneywise.com
Rudro Chakrabarti
Jun 30, 2026
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 companies that supply the memory chips inside its products.
"There's less supply at a time when consumers want devices and the memory guys are passing along huge price increa
2026-06-30
news.futunn.com
2026-06-30
富途牛牛
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2026-06-30
www.fool.com
2026-06-30
The Motley Fool
On June 25, Apple (
AAPL
+1.36%
) raised prices on many of its products. For example, the cheapest iPad jumped to $449 from $349 and the entry MacBook rose $100. And the Apple TV, the HomePod, and the Vision Pro got more expensive, too. And the company didn't point to tariffs or a product redesign for the price hike. It blamed memory.
Apple said in a statement to media last week that it has "neve
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Despite the recent tech sell-off, several semiconductor stocks have logged gains this year. Since the start of 2026, Nvidia (
NVDA
+0.38%
) and Broadcom have risen about 3% and 5%, respectively.
One semiconductor specialist, however, has outpaced all of them, and it's a name that many investors probably don't even know.
Image source: Getty Images.
Rubbing shoulders with Nvidia has a funny way o
2026-06-30
www.mk.co.kr
2026-06-30
매일경제
www.mk.co.kr
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2026-06-30
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2026-06-30
Seoul Economic Daily
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2026-06-30
Seoul Economic Daily
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2026-06-30
digitimes.com
2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.