Semiconductor News & Analysis Feed
602 articles
2026-06-30
www.gurufocus.com
2026-06-30
GuruFocus
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2026-06-30
digitimes.com
2026-06-30
Qnity, the independent company spun off from US chemicals giant DuPont, is ramping up investment in Taiwan as the island cements its role at the center of the global AI hardware supply chain. Asia-Pacific president Dennis Chen said in an interview with DIGITIMESthat future spending will focus on three main battlegrounds: advanced packaging, co-packaged optics (CPOs), and thermal management.
2026-06-30
www.gurufocus.com
2026-06-30
GuruFocus
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2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-29
www.thelec.net
2026-06-29
thelec.net
Samsung Electronics Executive Chairman Jay Y. Lee presents the group's investment plans at the State Guest House of the former Blue House. (Photo: Video presentation capture)
Samsung Electronics is pursuing the development of a new semiconductor manufacturing complex in Gwangju to meet growing demand for artificial intelligence (AI) semiconductors. The company also plans to concentrate high-bandw
2026-06-29
www.barrons.com
2026-06-29
Barron's
__fail__
2026-06-29
www.msn.com
2026-06-29
MSN
USA Rare Earth (USAR) was in focus on June 5 after the company secured $1.6 billion in federal funding, reinforcing its role as a key player in U.S. efforts to reshore critical mineral supply chains.
USAR is leveraging CHIPS and Science Act provisions alongside Inflation Reduction Act rewards to build out an integrated mine-to-magnet value chain spanning multiple continents.
This funding positio
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Applied Materials Stock In Focus After Samsung And SK Hynix Spending Plans
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Samsung Electronics and SK Hynix just laid out plans to spend up to $1.3t over the next decade on semiconductor fabs, AI data centers, advanced packaging, batteries, and displays, and the immediate share price reaction was r
2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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2026-06-29
eetimes.com
2026-06-29
Pablo Valerio
As U.S. regulators focus on supply chain transparency, China's expanding presence in Latin America has emerged as a major strategic challenge.
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
www.ad-hoc-news.de
2026-06-28
Ad-hoc-news.de
Synopsys Inc., US8716071076
Synopsys opens the week with a clear strategy focus, shares on the NASDAQ-100 radar
28.06.2026 - 09:35:13 | ad-hoc-news.de
Synopsys enters the new week with a solid strategic position in electronic design automation and a prominent role in the NASDAQ-100. Investors look at long-term growth drivers rather than short-term headlines.
Synopsys Inc., US8716071076
By Stefa
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
simplywall.st
2026-06-28
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix Stock In Focus As Memory Shortage Lifts Chip Makers
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
The global memory shortage is reshaping the semiconductor sector, lifting some stocks tied to memory chip supply while putting intense pressure on electronics brands that rely on those components. As Apple and Microsoft raise device prices t
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-27
www.ad-hoc-news.de
2026-06-27
Ad-hoc-news.de
Cadence Design Systems, US12541W1027
Cadence Design Systems refines AI chip design focus, shares sit near Nasdaq highs
27.06.2026 - 11:05:15 | ad-hoc-news.de
Cadence Design Systems centers its strategy on AI-accelerated electronic design automation and hardware, with the Nasdaq-listed shares trading close to record territory after a robust first half of the year.
Cadence Design Systems, US12541W