Semiconductor News & Analysis Feed
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2026-07-01
www.twelfthmagpie.com
2026-07-01
twelfthmagpie.com
Home » Investing Articles » Will SpaceX, Nvidia, or Alphabet be the first $10trn stock?
WILL SPACEX, NVIDIA, OR ALPHABET BE THE FIRST $10TRN STOCK?
SpaceX stock’s tipped to soar in the years ahead. But can it beat Nvidia and Alphabet to a market-cap of $10trn given its size today?
Posted by
Edward Sheldon, CFA
❯
Published 1 July, 8:05 am BST
NVDA
GOOG
SPCX
Image source: Getty Images
You’re rea
2026-07-01
finance.biggo.com
2026-07-01
finance.biggo.com
TSMC's (2330.TW) advanced packaging technology roadmap is undergoing a major shift. Market sources indicate the company plans to gradually transition from current silicon interposers to its "CoPoS" large-size glass interposer technology around 2029. This move is viewed as the most critical strategic decision in the advanced packaging arena for the next decade and is expected to exert significant p
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
If You'd Invested $1,000 in Nvidia 5 Years Ago, Here's How Much You'd Have Today
Prosper Junior Bakiny, The Motley Fool
June 30, 2026 3 min read
NVDA
+0.71%
^GSPC
-0.45%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) has been the hottest stock on Wall Street in recent memory. Over the past five years, the company has delivered incredible returns. But how incredible, exactly? Re
2026-07-01
www.pcmag.com
2026-07-01
PCMag Middle East
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Is Applied Materials (AMAT) Expensive After Raising Its Growth Outlook?
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
AMAT
-6.46%
Trade AMAT on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Applied Materials stock has delivered a very strong run, yet its latest checks point to an expensive v
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Taiwan Semiconductor Manufacturing (TSM) Stock May Still Look Cheap On Record AI Earnings
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
2330.TW
-0.20%
TSM
-4.25%
Trade TSM on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Taiwan Semiconductor Manufacturing stock has delivered a ve
2026-07-01
tspasemiconductor.substack.com
2026-07-01
semivision
ECTC 2026: The Three HBM Battlegrounds Defining the Next AI Hardware Race
Original Article By SemiVision Research [Reading time: 19 mins]
SEMIVISION
JUL 01, 2026
∙ PAID
20
1
6
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The Open Compute Project (OCP) is bringing together APAC communities for a very special two-day, in-person Summit to explore the many challenges and opportunities facing data center infrastructure, today and tomorrow.
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron (MU) Stock Looks Below Fair Value But Broader Checks Stay Mixed
Bailey Pemberton
June 30, 2026 3 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's share price has moved very sharply in recent years, yet its valuation che
2026-07-01
www.bdtonline.com
2026-07-01
Bluefield Daily Telegraph
Partial cloudiness early, with scattered showers and thunderstorms during the afternoon. High 79F. Winds light and variable. Chance of rain 60%..
Partly to mostly cloudy skies with scattered thunderstorms during the evening. Low 67F. Winds light and variable. Chance of rain 40%.
In this image released on Thursday, July 2, 2026, from left, Dr. Karsten Wildberger,
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Less than 1 min read
000660
+2.59%
SK hynix files to list ADSs as SKHY on Nasdaq, proposing up to 17.79M ADS (≈2.5% of Seoul shares) to raise funds for Korean fabs and EUV scanners; trading starts July 10.
1
SK hynix (000660) will joi
2026-07-01
digitimes.com
2026-07-01
India's proposed second phase of the India Semiconductor Mission (ISM 2.0) has reportedly taken a key step forward, clearing the Finance Ministry's Expenditure Finance Committee (EFC), according to Indian media reports. The development could pave the way for a broader expansion of the country's semiconductor manufacturing ambitions.
2026-07-01
digitimes.com
2026-07-01
Chinese semiconductor material manufacturers are accelerating investments in advanced products as Beijing pushes for greater self-sufficiency, challenging the long-standing dominance of Japanese suppliers in a global market valued at US$73.2 billion.
2026-07-01
digitimes.com
2026-07-01
Taiwan's carbon fee system has begun collecting payments, with the first batch covering 240 high-emitting companies across 461 factories and generating NT$4.97 billion (US$156.07 million) in initial revenue. Taiwan also plans to roll out an emissions trading system (ETS) in 2028, initially targeting 20 major emitters in the steel, cement, and semiconductor sectors.
2026-07-01
digitimes.com
2026-07-01
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus
2026-07-01
digitimes.com
2026-07-01
A crude oil shortage tied to the US-Iran war is raising concern about naphtha, a refinery byproduct used deep in industrial supply chains. While a direct semiconductor shortage is not yet seen, higher input costs are already spreading, and global manufacturers may face longer-term pressure if disruptions persist worldwide.
2026-07-01
digitimes.com
2026-07-01
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure on prices. Although early stocking tied to sports events, plus shortages and price hikes in components such as memory, lifted global TV panel shipments in the first half of 2026, the market is now entering the tr
2026-07-01
news.futunn.com
2026-07-01
富途牛牛
__fail__
2026-07-01
wccftech.com
2026-07-01
Wccftech
NVIDIA's GeForce RTX 5090D from GALAX (HOF OC LAB) has become the first Blackwell GPU to hit an overclock of 4 GHz.
It was going to happen sooner or later, but a year and a half after launch, the NVIDIA GeForce RTX 5090D has been able to set the fastest clock speed ever recorded on a Blackwell GPU.
Team OGS from Greece was able to post the spectacular overclock record at HWBOT. The session featu
2026-07-01
www.thelec.net
2026-07-01
thelec.net
Infineon's AIROC UWB TSL100 series for automotive, industrial, and consumer applications. (Source: Infineon Technologies)
Infineon Technologies AG announced that it has launched its AIROC UWB TSL100 series of ultra-wideband (UWB) semiconductor chips for secure location and access control applications, including vehicle digital keys.
UWB is a wireless communication technology that utilizes a wid