Semiconductor News & Analysis Feed
6402 articles
2026-06-29
news.google.com
2026-06-29
Urgent Communications
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Palantir surges 4% on Nvidia sovereign AI pact as software beats semis
Luke Juricic
June 29, 2026 3 min read
PLTR
+2.51%
NVDA
+0.37%
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Trading disclosure
Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Falls 5%, SanDisk Drops 7%, but Western Digital Climbs 6%: What’s Behind the Memory-Storage Split?
David Moadel
June 29, 2026 4 min read
MU
+0.94%
WDC
+7.14%
SNDK
-0.03%
^NDX
+1.26%
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Trading disclosure
Quick Read
Micron (MU) and SanDisk (SNDK) shares retreated after massive year-to-date rallies amid volatility driven by stretched valuations and supply-glut concern
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Samsung & SK Hynix are investing so much in South Korea's AI build-out
Yahoo Finance Video
June 29, 2026
005930.KS
-6.92%
MU
+0.94%
NVDA
+0.37%
AMD
+6.61%
AAPL
+1.31%
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Trading disclosure
Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out.
Yahoo Finance Technology Editor Dan Howley outlines
2026-06-29
uk.finance.yahoo.com
2026-06-29
Yahoo Finance UK
Why Samsung & SK Hynix are investing so much in South Korea's AI build-out
Yahoo Finance Video
29 June 2026
005930.KS
-6.92%
MU
+0.94%
NVDA
+0.37%
AMD
+6.61%
AAPL
+1.31%
Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out.
Yahoo Finance Technology Editor Dan Howley outlines the details.
Related videos
Terms and Privacy
2026-06-29
blogs.nvidia.com
2026-06-29
NVIDIA Blog
When Firefly Aerospace’s Blue Ghost Mission 1 landed on the moon in March 2025, the lander downlinked nearly 120 gigabytes of raw data back to Earth — imagery and video captured by onboard cameras that scientists are still processing today.
The company’s next lunar mission, Blue Ghost Mission 2 — targeted for launch in late 2026 — will carry Firefly’s Ocula moon imaging service, marking the first
2026-06-29
overclock3d.net
2026-06-29
OC3D
Published: June 29, 2026 | Source: Legal filing | Author: Mark Campbell
Samsung, SK Hynix, and Micron hit with lawsuit over alleged DRAM price fixing
The memory market’s “big three” have been hit with a class action lawsuit for price fixing
Samsung, SK Hynix, and Micron, the three largest global memory suppliers (the “big three”), have been hit with a class action lawsuit in California for alleg
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
The Zacks Analyst Blog Highlights Micron Technology and Sandisk
Zacks Equity Research
June 29, 2026 5 min read
MU
+0.94%
SNDK
-0.03%
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Trading disclosure
For Immediate Release
Chicago, IL – June 29, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks an
2026-06-29
news.google.com
2026-06-29
Investor's Business Daily
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash
Alex Sirois
June 29, 2026 3 min read
AAPL
+1.31%
MU
+0.94%
NVDA
+0.37%
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Quick Read
Micron's 84.9% gross margin towers over Apple's 46.9%, exposing which side of the supply chain holds AI-era pricing power.
Sanjay Mehrotra locked in 16 customer agreements worth ~$100 billion
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia Stock Price Prediction: 95% of Analysts Stay Bullish
Vandita Jadeja
June 29, 2026 4 min read
NVDA
+0.37%
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Trading disclosure
Quick Read
NVDA has shed 9% this month, but 95% of analysts stay bullish with a 12-month target implying 28% upside.
Even NVDA's bear scenario delivers an 11% gain, anchored by Q1 revenue surging 85% year over year to $81.6 billion.
Jensen H
2026-06-29
tomshardware.com
2026-06-29
Etiido Uko
President Lee unveiled an 800 trillion won ($520B) public-private plan for four new Samsung and SK Hynix fabs, dwarfing the US CHIPS Act tenfold.
2026-06-29
www.trefis.com
2026-06-29
Trefis
Micron Stock: Let’s Talk About Those Long-Term Contracts
June 29th, 2026 by Trefis Team
-37.20%
Downside
985
Market
618
Trefis
MU
Micron Technology
Micron (MU) just reported blockbuster Q3 earnings. Revenue surged 4x year-over-year, earnings per share jumped 15x, and gross margins hit a massive 84.6%. The reasons are straightforward: an unprecedented AI buildout has driven explosive demand and pr
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
NN Shares Soar After Winning New NVIDIA AI Data Centre Contracts (NNBR)
Fiona Craig
June 29, 2026 2 min read
NNBR
+6.02%
NVDA
+0.37%
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Trading disclosure
Servers in a data centre ©Shutterstock
NN, Inc. (NASDAQ:NNBR) shares surged 68% on Monday after the precision engineering company announced a series of new multi-year contract awards to supply liquid cooling components for
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts
Vandita Jadeja
June 29, 2026 4 min read
QCOM
+5.80%
NVDA
+0.37%
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Trading disclosure
Quick Read
QCOM trades at $205, but our model targets $257, implying 26% upside while Wall Street's consensus of $187 implies downside.
CEO Cristiano Amon doubled Qualcomm's 2029 non-handset revenue target to $40 b
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Technology Stock: Is It Heading for a $2 Trillion Valuation?
David Jagielski, CPA, The Motley Fool
June 29, 2026 3 min read
MU
-4.71%
NVDA
+0.71%
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Trading disclosure
As demand for memory and storage products has surged and supply has been limited, Micron Technology (NASDAQ: MU) has been benefiting from the ongoing shortage in a big way. Its results have looked fan
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Price Prediction: Synopsys’ Chip-Design Moat and The Path to 24% Upside
Vandita Jadeja
June 29, 2026 4 min read
SNPS
+1.17%
NVDA
+0.37%
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Trading disclosure
Quick Read
SNPS carries a BUY rating and $562 price target, implying 24% upside from current levels at 90% confidence.
The Synopsys-Ansys platform commands roughly 46% of a $31B EDA-simulation market, anchoring the s
2026-06-29
tomshardware.com
2026-06-29
Kunal Khullar
Steamroller is the first commercially available prebuilt gaming PC running SteamOS, pairing standard desktop components with future upgradeability.
2026-06-29
qz.com
2026-06-29
qz.com
Firmus Technologies announced a strategic compute partnership with Nvidia $NVDA running through 2034, anchored by a 360-megawatt AI factory campus in Batam, Indonesia. The facility will house up to 170,000 Nvidia AI accelerator chips and is set to go live in the first quarter of 2027, the company said.
The Batam campus is being developed with Singapore-headquartered DayOne and will serve AI-nativ