Semiconductor News & Analysis Feed
6407 articles
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Broadcom (AVGO) The Best High Growth Semiconductor to Buy Now?
Talha Qureshi
June 29, 2026 1 min read
AVGO
+3.73%
Trade AVGO on Coinbase
Trading disclosure
Broadcom Inc. (NASDAQ:AVGO) is one of the High Growth Semiconductor Stocks to Buy Now. On June 24, Reuters reported that OpenAI, in partnership with Broadcom Inc. (NASDAQ:AVGO), released its first custom AI chip, called the Jalapeño. This mark
2026-06-29
www.barrons.com
2026-06-29
Barron's
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2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
www.businessinsider.com
2026-06-29
Business Insider
Nvidia's AI ambitions are officially out of this world this year, and they haven't come back down to Earth.
The AI chip giant is adding to the team behind Space-1, its first computing system designed for space. In recent weeks, the chip giant posted a second job tied to orbital data centers.
The role — for a system software principal architect — will help build software for Space-1, which the ch
2026-06-29
www.semiconductor-today.com
2026-06-29
Semiconductor Today
Infineon adds two new high-efficiency server power solutions for AI data-center PSUs
With artificial intelligence workloads redefining the power requirements of modern data centers (and rapidly increasing GPU power levels and denser rack configurations pushing server power infrastructure to its limits), Infineon Technologies AG of Munich, Germany has hence introduced two system-level solutions ta
2026-06-29
en.sedaily.com
2026-06-29
Seoul Economic Daily
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2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
Samsung and SK Hynix plan massive new chip fabrication sites in South Korea to meet AI demand
South Korea's two semiconductor giants are in talks with the government to build a second chip cluster in
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Canoe Financial LP Has $292.25 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Canoe Financial LP cut its stake in Taiwan Semiconductor Manufacturing by 27.8% in the first quarter, selling 333,400 shares and leaving it with 864,770 shares valued at about $292.25 million. TSM remains Canoe’s se
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Canoe Financial LP Acquires 155,212 Shares of Texas Instruments Incorporated $TXN
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Canoe Financial LP raised its Texas Instruments stake by 45.7% in the first quarter, buying 155,212 additional shares and bringing its total holding to 494,886 shares worth about $96.1 million.
Insider selling was notable, with director
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
NVIDIA (NVDA) CEO Says National Security Takes Priority Over Commercial Opportunity
Talha Qureshi
June 29, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the Stocks That Will Make You Rich Over the Next 3 Years. On June 24, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang made clear that national security take
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Ambarella (AMBA) Among Our High Growth Semiconductor Stocks, Here’s What Northland Securities Has to Say
Talha Qureshi
June 29, 2026 1 min read
AMBA
+1.75%
Trade AMBA on Coinbase
Trading disclosure
Ambarella, Inc. (NASDAQ:AMBA) is one of the High Growth Semiconductor Stocks to Buy Now. Ambarella, Inc. (NASDAQ:AMBA) has declined roughly 32% over the past month. However, the Street sees more than 5
2026-06-29
www.tradingview.com
2026-06-29
TradingView
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Reuters
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SK Hynix explores global financing options for new fabs, may consider overseas investments
SK Hynix explores global financing options for new fabs, may consider overseas investments
Refinitiv
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Indian shares rise aided by positive corporate updates, lower oil, foreign
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
South Korea announces $520B chip plant project with Samsung, SK Hynix
The country's largest-ever semiconductor investment includes four new fabs and a massive push into AI data centers
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan
Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan · Stocktwits
Yuvraj Malik
June 29, 2026 2 min read
005930.KS
-8.73%
000660.KS
-8.87%
Samsung and SK Hynix are expected to announce investments of up to $1.3 trillion in their operations, according to
2026-06-29
semiengineering.com
2026-06-29
Semiconductor Engineering
Specification engineering is gaining traction as a potential solution to the verification bottleneck.
EDA vendors and their customers are looking at a different way to tackle the semiconductor verification bottleneck, combining AI with massive simulations to create a single reference point for designs.
The goal is to reduce the time to sign off with better coverage and more confidence by leverag
2026-06-29
www.ft.com
2026-06-29
Financial Times
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2026-06-29
www.ft.com
2026-06-29
Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.
Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.
Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%.
FT Weekend newspaper delivered Saturday plus complete d
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Samsung Electronics, SK Hynix to invest in two new fabrication sites in South Korea, government says
Reuters
June 28, 2026
005930.KS
-7.09%
000660.KS
-6.66%
SEOUL, June 29 (Reuters) - Samsung Electronics and SK Hynix plan to each build two new massive chip fabrication sites in South Korea's southwest region as part of a national project to build chip production "ecosystem" valued at 800 t
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
South Korea plans up to $1.3 trillion in tech investments led by Samsung and SK Hynix
The semiconductor superpowers are betting big on AI-driven chip demand with a decade-long spending spree that coul
2026-06-29
www.electronicsweekly.com
2026-06-29
Electronics Weekly
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