Semiconductor News & Analysis Feed
11273 articles
2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Robotics
TechBig Tech
Nvidia to boost its China robotics team amid emergence of physical AI
The US chip giant says it is recruiting for more than a dozen roles as it looks to move robots from research labs to real-world deployment
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Richard Chen
Published: 9:30pm, 30 Jun 2026
US chip giant Nvidia is ramping up a talent drive for its robotics team i
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGM:MRAM
3 Semiconductor Stocks Riding AI Memory And Chip Equipment Demand
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI heavyweights in the Magnificent 7 have just seen about US$2.3t in value wiped away as investors question massive, often debt-fueled, infrastructure spending and wait for second quarter earnings to show clearer payo
2026-06-30
www.forbes.com
2026-06-30
Forbes
Today’s Stocks
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2026-06-30
uk.finance.yahoo.com
2026-06-30
Yahoo Finance UK
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Micron Announces $250 Million Investment in Trump Accounts Reaching 1 Million Children, Families and the Future Workforce
Micron Technology, Inc.
30 June 2026 4 min read
MU
-5.50%
Micron Technology, Inc.
Company launches employee matching and community seed funding, reinforcing Micron's broader U.S. i
2026-06-30
www.ynetnews.com
2026-06-30
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Nvidia’s gifts are distorting Israel’s econo
2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
Into the Omniverse: Three Workflows for Improving Vision AI Agent Accuracy With Synthetic Data and Fine-Tuning
June 30, 2026 by Esther Lee
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Editor’s note: This post is part of Into the Omniverse, a series focused on how developers, 3D practitioners, and enterprises can transform their workflows using the latest advances in OpenUSD and NVIDIA Omniverse.
Vision AI agents are becoming a pr
2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
Into the Omniverse: Three Workflows for Improving Vision AI Agent Accuracy With Synthetic Data and Fine-Tuning
June 30, 2026 by Esther Lee
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Editor’s note: This post is part of Into the Omniverse, a series focused on how developers, 3D practitioners, and enterprises can transform their workflows using the latest advances in OpenUSD and NVIDIA Omniverse.
Vision AI agents are becoming a pr
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
4 Semiconductor Stocks to Buy Right Now to Ride on the AI Capex Boom
Anirudha Bhagat
June 30, 2026 7 min read
AMZN
+0.75%
MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
TSM
-4.25%
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Trading disclosure
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Micron CEO Sanjay Mehrotra recently gave investors an update about the current market conditions.
There could be more supply becoming available by 2028.
Mehrotra, however, says it'll take "considerable time to improve" ongoing shortages.
10 stocks we like better than Micron Technology ›
The big question and risk around Micron Technology (NASDAQ: MU) stock is when the memory shortag
2026-06-30
www.barrons.com
2026-06-30
Barron's
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2026-06-30
qz.com
2026-06-30
qz.com
Taiwan's Keelung District Prosecutors Office raided the Taiwan offices of Super Micro Computer and two other firms Monday as part of an expanded investigation into the alleged smuggling of Nvidia $NVDA +1.25% AI chips to China, with the number of people under investigation growing from three to nine.
Huang Sheng, the Keelung head prosecutor, told AFP that Monday's operation spanned 12 locations —
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index
Fiona Craig
June 30, 2026 3 min read
^GSPC
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NVDA
+1.11%
AVGO
-0.67%
2330.TW
-0.81%
AMD
-5.65%
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Semiconductor ©Adobe Stock Images
Chipmakers reach unprecedented share of the benchmark
Semiconductor companies now account for a record 19.7% of the S&P 500, almos
2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
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2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:AMD
AMD Stock And 2 AI Semiconductor Picks For Data Center Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Markets just closed with the Dow at a record high above 52,000 and enthusiasm around AI and semiconductor stocks front and center. A pause in U.S. Iran tensions, an open Strait of Hormuz, and softer oil prices are combinin
2026-06-30
www.businesskorea.co.kr
2026-06-30
Businesskorea
U.S. Consumers Allege The Chipmakers Restricted Supply And Inflated Memory Prices
Samsung Electronics, SK Hynix, and Micron hit with U.S. class action over DRAM price collusion. (Image source: elchapuzasinformatico.com)
Samsung Electronics, SK hynix, and Micron are facing a class-action lawsuit in the US over allegations of DRAM price fixing. As the ‘chipflation,’ where memory shortages caused by
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron's CEO Says This Is When There Could Be More Supply of Memory Products in the Market
David Jagielski, CPA, The Motley Fool
June 30, 2026 3 min read
MU
-5.83%
NVDA
+0.93%
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Trading disclosure
The big question and risk around Micron Technology (NASDAQ: MU) stock is when the memory shortage might end. If it's soon, and more supply will become available in the near futu
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.tradingview.com
2026-06-30
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Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Less than 1 min read
SMCI
−3.03%
Shares of Super Micro Computer
SMCI
fell more than 8% on Monday after Taiwanese authorities searched the company's offices as part of an investigation tied to alleged shipments of restricted Nvidia
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
'Not constructive': Tim Cook blames Micron for Apple's $300 price hike. Micron suggests Apple helped cause the shortage
Rudro Chakrabarti
June 30, 2026 6 min read
AAPL
-0.17%
MU
-5.52%
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Trading disclosure
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
2026-06-30
ca.finance.yahoo.com
2026-06-30
Yahoo! Finance Canada
'Not constructive': Tim Cook blames Micron for Apple's $300 price hike. Micron suggests Apple helped cause the shortage
Rudro Chakrabarti
June 30, 2026 6 min read
AAPL
-0.14%
MU
-5.46%
Shutterstock.com
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 comp