Semiconductor News & Analysis Feed
11342 articles
2026-06-29
siliconcanals.com
2026-06-29
Silicon Canals
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2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
Investing.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
New leader board: Citi refreshes AI compute semiconductor picks
Sam Boughedda
June 29, 2026 1 min read
C
+2.78%
MU
+0.94%
NVDA
+0.37%
AVGO
+3.73%
INTC
+1.54%
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Trading disclosure
Investing.com -- Citi analysts have updated the firm's AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand
2026-06-29
timesofindia.indiatimes.com
2026-06-29
The Times of India
The TOI Tech Desk is a dedicated team of journalists committed to delivering the latest and most relevant news from the world of technology to readers of The Times of India. TOI Tech Desk’s news coverage spans a wide spectrum across gadget launches, gadget reviews, trends, in-depth analysis, exclusive reports and breaking stories that impact technology and the digital universe. Be it how-tos or th
2026-06-29
www.gamesindustry.biz
2026-06-29
GamesIndustry.biz
Home News
SK Hynix, Samsung and Micron sued over allegations of "concerted anticompetitive behaviour" in DRAM market
Lawyers claim that the trio has cut the supply of consumer – or 'conventional' – DRAM in defiance of "all economic and business logic"
Image credit: Igor Omilaev via Unsplash
News by Alex Forbes-Calvin Contributor
Published on June 29, 2026
Follow Samsung Electronics
Chip giants
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
www.trendforce.com
2026-06-29
TrendForce
[News] Samsung, SK hynix, Micron Face U.S. Class-Action Lawsuit Over Alleged DRAM Supply Manipulation
2026-06-29 Semiconductors editor
News
Please note that this article cites information from IT Chosun, Wccftech, and The Biz.
The world’s three largest memory chipmakers—Samsung, SK hynix, and Micron—are facing a U.S. class-action lawsuit. According to IT Chosun, 17 U.S. consumers allege
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
www.tikr.com
2026-06-29
TIKR.com
Key Takeaways:
Both Micron and SanDisk are signing long-term supply deals with AI customers worth tens of billions of dollars.
Micron makes a special type of memory chip that AI systems desperately need. SanDisk does not.
Analyst estimates suggest both stocks could double from here, but the paths and risks are very different.
Now Live: Discover how much upside your favorite stocks could have usin
2026-06-29
www.aol.com
2026-06-29
AOL.com
SK Hynix Just Sent a Huge Warning to Micron Investors
Adam Levy, The Motley Fool
Mon, June 29, 2026 at 10:50 AM UTC
0
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better t
2026-06-29
news.google.com
2026-06-29
MarketWatch
2026-06-29
www.globenewswire.com
2026-06-29
GlobeNewswire
CHARLOTTE, N.C., June 29, 2026 (GLOBE NEWSWIRE) -- NN, Inc. (“NN” or the “Company”) (NASDAQ: NNBR), a global diversified industrial company that engineers and manufactures high-precision components and assemblies with six sigma quality, today provided an update on its rapidly growing Data Center business. NN’s combined Data Center and Electric Grid business is already its 2nd largest business, wit
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
NN, Inc. Announces Significant New Awards for its NVIDIA Data Center Liquid Cooled Products Business
NN, Inc.
June 29, 2026 9 min read
NNBR
+6.02%
NVDA
+0.37%
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Trading disclosure
NN, Inc.
CHARLOTTE, N.C., June 29, 2026 (GLOBE NEWSWIRE) -- NN, Inc. ("NN" or the "Company") (NASDA
2026-06-29
www.globenewswire.com
2026-06-29
GlobeNewswire
CHARLOTTE, N.C., June 29, 2026 (GLOBE NEWSWIRE) -- NN, Inc. (“NN” or the “Company”) (NASDAQ: NNBR), a global diversified industrial company that engineers and manufactures high-precision components and assemblies with six sigma quality, today provided an update on its rapidly growing Data Center business. NN’s combined Data Center and Electric Grid business is already its 2nd largest business, wit
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
www.binance.com
2026-06-29
Binance
US storage and optical communications stocks posted broad pre-market gains on June 29, according to market data, adding to the constructive AI infrastructure signal from South Korea's 800 trillion won semiconductor investment pledge announced earlier in the session.
Storage stocks — broad gains across the sector
Micron Technology rose 2.16%, Western Digital gained 2.48%, SanDisk climbed 1.59%, a
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
uk.finance.yahoo.com
2026-06-29
Yahoo Finance UK
South Korea announces $1 trillion semiconductor and AI ‘megaprojects’ plan
South Korea announces $1 trillion semiconductor and AI ‘megaprojects’ plan · The Independent
Vishwam Sankaran
29 June 2026 3 min read
005930.KS
-9.75%
000660.KS
-10.58%
GOOGL
+1.82%
035420.KS
-1.68%
South Korea has announced a $1 trillion "megaprojects" plan for the development of semiconductor manufacturing and artificial
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Massive demand for memory chips for artificial intelligence (AI) training and inference has been a boon for the three major memory chipmakers. Shares of Micron Technology (
MU
+1.18%
) have climbed over 850% in the past year, while its Korean competitors SK Hynix and Samsung Electronics are up nearly 900% and 500%, respectively, in the same period. All three have benefited from a massive supply/de