Semiconductor News & Analysis Feed
6134 articles
2026-06-29
digitimes.com
2026-06-29
Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment and semiconductor equipment spending lift demand for ceramic parts, optical communication packages, and advanced semiconductor packaging materials.
2026-06-29
www.upi.com
2026-06-29
upi.com
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2026-06-29
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2026-06-29
WHAS11
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2026-06-29
www.autonews.com
2026-06-29
Automotive News
Kearney partner Kushal Fernandes breaks down which industries are best — and worst — positioned to survive the DRAM memory chip shortage, why the auto industry lands in a surprising middle ground and what structural advantages electric vehicle makers have over traditional automakers when it comes to securing supply.
2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has announced a sweeping AI data center strategy that includes new partnerships with Meta and Microsoft, signaling a major expansion beyond its smartphone processor roots.
The company introduced the Dragonfly C1000 CPU alongside a new High Bandwidth Compute architecture specifically designed to handle demanding AI workloads at scale.
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Piper Sandler Upgrades “Overweight” from Neutral on Synopsys, Inc. (SNPS)
Fatima Gulzar
June 28, 2026 2 min read
SNPS
+1.17%
INTC
+1.54%
2330.TW
+1.22%
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Trading disclosure
Synopsys, Inc. (NASDAQ:SNPS) is among the Best Semiconductor Stocks.
On June 23, Piper Sandler upgraded Synopsys, Inc. (NASDAQ:SNPS) to "Overweight" from Neutral. The analyst raised the price target t
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
ASML Holding N.V. (ASML) Denies Selling EUV Chipmaking Tool to China Following Report of US Concern
Fatima Gulzar
June 28, 2026 1 min read
ASML.AS
-0.37%
ASML
+3.15%
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Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is among the Best Semiconductor Stocks.
On June 19, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) denied ever shipping an EUV lithography machine to C
2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
IREN (NASDAQ: IREN) is repositioning itself as a large-scale artificial intelligence data center builder and operator, moving well beyond its origins in cryptocurrency infrastructure.
The company has signed new long-term infrastructure contracts with both Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA), placing it at the center of surging global demand for AI compute capacity.
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2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
If You Invested $1,000 In Micron Stock At IPO, Here’s How Much You’d Have Today
Chris Katje
Sun, June 28, 2026 at 10:30 AM PDT 6 min read
MU
-5.49%
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The soaring valuation of Micron Technology stock has been one of the biggest storylines for investors over th
2026-06-29
www.pcmag.com
2026-06-29
PCMag
Following a big price hike earlier this week, Apple is reportedly lobbying the Trump administration for approval to buy memory chips from Chinese semiconductor firm CXMT.
Apple chalked up the price increases, which hit iPads and MacBooks, to the ongoing memory chip shortage, which is threatening to push up prices for many types of consumer electronics.
CXMT is listed on the government's 1260H li
2026-06-29
www.thetimes.com
2026-06-29
The Times
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2026-06-29
www.taipeitimes.com
2026-06-29
Taipei Times
Taiwan’s 5,000 largest companies posted a record high in aggregate net profit last year, up more than 11 percent from a year earlier, with contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) holding on as the country’s most profitable company amid the artificial intelligence (AI) boom, credit information agency CRIF Taiwan (中華徵信所) said on Wednesday.
Strong global demand for AI ap
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
ASML (ENXTAM:ASML) Stock Is Getting A New Label In The AI Chip Race
Bailey Pemberton
28 June 2026 4 min read
ASML.AS
-0.37%
ASML
+3.15%
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ASML Holding is being widely described as the "New OPEC" of chips, reflecting its central role in supplying critical lithography tools for advanced
2026-06-28
ktar.com
2026-06-28
KTAR News 92.3 FM
ARIZONA NEWS
Onsemi to acquire Synaptics in $7B all-stock deal to expand AI chip portfolio
Jun 28, 2026, 5:01 AM | Updated: 3:48 pm
0 seconds of 0 secondsVolume 0%
BY GARY J. BOULANGER/SILICON VALLEY BUSINESS JOURNAL
Scottsdale-based ON Semiconductor Corp., which operates as Onsemi, has agreed to acquire San Jose-based Synaptics Inc. in an all-stock deal with an enterprise value of $7 bi
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Border to Coast Pensions Partnership Ltd Boosts Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
June 28, 2026
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KEY POINTS
Border to Coast Pensions Partnership Ltd increased its Synopsys stake by 34.9% in Q1, adding 27,429 shares to reach 106,116 shares valued at about $42.2 million.
Several other institutional investors also boosted their holdings, and hedge
2026-06-28
news.google.com
2026-06-28
MarketBeat
2026-06-28
vietnamnet.vn
2026-06-28
Báo VietNamNet
As Vietnam strengthens its policy framework, legal foundation, national strategy and science and technology programs for the semiconductor industry, one question remains: how can the country move further up the global semiconductor value chain?
From a practical perspective, turning chip designs into fully manufactured integrated circuits still faces significant obstacles.
According to the Minist
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
ASML Holding (ASML) Is The “New OPEC” Of Chips, Says Newsletter
Published on June 28, 2026 at 2:48 am by RAMISH CHEEMA in News
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ASML Holding N.V. (NASDAQ:ASML) is one of the Top 13 Stocks That Will Skyrocket.
Yet another stock on this list that’s part of the “1776 moment” newsletter by Porter Stansberry and Luke Lango. This newsletter outlines that the reason the 1776 revolution led to