Semiconductor News & Analysis Feed
21187 articles
2026-07-01
www.pcmag.com
2026-07-01
PCMag Australia
Samsung and SK Hynix, two of the world's largest memory chip makers, have jointly announced an investment of over $500 billion to build four new memory fabs in southwestern Korea, and an extra $52 billion to develop a new high-bandwidth memory (HBM) packaging hub.
Although the new facilities will take years to come online, they should help ensure that future memory demands are easier to meet than
2026-07-01
www.cnbc.com
2026-07-01
CNBC
Semiconductor stocks are about to complete their best quarter ever. And yet, the biggest chipmaker of them all — Nvidia
— has largely sat out the rally. To reignite its stock, Jim Cramer said Nvidia needs to open its checkbook and return more cash to investors.
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2026-07-01
www.chicagobooth.edu
2026-07-01
The University of Chicago Booth School of Business
Ignoring intangible capital can skew productivity and growth figures.
Companies today are generating more and more value from intangible assets. Those intangibles—such as customer data, technology, research and development, and brand identity—now account for over half of the total value of acquired assets in mergers and acquisitions, up from about one-third in the early 2000s, research from Stanf
2026-07-01
marketwise.com
2026-07-01
MarketWise
marketwise.com
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2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
www.prnewswire.com
2026-07-01
PR Newswire
/C O R R E C T I O N -- CIQ/
NEWS PROVIDED BY
CIQ
Jun 30, 2026, 15:33 ET
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In the news release, Fuzzball Turns NVIDIA DGX Spark Into a Ready-to-Run AI Development and Inference Environment at Any Scale, issued 30-Jun-2026 by CIQ over PR Newswire, we are advised by the company that the headline has been changed. The complete, corrected release follows:
CIQ Delivers Ready
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
/C O R R E C T I O N -- CIQ/
PR Newswire
June 30, 2026 4 min read
NVDA
+0.71%
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In the news release, Fuzzball Turns NVIDIA DGX Spark Into a Ready-to-Run AI Development and Inference Environment at Any Scale, issued 30-Jun-2026 by CIQ over PR Newswire, we are a
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026.
Gerelyn Terzo
June 30, 2026 4 min read
NVDA
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SMH
-3.78%
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NVDA's Q1 Fiscal 2027 Data Center revenue surged 92% and net income jumped 211% YoY, yet the stock has gained just 6.2% in 2026 so far.
SMH has surged 75% YTD while NVDA lags, held bac
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) was expected to lead semiconductors higher in 2026. Instead, it has watched the rest of the group sprint away. CEO Jensen Huang calls the current moment “the buildout of AI factories, the largest infrastructure expansion in human history”, and the financials back him up. Nvidia’s Q1 2027 data Center revenue hit $75.246 billion, up 92% year over year. Ye
2026-07-01
news.google.com
2026-07-01
NVIDIA
2026-07-01
techcrunch.com
2026-07-01
TechCrunch
Nvidia AI chip competitor Etched issued a progress report on Tuesday, after TSMC successfully manufactured its chip earlier this year. The startup says it has already booked $1 billion in contract orders for its product: full systems powered by those chips.
Etched is currently in the process of testing that first product with customers. It calls these systems “frontier inference clusters,” bundle
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
DeepSeek released DSpark last week. The market noticed the speed numbers and moved on. What the speed numbers actually signal is more important than the benchmark: A Chinese AI lab keeps finding ways to make inference faster using software and open weights, at no cost to anyone who wants to use it.
Nvidia (
NVDA
+0.62%
), meanwhile, is ramping a specialized decode rack called the Groq 3 LPX that
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
www.newswire.com
2026-07-01
Newswire.com
Vadzo Imaging Explains Wake-on-Motion USB Camera Technology: Falcon-544CRS Based on Onsemi AR0544 HyperLux LP for Event-Triggered, Low-Power Embedded Vision
PRESS RELEASE • JUN 30, 2026
Vadzo Imaging's Falcon-544CRS is a 5MP color USB 3.2 camera built on the Onsemi AR0544 HyperLux LP sensor, combining Wake-on-Motion event-triggered activation with super low power standby mode, purpose-built for b
2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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2026-07-01
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2026-07-01
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Nvidia logo and sign on headquarters by Michael Vi via Shutterstock
The artificial intelligence (AI) revolution has turned Nvidia Corporation (NVDA) into one of the most closely watched stocks on Wall Street, but the market leader now finds itself in an unusual position, delivering massive AI growth while its stock performance struggles to reflect that momentum.
Wedbush Securities describes the
2026-07-01
www.thestreet.com
2026-07-01
thestreet.com
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2026-07-01
morethanmoore.substack.com
2026-07-01
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Q&A with Micron’s VP and GM of Memory
The Opportunity and Demand of DRAM + HBM
DR. IAN CUTRESS
JUL 01, 2026
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Faces Antitrust Lawsuit Over AI Memory Production Cuts
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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A civil antitrust lawsuit has been filed against Micron Technology, Samsung, and SK hynix alleging coordinated memory production cuts during the AI-driven chip shortage.
The case claims the companies restricted supply
2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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