Semiconductor News & Analysis Feed
21294 articles
2026-06-30
www.gurufocus.com
2026-06-30
GuruFocus
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2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
I keep buying NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the receipts make it hard to stop. Every paycheck, every dip, every quarter that prints another set of numbers most companies will never see, I add. This is the position I size up when I should be diversifying away from it, and I want to explain why with the data.
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The core of my thesis is simple. Nvidia sells the picks a
2026-06-30
www.aol.com
2026-06-30
AOL.com
ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now
ALEX SIROIS
Jun 30, 2026
0
Kevin Frayer / Getty Images News via Getty Images
Quick Read
ASML's $45 billion backlog and lithography monopoly deliver pricing power that Applied Materials, competing in contested deposition and etch markets, cannot replicate.
CEO Gary Dickerson sold 110,000 Applied Materials shares in mid-June while fr
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
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 for semiconductor companies. Large cloud providers and hyperscalers are investing heavily to expand their AI capabilities, which is driving demand for advanced chips, memory solutions and semiconductor manufacturing
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
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 for semiconductor companies. Large cloud providers and hyperscalers are investing heavily to expand their AI capabilities, which is driving demand for advanced chips, memory solutions and semiconductor manufacturing
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now
Alex Sirois
June 30, 2026 3 min read
ASML.AS
-7.28%
AMAT
-7.54%
NVDA
+0.71%
ASML
-4.54%
Explore stocks on Coinbase
Trading disclosure
Quick Read
ASML's $45 billion backlog and lithography monopoly deliver pricing power that Applied Materials, competing in contested deposition and etch markets, cannot replicate.
CEO Gary Dickerson s
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
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2026-06-30
www.z2data.com
2026-06-30
Z2Data
Unified risk visibility across parts, suppliers, compliance, and minerals: one integration, one workflow.
Autonomous agents surface risks before they become disruptions.
How AI demand is reshaping memory parts, availability, and pricing
DRAM prices jumped 172% year-over-year by Q3 2025 as AI data centers drove insatiable demand for high-bandwidth memory. Z2 examines the forces behind the squeez
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
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2026-06-30
www.bloomberg.com
2026-06-30
Bloomberg
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Get the most important global
2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
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2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Texas Instruments Incorporated’s TXN decision to build higher inventory during the semiconductor downturn is beginning to deliver results as demand improves across key end markets. Instead of aggressively cutting production during the slowdown, the company continued manufacturing chips and built inventory to ensure faster deliveries when customers returned. This strategy now appears to be supporti
2026-06-30
futurumgroup.com
2026-06-30
The Futurum Group
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2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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2026-06-30
tomshardware.com
2026-06-30
Jowi Morales
This "thinking cap" could let patients use a BCI without needing to go under the knife.
2026-06-30
www.moomoo.com
2026-06-30
Moomoo
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2026-06-30
www.quiverquant.com
2026-06-30
Quiver Quantitative
WASHINGTON, June 30, 2026 (GLOBE NEWSWIRE) -- In honor of America’s 250 th anniversary, Micron Technology, Inc. (Nasdaq: MU) today announced a $250 million investment to increase long-term savings opportunities for children and families through Trump Accounts (also known as 530A Accounts).
As part of this initiative, the company is launching an employee matching benefit for contributions up to $1
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
2-MIN READ
1
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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