Semiconductor News & Analysis Feed
21306 articles
2026-06-30
ca.finance.yahoo.com
2026-06-30
Yahoo! Finance Canada
Investors Heavily Search Cadence Design Systems, Inc. (CDNS): Here is What You Need to Know
Zacks Equity Research
June 30, 2026 5 min read
CDNS
-0.97%
^GSPC
-0.43%
Cadence Design Systems (CDNS) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this maker of hardwar
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
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%
Explore stocks on Coinbase
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.nvidia.com
2026-06-30
NVIDIA
Visit your regional NVIDIA website for local content, pricing, and where to buy partners specific to your country.
Build AI factories optimized for lowest cost tokens per megawatt
AI-enhanced voice and video for next-level streams, videos, and calls
Architecture for data centers that transform data into intelligence
Build AI factories optimized for lowest cost tokens per megawatt
Leading plat
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.tradingview.com
2026-06-30
TradingView
News
/
Zacks
/
TXN's Inventory Strategy Pays Off: Can It Support More Growth?
TXN's Inventory Strategy Pays Off: Can It Support More Growth?
3 min read
TXN
−3.36%
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 s
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
tomshardware.com
2026-06-30
Anton Shilov
Nvidia reportedly abandons quad-dire Rubin Ultra GPUs in favor of dual-die Rubin Ultra due to 'manufacturing execution concerns.'
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
Tech Industry Artificial Intelligence
Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns'
News
By Anton Shilov
Published June 30, 2026
Fewer GPUs, more rack-scale systems?
(Image credit: Nvidia)
Share this article
0
Join the conversation
Follow us
Add us as a preferred source
2026-06-30
www.barrons.com
2026-06-30
Barron's
__fail__
2026-06-30
news.google.com
2026-06-30
Business Recorder
2026-06-30
www.bisinfotech.com
2026-06-30
Bisinfotech
www.bisinfotech.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a179cf193d2ff272
Performance and Security by Cloudflare
Privacy
2026-06-30
www.moomoo.com
2026-06-30
Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here.
Investment products and services are offered through Moomoo Financial Inc., Member SIPC./FINRA.
For further inform
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
-0.26%
NVDA
+1.11%
AVGO
-0.67%
2330.TW
-0.81%
AMD
-5.65%
Explore stocks on Coinbase
Trading disclosure
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
www.cnbc.com
2026-06-30
CNBC
Sign up for free newsletters and get more CNBC delivered to your inbox
Get this delivered to your inbox, and more info about our products and services.
© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of
2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
__fail__
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
Share
Copy Link
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
www.tradingview.com
2026-06-30
TradingView
News
/
Stocktwits
/
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
2 min read
000660
−6.06%
KEY POINTS:
The 17.79 million shares offering represents about 2.5% of its total outstanding shares.
BofA Securities, Citigroup, Goldman Sachs, and J.P. Morgan are s