Semiconductor News & Analysis Feed
21398 articles
2026-06-30
www.moomoo.com
2026-06-30
Moomoo
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2026-06-30
www.fool.com
2026-06-30
The Motley Fool
In recent years, everyone has been talking about graphics processing units (GPUs). That's because these are the chips that power crucial artificial intelligence (AI) tasks like the training of large language models. Companies with expertise here saw their revenue soar. Two perfect examples are Nvidia (
NVDA
1.94%
) and Advanced Micro Devices (
AMD
8.02%
).
Though Nvidia dominates the market, AMD
2026-06-30
news.google.com
2026-06-30
CT Insider
2026-06-30
www.koreaherald.com
2026-06-30
The Korea Herald
Chipmakers reaffirm W800 trillion investment plans for new memory fabs, AI infrastructure in Korea's southwest
President Lee Jae Myung (center), Samsung Electronics Vice Chairman Jun Young-hyun (right) and SK hynix CEO Kwak Noh-jung stand for the national pledge during a public briefing at Kimdaejung Convention Center in Gwangju on Tuesday. (Yonhap)
Samsung Electronics and SK hynix on Tuesday re
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
The semiconductor company is reporting booming sales and profits.
Micron (
MU
7.24%
) stock soared after it delivered fantastic results.
*Stock prices used were the afternoon prices of June 26, 2026. The video was published on June 28, 2026.
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you’d invested $5,000 then, you’d be sitting on $2,539,108 today.*
2026-06-30
www.reuters.com
2026-06-30
Reuters
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2026-06-30
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2026-06-30
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2026-06-30
www.tradingview.com
2026-06-30
TradingView
News
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Reuters
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Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
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TBRG: Merger and executive compensation proposals both received majori
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
AI Memory Stocks Micron and Sandisk Are Up 200% in the Last 3 Months. History Says This Will Happen Next.
Trevor Jennewine, The Motley Fool
June 30, 2026 5 min read
MU
-7.38%
SNDK
-10.89%
NVDA
-1.25%
Explore stocks on Coinbase
Trading disclosure
Memory chipmakers Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been big winners from the artificial intelligence infrastructure boom. I
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
BXM Wealth LLC Has $766,000 Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
BXM Wealth LLC sharply cut its TSM stake in the first quarter, selling 39,485 shares and reducing its position by 94.6%. The firm ended with 2,268 shares worth about $766,000.
TSMC insiders were buying shares, with Vice President
2026-06-30
euobserver.com
2026-06-30
EUobserver
Stakeholder
Proposed Chips Act 2.0 fortifies Europe’s electronics ecosystem
By Alison James, Brussels, 30 June 2026 10:18
Three years ago, the European Union adopted the European Chips Act.
It marked an important first step in enabling funding for first-of-a-kind semiconductor’s research, development and production.
It also laid the foundations for emerging advanced packaging capabilities as s
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
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2026-06-30
www.rockpapershotgun.com
2026-06-30
Rock Paper Shotgun
Home Hardware News
US lawsuit accuses Samsung, SK Hynix and Micron of worsening the RAM crisis by fixing memory prices and supply
Update: Micron respond
Image credit: Rock Paper Shotgun
News by Mark Warren Senior Staff Writer
Updated on June 30, 2026
28 comments
Update: Micron have issued the following statement to RPS: "Micron disagrees with the allegations contained in the complaint. We co
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Texas Instruments Incorporated $TXN Shares Sold by BXM Wealth LLC
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
BXM Wealth LLC cut its Texas Instruments stake by 91.5% in the first quarter, selling 43,128 shares and leaving it with 4,006 shares worth about $778,000.
Several other institutional investors also adjusted their positions, while institutions and hedge
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.
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2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.digitimes.com
2026-06-30
digitimes
As Taiwan becomes the core of the global AI hardware supply chain, Qnity — the century-old company spun off from US chemicals giant DuPont and separately listed — is likewise expanding its production capacity investment in Taiwan. Asia-Pacific president...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-06-30
www.digitimes.com
2026-06-30
digitimes
As Taiwan becomes the core of the global AI hardware supply chain, Qnity — the century-old company spun off from US chemicals giant DuPont and separately listed — is likewise expanding its production capacity investment in Taiwan. Asia-Pacific president...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Assenagon Asset Management S.A. Sells 400,735 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Assenagon Asset Management S.A. reduced its NVIDIA stake by 1.9% in the first quarter, selling 400,735 shares and ending with 20,486,718 shares valued at about $3.57 billion.
NVIDIA’s latest earnings beat expectations, with quarterly EPS
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Apella Capital LLC Has $24.51 Million Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Apella Capital LLC increased its NVIDIA stake by 35.7% in the first quarter, adding 36,966 shares to bring its total holdings to 140,544 shares worth about $24.51 million.
NVIDIA reported strong quarterly results, with $1.87 EPS and $81.6