Semiconductor News & Analysis Feed

21429 articles
2026-06-30
tspasemiconductor.substack.com 2026-06-30 semivision
Discover more from SEMIVISION @_@ SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem. Over 18,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account? Sign in Who Co
2026-06-30
cnycentral.com 2026-06-30 WSTM
President Trump Bilat meeting with Turkish President Recep Tayyip Erdoan. CLAY, N.Y. — A proposed $30 million agreement between the Town of Clay and Micron moved one step closer Monday night after the Town Board voted to schedule two public hearings for next week. The hearings, set for Monday, July 7, will focus on a proposed local law that would allow Community Host Agreements for projects valu
2026-06-30
www.trendforce.com 2026-06-30 TrendForce
[News] Samsung, SK hynix 800 Trillion Won Expansion Strains Chipmaking Tool Supply, Potentially Pressures TSMC, Intel 2026-06-30 Semiconductors editor News Please note that this article cites information from The Elec, Chosun Biz, and Economic Daily News. The global semiconductor industry is set to enter a new Warring States era, as Samsung Electronics and SK hynix unveiled a sweeping in
2026-06-30
www.marketscreener.com 2026-06-30 marketscreener.com
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2026-06-30
pandaily.com 2026-06-30 Pandaily
News It's Not Just Phones — Even Routers Are Getting More Expensive Due to the Chip Shortage Published: June 30, 2026 Reading Time: 2 min read Want to read in a language you're more familiar with? The AI-driven DRAM shortage is rippling beyond smartphones to routers, smart home devices, and consumer electronics as HBM production consumes memory manufacturing capacity. The global chip shortage h
2026-06-30
www.fool.com 2026-06-30 The Motley Fool
On June 25, Apple ( AAPL +1.36% ) raised prices on many of its products. For example, the cheapest iPad jumped to $449 from $349 and the entry MacBook rose $100. And the Apple TV, the HomePod, and the Vision Pro got more expensive, too. And the company didn't point to tariffs or a product redesign for the price hike. It blamed memory. Apple said in a statement to media last week that it has "neve
2026-06-30
www.bitget.com 2026-06-30 Bitget
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions. Dinari partners with tZERO to develop a tokenized U.S. stock platform Pump.fun App adds support for token trading on the Robinhood chain Key Players' Defense: Major platforms deploy
2026-06-30
uk.finance.yahoo.com 2026-06-30 Yahoo Finance UK
NVIDIA (NVDA) Among The Most Promising Robotics Stocks; Here’s Why Faheem Tahir 29 June 2026 2 min read NVDA -1.64% LLY +2.76% NTRA +1.21% Given its significant hedge fund backing and attractive upside potential, NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising robotics stocks. NVIDIA (NVDA) Among The Most Promising Robotics Stocks; Here's Why NVIDIA Corporation (NASDAQ:NVDA) is ex
2026-06-30
finance.yahoo.com 2026-06-30 Yahoo Finance
This Under-the-Radar Semiconductor Stock Is Beating Nvidia and Broadcom in 2026 Scott Levine, The Motley Fool June 29, 2026 3 min read NVDA -2.01% NVTS -10.40% AVGO -2.57% Explore stocks on Coinbase Trading disclosure Despite the recent tech sell-off, several semiconductor stocks have logged gains this year. Since the start of 2026, Nvidia (NASDAQ: NVDA) and Broadcom have risen about 3% and 5%, r
2026-06-30
www.fool.com 2026-06-30 The Motley Fool
Despite the recent tech sell-off, several semiconductor stocks have logged gains this year. Since the start of 2026, Nvidia ( NVDA +0.38% ) and Broadcom have risen about 3% and 5%, respectively. One semiconductor specialist, however, has outpaced all of them, and it's a name that many investors probably don't even know. Image source: Getty Images. Rubbing shoulders with Nvidia has a funny way o
2026-06-30
www.chosun.com 2026-06-30 조선일보
By Kang Da-eun Published 2026.06.30. 09:06 Updated 2026.06.30. 14:39 Samsung Electronics, SK Hynix, and Micron corporate logos / Courtesy of respective companies Global memory giants Samsung Electronics, SK Hynix, and Micron have been embroiled in a class-action lawsuit in the U.S. over allegations of DRAM price-fixing. U.S. consumers and small-to-medium PC companies claim the three firms intent
2026-06-30
247wallst.com 2026-06-30 24/7 Wall St.
D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was that if AI infrastructure spending continues to compound through the end of the decade, Micron Technology (NASDAQ:MU | MU Price Prediction) could be worth roughly four times its current price. However,
2026-06-30
www.mk.co.kr 2026-06-30 매일경제
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2026-06-30
finance.yahoo.com 2026-06-30 Yahoo Finance
Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030 Thomas Richmond June 29, 2026 4 min read MU -6.69% MSFT +1.33% GOOGL +1.58% Explore stocks on Coinbase Trading disclosure Quick Read Luria says Micron could 4x by 2030 while Microsoft's 19x P/E looks cheap given its 50% AI compute backlog advantage over Google. Memory faces less competition than CPUs yet Micron trades a
2026-06-30
en.sedaily.com 2026-06-30 Seoul Economic Daily
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2026-06-30
techxplore.com 2026-06-30 Tech Xplore
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2026-06-30
en.sedaily.com 2026-06-30 Seoul Economic Daily
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2026-06-30
www.sandiegouniontribune.com 2026-06-30 San Diego Union-Tribune
BUSINESS TECHNOLOGY News What Wall Street analysts are saying about Qualcomm’s next act Analysts weigh in after private panels on Qualcomm's push into one of the fastest-growing markets Qualcomm President and CEO Cristiano Amon, pictured during the Computex 2026 exhibition in Taiwan, discusses agentic AI a few weeks before he debuts Qualcomm's new datacenter product suite during Investor Day in Ne
2026-06-30
digitimes.com 2026-06-30
Asia Neo Tech has announced a 15-year technology licensing agreement with US-based Brooks Automation to cooperate on FOUP (front-opening unified pod) cleaning equipment and expand its reach into global markets. The two companies held a signing ceremony on June 30, 2026.
2026-06-30
digitimes.com 2026-06-30
South Korea is overhauling its semiconductor manufacturing footprint to secure an edge in the AI era, drawing direct inspiration from a fierce competitor: Taiwan.