Semiconductor News & Analysis Feed
21571 articles
2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
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2026-06-30
www.foxbusiness.com
2026-06-30
Fox Business
Invest Diva CEO Kiana Danial discusses her market predictions in the AI and space races on 'Making Money.'
Invest Diva CEO Kiana Danial provides market insights on Rocket Lab's acquisition of Iridium, emphasizing the strategic importance of spectrum and satellite networks. She also analyzes the performance of tech giants like Nvidia, calling it the "engine" of the A.I. economy, Micron as the "fue
2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
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2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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2026-06-30
www.tradingview.com
2026-06-30
TradingView
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Micron and Intel Lead Chip Selloff
Micron and Intel Lead Chip Selloff
Less than 1 min read
MU
+0.94%
AMD
+6.61%
INTC
+1.54%
SOX
+2.17%
Micron
MU
and Intel (NASDAQ:INTC) led chip stocks lower Monday even as the broader market moved higher on easing U.S.-Iran tensions.
Micron fell 6% after a class-action lawsuit filed in California accused Micron, Samsung and SK Hynix of coord
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Applied Materials Just Ripped 55% in a Month. Is It Time to Sell?
David Moadel
June 29, 2026 4 min read
AMAT
-1.70%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Applied Materials (AMAT) stock surged 173% year-to-date as KeyBanc raised its price target $200 to $750, citing a durable multi-year AI semiconductor equipment cycle.
CEO Gary Dickerson sold 103,000 AMAT shares in
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
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2026-06-30
www.eenewseurope.com
2026-06-30
eeNews Europe
Samsung Electronics and SK hynix are backing a new South Korea chip hub with a combined 800 trillion won investment plan aimed at expanding memory production for the AI infrastructure market. The plan, announced with President Lee Jae Myung in Seoul on 29 June, centres on four new semiconductor fabs in the country’s southwest, with each company expected to build two facilities.
2026-06-30
www.pymnts.com
2026-06-30
PYMNTS.com
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2026-06-30
tradersunion.com
2026-06-30
Traders Union
Cadence Design Systems announced that registration is now open for CadenceLIVE Singapore 2026. The event is set for July 13.
Attendees can experience 'Design for AI and AI for Design' in action. The event offers opportunities to connect with industry leaders, experts, and innovators and to explore the latest trends shaping the future of electronic design.
CDNS is currently trading at $375.65, wh
2026-06-30
www.boisestatepublicradio.org
2026-06-30
Boise State Public Radio
Micron's AI boom offers a window into the economy's next chapter
By Gemma Gaudette
Published June 29, 2026 at 1:17 PM MDT
LISTEN • 21:25
Boise State University
A Boise State AI promotional image on the initiative's website.
It's been an extraordinary few weeks for Boise-based Micron. The company just reported record revenue, continues to see explosive demand for the advanced memory chips powering
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Over the last five years, Nvidia (
NVDA
+0.38%
) has been the quintessential millionaire-maker stock -- returning roughly 950% compared to the S&P 500's relatively modest gain of 74%. The company's powerful graphics processing units (GPUs) are the workhorses of the generative artificial intelligence (AI) industry. And its advantages in scale and technology have helped it stay ahead of the competit
2026-06-30
www.autonews.com
2026-06-30
Automotive News
The surge in artificial intelligence infrastructure spending has triggered a DRAM memory chip shortage that is rippling through the auto industry. AI companies are outbidding virtually every other sector for supply, leaving automakers to navigate hundreds of millions of dollars in reported losses and an uncertain timeline for relief, said Kushal Fernandes, a partner at Kearney.
The auto industry,
2026-06-30
www.autonews.com
2026-06-30
Automotive News
The surge in artificial intelligence infrastructure spending has triggered a DRAM memory chip shortage that is rippling through the auto industry. AI companies are outbidding virtually every other sector for supply, leaving automakers to navigate hundreds of millions of dollars in reported losses and an uncertain timeline for relief, said Kushal Fernandes, a partner at Kearney.
The auto industry,
2026-06-30
semiengineering.com
2026-06-30
Semiconductor Engineering
Researchers from ETH Zurich, lowRISC, and University of Bologna published a technical paper titled “Croc: Training the Next Generation Chip Designers on Domain-Specific End-to-End Open Source Silicon.”
This paper describes Croc, an open-source, customizable RISC-V SoC platform and teaching flow that lets students take domain-specific chip-design projects from architecture and RTL through physical
2026-06-30
appleinsider.com
2026-06-30
AppleInsider
appleinsider.com
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2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Cerebras Systems shares surged over 19% on June 29, Eastern Time, following a strategic stake increase by Cathie Wood. Despite a 40% post-IPO decline driven by concerns over narrowing gross margins and negative operating guidance, institutional sentiment remains bullish. Analysts from Morgan Stanley, UBS, and Citi maintain "Buy" ratings, citing high upside potential. Cerebras’s unique wafer-scale
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Nvidia shares look like a great bargain right now.
AMD may be getting too expensive to invest in.
10 stocks we like better than Advanced Micro Devices ›
If you asked me which stock would have a better 2026, Nvidia(NASDAQ: NVDA) or Advanced Micro Devices(NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely
2026-06-30
tomshardware.com
2026-06-30
Bruno Ferreira
Zluda is back to a hobby, as the open-source project has lost commercial funding with version 6 but added early 32-bit PhysX support.