Semiconductor News & Analysis Feed
21681 articles
2026-06-30
sourceability.com
2026-06-30
Sourceability
One of the most notable impacts AI has had on the semiconductor supply chain has been the surge in demand for high-bandwidth memory (HBM). As AI infrastructure investments continue to accelerate, memory manufacturers are increasingly prioritizing production for HBM and other high-end memory solutions, creating a ripple effect of line consolidation and dramatic shortages.
These pressures are becom
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Palantir and Nvidia Bring Open AI Models Inside U.S. Government Systems
Renato Neves, CFA
June 29, 2026 1 min read
NVDA
+0.37%
PLTR
+2.51%
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Trading disclosure
This article first appeared on GuruFocus.
Palantir Technologies (NASDAQ:PLTR) rose 3.85% intraday after the data analytics company announced a strategic initiative with Nvidia (NASDAQ:NVDA) to deploy Nemotron open
2026-06-30
www.cantechletter.com
2026-06-30
Cantech Letter
www.cantechletter.com
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2026-06-30
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2026-06-30
CNBC
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2026-06-30
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2026-06-30
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Applied Materials stock surges 10%: here's why
Applied Materials stock surges 10%: here's why
2 min read
AMAT
−1.70%
Applied Materials (AMAT) shares drew investor attention on Monday, rising more than 10% after KeyBanc Capital Markets issued early commentary ahead of the company’s upcoming third-quarter earnings.
The move came as markets reassessed expectations around the semicon
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-30
tomshardware.com
2026-06-30
Hassam Nasir
Valve has asked Dbrand to stop selling its Portal 2-themed Companion Cube cases for the Steam Machine, since it never asked the company permission to begin with.
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Prediction: Micron Technology Stock Is Going to $3,900 in 1 Year After Its Blowout Quarter
Harsh Chauhan, The Motley Fool
June 29, 2026 5 min read
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
Shares of Micron Technology (NASDAQ: MU) have shot up by a staggering 259% in 2026, as of this writing, and it looks like its red-hot rally isn't going to end any time soon.
The lates
2026-06-30
tomshardware.com
2026-06-30
Jeffrey Kampman
Ampere rides again for almost the same price as RTX 5060s
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
PC Components GPUs
Legacy Nvidia RTX 3060 12GB returns to retail five years after original launch, priced at $339 — resurrected GPU strategy that Jensen called a 'good idea' apparently comes to fruition
News
By Jeffrey Kampman
Published June 30, 2026
Ampere rides again for almost the same price as RTX 5060s
When you purchase through links on our site, we may earn an affiliate commission. Here’s
2026-06-30
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2026-06-30
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Micron, Intel Stocks Extend Selloff as $200 Billion Chip Sector Wipes Out
Micron, Intel Stocks Extend Selloff as $200 Billion Chip Sector Wipes Out
Less than 1 min read
MU
+0.94%
INTC
+1.54%
AMD
+6.61%
MRVL
+1.62%
Micron Technology
MU
and Intel
INTC
led semiconductor stocks lower on Monday as the sector continued its downward trend following last week's selloff.
The broade
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Why Micron Stock Just Dropped
Rich Smith, The Motley Fool
June 29, 2026 3 min read
MU
+0.94%
NVDA
+0.37%
AAPL
+1.31%
SNDK
-0.03%
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Trading disclosure
Micron (NASDAQ: MU) stock slipped 2% through 12:35 p.m. ET Monday as even more worries about the durability of demand for DRAM and NAND computer memory surfaced.
Perennial Micron bull Jordan Klein at Mizuho is doing his bes
2026-06-30
eetimes.com
2026-06-30
RISC-V heavyweights tackle physical AI, edge autonomy and TOPS-per-watt—watch how robots chase their killer app.
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Micron (
MU
+1.18%
) stock slipped 2% through 12:35 p.m. ET Monday as even more worries about the durability of demand for DRAM and NAND computer memory surfaced.
Perennial Micron bull Jordan Klein at Mizuho is doing his best to contain the damage with a note in support of Micron today... but it seems to be having limited effect.
Image source: Micron.
What's worrying Micron investors today
Ove
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Shares of Micron Technology (
MU
+1.18%
) have shot up by a staggering 259% in 2026, as of this writing, and it looks like its red-hot rally isn't going to end any time soon.
The latest catalyst for Micron stock came when it released its fiscal 2026 third-quarter results (for the three months ended May 28) on June 24. The company's revenue and earnings blew past Wall Street's expectations, and it
2026-06-30
news.google.com
2026-06-30
EE Times
2026-06-30
www.msn.com
2026-06-30
MSN
Key Points
Interested in onsemi? Here are five stocks we like better.
onsemi shares sold off sharply after the company announced an all-stock deal to acquire Synaptics.
The acquisition would expand onsemi beyond power and sensing into connected compute, control and edge AI.
Dilution and execution risks remain, but the deal could strengthen onsemi's long-term physical AI strategy.
onsemi's (NASDAQ
2026-06-30
www.tradingview.com
2026-06-30
TradingView
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Zacks
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ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy?
ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy?
5 min read
3711
−4.12%
AMKR
+0.33%
Artificial intelligence (AI) and high-performance computing are driving unprecedented demand for advanced semiconductor packaging, making outsourced semiconductor assembly and test (OSAT) providers increas
2026-06-30
www.gurufocus.com
2026-06-30
GuruFocus
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2026-06-30
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2026-06-30
Investor's Business Daily
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