Semiconductor News & Analysis Feed
21696 articles
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
onsemi: What the Market Gets Wrong, You Can Get Right
Written by Thomas Hughes | Reviewed by Shannon Harms
June 29, 2026
KEY POINTS
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 strengt
2026-06-29
americanbazaaronline.com
2026-06-29
The American Bazaar
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South Korean tech companies Samsung and SK Hynix have revealed they are building two new chip factories. The project is part of a national program worth the equivalent of over $518 billion.
Investors responded to this announcement with caution. Both stocks lost ground on Monday, according to CNBC. Samsung Electronics shares fell 4.8 percent on Monday, while SK Hynix, after an earlier drop
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
onsemi: What the Market Gets Wrong, You Can Get Right
Onsemi logo over semiconductor circuitry and wafer, highlighting power chip demand and stock momentum.
Thomas Hughes, MarketBeat
June 29, 2026 5 min read
ON
-3.79%
SYNA
-3.90%
institutional-ownership
earnings
forecast
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Trading disclosure
Key Points
Interested in onsemi? Here are five stocks we like better.
onsemi sha
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
onsemi’s (NASDAQ: ON) stock price imploded by more than 25% following the unexpected acquisition of Synaptics (NASDAQ: SYNA). The critical detail (the one triggering the sell-off) is what the market got wrong: this isn’t a desperate grab at acquisitional growth, diluting shareholder value for limited gain, but a strategic push into physical AI.
onsemi, already well-positioned as a leading supplie
2026-06-29
www.pcgamer.com
2026-06-29
PC Gamer
Hardware Memory
Memory crisis heads to court: Class-action lawsuit calls Samsung, SK Hynix, and Micron DRAM market 'oligopolists', alleging anticompetitive behavior
News
By Jess Kinghorn
Published June 29, 2026
'No outsider can expand output to undercut them.'
(Image credit: SeongJoon Cho / Bloomberg via Getty Images (left) | JHVEPhoto via Getty Images (middle) | David Paul Morris/Bloomberg via
2026-06-29
www.fastcompany.com
2026-06-29
Fast Company
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2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
news.google.com
2026-06-29
Urgent Communications
2026-06-29
aibusiness.com
2026-06-29
AI Business
The move comes as part of the government’s series of megaprojects designed to secure the country’s position in the global AI landscape.
South Korea unveiled an ambitious AI infrastructure initiative, with plans to invest more than 800 trillion won ($576 billion) in semiconductor manufacturing and AI to cement the country's position in the global AI race.
The program was unveiled by President Lee
2026-06-29
www.electropages.com
2026-06-29
Electropages
onsemi to Acquire Synaptics in $7 Billion All-Stock Deal
In The News | 29-06-2026 | By Jack Pollard
onsemi has announced plans to acquire Synaptics in an all-stock transaction valued at approximately $7 billion, a move that would significantly expand the company's portfolio beyond power semiconductors and sensing technologies into edge AI computing, wireless connectivity, and human-machine inter
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
investinglive.com
2026-06-29
investingLive
Shares of Nvidia and Micron are both trading lower today, putting key technical support levels under pressure.
For Nvidia, the stock opened higher and tested its 100-day moving average at $196.36, reaching a session high of $196.18—just shy of that key resistance level. Buyers leaned and quickly turned into sellers, driving the stock lower toward its 200-day moving average at $190.72. The decline
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Palantir surges 4% on Nvidia sovereign AI pact as software beats semis
Luke Juricic
June 29, 2026 3 min read
PLTR
+2.51%
NVDA
+0.37%
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Trading disclosure
Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Falls 5%, SanDisk Drops 7%, but Western Digital Climbs 6%: What’s Behind the Memory-Storage Split?
David Moadel
June 29, 2026 4 min read
MU
+0.94%
WDC
+7.14%
SNDK
-0.03%
^NDX
+1.26%
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Quick Read
Micron (MU) and SanDisk (SNDK) shares retreated after massive year-to-date rallies amid volatility driven by stretched valuations and supply-glut concern
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 5% in early trading Monday, while SanDisk (NASDAQ:SNDK) shares have slid 7%. Western Digital (NASDAQ:WDC) stock, by contrast, is climbing 6%.
Video Muted
The split is striking because these three names traded as one theme for much of the past year. Micron stock is up 265% year to date (YTD), and SanDisk shares have rallied 71
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Samsung & SK Hynix are investing so much in South Korea's AI build-out
Yahoo Finance Video
June 29, 2026
005930.KS
-6.92%
MU
+0.94%
NVDA
+0.37%
AMD
+6.61%
AAPL
+1.31%
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Trading disclosure
Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out.
Yahoo Finance Technology Editor Dan Howley outlines
2026-06-29
uk.finance.yahoo.com
2026-06-29
Yahoo Finance UK
Why Samsung & SK Hynix are investing so much in South Korea's AI build-out
Yahoo Finance Video
29 June 2026
005930.KS
-6.92%
MU
+0.94%
NVDA
+0.37%
AMD
+6.61%
AAPL
+1.31%
Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out.
Yahoo Finance Technology Editor Dan Howley outlines the details.
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2026-06-29
blogs.nvidia.com
2026-06-29
NVIDIA Blog
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medium.com
2026-06-29
Medium
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