Semiconductor News & Analysis Feed
21781 articles
2026-06-29
moneymorning.com
2026-06-29
Money Morning
STOCKS
Micron Technology (MU) Is This Week's Stock of the Week — AI Memory Supercycle Hits Overdrive
Money Morning Team
June 29, 2026
BY THE NUMBERS
$41.46 billion — Micron's record fiscal Q3 2026 revenue. A year ago the same quarter brought in $9.30 billion.
$25.11 — Non-GAAP EPS, crushing the $20.20 estimate. That's a 24% beat on the bottom line alone.
84.9% — Gross margin in Q3. Management
2026-06-29
www.kedglobal.com
2026-06-29
KED Global
Apple-Intel alliance to intensify foundry battle with Samsung, TSMC
Samsung Electronics said in February it would build foundry facilities at its Pyeongtaek Campus Samsung Electronics Co.'s foundry recovery faces a new threat after US President Donald Trump signaled strong White House backing for Intel Corp.'s contract chipmaking ambitions, just as Samsung and
2026-06-29
www.semiconductor-today.com
2026-06-29
Semiconductor Today
Infineon adds two new high-efficiency server power solutions for AI data-center PSUs
With artificial intelligence workloads redefining the power requirements of modern data centers (and rapidly increasing GPU power levels and denser rack configurations pushing server power infrastructure to its limits), Infineon Technologies AG of Munich, Germany has hence introduced two system-level solutions ta
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
en.sedaily.com
2026-06-29
Seoul Economic Daily
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2026-06-29
www.turkiyetoday.com
2026-06-29
Türkiye Today
S
outh Korea unveiled a nearly $1.2 trillion public-private investment plan on Monday to expand semiconductor manufacturing and artificial intelligence infrastructure, with Samsung Electronics and SK hynix leading the country's largest-ever push to strengthen its position in the global AI supply chain.
The strategy combines an 800 trillion won ($518.2 billion) investment in new semiconductor fabr
2026-06-29
timestech.in
2026-06-29
TimesTech
CloudData Centre
Cadence Accelerates Digital Twin–Driven Data Center AI Modernization with HPE
By TimesTech -
June 29, 2026
0
70
Cadence, announced an expansion of its collaboration with HPE to accelerate digital twin-driven data center modernization, enabling customers to improve planning, optimization, and lifecycle operations for next-generation AI and high-performance computing (HPC) infrastr
2026-06-29
biz.chosun.com
2026-06-29
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.29. 17:17
SK hynix will push a mid- to long-term investment strategy totaling 1.1 quadrillion won spanning Yongin, Cheongju and the southwest region to meet growing demand for artificial intelligence (AI) memory. The plan is to speed up expansions at existing production bases while building new plants to maintain leadership in memory supply in the AI era.
As C
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
Samsung and SK Hynix plan massive new chip fabrication sites in South Korea to meet AI demand
South Korea's two semiconductor giants are in talks with the government to build a second chip cluster in
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Canoe Financial LP Has $292.25 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Canoe Financial LP cut its stake in Taiwan Semiconductor Manufacturing by 27.8% in the first quarter, selling 333,400 shares and leaving it with 864,770 shares valued at about $292.25 million. TSM remains Canoe’s se
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Canoe Financial LP Acquires 155,212 Shares of Texas Instruments Incorporated $TXN
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Canoe Financial LP raised its Texas Instruments stake by 45.7% in the first quarter, buying 155,212 additional shares and bringing its total holding to 494,886 shares worth about $96.1 million.
Insider selling was notable, with director
2026-06-29
news.google.com
2026-06-29
TechHQ
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
news.google.com
2026-06-29
AI News
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
ABN AMRO Bank N.V. Trims Stake in Synopsys, Inc. $SNPS
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ABN AMRO Bank N.V. cut its Synopsys stake by 82.2% in Q1, selling 24,615 shares and ending with 5,342 shares valued at about $2.13 million.
Synopsys executives also sold shares in June: CFO Shelagh Glaser sold 3,394 shares and CEO Sassine Ghazi sold 14,603 shares,
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
NVIDIA (NVDA) CEO Says National Security Takes Priority Over Commercial Opportunity
Talha Qureshi
June 29, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the Stocks That Will Make You Rich Over the Next 3 Years. On June 24, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang made clear that national security take
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Ambarella (AMBA) Among Our High Growth Semiconductor Stocks, Here’s What Northland Securities Has to Say
Talha Qureshi
June 29, 2026 1 min read
AMBA
+1.75%
Trade AMBA on Coinbase
Trading disclosure
Ambarella, Inc. (NASDAQ:AMBA) is one of the High Growth Semiconductor Stocks to Buy Now. Ambarella, Inc. (NASDAQ:AMBA) has declined roughly 32% over the past month. However, the Street sees more than 5
2026-06-29
www.tradingview.com
2026-06-29
TradingView
News
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Reuters
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SK Hynix explores global financing options for new fabs, may consider overseas investments
SK Hynix explores global financing options for new fabs, may consider overseas investments
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Indian shares rise aided by positive corporate updates, lower oil, foreign
2026-06-29
www.techzine.eu
2026-06-29
Techzine Global
3 MIN
INFRASTRUCTURE
Samsung and SK Hynix invest $518B in expansion
MELS DEES
Jun 29, 2026, 3:46 PM GMT+8
South Korea aims to further strengthen its position in the global AI and semiconductor industry with a major investment program. Samsung Electronics and SK Hynix are each building two new chip factories. The project is part of a national program worth the equivalent of over 518 billion dollar
2026-06-29
siliconcanals.com
2026-06-29
Silicon Canals
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