Semiconductor News & Analysis Feed
109 articles
2026-06-29
www.coindesk.com
2026-06-29
CoinDesk
South Korea's two largest chipmakers are committing about $518 billion to new factories to meet demand for artificial-intelligence chips in a further sign of just how much capital AI is drawing in from everywhere else, crypto included.
Samsung Electronics and SK Hynix plan to invest roughly 800 trillion won, about $518 billion, to build four new chip fabrication plants in South Korea's southwest,
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Just Revealed a Massive Multi-Decade Growth Opportunity. It's Not AI Data Centers. It Might Be Even Bigger.
Keith Speights, The Motley Fool
June 28, 2026 4 min read
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
Micron Technology's (NASDAQ: MU) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly upda
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Micron Technology's (
MU
+1.18%
) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly update were in place well before the memory chipmaker announced its results. I predicted that the stock would soar after its Q3 update and was proven right -- but that didn't require Nostradamus-like prophetic skills.
There was more exciting n
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
kfgo.com
2026-06-26
The Mighty 790 KFGO
By Shashwat Chauhan and Joel Jose
June 26 (Reuters) – Nasdaq futures slid more than 1% on Friday, as chipmakers came under renewed selling pressure after a stellar run this quarter, with investors questioning high valuations and the repercussions of massive AI spending by companies.
Micron Technology shed 6.4% in premarket trading after jumping more than 15% in the previous session. Intel and A
2026-06-25
kfgo.com
2026-06-25
The Mighty 790 KFGO
By Heekyong Yang and Hyunjoo Jin
SEOUL, June 25 (Reuters) – South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron Technology’s quarterly results and forecast beat expectations, boosting optimism over AI-driven chip shortages.
South Korea’s SK Hynix also said on Wednesday it plans to raise up to $29.4 billion through a U.S. stock market listing, boosting inves
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.trefis.com
2026-06-23
Trefis
NVIDIA Stock’s Next Big Move Might Not Involve A GPU
June 22nd, 2026 by Trefis Team
+0.06%
Upside
200
Market
200
Trefis
NVDA
NVIDIA
With all eyes on the company’s AI chip dominance, it’s quietly opening a massive new front in a market it has never touched before.
After a run that has seen NVIDIA (NVDA) stock gain more than forty-six percent over the past year, you might think the story is well u
2026-06-22
www.androidheadlines.com
2026-06-22
Android Headlines
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2026-06-19
digitimes.com
2026-06-19
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
The iShares Semiconductor ETF Is Obliterating the S&P 500 in 2026, but Is It Still a Buy? The Answer Might Surprise You.
Anthony Di Pizio, The Motley Fool
Thu, June 18, 2026 at 1:42 AM PDT 5 min read
NVDA
+2.95%
^GSPC
+1.08%
MU
+8.70%
AMD
+4.86%
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Trading disclosure
The iShares Semiconductor ETF (NASDAQ: SOXX) is an exchange-traded fund (ETF) that exclusively invests in A
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
The iShares Semiconductor ETF (
SOXX
+6.62%
) is an exchange-traded fund (ETF) that exclusively invests in American companies that design and manufacture chips and components, but it's particularly focused on those involved in the artificial intelligence (AI) segment of the market.
As a result, the fund has large positions in stocks like Micron Technology, Advanced Micro Devices, and Nvidia, whic
2026-06-18
kfgo.com
2026-06-18
The Mighty 790 KFGO
SEOUL, June 18 (Reuters) – SK Hynix said on Thursday it has shipped samples of its latest high-bandwidth memory (HBM) chips to major customers, as the South Korean chipmaker seeks to strengthen its position in the fast-growing AI semiconductor market.
The next-generation 12-layer HBM4E chip reaches speeds of up to 16 gigabits per second per pin and offers over 20% better power efficien
2026-06-17
news.google.com
2026-06-17
Trefis
2026-06-17
news.google.com
2026-06-17
Yahoo Finance
2026-06-16
kfgo.com
2026-06-16
The Mighty 790 KFGO
June 15 (Reuters) – Qualcomm is in talks to acquire AI chip startup Tenstorrent for $8 billion to $10 billion, The Information reported on Monday citing a person with knowledge of the deal.
Shares of Qualcomm fell about 1% in extended trading.
The talks were ongoing and the price could change, or the discussions could fall apart, according to the report. It was not clear if the price will
2026-06-15
simplywall.st
2026-06-15
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments’ New High‑Cell‑Count EV Battery Monitor Might Change The Case For Investing In TXN
June 15, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Texas Instruments introduced the BQ79826Z-Q1, a high‑cell‑count battery monitor with integrated electrochemical impedance spectroscopy for electric vehicles and ene
2026-06-15
digitimes.com
2026-06-15
As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes for local production and service, faster ramps for AI chip capacity, and customer demands for supply chain resilience amid de-Americanization
2026-06-14
tomshardware.com
2026-06-14
Hassam Nasir
Intel's Raptor Lake family might be coming back for a third time and sit alongside Nova Lake on shelves as the budget-oriented offering from the company.
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
It hasn’t been all too clean a breakout for shares of AI chip giant Nvidia (NASDAQ:NVDA | NVDA Price Prediction), which is still down close to 13% after tumbling off its mid-May highs. Indeed, it seems like the company can do everything right and still get rewarded with a reaction that’s relatively muted compared to the rest of the semiconductor scene.
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Even if some think that shares