Semiconductor News & Analysis Feed
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2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg.com
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2026-06-29
digitimes.com
2026-06-29
Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is spilling from data centers into consumer electronics.
2026-06-29
digitimes.com
2026-06-29
Below are the most-read DIGITIMES Asiastories from the week of June 22-28, 2026:
2026-06-29
digitimes.com
2026-06-29
South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move is seen as an effort to reset its medium- to long-term plans in a rapidly shifting memory market and preserve its leadership position.
2026-06-29
digitimes.com
2026-06-29
BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker's push to extend vertical integration from electrification into intelligent driving.
2026-06-29
digitimes.com
2026-06-29
Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to The Information, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.
2026-06-29
digitimes.com
2026-06-29
Samsung Electronics chairman Lee Jae-yong said Gwangju is being considered as a candidate site for Samsung's next semiconductor complex, lending corporate backing to South Korea's plan to build a second chip production base in Gwangju and the broader Jeolla region in the country's southwest.
2026-06-29
www.upi.com
2026-06-29
upi.com
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2026-06-29
simplywall.st
2026-06-29
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Plans $29.4 Billion Raise And Nasdaq ADR Listing
June 29, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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SK hynix (KOSE:A000660) has announced a ₩29.4b follow on equity offering, alongside a concurrent listing of American Depositary Receipts on the Nasdaq.
The board has convened to approve the capital raise and U.S.
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Software/NasdaqGS:SNPS
Is Synopsys’ AI-Enabled Ansys Integration Reshaping The Investment Case For Synopsys (SNPS)?
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier in June 2026, Synopsys launched its first AI-enabled Multiphysics Fusion solutions, integrating its EDA tools with Ansys “golden signoff” analysis to accelerate chip timing signoff, design closure, and mul
2026-06-29
www.autonews.com
2026-06-29
Automotive News
Kearney partner Kushal Fernandes breaks down which industries are best — and worst — positioned to survive the DRAM memory chip shortage, why the auto industry lands in a surprising middle ground and what structural advantages electric vehicle makers have over traditional automakers when it comes to securing supply.
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:AOSL
Is Alpha and Omega Semiconductor’s AI Pivot Quietly Redefining Its Risk Profile and Moat Strength (AOSL)?
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this year, Alpha and Omega Semiconductor highlighted its pivot toward advanced computing systems and rising engagements with major cloud and hyperscale partners in AI pow
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
BofA raises price target on Applied Materials to $720 amid bullish semiconductor outlook
Bank of America sees a $2.7 trillion semiconductor market by 2030, driven by AI and memory chip demand
2026-06-29
www.insidermonkey.com
2026-06-29
Insider Monkey
NEWS
BofA is Bullish on Applied Materials, Inc. (AMAT)
Published on June 28, 2026 at 2:45 pm by FATIMA GULZAR in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 23, BofA bumped up its price objective on Applied Materials, Inc. (NASDAQ:AMAT) to $720 from $540. The firm maintained a “Buy” rating on the stock.
Th
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
BofA is Bullish on Applied Materials, Inc. (AMAT)
Fatima Gulzar
June 28, 2026 2 min read
AMAT
-1.70%
BAC
+1.99%
EL.PA
+0.23%
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Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 23, BofA bumped up its price objective on Applied Materials, Inc. (NASDAQ:AMAT) to $720 from $540. The f
2026-06-29
www.pcmag.com
2026-06-29
PCMag
Following a big price hike earlier this week, Apple is reportedly lobbying the Trump administration for approval to buy memory chips from Chinese semiconductor firm CXMT.
Apple chalked up the price increases, which hit iPads and MacBooks, to the ongoing memory chip shortage, which is threatening to push up prices for many types of consumer electronics.
CXMT is listed on the government's 1260H li
2026-06-29
www.aol.com
2026-06-29
AOL.com
Will the Micron Stock Split Happen Now After Its Blowout Earnings Results?
JACK DELANEY, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Micron beat on both the top and bottom lines in its latest earnings report.
The stock price keeps climbing above $1,000, suggesting a split might make sense.
The last time Micron split its stock was a very long time ago -- in 2000.
10 stocks we like better than Mic
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Will the Micron Stock Split Happen Now After Its Blowout Earnings Results?
Jack Delaney, The Motley Fool
June 28, 2026 3 min read
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
For its fiscal third-quarter earnings report, Micron Technology (NASDAQ: MU) announced monster results. Earnings per share (EPS) of $25.11 and revenue of $41.5 billion easily beat Bloomberg analyst con
2026-06-29
investorplace.com
2026-06-29
InvestorPlace
Meet Eric Fry
The Crowd Found Micron – This Is How to Find the Next One
By Eric Fry, Editor, Fry's Investment Report Jun 28, 2026, 1:00 pm EDT
Source: shutterstock.com/Pasuwan
Listen to the audio version of this article (generated by AI).
Editor’s Note: My friend and InvestorPlace colleague Louis Navellier believes Micron’s blowout earnings report reveals something important about the next phas
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
For its fiscal third-quarter earnings report, Micron Technology (
MU
+1.18%
) announced monster results. Earnings per share (EPS) of $25.11 and revenue of $41.5 billion easily beat Bloomberg analyst consensus EPS estimates of $20.39 and revenue estimates of $35.1 billion.
For its upcoming fiscal fourth quarter, the memory chipmaker expects revenue to fall in the range of $49 billion to $51 billio