Semiconductor News & Analysis Feed
3582 articles
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
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
ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment of a former TSMC executive as an independent director by Chairman Chiang Shang-yi has also drawn industry attention to the commercialization progress of its high-speed optical transceiver business.
2026-06-29
digitimes.com
2026-06-29
Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators and advanced packaging, according to Counterpoint Research.
2026-06-29
digitimes.com
2026-06-29
Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment and semiconductor equipment spending lift demand for ceramic parts, optical communication packages, and advanced semiconductor packaging materials.
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
www.indexbox.io
2026-06-29
IndexBox
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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
Is NVIDIA Corporation (NVDA) One of the Best Semiconductor Stocks to Buy According to Billionaires?
Published on June 28, 2026 at 2:44 pm by FATIMA GULZAR in News
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NVIDIA Corporation (NASDAQ:NVDA) is among the Best Semiconductor Stocks.
On June 15, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) plans to raise at least $20 billion through an investment-grade bond sale, marking its
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is Micron Technology, Inc. (MU) Among the Best Semiconductor Stocks to Buy According to Billionaires?
Fatima Gulzar
June 28, 2026 1 min read
MU
+0.94%
^IXIC
+1.12%
SPCX
-0.98%
Explore stocks on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is among the Best Semiconductor Stocks.
On June 24, Reuters reported that investors are gearing up for volatility ahead of Micron Technology
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Taiwan Semiconductor Manufacturing Company (TSM)’s Monthly Sales Rise
Fatima Gulzar
June 28, 2026 2 min read
2330.TW
+1.02%
NVDA
+0.37%
TSM
+4.06%
AMD
+6.61%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 10, Bloomberg reported that Taiwan Semiconducto
2026-06-29
letsdatascience.com
2026-06-29
Let's Data Science
FUNDING & BUSINESS
nvidia
ai chips
ai markets
funding
NVIDIA Appears Among Top Semiconductor Picks
3 sources
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June 28, 2026
|
By LDS Team
5.0
Relevance Score
Photo: s.yimg.com · rights & takedowns
QUICK SUMMARY
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For AI infrastructure practitioners and procurement teams, NVIDIA's financial scale is now as consequential as its chip roadmap. Insider Monkey ranks NVIDIA among the top semiconduct
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is NVIDIA Corporation (NVDA) One of the Best Semiconductor Stocks to Buy According to Billionaires?
Fatima Gulzar
June 28, 2026 1 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is among the Best Semiconductor Stocks.
On June 15, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) plans to raise at least $20 billion through an investment-grade b
2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-28
ktar.com
2026-06-28
KTAR News 92.3 FM
ARIZONA NEWS
Onsemi to acquire Synaptics in $7B all-stock deal to expand AI chip portfolio
Jun 28, 2026, 5:01 AM | Updated: 3:48 pm
0 seconds of 0 secondsVolume 0%
BY GARY J. BOULANGER/SILICON VALLEY BUSINESS JOURNAL
Scottsdale-based ON Semiconductor Corp., which operates as Onsemi, has agreed to acquire San Jose-based Synaptics Inc. in an all-stock deal with an enterprise value of $7 bi
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for ON Semiconductor Stock
Price change for ON Semiconductor stock: -24%
$ON Share Price as of Jun. 26: $91
52-Week High: $135
$ON Stock Price Target: $114
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
ON Semiconductor (ON) stock is having its worst day since March 2020. The sharp drop came after the c
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Janney Montgomery Scott LLC Has $143.27 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Janney Montgomery Scott LLC increased its stake in Taiwan Semiconductor Manufacturing by 10.7% in the first quarter, ending with 423,935 shares valued at about $143.27 million.
Analysts remain broadly bulli
2026-06-28
news.futunn.com
2026-06-28
富途牛牛
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