Semiconductor News & Analysis Feed

1805 articles
2026-06-26
stocktwits.com 2026-06-26 Stocktwits
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2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
SK Hynix's Nasdaq Listing Could Lift Valuation By 20% And Narrow Gap With Micron, HSBC Says SK Hynix's Nasdaq Listing Could Lift Valuation By 20% And Narrow Gap With Micron, HSBC Says · Stocktwits Rounak Jain Fri, June 26, 2026 at 4:05 AM PDT 2 min read MU -3.95% HSBA.L -1.58% 000660.KS -8.36% ^IXIC +0.25% Trade MU on Coinbase Trading disclosure HSBC stated that it expects SK Hynix's price-to-boo
2026-06-26
www.fool.com 2026-06-26 The Motley Fool
Since Nvidia ( NVDA 1.64% ) started its monster rise at the beginning of 2023, there have been countless investors who proclaimed the stock to be in a bubble. Time and time again, those investors were proven wrong. There may be a handful of people who are still saying Nvidia is in a bubble right now, although I'd argue that the opposite is true: I think it's undervalued. I think investors are un
2026-06-26
simplywall.st 2026-06-26 simplywall.st
United States/Software/NasdaqGS:CDNS Cadence Design Systems (CDNS) Pulls Back, Is It Still Above Fair Value? June 26, 2026 Simply Wall St Cadence Design Systems (CDNS) has drawn investor attention after a recent pullback, with the stock down 1.1% over the past day and 4.9% over the past week. This has prompted a closer look at its fundamentals. See our latest analysis for Cadence Design Systems.
2026-06-26
www.investing.com 2026-06-26 Investing.com
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2026-06-26
www.law.com 2026-06-26 Law.com
Cleary Gottlieb Steen & Hamilton and Big Six Korean law firm Shin & Kim are advising SK Hynix on its planned $29.4 billion Nasdaq listing, one of the largest global equity offerings on record and a landmark transaction for both the semiconductor sector and Korean issuers tapping U.S.capital markets. Related questions you can explore Why is Nasdaq generally favored by growth-oriented tech compani
2026-06-26
www.cnbc.com 2026-06-26 CNBC
Sign up for free newsletters and get more CNBC delivered to your inbox Get this delivered to your inbox, and more info about our products and services. © 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company. Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. This site is now part of
2026-06-26
www.barrons.com 2026-06-26 Barron's
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2026-06-26
www.indexbox.io 2026-06-26 IndexBox
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2026-06-26
www.digitimes.com 2026-06-26 digitimes
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time th
2026-06-26
www.digitaltoday.co.kr 2026-06-26 디지털투데이
AI & Enterprise China AI server chip market sees domestic share near 80 percent, narrowing Nvidia's footing AI Summary Domestic chip suppliers led by Huawei and Cambricon are expected to account for close to 80 percent of China’s AI server chip market this year, TrendForce forecast. Foreign suppliers including Nvidia and AMD are seen falling to 21 percent market share in 2026 from 34 percent last
2026-06-26
digitimes.com 2026-06-26
Academia Sinica's Center for Quantum Computer is focusing only on hardware, not algorithms or applications, and executive director Chii-Dong Chen said that approach is similar to the mission Taiwan's government gave ITRI in the early days of the foundry industry. He said Taiwan enjoys a strong advantage in quantum chip manufacturing, but turning the new Quantum Chip Fabrication Space (QC-Fab) into
2026-06-26
digitimes.com 2026-06-26
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in visual sensing, smart technology, silicon carbide, and gallium nitride.
2026-06-26
digitimes.com 2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
digitimes.com 2026-06-26
Samsung Group is expected to announce a domestic investment plan worth more than KRW1,000 trillion (approx. US$648 billion) on June 29, when South Korean President Lee Jae-myung chairs a public briefing at the presidential office in Seoul on what his administration is calling the country's "three mega-projects for a great leap forward," Maeil Business Newspaperreported.
2026-06-26
digitimes.com 2026-06-26
Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.
2026-06-26
digitimes.com 2026-06-26
Alibaba Group's semiconductor design arm T-Head has more than tripled its registered capital, underscoring the Chinese technology giant's growing focus on artificial intelligence infrastructure and domestic chip development.
2026-06-26
eetimes.com 2026-06-26
Invoking Rent's Rule and Amdahl's Law, Keller argues that memory and communication, not bigger processors, will define the future of AI infrastructure
2026-06-26
www.investing.com 2026-06-26 Investing.com
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2026-06-26
www.kvue.com 2026-06-26 KVUE
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