Semiconductor News & Analysis Feed
1276 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings esti
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
The Zacks Analyst Blog Highlights Apple, Tokyo Electron, Advantest and Infineon
The Zacks Analyst Blog Highlights Apple, Tokyo Electron, Advantest and Infineon · Zacks
Zacks Equity Research
June 30, 2026 8 min read
AAPL
-0.64%
8035.T
-3.94%
6857.T
-2.25%
IFX.DE
-8.26%
TOELF
-7.01%
Trade Apple on Coinbase
Trading disclosure
For Immediate Release
Chicago, IL – June 30, 2026 – Zacks.com announces th
2026-06-30
www.cnbc.com
2026-06-30
CNBC
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2026-06-30
tomshardware.com
2026-06-30
Luke James
Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
Tech Industry
Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning
News
By Luke James
Published June 30, 2026
Prosecutors searched six homes and three company sites.
(Image credit: Getty / Bloomberg)
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2026-06-30
www.tradingview.com
2026-06-30
TradingView
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Reuters
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Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
Refinitiv
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Dec 22, 2025
Reuters
Mergers and acquisitions
Dec 22, 2025
Reuters
KALENDER-Termine Politik/Vermi
2026-06-30
www.marketscreener.com
2026-06-30
marketscreener.com
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2026-06-30
www.reuters.com
2026-06-30
Reuters
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2026-06-30
www.tradingview.com
2026-06-30
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Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
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Quartr
TBRG: Merger and executive compensation proposals both received majori
2026-06-30
www.digitimes.com
2026-06-30
digitimes
SK Hynix Cheongju Campus P&T7 (Artist’s rendering). Credit: SK Hynix
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster timeline by 12 years as it warned that even faster construction will not be enough to...
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2026-06-30
digitimes.com
2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.
2026-06-30
digitimes.com
2026-06-30
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster timeline by 12 years as it warned that even faster construction will not be enough to meet projected AI memory demand.
2026-06-30
digitimes.com
2026-06-30
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.
2026-06-30
digitimes.com
2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-30
digitimes.com
2026-06-30
Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten to raise hardware expenses just as the company pushes deeper into on-device AI.
2026-06-30
www.abc15.com
2026-06-30
ABC15 Arizona
NEWSBUSINESS
East Coast investor outbids Vestar for two Phoenix sites near TSMC
You can watch the latest headlines and weather from ABC15 Arizona in Phoenix any time on-air, online, and on the ABC15 mobile and streaming apps.
By: Hailey Mensik, Phoenix Business Journal
Posted 11:32 PM, Jun 29, 2026
An out-of-state real estate investor stole the show from Phoenix-based Vestar during two Arizon
2026-06-30
tradersunion.com
2026-06-30
Traders Union
Cadence Design Systems announced that registration is now open for CadenceLIVE Singapore 2026. The event is set for July 13.
Attendees can experience 'Design for AI and AI for Design' in action. The event offers opportunities to connect with industry leaders, experts, and innovators and to explore the latest trends shaping the future of electronic design.
CDNS is currently trading at $375.65, wh
2026-06-30
www.statesman.com
2026-06-30
Austin American-Statesman
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2026-06-29
investinglive.com
2026-06-29
investingLive
Shares of Nvidia and Micron are both trading lower today, putting key technical support levels under pressure.
For Nvidia, the stock opened higher and tested its 100-day moving average at $196.36, reaching a session high of $196.18—just shy of that key resistance level. Buyers leaned and quickly turned into sellers, driving the stock lower toward its 200-day moving average at $190.72. The decline
2026-06-29
blogs.nvidia.com
2026-06-29
NVIDIA Blog
When Firefly Aerospace’s Blue Ghost Mission 1 landed on the moon in March 2025, the lander downlinked nearly 120 gigabytes of raw data back to Earth — imagery and video captured by onboard cameras that scientists are still processing today.
The company’s next lunar mission, Blue Ghost Mission 2 — targeted for launch in late 2026 — will carry Firefly’s Ocula moon imaging service, marking the first