Semiconductor News & Analysis Feed
11359 articles
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
onsemi’s (NASDAQ: ON) stock price imploded by more than 25% following the unexpected acquisition of Synaptics (NASDAQ: SYNA). The critical detail (the one triggering the sell-off) is what the market got wrong: this isn’t a desperate grab at acquisitional growth, diluting shareholder value for limited gain, but a strategic push into physical AI.
onsemi, already well-positioned as a leading supplie
2026-06-29
www.pcgamer.com
2026-06-29
PC Gamer
Hardware Memory
Memory crisis heads to court: Class-action lawsuit calls Samsung, SK Hynix, and Micron DRAM market 'oligopolists', alleging anticompetitive behavior
News
By Jess Kinghorn
Published June 29, 2026
'No outsider can expand output to undercut them.'
(Image credit: SeongJoon Cho / Bloomberg via Getty Images (left) | JHVEPhoto via Getty Images (middle) | David Paul Morris/Bloomberg via
2026-06-29
www.hpcwire.com
2026-06-29
HPCwire
www.hpcwire.com
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Privacy
2026-06-29
aibusiness.com
2026-06-29
AI Business
The move comes as part of the government’s series of megaprojects designed to secure the country’s position in the global AI landscape.
South Korea unveiled an ambitious AI infrastructure initiative, with plans to invest more than 800 trillion won ($576 billion) in semiconductor manufacturing and AI to cement the country's position in the global AI race.
The program was unveiled by President Lee
2026-06-29
www.electropages.com
2026-06-29
Electropages
onsemi to Acquire Synaptics in $7 Billion All-Stock Deal
In The News | 29-06-2026 | By Jack Pollard
onsemi has announced plans to acquire Synaptics in an all-stock transaction valued at approximately $7 billion, a move that would significantly expand the company's portfolio beyond power semiconductors and sensing technologies into edge AI computing, wireless connectivity, and human-machine inter
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
finance.yahoo.com
2026-06-29
Yahoo Finance
Palantir surges 4% on Nvidia sovereign AI pact as software beats semis
Luke Juricic
June 29, 2026 3 min read
PLTR
+2.51%
NVDA
+0.37%
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Trading disclosure
Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 5% in early trading Monday, while SanDisk (NASDAQ:SNDK) shares have slid 7%. Western Digital (NASDAQ:WDC) stock, by contrast, is climbing 6%.
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The split is striking because these three names traded as one theme for much of the past year. Micron stock is up 265% year to date (YTD), and SanDisk shares have rallied 71
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Falls 5%, SanDisk Drops 7%, but Western Digital Climbs 6%: What’s Behind the Memory-Storage Split?
David Moadel
June 29, 2026 4 min read
MU
+0.94%
WDC
+7.14%
SNDK
-0.03%
^NDX
+1.26%
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Trading disclosure
Quick Read
Micron (MU) and SanDisk (SNDK) shares retreated after massive year-to-date rallies amid volatility driven by stretched valuations and supply-glut concern
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Samsung & SK Hynix are investing so much in South Korea's AI build-out
Yahoo Finance Video
June 29, 2026
005930.KS
-6.92%
MU
+0.94%
NVDA
+0.37%
AMD
+6.61%
AAPL
+1.31%
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Trading disclosure
Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out.
Yahoo Finance Technology Editor Dan Howley outlines
2026-06-29
uk.finance.yahoo.com
2026-06-29
Yahoo Finance UK
Why Samsung & SK Hynix are investing so much in South Korea's AI build-out
Yahoo Finance Video
29 June 2026
005930.KS
-6.92%
MU
+0.94%
NVDA
+0.37%
AMD
+6.61%
AAPL
+1.31%
Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out.
Yahoo Finance Technology Editor Dan Howley outlines the details.
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Terms and Privacy
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
2026-06-29
www.digitaltoday.co.kr
2026-06-29
디지털투데이
Industry
China tungsten curbs disrupt WF6 supplies, raising risks for HBM and AI chip output
AI Summary
The push to expand AI semiconductor output is straining supply chains for specialty electronic gases, an analysis said. China’s controls on high-purity tungsten exports have led to disruptions in Japan’s supply of tungsten hexafluoride (WF6), raising new supply-chain risks for high-bandwidth me
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
As of the end of last week, shares of Micron Technology (
MU
+1.18%
) were up close to 300% since the beginning of the year. It has been among the hottest stocks to own. But what may surprise you is that despite such impressive gains, it's still not the best-performing stock on the S&P 500.
The one S&P 500 stock that's been outperforming Micron this year is Sandisk (
SNDK
+0.10%
). Its gains of o
2026-06-29
overclock3d.net
2026-06-29
OC3D
Published: June 29, 2026 | Source: Legal filing | Author: Mark Campbell
Samsung, SK Hynix, and Micron hit with lawsuit over alleged DRAM price fixing
The memory market’s “big three” have been hit with a class action lawsuit for price fixing
Samsung, SK Hynix, and Micron, the three largest global memory suppliers (the “big three”), have been hit with a class action lawsuit in California for alleg
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
The Zacks Analyst Blog Highlights Micron Technology and Sandisk
Zacks Equity Research
June 29, 2026 5 min read
MU
+0.94%
SNDK
-0.03%
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Trading disclosure
For Immediate Release
Chicago, IL – June 29, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks an
2026-06-29
ng.investing.com
2026-06-29
Investing.com Nigeria
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2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with an 84.9% non-GAAP gross margin. Apple delivered its best March quarter ever at $111.184 billion while flagging reliance on third parties for components as a core risk.
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HBM Inhales Wafers. iP