Semiconductor News & Analysis Feed
11368 articles
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%
Explore stocks on Coinbase
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
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.
Video Muted
HBM Inhales Wafers. iP
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash
Alex Sirois
June 29, 2026 3 min read
AAPL
+1.31%
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
Quick Read
Micron's 84.9% gross margin towers over Apple's 46.9%, exposing which side of the supply chain holds AI-era pricing power.
Sanjay Mehrotra locked in 16 customer agreements worth ~$100 billion
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia Stock Price Prediction: 95% of Analysts Stay Bullish
Vandita Jadeja
June 29, 2026 4 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVDA has shed 9% this month, but 95% of analysts stay bullish with a 12-month target implying 28% upside.
Even NVDA's bear scenario delivers an 11% gain, anchored by Q1 revenue surging 85% year over year to $81.6 billion.
Jensen H
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock has cooled off this summer, but the 24/7 Wall St. price target says the pullback looks like a setup for further upside. Shares closed at $192.53 on June 26, 2026, down 8.62% on the week, even as Wall Street remains overwhelmingly bullish. Nvidia is the most-owned megacap in the AI build, and our model thinks the recent dip widens the runway for fu
2026-06-29
www.forbes.com
2026-06-29
Forbes
Today’s Stocks
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+0.40
(0.12%)
Visa
V
$362.13
+11.05
(3.15%)
Eli Lilly & Co
LLY
$1,213.91
+22.17
(1.86%)
Mastercard
MA
$539.39
+16.95
(3.24%)
Exxon Mobil
XOM
$137.09
+0.81
(0.59%)
Costco Wholesale Corp
COST
$951.67
+27.00
(2.92%)
Johnson & Johnson
JNJ
$263.04
+9.06
(3.57%)
Procter & Gamble
PG
$151.41
+3.98
(2.70%)
Home Depot
H
2026-06-29
futurumgroup.com
2026-06-29
The Futurum Group
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2026-06-29
stocktwits.com
2026-06-29
Stocktwits
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2026-06-29
futurumgroup.com
2026-06-29
The Futurum Group
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Get organization-wide instant access to market sizing and decision-maker data in a self-serve subscription model with analyst support.
Make smarter decisions with agile analyst insight and amplify your story
2026-06-29
www.aol.com
2026-06-29
AOL.com
Nvidia Stock Has Underperformed the Semiconductor Sector in 2026. Will It Skyrocket in the Second Half?
HARSH CHAUHAN, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Nvidia's Vera Rubin processors could significantly increase the company's revenue and earnings once they launch this year.
Nvidia's stronger earnings growth and valuation suggest the stock could stage a bull run in the second half.
10 s
2026-06-29
www.einpresswire.com
2026-06-29
EIN Presswire
There were 1,599 press releases posted in the last 24 hours and 478,683 in the last 365 days.
On-demand programming support helps U.S. manufacturers clear bottlenecks in semiconductor, aerospace, and medical production driven by AI demand and CHIPS Act.
ALBUQUERQUE, NM, UNITED STATES, June 29, 2026 /EINPresswire.com/ -- With over $640 billion in announced semiconductor supply chain investments s
2026-06-29
tomshardware.com
2026-06-29
Etiido Uko
President Lee unveiled an 800 trillion won ($520B) public-private plan for four new Samsung and SK Hynix fabs, dwarfing the US CHIPS Act tenfold.
2026-06-29
www.tomshardware.com
2026-06-29
Tom's Hardware
Tech Industry Manufacturing Semiconductors
South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support
News
By Etiido Uko
Published June 29, 2026
Investment fund dwarfs America's $52 billion semiconductor investment CHIPS Act
(Image credit: Getty / JUNG YEON-JE)
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