Semiconductor News & Analysis Feed

11359 articles
2026-06-27
www.marketbeat.com 2026-06-27 MarketBeat
Generate Investment Management Ltd Increases Position in NVIDIA Corporation $NVDA Written by MarketBeat June 27, 2026 Image from MarketBeat Media, LLC. KEY POINTS Generate Investment Management Ltd boosted its NVIDIA stake by 62.5% in the first quarter, adding 533,125 shares to bring its total to 1,385,889 shares worth about $241.7 million. NVIDIA is now the fund’s largest holding, making up rough
2026-06-27
www.twelfthmagpie.com 2026-06-27 twelfthmagpie.com
Home » Investing Articles » What Micron’s blowout results tell investors about the stock market WHAT MICRON’S BLOWOUT RESULTS TELL INVESTORS ABOUT THE STOCK MARKET The stock market seems to have breathed a sigh of relief after Micron’s results this week. But investors aren’t out of the woods yet. Posted by Stephen Wright ❯ Published 27 June, 8:16 am BST MU Image source: Getty Images You’re rea
2026-06-27
www.fool.com 2026-06-27 The Motley Fool
The beating heart of the artificial intelligence (AI) boom is, without a doubt, Nvidia ( NVDA 1.39% ). The chipmaker's graphics processing units (GPUs) -- the specialized chips that do the heavy math behind AI -- power the data centers that train and run ChatGPT, Claude, and the vast majority of AI models. It's no surprise, then, that Nvidia has managed a multiyear win streak nearly unmatched in
2026-06-27
fortune.com 2026-06-27 Fortune
Qualcomm has long been known primarily as the maker of smartphone chips, but since taking the reins five years ago, CEO Cristiano Amon has worked to change that and equip the company for the tough but lucrative AI chip wars. Since 2021, Qualcomm has reinvented itself to become a major player in newer areas such as tech for cars—including driver-assistance and connected-vehicle systems±—and chips t
2026-06-27
en.ilsole24ore.com 2026-06-27 Il Sole 24 ORE
A step forward for STMicroelectronics’ expansion project in the Catania industrial zone, though some infrastructure issues remain unresolved. The signing of the contract between Sidra and the semiconductor giant for the supply of industrial water formalises a significant commitment to the new SiC campus in Catania. Sidra, a company wholly owned by Catania City Council, will supply StM with an add
2026-06-27
simplywall.st 2026-06-27 simplywall.st
United States/Semiconductors/NasdaqGS:AOSL Is Alpha And Omega Semiconductor (AOSL) Fully Valued On Its AI Infrastructure Push? June 27, 2026 Simply Wall St Share Copy Link Investor enthusiasm around Alpha and Omega Semiconductor (AOSL) has been fueled by the company’s stated focus on advanced computing systems and artificial intelligence infrastructure, along with CEO comments pointing to growing
2026-06-27
finance.yahoo.com 2026-06-27 Yahoo Finance
Micron (MU) Lands $100 Billion In Customer Deals After Blowout Q3 Bailey Pemberton June 26, 2026 5 min read MU -5.49% Trade MU on Coinbase Trading disclosure Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Micron Technology (NasdaqGS:MU) reported record fiscal Q3 2026 revenue and profitability, driven by strong AI related de
2026-06-27
eciks.org 2026-06-27 eciks.org
Apple TV 4K price jumps to $199 as chip shortage forces hikes Published on 27 June 2026 at 12:38 am • Written by Chris Martin • Reading duration : 3 minutes · read 373 times © Apple TV 4K price jumps to $199 as chip shortage forces hikes Share this post Apple raised the price of its Apple TV 4K to $199 on June 25, 2026, marking a 54 percent jump from the previous $129 starting price. The increa
2026-06-27
www.fool.com 2026-06-27 The Motley Fool
Is Nvidia's ( NVDA 1.39% ) incredible run finally over? Since the company released its latest earnings report -- for the first quarter of its fiscal year 2027, ending April 26 -- on May 20, the stock has been trending south. Nvidia's market cap recently dipped below $5 trillion, after peaking at above $5.5 trillion earlier this year. However, despite the market's skepticism, there remain excellent
2026-06-27
finance.yahoo.com 2026-06-27 Yahoo Finance
Nvidia's Market Cap Just Fell Below $5 Trillion. Here's Why It's a Buying Opportunity Prosper Junior Bakiny, The Motley Fool June 26, 2026 4 min read NVDA -1.39% Trade NVIDIA on Coinbase Trading disclosure Is Nvidia's (NASDAQ: NVDA) incredible run finally over? Since the company released its latest earnings report -- for the first quarter of its fiscal year 2027, ending April 26 -- on May 20, the
2026-06-27
simplywall.st 2026-06-27 simplywall.st
United States/Semiconductors/NasdaqGS:AMKR Amkor Technology (AMKR) And TSMC Deal Put Fair Value Back In Focus June 27, 2026 Simply Wall St Share Copy Link Taiwan Semiconductor Manufacturing Company’s new 10 year agreement with Amkor Technology (AMKR) to expand advanced packaging in Arizona has refocused attention on how the stock fits into the U.S. semiconductor supply chain story. See our lates
2026-06-27
happyvietnam.vnanet.vn 2026-06-27 Thông tấn xã Việt Nam (TTXVN)
Science, technology drive Vietnam’s rising global profile: expert Assoc. Prof. Le Duc Anh from Tokyo University held that for fast and sustainable development, Vietnam should prioritise science – technology and innovation as the main driver of productivity, focusing on sectors with high spillover effects such as semiconductors, AI, data, new energy and materials, biomedical technology, automation
2026-06-27
simplywall.st 2026-06-27 simplywall.st
United States/Software/NasdaqGS:MSFT NVIDIA Stock Leads 3 High ROE Picks Backed By Strong Balance Sheets June 27, 2026 Simply Wall St Reviewed by Sasha Jovanovic Share Copy Link Global inflation, shifting central bank policies and uneven consumer trends are pushing many investors to focus on quality first. In this setting, stocks with high return on equity, resilient past performance and solid ba
2026-06-27
hackaday.com 2026-06-27 Hackaday
NVIDIA’S NEW AI SERVERS RUN ON HOTUB COOLANT AND DON’T NEED EVAPORATORS 82 Comments by: Tyler August June 26, 2026 When people start ranting about AI, you can be sure a few things are going to come up during the two-minutes hate: job loss, higher power bills, the neverending tide of low-effort slop, and wasting precious freshwater. Well, NVIDIA wants to take away that last one, beacause the
2026-06-27
www.chosun.com 2026-06-27 조선일보
By Yoo Jane Published 2026.06.27. 10:23 Updated 2026.06.29. 09:21 On the 26th in the afternoon, the closing price and SK Hynix stock price are displayed in the dealing room of Hana Bank's main branch in Jung-gu, Seoul. /News1 The KOSPI has emerged as a key variable in global stock markets, including the U.S. and Japan. Amid an AI investment boom, Samsung Electronics and SK Hynix have solidified
2026-06-27
finance.yahoo.com 2026-06-27 Yahoo Finance
Qualcomm Just Nearly Doubled Its Most Important Growth Target, Confirming Its Place as a Key AI Stock Daniel Sparks, The Motley Fool June 26, 2026 5 min read QCOM -3.12% NVDA -1.39% Explore stocks on Coinbase Trading disclosure Qualcomm (NASDAQ: QCOM) has spent years trying to convince investors it can be more than a smartphone-chip company. At its investor day on Wednesday, it made its boldest c
2026-06-27
www.socialnews.xyz 2026-06-27 Social News XYZ
Home » Videos » Apple, Microsoft blame chip shortage for price hikes on electronic products (Video) Apple, Microsoft blame chip shortage for price hikes on electronic products (Video) POSTED BY: SOCIAL NEWS XYZ JUNE 26, 2026 Apple and Microsoft announced they're hiking prices for some electronic products, including computers and XBOX consoles, citing a shortage of memory chips. CNET editor-at-l
2026-06-27
www.fool.com 2026-06-27 The Motley Fool
Qualcomm ( QCOM 3.04% ) has spent years trying to convince investors it can be more than a smartphone-chip company. At its investor day on Wednesday, it made its boldest case yet. The company nearly doubled its target for non-handset revenue in fiscal 2029, raising the goal to about $40 billion from $22 billion. And for the first time, it put hard numbers behind its data center ambitions, calling
2026-06-27
www.fool.com 2026-06-27 The Motley Fool
Micron delivered one of the best quarters of performance I have seen in my many years covering the stock market. Micron ( MU 5.68% ) reported revenue and profits that beat expectations. *Stock prices used were the afternoon prices of June 24, 2026. The video was published on June 26, 2026. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you’d invested $5,0
2026-06-27
simplywall.st 2026-06-27 simplywall.st
South Korea/Semiconductors/KOSE:A000660 SK hynix (KOSE:A000660) Stock After 19% Monthly Jump Is There Still Upside June 27, 2026 Simply Wall St Reviewed by Bailey Pemberton Share Copy Link Advertisement How SK hynix's Recent Run Shapes the Valuation Question For investors trying to work out whether SK hynix still offers value after its strong share price run, the key question is how the current p