Semiconductor News & Analysis Feed
11346 articles
2026-06-30
www.institutmontaigne.org
2026-06-30
Institut Montaigne
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CHIPDIPLO Brussels Conference: "Semiconductors Under Geopolitical Stress: From Global Shocks to the European Chips Act 2.0"
9 JULY 2026
Thon Hotel EU, Wetstraat/Rue de la loi 75 , 1040, Brussels, Belgium
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Tech & Innovation
Semiconductors have become one of the central arenas of geopolitical competition. Growing tensions between the United States (US) and China are in
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron Stock Redefined Its Future, But the Market Isn't Convinced Yet
Trefis Team
June 30, 2026 3 min read
MU
-4.71%
QCOM
-1.88%
NVDA
+0.71%
AMD
-6.51%
INTC
-9.66%
Explore stocks on Coinbase
Trading disclosure
Photo by manseok_Kim on Pixabay
Management laid out a stunning new growth plan with numbers that would make most companies blush, yet investors are offering little more than polite applause
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML vs. LRCX: Which Semiconductor Chipmaker Stock Has More Upside?
Tanuka De
June 30, 2026 5 min read
ASML.AS
-7.28%
LRCX
-6.87%
ASML
-4.26%
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Trading disclosure
ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip manufacturers with widely different manufacturing systems.
ASML Holding has a solid dominance in e
2026-06-30
www.trefis.com
2026-06-30
Trefis
Micron Stock Redefined Its Future, But the Market Isn’t Convinced Yet
June 30th, 2026 · by Trefis Team
MUYTD+245.2%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze MU →
Management laid out a stunning new growth plan with numbers that would make most companies blush, yet investors are offering little more than polite applause. Here’s what they’re waiting for.
On Jun 24, 2026, Micron (MU) threw down a gauntlet
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands AI Reach With Firmus In Indonesia And Palantir In Government
June 30, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Nvidia (NasdaqGS:NVDA) agreed to work with Firmus Technologies on an AI factory project in Indonesia, giving smaller and emerging AI firms access to Nvidia’s platforms.
Nvidia and Palantir launched an
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands AI Reach With Firmus In Indonesia And Palantir In Government
June 30, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia (NasdaqGS:NVDA) agreed to work with Firmus Technologies on an AI factory project in Indonesia, giving smaller and emerging AI firms access to Nvidia’s platforms.
Nvidia and Palantir launched an initiative to p
2026-06-30
www.ktvb.com
2026-06-30
KTVB
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2026-06-30
cryptobriefing.com
2026-06-30
Crypto Briefing
Nvidia supplier SK Hynix files for massive $29.4B Nasdaq offering
The Nvidia supplier plans to begin trading under SKHY in July and use the proceeds to expand chip factories and purchase advanced manu
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Why Micron Technology's Stock Could Fall After July 10
David Jagielski, CPA, The Motley Fool
June 30, 2026 3 min read
MU
-4.71%
NVDA
+0.71%
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Trading disclosure
Micron Technology (NASDAQ: MU) is the big name in tech these days. Its numbers have been out of this world, with both sales and profits rising at exceptionally high rates. Demand is high for its memory and storage
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.manufacturingdive.com
2026-06-30
Manufacturing Dive
Onsemi agrees to buy Synaptics for about $7B
Onsemi said it believes the all-stock transaction will enhance its global position in physical artificial intelligence.
Published June 30, 2026
Jeff Kinney
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Chipmaker onsemi announced it has agreed to acquire Synaptics as part of an all-stock transaction
2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Texas Instruments Inc (TXN) moved up by 3.40%. The Technology Equipment sector is up by 2.25%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 0.56%; SanDisk Corporation (SNDK) up 5.47%; NVIDIA Corp (NVDA) up 0.98%.
The upward movement in Texas Instruments shares reflects a strong intersection of favorable institutional updates, posit
2026-06-30
www.pcmag.com
2026-06-30
PCMag
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Qualcomm's (
QCOM
1.88%
) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence of Qualcomm's late entry into the artificial intelligence (AI) chip race.
But Qualcomm just shared some news that changes the entire investment thesis for the company, turning it into one of
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
PLTR Stock Watch: What to Know as Palantir Teams Up With Nvidia
Wajeeh Khan
June 30, 2026 3 min read
PLTR
+1.38%
NVDA
+0.71%
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Trading disclosure
Palantir (PLTR) stock rallied on June 29 after the company announced a strategic partnership with Nvidia (NVDA) to deploy open AI models within classified and air-gapped U.S. government systems.
The collaboration integrates Nvi
2026-06-30
ca.investing.com
2026-06-30
Investing.com Canada
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2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
How NVIDIA’s Inference Software Stack Powers the Lowest Token Cost
Baseten, Cognition, Deep Infra, Digital Ocean, Hippocratic AI, Together AI and Cursor are seeing compounding value from NVIDIA’s software and open source ecosystem.
June 30, 2026 by Amr Elmeleegy
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As organizations move from AI pilots to production AI factories, infrastructure decisions have shifted from peak chip specific
2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
How Jaiveer Singh Is Helping Robots — and Developers — Move Faster
June 30, 2026 by NVIDIA Writers
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When Jaiveer Singh talks about robots, he doesn’t begin with spectacle. He begins with infrastructure: the boards inside machines, the software that lets developers see through a robot’s cameras and the engineering required before a robot can leave a demo floor to do something use
2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
How NVIDIA’s Inference Software Stack Powers the Lowest Token Cost
Baseten, Cognition, Deep Infra, Digital Ocean, Hippocratic AI, Together AI and Cursor are seeing compounding value from NVIDIA’s software and open source ecosystem.
June 30, 2026 by Amr Elmeleegy
0
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As organizations move from AI pilots to production AI factories, infrastructure decisions have shifted from peak chip specific
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Qualcomm Is the Most Underrated AI Chipmaker to Buy
Marc Guberti, The Motley Fool
June 30, 2026 4 min read
QCOM
-1.88%
NVDA
+0.71%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
Qualcomm's (NASDAQ: QCOM) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence o