Semiconductor News & Analysis Feed
11346 articles
2026-06-30
www.pcmag.com
2026-06-30
PCMag UK
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
Micron Technology (
MU
5.25%
) 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 products, while supply is limited, creating a terrific scenario for the company to be able to raise prices and for demand to remain robust.
This year, the stock has more than tripled in
2026-06-30
www.datacenterdynamics.com
2026-06-30
Data Center Dynamics
US chipmaker Onsemi has acquired Synaptics in an all-stock transaction valued at around $7 billion.
The deal is expected to close by mid-2027, subject to approval from Synaptics stockholders.
– Onsemi
In a statement, Onsemi said that adding Synaptics’ differentiated Edge AI compute franchise will allow it to extend its capabilities beyond power and sensing to intelligent systems, “delivering gr
2026-06-30
en.tempo.co
2026-06-30
Tempo.co English
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2026-06-30
www.allaboutcircuits.com
2026-06-30
All About Circuits
www.allaboutcircuits.com
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2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.quiverquant.com
2026-06-30
Quiver Quantitative
ASML Holding N.V. (ASML) is up 4.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied mainly to another wave of AI-driven enthusiasm across semiconductor shares, which has been lifting equipment makers alongside memory and chip designers. ASML also continues to benefit from investor confidence that demand for advanced lithography tools wil
2026-06-30
www.watertechonline.com
2026-06-30
Water Tech Online
Kurita Industries has established a joint venture with Membrane Group India Private Limited to provide water and wastewater treatment solutions for India's growing electronics and semiconductor industry.
The new company, Kurita Membrane India Private Limited, will design, manufacture, install, and maintain water treatment systems, including ultrapure water production, wastewater recycling, resour
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
3 Reasons to Buy Nvidia Stock in July
Rick Munarriz, The Motley Fool
June 30, 2026 4 min read
NVDA
+0.71%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) is capping off another successful quarter of trading. The global leader in artificial intelligence (AI) is trading 12% higher heading into the final trading day of the calendar quarter.
But June has been a bust. Nvidia is trad
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.investing.com
2026-06-30
Investing.com
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2026-06-30
www.businessinsider.com
2026-06-30
Business Insider
Don McGuire, CMO of Qualcomm, spoke to Business Insider during the 2026 Cannes Lions Festival of Creativity, saying that talk of artificial intelligence in the enterprise is at a more realistic place. "It's about humans and AI together that's really going to make it useful," McGuire said. "Not one or the other."
Don McGuire, CMO of Qualcomm, spoke to Business Insider during the 2026 Cannes Lions
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Nvidia (
NVDA
+0.82%
) is capping off another successful quarter of trading. The global leader in artificial intelligence (AI) is trading 12% higher heading into the final trading day of the calendar quarter.
But June has been a bust. Nvidia is trading 8% lower in this otherwise resilient month for the markets. Market leadership has shifted from the initial AI leaders to beneficiaries like memory
2026-06-30
www.gurufocus.com
2026-06-30
GuruFocus
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2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
I keep buying NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the receipts make it hard to stop. Every paycheck, every dip, every quarter that prints another set of numbers most companies will never see, I add. This is the position I size up when I should be diversifying away from it, and I want to explain why with the data.
Video Muted
The core of my thesis is simple. Nvidia sells the picks a
2026-06-30
www.aol.com
2026-06-30
AOL.com
ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now
ALEX SIROIS
Jun 30, 2026
0
Kevin Frayer / Getty Images News via Getty Images
Quick Read
ASML's $45 billion backlog and lithography monopoly deliver pricing power that Applied Materials, competing in contested deposition and etch markets, cannot replicate.
CEO Gary Dickerson sold 110,000 Applied Materials shares in mid-June while fr
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities for semiconductor companies. Large cloud providers and hyperscalers are investing heavily to expand their AI capabilities, which is driving demand for advanced chips, memory solutions and semiconductor manufacturing
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities for semiconductor companies. Large cloud providers and hyperscalers are investing heavily to expand their AI capabilities, which is driving demand for advanced chips, memory solutions and semiconductor manufacturing
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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