Semiconductor News & Analysis Feed
11355 articles
2026-06-30
www.bitget.com
2026-06-30
Bitget
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
Dinari partners with tZERO to develop a tokenized U.S. stock platform
Pump.fun App adds support for token trading on the Robinhood chain
Key Players' Defense: Major platforms deploy
2026-06-30
uk.finance.yahoo.com
2026-06-30
Yahoo Finance UK
NVIDIA (NVDA) Among The Most Promising Robotics Stocks; Here’s Why
Faheem Tahir
29 June 2026 2 min read
NVDA
-1.64%
LLY
+2.76%
NTRA
+1.21%
Given its significant hedge fund backing and attractive upside potential, NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising robotics stocks.
NVIDIA (NVDA) Among The Most Promising Robotics Stocks; Here's Why
NVIDIA Corporation (NASDAQ:NVDA) is ex
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
This Under-the-Radar Semiconductor Stock Is Beating Nvidia and Broadcom in 2026
Scott Levine, The Motley Fool
June 29, 2026 3 min read
NVDA
-2.01%
NVTS
-10.40%
AVGO
-2.57%
Explore stocks on Coinbase
Trading disclosure
Despite the recent tech sell-off, several semiconductor stocks have logged gains this year. Since the start of 2026, Nvidia (NASDAQ: NVDA) and Broadcom have risen about 3% and 5%, r
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Despite the recent tech sell-off, several semiconductor stocks have logged gains this year. Since the start of 2026, Nvidia (
NVDA
+0.38%
) and Broadcom have risen about 3% and 5%, respectively.
One semiconductor specialist, however, has outpaced all of them, and it's a name that many investors probably don't even know.
Image source: Getty Images.
Rubbing shoulders with Nvidia has a funny way o
2026-06-30
www.chosun.com
2026-06-30
조선일보
By Kang Da-eun
Published 2026.06.30. 09:06
Updated 2026.06.30. 14:39
Samsung Electronics, SK Hynix, and Micron corporate logos / Courtesy of respective companies
Global memory giants Samsung Electronics, SK Hynix, and Micron have been embroiled in a class-action lawsuit in the U.S. over allegations of DRAM price-fixing. U.S. consumers and small-to-medium PC companies claim the three firms intent
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
D.A. Davidson Head of Technology Research Gil Luria recently appeared on CNBC to flag what he calls a contradictory set of AI-cycle assumptions baked into chip and software valuations. His call was that if AI infrastructure spending continues to compound through the end of the decade, Micron Technology (NASDAQ:MU | MU Price Prediction) could be worth roughly four times its current price. However,
2026-06-30
www.mk.co.kr
2026-06-30
매일경제
www.mk.co.kr
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030
Thomas Richmond
June 29, 2026 4 min read
MU
-6.69%
MSFT
+1.33%
GOOGL
+1.58%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Luria says Micron could 4x by 2030 while Microsoft's 19x P/E looks cheap given its 50% AI compute backlog advantage over Google.
Memory faces less competition than CPUs yet Micron trades a
2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
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2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
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2026-06-30
www.sandiegouniontribune.com
2026-06-30
San Diego Union-Tribune
BUSINESS
TECHNOLOGY
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What Wall Street analysts are saying about Qualcomm’s next act
Analysts weigh in after private panels on Qualcomm's push into one of the fastest-growing markets
Qualcomm President and CEO Cristiano Amon, pictured during the Computex 2026 exhibition in Taiwan, discusses agentic AI a few weeks before he debuts Qualcomm's new datacenter product suite during Investor Day in Ne
2026-06-30
digitimes.com
2026-06-30
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory, or HBM4, and shifting more capacity toward commodity DRAM have drawn market attention.
2026-06-30
digitimes.com
2026-06-30
Qnity, the independent company spun off from US chemicals giant DuPont, is ramping up investment in Taiwan as the island cements its role at the center of the global AI hardware supply chain. Asia-Pacific president Dennis Chen said in an interview with DIGITIMESthat future spending will focus on three main battlegrounds: advanced packaging, co-packaged optics (CPOs), and thermal management.
2026-06-30
digitimes.com
2026-06-30
Taiwanese prosecutors have reportedly expanded their investigation into the alleged illegal export of high-end AI servers to China, Hong Kong, and Macau, launching a second round of raids targeting Supermicro's Taiwan branch and two listed Taiwanese technology companies.
2026-06-30
digitimes.com
2026-06-30
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market long driven by electric vehicles.
2026-06-30
digitimes.com
2026-06-30
Nexchip Semiconductor has filed for a Hong Kong listing to fund expansion, following rapid revenue growth and a stronger market position. The prospectus highlights its scale in display driver chips and image sensors, while also warning investors about customer concentration, heavy capital needs, and exposure to shifting trade policy.
2026-06-30
digitimes.com
2026-06-30
Samsung Electro-Mechanics is in final-stage talks to supply multilayer ceramic capacitors (MLCCs) to a major US cloud provider for AI servers, while also expanding substrate production capacity and securing a separate silicon capacitor contract, according to Korean media reports and company statements.
2026-06-30
digitimes.com
2026-06-30
As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating its push into 2nm-and-below nodes as well as advanced packaging technologies such as CoWoS. Industry sources said the AI-driven investment wave is now spreading beyond foundries into the equipment, materials, factory engineering, and inspection supply chains.
2026-06-30
digitimes.com
2026-06-30
Rumors in Taiwan's capital markets that United Microelectronics Corp. may deepen cooperation with Intel from 12nm to Intel 3 are drawing skepticism from DIGITIMESanalyst Luke Lin. He said the main obstacles are the technology gap and Intel's internal capacity allocation, which make a near-term move commercially difficult.
2026-06-30
digitimes.com
2026-06-30
Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten to raise hardware expenses just as the company pushes deeper into on-device AI.