Semiconductor News & Analysis Feed
897 articles
2026-06-30
digitimes.com
2026-06-30
Microcontroller customers are accelerating shipments into the first half of 2026 as higher production costs ripple through the supply chain, with global implications for electronics pricing and availability. Industry sources said buyers are seeking to secure supply before further increases, while weak demand and AI-related capacity pressure continue to shape the market.
2026-06-30
digitimes.com
2026-06-30
Asia Neo Tech has announced a 15-year technology licensing agreement with US-based Brooks Automation to cooperate on FOUP (front-opening unified pod) cleaning equipment and expand its reach into global markets. The two companies held a signing ceremony on June 30, 2026.
2026-06-30
digitimes.com
2026-06-30
The 2026 peak season for IC design firms remains unclear, with global readers likely to feel the effects through pricier smartphones, PCs, and other devices. Supply-chain costs are rising, demand is hard to gauge, and companies are preparing for customer stockpiling that could keep chip orders elevated into the third quarter.
2026-06-30
digitimes.com
2026-06-30
Samsung said on June 29 it will invest a combined KRW2,655 trillion (approx. US$1.72 trillion as of June 30, 2026) across its domestic operations, splitting the figure between continued buildout of its existing Pyeongtaek and Yongin semiconductor clusters and a fresh push into Korea's southwestern Honam region, where the bulk of the new money is aimed at memory capacity.
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Investors initially cheered the report, but the enthusiasm faded.
The fantastic results might be unsustainable, but investors can celebrate while it lasts.
*Stock prices used were the afternoon prices of June 25, 2026. The video was published on June 27, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and the Mi
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Nvidia shares look like a great bargain right now.
AMD may be getting too expensive to invest in.
10 stocks we like better than Advanced Micro Devices ›
If you asked me which stock would have a better 2026, Nvidia(NASDAQ: NVDA) or Advanced Micro Devices(NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Nvidia shares look like a great bargain right now.
AMD may be getting too expensive to invest in.
10 stocks we like better than Advanced Micro Devices ›
If you asked me which stock would have a better 2026, Nvidia(NASDAQ: NVDA) or Advanced Micro Devices(NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
AMD Stock Is Crushing Nvidia's in 2026. Will That Continue?
Keithen Drury, The Motley Fool
June 29, 2026 4 min read
NVDA
+0.37%
AMD
+6.61%
Explore stocks on Coinbase
Trading disclosure
If you asked me which stock would have a better 2026, Nvidia (NASDAQ: NVDA) or Advanced Micro Devices (NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business r
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
If you asked me which stock would have a better 2026, Nvidia (
NVDA
+0.38%
) or Advanced Micro Devices (
AMD
+6.74%
), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely come to the same conclusion as my projection.
However, the market is in love with AMD's stock, and it has trounced Nvidia's year-to-date performance. Since the st
2026-06-29
futurumgroup.com
2026-06-29
The Futurum Group
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2026-06-29
futurumgroup.com
2026-06-29
The Futurum Group
This website or its third-party tools process personal data. You can opt out of the sale of your personal information by clicking on the “Do Not Sell or Share My Personal Information” link.
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.fool.com
2026-06-29
The Motley Fool
It has been a frustrating year for Nvidia (
NVDA
+0.38%
) investors, as the tech giant's shares have barely delivered any gains so far in 2026. The PHLX Semiconductor Sector index, for comparison, has registered remarkable gains of 79% this year.
However, it is difficult to justify Nvidia's underperformance in the first half of 2026. The company is on track to deliver better results this fiscal y
2026-06-29
qz.com
2026-06-29
qz.com
A new semiconductor manufacturing hub in southwestern South Korea is set to receive a combined 800 trillion won ($520 billion) commitment from Samsung Electronics and SK Hynix, with each chipmaker pledging to construct two fabrication plants there as memory chip demand tied to artificial intelligence continues to outpace what current facilities can supply.
South Korean President Lee Jae Myung ann
2026-06-29
news.google.com
2026-06-29
TechHQ
2026-06-29
news.google.com
2026-06-29
AI News
2026-06-29
english.cw.com.tw
2026-06-29
天下雜誌
english.cw.com.tw
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2026-06-29
digitimes.com
2026-06-29
Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators and advanced packaging, according to Counterpoint Research.
2026-06-29
digitimes.com
2026-06-29
Below are the most-read DIGITIMES Asiastories from the week of June 22-28, 2026:
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $626.84
Target Price (Mid): ~$760
Street Target: ~$550
Potential Total Return: ~21%
Annualized IRR: ~4.5% / year
Earnings Reaction: -0.89% (May 14, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Applied Materials (AMAT) just did something its shareholder