Semiconductor News & Analysis Feed
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2026-06-29
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2026-06-29
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DRAM Dips Premarket: Samsung, SK Hynix Announce $590B Expansion Push As South Korea Plans To Double DRAM Capacity
DRAM Dips Premarket: Samsung, SK Hynix Announce $590B Expansion Push As South Korea Plans To Double DRAM Capacity
2 min read
005930
−9.75%
000660
−10.46%
KEY POINTS:
Samsung and SK Hynix shares recouped losses from earlier in the day in Seoul as the official announc
2026-06-29
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2026-06-29
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SK Hynix explores global financing options for new fabs, may consider overseas investments
SK Hynix explores global financing options for new fabs, may consider overseas investments
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Indian shares rise aided by positive corporate updates, lower oil, foreign
2026-06-29
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2026-06-29
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Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan
Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan
1 min read
005930
−8.73%
000660
−9.09%
KEY POINTS:
Samsung and SK Hynix are expected to announce investments of up to $1.3 trillion in their operations, according to local media re
2026-06-29
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2026-06-29
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Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
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India's June fuel consumption slips 3.7% from previous month
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2026-06-29
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2026-06-29
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Samsung Electronics, SK Hynix to invest in two new fabrication sites in South Korea, government says
Samsung Electronics, SK Hynix to invest in two new fabrication sites in South Korea, government says
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2026-06-29
www.tradingkey.com
2026-06-29
TradingKey
NVIDIA (NVDA) closed at $192.76, exhibiting technical oversold conditions with an RSI of 31.82 and positive divergence. While record fiscal Q1 earnings showed 85% YoY growth, the stock faces pressure from declining B200 rental rates, China-related revenue risks, and executive selling. The technical setup suggests a potential relief rally, with an entry above $196 targeting $205.70, provided it hol
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Nvidia invested $2 billion in neocloud infrastructure provider CoreWeave (
CRWV
+5.82%
) in January this year to help the latter build artificial intelligence (AI) factories powered by its chips. That investment has appreciated 11% since then despite bouts of volatility.
However, it won't be surprising to see this AI stock jump higher in the future, as it plays an important role in the AI infrast
2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
SK Hynix is set to debut on Nasdaq via ADRs on July 10, 2026, marking a strategic move to capitalize on its 58% global HBM market share. Benefiting from deep integration with Nvidia, the firm reported a 72% operating margin in Q1 2026. While its first-mover advantage in AI memory supports a favorable outlook, key risks include Samsung’s aggressive HBM4 competition, potential cooling in AI capital
2026-06-27
news.futunn.com
2026-06-27
富途牛牛
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2026-06-27
www.asiae.co.kr
2026-06-27
아시아경제
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2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
Qualcomm Inc (QCOM) moved down by 5.12%. The Technology Equipment sector is down by 2.75%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 5.76%; SanDisk Corporation (SNDK) down 9.55%; NVIDIA Corp (NVDA) down 1.07%.
Qualcomm's stock experienced significant downward volatility on Friday, reflecting a "sell-the-news" reaction followin
2026-06-27
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2026-06-27
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Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
3 min read
ON
+6.74%
SYNA
+5.84%
onsemi ON is making its biggest strategic move yet, agreeing to acquire Synaptics Incorporated SYNA in an all-stock deal valued at roughly $7 billion. The acquisition strengthens onsemi’s transformation from a
2026-06-27
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2026-06-27
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Here's How Artificial Intelligence Powers ASML's Growth Story
Here's How Artificial Intelligence Powers ASML's Growth Story
2 min read
ASML
+6.79%
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company
2026-06-27
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2026-06-27
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Wedbush Issues Bold Call on Beaten-Down Nvidia and Microsoft Stocks
Wedbush Issues Bold Call on Beaten-Down Nvidia and Microsoft Stocks
Less than 1 min read
GOOG
+0.58%
AAPL
+2.70%
NVDA
+2.63%
MSFT
+1.21%
Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and other major technology stocks have come under pressure in recent weeks as investors weigh the costs of massive arti
2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
Texas Instruments Inc (TXN) moved down by 3.84%. The Technology Equipment sector is down by 2.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 3.74%; SanDisk Corporation (SNDK) down 7.45%; NVIDIA Corp (NVDA) down 0.72%.
On June 26, 2026, Texas Instruments experienced notable downward pressure and significant intraday volatility,
2026-06-27
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2026-06-27
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Why onsemi (ON) Shares Are Falling Today
Why onsemi (ON) Shares Are Falling Today
2 min read
ON
−3.60%
What Happened?
Shares of analog chips maker onsemi
ON
fell 21.8% in the morning session after the company announced the acquisition of Synaptics in a $7 billion all-stock transaction, which raised investor concerns about shareholder dilution.
Under the terms of the agree
2026-06-26
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2026-06-26
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Can ASE Technology Benefit From Expanding AI Infrastructure?
Can ASE Technology Benefit From Expanding AI Infrastructure?
3 min read
3711
+3.24%
ASE Technology Holding Co., Ltd. ASX is emerging as a key beneficiary of the global artificial intelligence (AI) infrastructure buildout. As demand for AI accelerators, high-bandwidth memory and advanced chip packaging grows, the company i
2026-06-26
www.benzinga.com
2026-06-26
Benzinga
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
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2026-06-26
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Onsemi to Buy Synaptics for $7 Billion in Its Largest Deal Ever
Onsemi to Buy Synaptics for $7 Billion in Its Largest Deal Ever
Less than 1 min read
ON
−20.84%
SYNA
+0.34%
ON Semiconductor
ON
fell 12.48% in premarket after the chipmaker agreed to acquire Synaptics
SYNA
in an all-stock deal valued at approximately $7 billion, its largest acquisition to date. Synaptics shareh