Semiconductor News & Analysis Feed
10675 articles
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGM:MRAM
3 Semiconductor Stocks Riding AI Memory And Chip Equipment Demand
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI heavyweights in the Magnificent 7 have just seen about US$2.3t in value wiped away as investors question massive, often debt-fueled, infrastructure spending and wait for second quarter earnings to show clearer payo
2026-06-30
www.forbes.com
2026-06-30
Forbes
Today’s Stocks
Berkshire Hathaway
BRK.B
$504.78
-1.80
(-0.35%)
JPMorgan Chase
JPM
$338.08
+0.36
(0.11%)
Visa
V
$349.62
-7.63
(-2.14%)
Eli Lilly & Co
LLY
$1,230.57
+30.51
(2.54%)
Mastercard
MA
$530.44
-2.67
(-0.50%)
Exxon Mobil
XOM
$139.96
+3.52
(2.58%)
Costco Wholesale Corp
COST
$946.91
-3.34
(-0.35%)
Johnson & Johnson
JNJ
$265.88
+6.55
(2.53%)
Procter & Gamble
PG
$150.91
+1.60
(1.07%)
Home Depot
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Overclocking Qualcomm: Rewiring the AI Compute Market
Written by Jeffrey Neal Johnson | Reviewed by Clare Titus
June 30, 2026
KEY POINTS
Qualcomm projects $40 billion in total non-handset revenue by fiscal 2029, spanning data centers, automotive computing, and industrial robotics and IoT.
A $3.92 billion all-stock deal for Modular gives Qualcomm control of the Mojo language and MAX inference engin
2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
Into the Omniverse: Three Workflows for Improving Vision AI Agent Accuracy With Synthetic Data and Fine-Tuning
June 30, 2026 by Esther Lee
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Editor’s note: This post is part of Into the Omniverse, a series focused on how developers, 3D practitioners, and enterprises can transform their workflows using the latest advances in OpenUSD and NVIDIA Omniverse.
Vision AI agents are becoming a pr
2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
Into the Omniverse: Three Workflows for Improving Vision AI Agent Accuracy With Synthetic Data and Fine-Tuning
June 30, 2026 by Esther Lee
0
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Editor’s note: This post is part of Into the Omniverse, a series focused on how developers, 3D practitioners, and enterprises can transform their workflows using the latest advances in OpenUSD and NVIDIA Omniverse.
Vision AI agents are becoming a pr
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
4 Semiconductor Stocks to Buy Right Now to Ride on the AI Capex Boom
Anirudha Bhagat
June 30, 2026 7 min read
AMZN
+0.75%
MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
TSM
-4.25%
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Trading disclosure
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
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Micron CEO Sanjay Mehrotra recently gave investors an update about the current market conditions.
There could be more supply becoming available by 2028.
Mehrotra, however, says it'll take "considerable time to improve" ongoing shortages.
10 stocks we like better than Micron Technology ›
The big question and risk around Micron Technology (NASDAQ: MU) stock is when the memory shortag
2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Nvidia reportedly abandons quad-dire Rubin Ultra GPUs in favor of dual-die Rubin Ultra due to 'manufacturing execution concerns.'
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
Tech Industry Artificial Intelligence
Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns'
News
By Anton Shilov
Published June 30, 2026
Fewer GPUs, more rack-scale systems?
(Image credit: Nvidia)
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2026-06-30
www.barrons.com
2026-06-30
Barron's
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2026-06-30
qz.com
2026-06-30
qz.com
Taiwan's Keelung District Prosecutors Office raided the Taiwan offices of Super Micro Computer and two other firms Monday as part of an expanded investigation into the alleged smuggling of Nvidia $NVDA +1.25% AI chips to China, with the number of people under investigation growing from three to nine.
Huang Sheng, the Keelung head prosecutor, told AFP that Monday's operation spanned 12 locations —
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index
Fiona Craig
June 30, 2026 3 min read
^GSPC
-0.26%
NVDA
+1.11%
AVGO
-0.67%
2330.TW
-0.81%
AMD
-5.65%
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Trading disclosure
Semiconductor ©Adobe Stock Images
Chipmakers reach unprecedented share of the benchmark
Semiconductor companies now account for a record 19.7% of the S&P 500, almos
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:AMD
AMD Stock And 2 AI Semiconductor Picks For Data Center Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Markets just closed with the Dow at a record high above 52,000 and enthusiasm around AI and semiconductor stocks front and center. A pause in U.S. Iran tensions, an open Strait of Hormuz, and softer oil prices are combinin
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.tradingview.com
2026-06-30
TradingView
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Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Less than 1 min read
SMCI
−3.03%
Shares of Super Micro Computer
SMCI
fell more than 8% on Monday after Taiwanese authorities searched the company's offices as part of an investigation tied to alleged shipments of restricted Nvidia
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML Holdings (ASML) Is One Of The Top Surging AI Stocks, Here’s What Analysts Make Of It
Jabran Kundi
June 30, 2026 2 min read
ASML.AS
-7.28%
ASML
-3.62%
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Trading disclosure
ASML Holding NV (NASDAQ:ASML) is one of the 10 AI Stocks That Are Surging. During the last few trading sessions, ASML Holding NV (NASDAQ:ASML) has seen positive momentum. On June 15, Bernstein analyst D
2026-06-30
www.telecomtv.com
2026-06-30
telecomtv.com
DIGITAL PLATFORMS AND SERVICES
Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives
Via Firmus
Jun 30, 2026
Firmus Technologies today announced a strategic compute partnership with NVIDIA running through 2034, anchored by a dedicated 360 MW NVIDIA DSX AI Factory campus in Batam, Indonesia.
The NVIDIA and Firmus partnership provides a new pathway that unlocks access f