Semiconductor News & Analysis Feed
10678 articles
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Qualcomm Is Remaking Itself Into an AI Company. Its Shares Look Dirt Cheap.
Chris Neiger, The Motley Fool
June 29, 2026 4 min read
QCOM
+5.80%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Many technology companies were off to the races when the AI boom first started, but Qualcomm (NASDAQ: QCOM) initially seemed slow to adapt.
Not anymore. The company has shifted its strategy toward
2026-06-29
www.binance.com
2026-06-29
Binance
US storage and optical communications stocks posted broad pre-market gains on June 29, according to market data, adding to the constructive AI infrastructure signal from South Korea's 800 trillion won semiconductor investment pledge announced earlier in the session.
Storage stocks — broad gains across the sector
Micron Technology rose 2.16%, Western Digital gained 2.48%, SanDisk climbed 1.59%, a
2026-06-29
www.barrons.com
2026-06-29
Barron's
__fail__
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg
To continue, please click the box below to let us know you're not a robot.
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy.
For inquiries related to this message please contact our support team and provide the reference ID below.
Get the most important global
2026-06-29
uk.finance.yahoo.com
2026-06-29
Yahoo Finance UK
South Korea announces $1 trillion semiconductor and AI ‘megaprojects’ plan
South Korea announces $1 trillion semiconductor and AI ‘megaprojects’ plan · The Independent
Vishwam Sankaran
29 June 2026 3 min read
005930.KS
-9.75%
000660.KS
-10.58%
GOOGL
+1.82%
035420.KS
-1.68%
South Korea has announced a $1 trillion "megaprojects" plan for the development of semiconductor manufacturing and artificial
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Many technology companies were off to the races when the AI boom first started, but Qualcomm (
QCOM
+5.80%
) initially seemed slow to adapt.
Not anymore. The company has shifted its strategy toward artificial intelligence processors, applying its existing knowledge of edge computing to AI. It recently made a nearly $4 billion acquisition of an AI company to expand its reach for data center tech.
2026-06-29
www.reuters.com
2026-06-29
Reuters
__fail__
2026-06-29
streamlinefeed.co.ke
2026-06-29
streamlinefeed.co.ke
Kings Lotus – A Home That Grows With You Modern Living Along Gataka Road, Ongata Rongai Inspired by the timeless symbolism of the lotus flower—strength, renewal, and serenity—Kings Lotus brings a fresh approach to urban living. This thoughtfully master-planned community blends contemporary design with everyday convenience, giving homeowners a lifestyle defined by comfort, accessibility, and long-t
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is NVIDIA (NVDA) the Best Fast Growth Stock to Buy as It Targets Fully Autonomous AI for Telecom Networks?
Abdul Rahman
June 29, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best fast growth stocks to buy according to hedge funds. On June 22, NVIDIA Corporation (NASDAQ:NVDA) unveiled a full stack of AI tools and partner dep
2026-06-29
www.tomsguide.com
2026-06-29
Tom's Guide
Computing
I knew we weren't crazy! Samsung, SK Hynix and Micron just got sued — accused of using 'AI' to fix prices and screw your wallet in RAMpocalypse
News
By Jason England
Published June 29, 2026
Is there a chance the people could win?
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
(Image credit: Future)
Share this article
2
Join the c
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Can Micron (MU) ’s Deal With Anthropic Cement Its Place in the AI Memory Market?
Abdul Rahman
June 29, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the best fast growth stocks to buy according to hedge funds. On June 22, Micron Technology, Inc. (NASDAQ:MU) announced a strategic agreement with Anthropic covering memory and storage
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Verde Servicos Internacionais S.A. Buys 9,787 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Verde Servicos Internacionais S.A. increased its NVIDIA stake by 9.4% in the first quarter, buying 9,787 additional shares and bringing its total holding to 113,603 shares worth about $19.8 million.
NVIDIA reported strong quarterly result
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
SageGuard Financial Group LLC Increases Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
SageGuard Financial Group LLC increased its Taiwan Semiconductor Manufacturing stake by 34.9% in the first quarter, buying 1,790 additional shares to bring its total to 6,919 shares worth about $2.34 million.
Institut
2026-06-29
www.telegraphherald.com
2026-06-29
TelegraphHerald.com
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market
The Associated Press Jun 29, 2026 Updated Jun 29, 2026
A worker stands near robo
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
SK Hynix (KOSE:A000660) Starts Shipping HBM4E Samples To Major AI Customers
Bailey Pemberton
June 29, 2026 2 min read
000660.KS
-10.58%
A000660
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
SK hynix has started shipping samples of its next generation HBM4E DRAM to major customers.
The new high bandwidth memory is designed for
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Stock Has Soared by More Than 12X. Can It Double Again?
Lawrence Nga, The Motley Fool
June 29, 2026 5 min read
MU
+0.94%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) stock has delivered extraordinary returns over the past year and a half. After a rally of more than 1,200% since the start of 2025, many investors will naturally assume the easy money has alrea
2026-06-29
tomshardware.com
2026-06-29
Etiido Uko
YOFC, China Telecom, and Dekoli claim a 51.3 Tb/s hollow-core fiber field-trial record over 206.5 km, using 1.2 Tb/s-per-wavelength WDM transmission without repeaters or remote-pumped amplifiers.
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Micron (
MU
+1.18%
) stock has delivered extraordinary returns over the past year and a half. After a rally of more than 1,200% since the start of 2025, many investors will naturally assume the easy money has already been made on this stock. That may prove true.
But investors should remember something important: A stock does not become a bad investment simply because it has gone up sharply in pri
2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg.com
To continue, please click the box below to let us know you're not a robot.
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy.
For inquiries related to this message please contact our support team and provide the reference ID below.
Get the most important global