Semiconductor News & Analysis Feed
10684 articles
2026-06-29
digitimes.com
2026-06-29
Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment and semiconductor equipment spending lift demand for ceramic parts, optical communication packages, and advanced semiconductor packaging materials.
2026-06-29
digitimes.com
2026-06-29
ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment of a former TSMC executive as an independent director by Chairman Chiang Shang-yi has also drawn industry attention to the commercialization progress of its high-speed optical transceiver business.
2026-06-29
eetimes.com
2026-06-29
Pablo Valerio
As U.S. regulators focus on supply chain transparency, China's expanding presence in Latin America has emerged as a major strategic challenge.
2026-06-29
digitimes.com
2026-06-29
BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker's push to extend vertical integration from electrification into intelligent driving.
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Taiwan's semiconductor ecosystem has entered the race to develop a possible post-HBM memory architecture, with Powerchip Semiconductor Manufacturing Corp. (PSMC) and AP Memory appearing alongside Intel and SoftBank subsidiary SAIMEMORY in a nine-layer 3D...
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2026-06-29
www.digitimes.com
2026-06-29
digitimes
Infineon and Innoscience are locked in a global legal battle over alleged infringement involving gallium nitride (GaN) technology, with courts across multiple jurisdictions becoming battlegrounds for the dispute. In China, Innoscience appears to have gained...
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2026-06-29
intellectia.ai
2026-06-29
Intellectia AI
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Micron Technology: The Next Nvidia?
Micron Technology: The Next Nvidia?
Written by Emily J. Thompson, Senior Investment Analyst
Source: Fool
Updated:
Jun 28 2026
14
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MU
+0.94%
NVDA
+0.37%
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Significant Revenue Growth: Micron Technology's
2026-06-29
www.upi.com
2026-06-29
upi.com
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2026-06-29
www.whas11.com
2026-06-29
WHAS11
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2026-06-29
simplywall.st
2026-06-29
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Plans $29.4 Billion Raise And Nasdaq ADR Listing
June 29, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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SK hynix (KOSE:A000660) has announced a ₩29.4b follow on equity offering, alongside a concurrent listing of American Depositary Receipts on the Nasdaq.
The board has convened to approve the capital raise and U.S.
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Software/NasdaqGS:SNPS
Is Synopsys’ AI-Enabled Ansys Integration Reshaping The Investment Case For Synopsys (SNPS)?
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier in June 2026, Synopsys launched its first AI-enabled Multiphysics Fusion solutions, integrating its EDA tools with Ansys “golden signoff” analysis to accelerate chip timing signoff, design closure, and mul
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI
Bailey Pemberton
June 28, 2026 4 min read
CRWV
+5.77%
NVDA
+0.37%
META
+2.98%
MSFT
-0.96%
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CoreWeave (NasdaqGS:CRWV) has discl
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nokia (HLSE:NOKIA) Partners With Nvidia To Build AI RAN 6G Networks
Bailey Pemberton
June 28, 2026 4 min read
NOKIA.HE
-1.25%
NVDA
+0.37%
TMUS
+2.41%
NOK
+3.65%
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Nokia Oyj (HLSE:NOKIA) announced a partnership wi
2026-06-29
www.autonews.com
2026-06-29
Automotive News
Kearney partner Kushal Fernandes breaks down which industries are best — and worst — positioned to survive the DRAM memory chip shortage, why the auto industry lands in a surprising middle ground and what structural advantages electric vehicle makers have over traditional automakers when it comes to securing supply.
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Multiple Wall Street analysts have set lofty targets for SpaceX, high enough that it could surpass Nvidia.
Much of that optimism is tied to Starlink, which jumped from 9 million customers last year to 12 million earlier this month.
However, the space company isn't profitable yet, and Nvidia is a financial powerhouse.
10 stocks we like better than Space Exploration Technologies ›
On
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Multiple Wall Street analysts have set lofty targets for SpaceX, high enough that it could surpass Nvidia.
Much of that optimism is tied to Starlink, which jumped from 9 million customers last year to 12 million earlier this month.
However, the space company isn't profitable yet, and Nvidia is a financial powerhouse.
10 stocks we like better than Space Exploration Technologies ›
On
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
2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has announced a sweeping AI data center strategy that includes new partnerships with Meta and Microsoft, signaling a major expansion beyond its smartphone processor roots.
The company introduced the Dragonfly C1000 CPU alongside a new High Bandwidth Compute architecture specifically designed to handle demanding AI workloads at scale.
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Qu
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:AOSL
Is Alpha and Omega Semiconductor’s AI Pivot Quietly Redefining Its Risk Profile and Moat Strength (AOSL)?
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this year, Alpha and Omega Semiconductor highlighted its pivot toward advanced computing systems and rising engagements with major cloud and hyperscale partners in AI pow
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
BofA raises price target on Applied Materials to $720 amid bullish semiconductor outlook
Bank of America sees a $2.7 trillion semiconductor market by 2030, driven by AI and memory chip demand