Semiconductor News & Analysis Feed
868 articles
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Qualcomm Is the Most Underrated AI Chipmaker to Buy
Marc Guberti, The Motley Fool
June 30, 2026 4 min read
QCOM
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NVDA
+0.71%
AVGO
-0.83%
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Trading disclosure
Qualcomm's (NASDAQ: QCOM) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence o
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.bloomberg.com
2026-06-30
Bloomberg
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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
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2026-06-30
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2026-06-30
www.thelec.net
2026-06-30
thelec.net
Applied Materials’ enhanced Centura Prime Epi system (Photo=Applied Materials)
Applied Materials has introduced six new semiconductor manufacturing systems for DRAM and advanced packaging, expanding its portfolio of 3D semiconductor equipment aimed at improving the performance and power efficiency of next-generation memory used in artificial intelligence (AI) processors.
The company unveiled
2026-06-30
kalkinemedia.com
2026-06-30
Kalkine Media
Broadcom Inc (NASDAQ:AVGO) Leads AI Chip Market Focus
NASDAQ COMPOSITE
AVGO
3 min read | June 29, 2026 11:06 PM PDT | By Anmol Khazanchi
Google News:
Image source: Shutterstock
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2026-06-30
digitimes.com
2026-06-30
TSMC is accelerating CoWoS capacity expansion while also pushing ahead with next-generation panel-level packaging, CoPoS, aiming to use a new "round-to-square" architecture to break through cost and capacity bottlenecks in large AI chip packaging and build its next competitive moat.
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Smart Money is Leaving Nvidia for This AI Chip Stock
Ananda Banerjee
June 29, 2026 5 min read
NVDA
+0.37%
MU
+0.94%
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Trading disclosure
Nvidia stock price keeps sliding, yet the usual dip buyers are missing. Institutional money flow on the stock is the most negative of any major chip name, which means big investors are stepping back instead of loading up.
That single fa
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls.
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The move ex
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
David Moadel
June 29, 2026 4 min read
SMCI
-0.11%
NVDA
+0.37%
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Trading disclosure
Quick Read
Taiwan raided Super Micro Computer's (SMCI) offices over alleged NVIDIA (NVDAD) AI chip smuggling to China, driving SMCI shares down 8% and extending a brutal 37% monthly slide.
Prosecutors alle
2026-06-30
www.pymnts.com
2026-06-30
PYMNTS.com
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2026-06-29
aibusiness.com
2026-06-29
AI Business
The move comes as part of the government’s series of megaprojects designed to secure the country’s position in the global AI landscape.
South Korea unveiled an ambitious AI infrastructure initiative, with plans to invest more than 800 trillion won ($576 billion) in semiconductor manufacturing and AI to cement the country's position in the global AI race.
The program was unveiled by President Lee
2026-06-29
www.digitaltoday.co.kr
2026-06-29
디지털투데이
Industry
China tungsten curbs disrupt WF6 supplies, raising risks for HBM and AI chip output
AI Summary
The push to expand AI semiconductor output is straining supply chains for specialty electronic gases, an analysis said. China’s controls on high-purity tungsten exports have led to disruptions in Japan’s supply of tungsten hexafluoride (WF6), raising new supply-chain risks for high-bandwidth me
2026-06-29
www.techloy.com
2026-06-29
Techloy
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Nvidia vs Huawei: How China's AI Chip Market Went From 95% to Almost Nothing
U.S. export controls handed Huawei China's AI chip market, and Nvidia's own CEO now says the company is effectively foreclosed from competing there.
Jun 29, 2026
by Ogbonda Chivumnovu
Nvidia once had 95% market share of AI chips in China. B
2026-06-29
www.huaweicentral.com
2026-06-29
Huawei Central
SEMICONDUCTOR
Nvidia sales slip in Chinese AI chip market as Huawei gains lead
Published
1 week ago
on
June 29, 2026
By
Emiko Matsui
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Communications Equipment
Device Drivers
Mobile & Wireless
US-China tech tensions are really affecting Nvidia more than Huawei and the former has lost in the Chinese AI chip sales market this time, as the Ascend chipset maker gained ground.
2026-06-29
www.barrons.com
2026-06-29
Barron's
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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
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
www.cnn.com
2026-06-29
CNN
South Korean President Lee Jae Myung, Samsung Electronics Chairman Lee Jae-yong, and SK Group Chairman Chey Tae-won announcing the government's AI investment plan in Seoul, South Korea on June 29, 2026. Kim Min-Hee/Reuters
Reuters —
South Korea rolled out sweeping chip and AI mega-projects on Monday, as President Lee Jae Myung pledged to cement overwhelming industry leadership with investments