Semiconductor News & Analysis Feed
11537 articles
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just reported earnings that expose who holds the AI era’s supply chain leverage. Micron posted a record fiscal Q3 with an 84.9% non-GAAP gross margin. Apple delivered its best March quarter ever at $111.184 billion while flagging reliance on third parties for components as a core risk.
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2026-06-29
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2026-06-29
Stocktwits
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2026-06-29
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2026-06-29
The Futurum Group
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2026-06-29
www.einpresswire.com
2026-06-29
EIN Presswire
There were 1,599 press releases posted in the last 24 hours and 478,683 in the last 365 days.
On-demand programming support helps U.S. manufacturers clear bottlenecks in semiconductor, aerospace, and medical production driven by AI demand and CHIPS Act.
ALBUQUERQUE, NM, UNITED STATES, June 29, 2026 /EINPresswire.com/ -- With over $640 billion in announced semiconductor supply chain investments s
2026-06-29
tomshardware.com
2026-06-29
Etiido Uko
President Lee unveiled an 800 trillion won ($520B) public-private plan for four new Samsung and SK Hynix fabs, dwarfing the US CHIPS Act tenfold.
2026-06-29
www.tomshardware.com
2026-06-29
Tom's Hardware
Tech Industry Manufacturing Semiconductors
South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support
News
By Etiido Uko
Published June 29, 2026
Investment fund dwarfs America's $52 billion semiconductor investment CHIPS Act
(Image credit: Getty / JUNG YEON-JE)
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2026-06-29
www.zacks.com
2026-06-29
Zacks Investment Research
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
NN Shares Soar After Winning New NVIDIA AI Data Centre Contracts (NNBR)
Fiona Craig
June 29, 2026 2 min read
NNBR
+6.02%
NVDA
+0.37%
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Trading disclosure
Servers in a data centre ©Shutterstock
NN, Inc. (NASDAQ:NNBR) shares surged 68% on Monday after the precision engineering company announced a series of new multi-year contract awards to supply liquid cooling components for
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts
Vandita Jadeja
June 29, 2026 4 min read
QCOM
+5.80%
NVDA
+0.37%
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Trading disclosure
Quick Read
QCOM trades at $205, but our model targets $257, implying 26% upside while Wall Street's consensus of $187 implies downside.
CEO Cristiano Amon doubled Qualcomm's 2029 non-handset revenue target to $40 b
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Our Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) price prediction sits well above where the sell side has landed, and that gap is the entire story. Wall Street’s consensus target of $186.50 implies downside from today’s quote.
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Our model sees the opposite. The 24/7 Wall St. price target for Qualcomm is $257.53, pointing to roughly 25.69% upside over the next 12 months, with a 90% co
2026-06-29
news.google.com
2026-06-29
Zacks Investment Research
2026-06-29
tomshardware.com
2026-06-29
Kunal Khullar
Steamroller is the first commercially available prebuilt gaming PC running SteamOS, pairing standard desktop components with future upgradeability.
2026-06-29
qz.com
2026-06-29
qz.com
Firmus Technologies announced a strategic compute partnership with Nvidia $NVDA running through 2034, anchored by a 360-megawatt AI factory campus in Batam, Indonesia. The facility will house up to 170,000 Nvidia AI accelerator chips and is set to go live in the first quarter of 2027, the company said.
The Batam campus is being developed with Singapore-headquartered DayOne and will serve AI-nativ
2026-06-29
qz.com
2026-06-29
qz.com
Samsung Electronics, SK Hynix, and Micron $MU Technology were sued on June 25 in federal court over allegations of collusion and price-fixing in the commodity memory market.
Filed in the Northern District of California, the complaint names 17 plaintiffs — a mix of individuals and small businesses — who claim the three chipmakers conspired to keep commodity DRAM artificially scarce in order to inf
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
america250.org
2026-06-29
America250
Washington, D.C. — June 29, 2026 — America250, the national nonpartisan organization charged by Congress to lead the commemoration of the signing of the Declaration of Independence, today announced a partnership with Intel, a global technology leader and the only U.S.-based, leading-edge chip manufacturer that researches, develops, and manufactures advanced AI and logic semiconductors in the Unite
2026-06-29
www.tomshardware.com
2026-06-29
Tom's Hardware
Tech Industry
Samsung, SK hynix, and Micron sued over alleged DRAM price fixing amid record memory costs — lawsuit claims coordinated HBM shift was cover to curtail DDR3 and DDR4 production
News
By Luke James
Published June 29, 2026
A California class action accuses the three memory makers of choking DDR3 and DDR4 supply.
(Image credit: Getty / Bloomberg)
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia, Micron, and Broadcom hold the stock market's fate in the palm of their hands
Brian Sozzi · Executive Editor
June 29, 2026 1 min read
MU
+0.94%
NVDA
+0.37%
AVGO
+3.73%
GOOGL
+1.82%
^GSPC
+0.72%
Explore stocks on Coinbase
Trading disclosure
Micron (MU) and Nvidia (NVDA) best deliver come earnings day, or else.
Quick insight: Goldman Sachs strategist Ben Snider estimated that AI infrastruct
2026-06-29
www.kedglobal.com
2026-06-29
KED Global
Samsung, SK Hynix to build new chip cluster outside Seoul in $500 bn projects
President Lee Jae Myung (center), Samsung Electronics Chairman Lee Jae-yong (right) and SK Group Chairman Chey Tae-won join hands at a public briefing on South Korea’s three mega projects at the Blue House on June 29, 2026 (Pool photo) Samsung Electronics Co. and SK Hynix Inc. plan to inv
2026-06-29
www.barrons.com
2026-06-29
Barron's
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