Semiconductor News & Analysis Feed
11548 articles
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
finance.yahoo.com
2026-06-29
Yahoo Finance
Jensen Huang’s Net Worth Under Pressure As Nvidia Stock Nears Bear Market
Jensen Huang’s Net Worth Under Pressure As Nvidia Stock Nears Bear Market
Crispus Nyaga
June 29, 2026 6 min read
NVDA
+0.37%
TSLA
+6.69%
GOOGL
+1.82%
AMZN
+0.61%
DELL
+4.43%
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Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Nvi
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.fool.com
2026-06-29
The Motley Fool
Massive demand for memory chips for artificial intelligence (AI) training and inference has been a boon for the three major memory chipmakers. Shares of Micron Technology (
MU
+1.18%
) have climbed over 850% in the past year, while its Korean competitors SK Hynix and Samsung Electronics are up nearly 900% and 500%, respectively, in the same period. All three have benefited from a massive supply/de
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
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
channellife.co.uk
2026-06-29
ChannelLife UK
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SUSE & Openchip back European RISC-V software stack
Mon, 29th Jun 2026
SEAN MITCHELL
Publisher
SUSE and Openchip have signed a memorandum of understanding to develop a European RISC-V hardware and open source software stack, centred on software support for processors designed in Europe.
The work will focus on tuning SUSE Linux and Kubernetes products for Openchi
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
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
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
abcnews.com
2026-06-29
ABC News - Breaking News, Latest News and Videos
South Korean tech giants Samsung Electronics and SK Hynix plan to invest a combined $518 billion in a new computer chip manufacturing hub, capitalizing on surging artificial intelligence-driven demand
SEOUL, South Korea -- South Korean tech giants Samsung Electronics and SK Hynix said Monday they will invest a combined 800 trillion won ($518 billion) in building a new computer chipmaking hub in t
2026-06-29
www.msn.com
2026-06-29
MSN
USA Rare Earth (USAR) was in focus on June 5 after the company secured $1.6 billion in federal funding, reinforcing its role as a key player in U.S. efforts to reshore critical mineral supply chains.
USAR is leveraging CHIPS and Science Act provisions alongside Inflation Reduction Act rewards to build out an integrated mine-to-magnet value chain spanning multiple continents.
This funding positio
2026-06-29
stocktwits.com
2026-06-29
Stocktwits
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2026-06-29
www.barrons.com
2026-06-29
Barron's
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2026-06-29
www.tradingview.com
2026-06-29
TradingView
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DRAM Dips Premarket: Samsung, SK Hynix Announce $590B Expansion Push As South Korea Plans To Double DRAM Capacity
DRAM Dips Premarket: Samsung, SK Hynix Announce $590B Expansion Push As South Korea Plans To Double DRAM Capacity
2 min read
005930
−9.75%
000660
−10.46%
KEY POINTS:
Samsung and SK Hynix shares recouped losses from earlier in the day in Seoul as the official announc
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Pictet Asset Management Holding SA Boosts Holdings in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management Holding SA increased its Texas Instruments stake by 1.0% in the first quarter, ending with 559,788 shares valued at about $108.7 million.
Several analysts raised price targets on TXN, but the stock still c