Semiconductor News & Analysis Feed
11555 articles
2026-06-29
digitimes.com
2026-06-29
China is accelerating its push into fourth-generation semiconductors, with the country's first fully integrated industrial project for ultra-wide-bandgap semiconductor materials set to be built in Zhengzhou. The project aims to strengthen domestic capabilities in diamond-based semiconductor materials for AI chips, advanced communications and electric vehicles, while expanding China's presence beyo
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
digitimes.com
2026-06-29
Below are the most-read DIGITIMES Asiastories from the week of June 22-28, 2026:
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
Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators and advanced packaging, according to Counterpoint Research.
2026-06-29
www.whas11.com
2026-06-29
WHAS11
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2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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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.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
www.harianbasis.co
2026-06-29
HarianBasis.co
www.harianbasis.co
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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
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is QUALCOMM Incorporated (QCOM) Set to Acquire a Startup?
Fatima Gulzar
June 28, 2026 1 min read
QCOM
+5.80%
NVDA
+0.37%
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Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
Reuters reported on June 24 that QUALCOMM Incorporated (NASDAQ:QCOM) is set to acquire AI startup Modular in an all-st
2026-06-29
letsdatascience.com
2026-06-29
Let's Data Science
FUNDING & BUSINESS
nvidia
ai chips
ai markets
funding
NVIDIA Appears Among Top Semiconductor Picks
3 sources
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June 28, 2026
|
By LDS Team
5.0
Relevance Score
Photo: s.yimg.com · rights & takedowns
QUICK SUMMARY
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For AI infrastructure practitioners and procurement teams, NVIDIA's financial scale is now as consequential as its chip roadmap. Insider Monkey ranks NVIDIA among the top semiconduct
2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
IREN (NASDAQ: IREN) is repositioning itself as a large-scale artificial intelligence data center builder and operator, moving well beyond its origins in cryptocurrency infrastructure.
The company has signed new long-term infrastructure contracts with both Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA), placing it at the center of surging global demand for AI compute capacity.
Submit a Press
2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-29
www.aol.com
2026-06-29
AOL.com
Will the Micron Stock Split Happen Now After Its Blowout Earnings Results?
JACK DELANEY, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Micron beat on both the top and bottom lines in its latest earnings report.
The stock price keeps climbing above $1,000, suggesting a split might make sense.
The last time Micron split its stock was a very long time ago -- in 2000.
10 stocks we like better than Mic
2026-06-29
startupfortune.com
2026-06-29
Startup Fortune
Micron’s Q3 report turned a familiar memory stock into a harder AI infrastructure question: if every serious AI system needs more memory, you can’t keep treating memory as an afterthought.
Wall Street spent the AI boom staring at GPUs, and you can understand why. Nvidia became the cleanest ticker for the story. But Micron’s latest quarter forces a less glamorous point into the open: a fast chip i
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Will the Micron Stock Split Happen Now After Its Blowout Earnings Results?
Jack Delaney, The Motley Fool
June 28, 2026 3 min read
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
For its fiscal third-quarter earnings report, Micron Technology (NASDAQ: MU) announced monster results. Earnings per share (EPS) of $25.11 and revenue of $41.5 billion easily beat Bloomberg analyst con