Semiconductor News & Analysis Feed
9505 articles
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-29
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2026-06-29
Benzinga
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2026-06-29
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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%
Trade NVIDIA on Coinbase
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
www.aol.com
2026-06-29
AOL.com
Price Prediction: Synopsys’ Chip-Design Moat and The Path to 24% Upside
VANDITA JADEJA
Jun 29, 2026
0
Quick Read
SNPS carries a BUY rating and $562 price target, implying 24% upside from current levels at 90% confidence.
The Synopsys-Ansys platform commands roughly 46% of a $31B EDA-simulation market, anchoring the structural moat driving the bull case.
Even the bear scenario prices SNPS at $49
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Technology Stock: Is It Heading for a $2 Trillion Valuation?
David Jagielski, CPA, The Motley Fool
June 29, 2026 3 min read
MU
-4.71%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
As demand for memory and storage products has surged and supply has been limited, Micron Technology (NASDAQ: MU) has been benefiting from the ongoing shortage in a big way. Its results have looked fan
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Price Prediction: Synopsys’ Chip-Design Moat and The Path to 24% Upside
Vandita Jadeja
June 29, 2026 4 min read
SNPS
+1.17%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SNPS carries a BUY rating and $562 price target, implying 24% upside from current levels at 90% confidence.
The Synopsys-Ansys platform commands roughly 46% of a $31B EDA-simulation market, anchoring the s
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) sits at the center of every advanced chip designed today, and the math behind our model says the market is underpricing that moat. With shares trading at $454.34, our 24/7 Wall St. price target for Synopsys is $561.65, implying 23.62% upside over the next twelve months. The recommendation is buy at a 90% confidence level, reflecting high conviction in
2026-06-29
news.google.com
2026-06-29
Zacks Investment Research
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
As demand for memory and storage products has surged and supply has been limited, Micron Technology (
MU
+1.18%
) has been benefiting from the ongoing shortage in a big way. Its results have looked fantastic, as it has been able to raise prices and generate impressive margins amid continuously strong demand.
The stock has soared 800% over the past 12 months and has become one of the most valuable
2026-06-29
www.investing.com
2026-06-29
Investing.com
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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
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia and Firmus to build 170,000-GPU data center in Indonesia
Nvidia and Firmus to build 170,000-GPU data center in Indonesia · Quartz · SOPA Images / Getty Images
Colleen Cabili
June 29, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Firmus Technologies announced a strategic compute partnership with Nvidia running through 2034, anchored by a 360-megawatt AI factory cam
2026-06-29
logisticsbusiness.com
2026-06-29
Logistics Business
More than 160 attendees representing 87 companies across 30 countries gathered at the headquarters of CMC Packaging Automation for CID26 – CMC Innovation Day 2026, the company’s annual event dedicated to innovation in fulfilment automation, systems integration and right-sized packaging.
Built around the theme ‘Ecosystem’, CID26 brought together customers, technology partners, policymakers and ind
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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Join the conversat
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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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