Semiconductor News & Analysis Feed
5190 articles
2026-06-30
www.expressnews.com
2026-06-30
San Antonio Express-News
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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%
Explore stocks on Coinbase
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
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
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
www.tradingview.com
2026-06-30
TradingView
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Micron and Intel Lead Chip Selloff
Micron and Intel Lead Chip Selloff
Less than 1 min read
MU
+0.94%
AMD
+6.61%
INTC
+1.54%
SOX
+2.17%
Micron
MU
and Intel (NASDAQ:INTC) led chip stocks lower Monday even as the broader market moved higher on easing U.S.-Iran tensions.
Micron fell 6% after a class-action lawsuit filed in California accused Micron, Samsung and SK Hynix of coord
2026-06-30
www.eenewseurope.com
2026-06-30
eeNews Europe
Samsung Electronics and SK hynix are backing a new South Korea chip hub with a combined 800 trillion won investment plan aimed at expanding memory production for the AI infrastructure market. The plan, announced with President Lee Jae Myung in Seoul on 29 June, centres on four new semiconductor fabs in the country’s southwest, with each company expected to build two facilities.
2026-06-30
www.pymnts.com
2026-06-30
PYMNTS.com
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2026-06-30
www.autonews.com
2026-06-30
Automotive News
The surge in artificial intelligence infrastructure spending has triggered a DRAM memory chip shortage that is rippling through the auto industry. AI companies are outbidding virtually every other sector for supply, leaving automakers to navigate hundreds of millions of dollars in reported losses and an uncertain timeline for relief, said Kushal Fernandes, a partner at Kearney.
The auto industry,
2026-06-30
www.autonews.com
2026-06-30
Automotive News
The surge in artificial intelligence infrastructure spending has triggered a DRAM memory chip shortage that is rippling through the auto industry. AI companies are outbidding virtually every other sector for supply, leaving automakers to navigate hundreds of millions of dollars in reported losses and an uncertain timeline for relief, said Kushal Fernandes, a partner at Kearney.
The auto industry,
2026-06-30
semiengineering.com
2026-06-30
Semiconductor Engineering
Researchers from ETH Zurich, lowRISC, and University of Bologna published a technical paper titled “Croc: Training the Next Generation Chip Designers on Domain-Specific End-to-End Open Source Silicon.”
This paper describes Croc, an open-source, customizable RISC-V SoC platform and teaching flow that lets students take domain-specific chip-design projects from architecture and RTL through physical
2026-06-30
www.statesman.com
2026-06-30
Austin American-Statesman
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2026-06-30
tomshardware.com
2026-06-30
Hassam Nasir
Valve has asked Dbrand to stop selling its Portal 2-themed Companion Cube cases for the Steam Machine, since it never asked the company permission to begin with.
2026-06-30
www.tradingview.com
2026-06-30
TradingView
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Micron, Intel Stocks Extend Selloff as $200 Billion Chip Sector Wipes Out
Micron, Intel Stocks Extend Selloff as $200 Billion Chip Sector Wipes Out
Less than 1 min read
MU
+0.94%
INTC
+1.54%
AMD
+6.61%
MRVL
+1.62%
Micron Technology
MU
and Intel
INTC
led semiconductor stocks lower on Monday as the sector continued its downward trend following last week's selloff.
The broade
2026-06-30
www.tradingview.com
2026-06-30
TradingView
News
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Zacks
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ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy?
ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy?
5 min read
3711
−4.12%
AMKR
+0.33%
Artificial intelligence (AI) and high-performance computing are driving unprecedented demand for advanced semiconductor packaging, making outsourced semiconductor assembly and test (OSAT) providers increas
2026-06-30
www.gurufocus.com
2026-06-30
GuruFocus
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2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-29
americanbazaaronline.com
2026-06-29
The American Bazaar
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South Korean tech companies Samsung and SK Hynix have revealed they are building two new chip factories. The project is part of a national program worth the equivalent of over $518 billion.
Investors responded to this announcement with caution. Both stocks lost ground on Monday, according to CNBC. Samsung Electronics shares fell 4.8 percent on Monday, while SK Hynix, after an earlier drop
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
seekingalpha.com
2026-06-29
Seeking Alpha
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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