Semiconductor News & Analysis Feed
4353 articles
2026-06-30
www.foxbusiness.com
2026-06-30
Fox Business
Liz Claman reports the NASDAQ experiences its biggest percentage gain on Monday, driven by tech and chipmakers like Applied Materials, which hits an all-time high.
Liz Claman on Fox Business highlights the NASDAQ's substantial rally, marking its biggest percentage gain this Monday, June 29. The surge is primarily led by tech and chipmakers, with Applied Materials reaching an all-time high. Its at
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-30
news.google.com
2026-06-30
Business Recorder
2026-06-30
qz.com
2026-06-30
qz.com
Taiwan's Keelung District Prosecutors Office raided the Taiwan offices of Super Micro Computer and two other firms Monday as part of an expanded investigation into the alleged smuggling of Nvidia $NVDA +1.25% AI chips to China, with the number of people under investigation growing from three to nine.
Huang Sheng, the Keelung head prosecutor, told AFP that Monday's operation spanned 12 locations —
2026-06-30
www.tradingview.com
2026-06-30
TradingView
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GuruFocus
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Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Less than 1 min read
SMCI
−3.03%
Shares of Super Micro Computer
SMCI
fell more than 8% on Monday after Taiwanese authorities searched the company's offices as part of an investigation tied to alleged shipments of restricted Nvidia
2026-06-30
www.techdigest.tv
2026-06-30
Tech Digest
IBM ANNOUNCES POWERFUL NEW SUB-1 NM CHIP DESIGN
30 June 2026Tech Digest CorrespondentComputers
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IBM has set tech tongues wagging with the announcement of a new chip design. The US-tech company has said the new design will enable manufacturers to pack 100 billion transistors into a single silicon chip the size of a fingernail.
Chips are measured in nanometres, one billionth of a metre. The c
2026-06-30
www.barrons.com
2026-06-30
Barron's
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2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Semiconductors
TechTech Trends
Chip supply chain braces for more price hikes as upstream parts create new bottlenecks
Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices
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Wency Chenin Shanghai
Published: 7:00pm, 30 Jun 2026
The AI-driven price surge in the sem
2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Semiconductors
TechTech Trends
Chip supply chain braces for more price hikes as upstream parts create new bottlenecks
Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices
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Wency Chenin Shanghai
Published: 7:00pm, 30 Jun 2026
The AI-driven price surge in the sem
2026-06-30
www.msn.com
2026-06-30
MSN
Micron Technology stock was rising sharply Monday amid a resurgence of the artificial-intelligence momentum trade, alongside reminders of the shortage in memory chips.
Micron shares were up 10.1% at $1,081 with markets cheered by the prospect of a U.S.-Iran peace deal.
Shares have been volatile as investors debate Micron’s valuation. The chip maker trades at a notably low forward price-to-earnin
2026-06-30
siliconcanals.com
2026-06-30
Silicon Canals
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2026-06-30
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2026-06-30
letsdatascience.com
2026-06-30
Let's Data Science
POLICY & REGULATION
dram
memory chips
antitrust
supply chain
Memory chipmakers face US class-action over DRAM shift
7 sources
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June 30, 2026
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By LDS Team
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Seventeen consumers and small businesses filed a proposed US class-action lawsuit in the Northern District of California alleging Samsung Electronics, SK hynix, a
2026-06-30
www.thelec.net
2026-06-30
thelec.net
Applied Materials’ enhanced Centura Prime Epi system (Photo=Applied Materials)
Applied Materials has introduced six new semiconductor manufacturing systems for DRAM and advanced packaging, expanding its portfolio of 3D semiconductor equipment aimed at improving the performance and power efficiency of next-generation memory used in artificial intelligence (AI) processors.
The company unveiled
2026-06-30
www.tradingview.com
2026-06-30
TradingView
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Reuters
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Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
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2026-06-30
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2026-06-30
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2026-06-30
www.reuters.com
2026-06-30
Reuters
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2026-06-30
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2026-06-30
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Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
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TBRG: Merger and executive compensation proposals both received majori
2026-06-30
euobserver.com
2026-06-30
EUobserver
Stakeholder
Proposed Chips Act 2.0 fortifies Europe’s electronics ecosystem
By Alison James, Brussels, 30 June 2026 10:18
Three years ago, the European Union adopted the European Chips Act.
It marked an important first step in enabling funding for first-of-a-kind semiconductor’s research, development and production.
It also laid the foundations for emerging advanced packaging capabilities as s