Semiconductor News & Analysis Feed
4357 articles
2026-06-30
www.tradingview.com
2026-06-30
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GuruFocus
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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
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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
__fail__
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
2026-06-29
www.einpresswire.com
2026-06-29
EIN Presswire
There were 1,599 press releases posted in the last 24 hours and 478,683 in the last 365 days.
On-demand programming support helps U.S. manufacturers clear bottlenecks in semiconductor, aerospace, and medical production driven by AI demand and CHIPS Act.
ALBUQUERQUE, NM, UNITED STATES, June 29, 2026 /EINPresswire.com/ -- With over $640 billion in announced semiconductor supply chain investments s
2026-06-29
www.tomshardware.com
2026-06-29
Tom's Hardware
Tech Industry Manufacturing Semiconductors
South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support
News
By Etiido Uko
Published June 29, 2026
Investment fund dwarfs America's $52 billion semiconductor investment CHIPS Act
(Image credit: Getty / JUNG YEON-JE)
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2026-06-29
tomshardware.com
2026-06-29
Etiido Uko
President Lee unveiled an 800 trillion won ($520B) public-private plan for four new Samsung and SK Hynix fabs, dwarfing the US CHIPS Act tenfold.
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
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
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
2026-06-29
datacentremagazine.com
2026-06-29
Data Centre Magazine
Despite memory chips sitting at the heart of modern data centre infrastructure, they have long been treated as commodities that buyers can swap between suppliers.
This keeps prices under pressure and leaves the sector exposed to sharp cycles of oversupply and shortage.
Even with AI workloads increasing demand for high-performance computing, analysts still question how durable the current wave of
2026-06-29
www.kedglobal.com
2026-06-29
KED Global
S.Korea unveils $590 bn chip investment plan for new fabs, packaging
SK Hynix's Icheon Campus in Gyeonggi Province (Courtesy of SK Hynix) South Korea on Monday unveiled a 911 trillion won ($591 billion) semiconductor investment plan spanning new memory fabs in the southwest, an advanced packaging cluster in the Chungcheong region and a supply chain hub in the so
2026-06-29
nokiamob.net
2026-06-29
Nokiamob
APPLE A20 PRO LEAK REVEALS POSSIBLE 2NM AND LPDDR6 UPGRADES FOR IPHONE 18 PRO
Kreso | 29/06/2026 | Apple | 0 CommentsCompany News
A newly leaked image circulating on Weibo is fueling fresh speculation about Apple’s future chip strategy, with attention focused on what is claimed to be the A20 Pro processor. Shared by the accounts WHYLAB and Ice Universe, the image appears to show Apple moving away
2026-06-29
pulse2.com
2026-06-29
Pulse 2.0
Samsung Electronics and SK Hynix are reportedly preparing major long-term investment plans as South Korea looks to strengthen its position in semiconductors, artificial intelligence infrastructure, and next-generation memory chips.
According to CNBC, shares of Samsung Electronics and SK Hynix fell after reports surfaced that Samsung Group and SK Group could unveil investment plans of up to 2,000
2026-06-29
www.thelec.net
2026-06-29
thelec.net
Samsung Electronics Executive Chairman Jay Y. Lee presents the group's investment plans at the State Guest House of the former Blue House. (Photo: Video presentation capture)
Samsung Electronics is pursuing the development of a new semiconductor manufacturing complex in Gwangju to meet growing demand for artificial intelligence (AI) semiconductors. The company also plans to concentrate high-bandw