Semiconductor News & Analysis Feed
7976 articles
2026-06-30
www.z2data.com
2026-06-30
Z2Data
Unified risk visibility across parts, suppliers, compliance, and minerals: one integration, one workflow.
Autonomous agents surface risks before they become disruptions.
How AI demand is reshaping memory parts, availability, and pricing
DRAM prices jumped 172% year-over-year by Q3 2025 as AI data centers drove insatiable demand for high-bandwidth memory. Z2 examines the forces behind the squeez
2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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2026-06-30
tomshardware.com
2026-06-30
Jowi Morales
This "thinking cap" could let patients use a BCI without needing to go under the knife.
2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Robotics
TechBig Tech
Nvidia to boost its China robotics team amid emergence of physical AI
The US chip giant says it is recruiting for more than a dozen roles as it looks to move robots from research labs to real-world deployment
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Richard Chen
Published: 9:30pm, 30 Jun 2026
US chip giant Nvidia is ramping up a talent drive for its robotics team i
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
uk.finance.yahoo.com
2026-06-30
Yahoo Finance UK
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Micron Announces $250 Million Investment in Trump Accounts Reaching 1 Million Children, Families and the Future Workforce
Micron Technology, Inc.
30 June 2026 4 min read
MU
-5.50%
Micron Technology, Inc.
Company launches employee matching and community seed funding, reinforcing Micron's broader U.S. i
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Overclocking Qualcomm: Rewiring the AI Compute Market
Written by Jeffrey Neal Johnson | Reviewed by Clare Titus
June 30, 2026
KEY POINTS
Qualcomm projects $40 billion in total non-handset revenue by fiscal 2029, spanning data centers, automotive computing, and industrial robotics and IoT.
A $3.92 billion all-stock deal for Modular gives Qualcomm control of the Mojo language and MAX inference engin
2026-06-30
ca.finance.yahoo.com
2026-06-30
Yahoo! Finance Canada
Investors Heavily Search Cadence Design Systems, Inc. (CDNS): Here is What You Need to Know
Zacks Equity Research
June 30, 2026 5 min read
CDNS
-0.97%
^GSPC
-0.43%
Cadence Design Systems (CDNS) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this maker of hardwar
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
www.businesskorea.co.kr
2026-06-30
Businesskorea
U.S. Consumers Allege The Chipmakers Restricted Supply And Inflated Memory Prices
Samsung Electronics, SK Hynix, and Micron hit with U.S. class action over DRAM price collusion. (Image source: elchapuzasinformatico.com)
Samsung Electronics, SK hynix, and Micron are facing a class-action lawsuit in the US over allegations of DRAM price fixing. As the ‘chipflation,’ where memory shortages caused by
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
via.tt.se
2026-06-30
Via TT
Allegro DVT Plays a Pivotal Role in Groundbreaking CHASSIS Automotive Base Die Development
30.6.2026 14:15:00 CEST | Business Wire | Press Release
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Allegro DVT announced its contribution to the European CHASSIS program's implementation of the Automotive Base Die chiplet. The 5nm chiplet is set to revolutionize the automotive semiconductor landscape, laying the foundation for the open and s
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Qualcomm's Tenstorrent Deal Looks Less Likely
Moz Farooque ACCA
June 30, 2026 1 min read
QCOM
-1.44%
Trade QCOM on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Qualcomm (NASDAQ:QCOM) may not be buying Tenstorrent after all.
Tenstorrent CEO Jim Keller reportedly said the AI chip startup has not been in acquisition talks with Qualcomm, denying earlier reports of a possibl
2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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2026-06-30
www.androidheadlines.com
2026-06-30
Android Headlines
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2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Bor-Zen Tien Buys 1,000 Shares of Stock
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
TSMC VP Bor-Zen Tien bought 1,000 shares on June 29 at an average price of $76.64, bringing his direct holdings to 12,051 shares. The transaction was disclosed in an SEC filing and increased his ownership by 9.05%.
The company rec
2026-06-30
tomshardware.com
2026-06-30
Jowi Morales
Dominic Toretto would be stealing servers, not TVs and VCRs, if The Fast and the Furious was set today.
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Micron reported yet another blowout quarter recently.
The company is using longer-term service agreements to increase revenue visibility.
Despite the gains, Micron only trades for about 11 times forward earnings estimates.
10 stocks we like better than Micron Technology ›
It's fair to say that investors were skeptical heading into Micron's (NASDAQ: MU) latest earnings report. The s
2026-06-30
news.google.com
2026-06-30
simplywall.st