Semiconductor News & Analysis Feed
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2026-06-29
www.huaweicentral.com
2026-06-29
Huawei Central
SEMICONDUCTOR
Nvidia sales slip in Chinese AI chip market as Huawei gains lead
Published
1 week ago
on
June 29, 2026
By
Emiko Matsui
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Communications Equipment
Device Drivers
Mobile & Wireless
US-China tech tensions are really affecting Nvidia more than Huawei and the former has lost in the Chinese AI chip sales market this time, as the Ascend chipset maker gained ground.
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
New leader board: Citi refreshes AI compute semiconductor picks
Sam Boughedda
June 29, 2026 1 min read
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Investing.com -- Citi analysts have updated the firm's AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
www.snsinsider.com
2026-06-29
SNS Insider
The Power Module Packaging market is showing significant growth due to an increase in the usage of electric vehicles, implementation of renewable energy, AI-based data centers, and industrial electrification. Power module packaging technology plays an essential part in improving thermal management, reliability, energy density, and energy efficiency of today's power electronics systems. Adoption of
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Qualcomm Is Remaking Itself Into an AI Company. Its Shares Look Dirt Cheap.
Chris Neiger, The Motley Fool
June 29, 2026 4 min read
QCOM
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Many technology companies were off to the races when the AI boom first started, but Qualcomm (NASDAQ: QCOM) initially seemed slow to adapt.
Not anymore. The company has shifted its strategy toward
2026-06-29
www.barrons.com
2026-06-29
Barron's
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Jensen Huang’s Net Worth Under Pressure As Nvidia Stock Nears Bear Market
Jensen Huang’s Net Worth Under Pressure As Nvidia Stock Nears Bear Market
Crispus Nyaga
June 29, 2026 6 min read
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Nvi
2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg
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2026-06-29
uk.finance.yahoo.com
2026-06-29
Yahoo Finance UK
South Korea announces $1 trillion semiconductor and AI ‘megaprojects’ plan
South Korea announces $1 trillion semiconductor and AI ‘megaprojects’ plan · The Independent
Vishwam Sankaran
29 June 2026 3 min read
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South Korea has announced a $1 trillion "megaprojects" plan for the development of semiconductor manufacturing and artificial
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Many technology companies were off to the races when the AI boom first started, but Qualcomm (
QCOM
+5.80%
) initially seemed slow to adapt.
Not anymore. The company has shifted its strategy toward artificial intelligence processors, applying its existing knowledge of edge computing to AI. It recently made a nearly $4 billion acquisition of an AI company to expand its reach for data center tech.
2026-06-29
www.reuters.com
2026-06-29
Reuters
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2026-06-29
streamlinefeed.co.ke
2026-06-29
streamlinefeed.co.ke
Kings Lotus – A Home That Grows With You Modern Living Along Gataka Road, Ongata Rongai Inspired by the timeless symbolism of the lotus flower—strength, renewal, and serenity—Kings Lotus brings a fresh approach to urban living. This thoughtfully master-planned community blends contemporary design with everyday convenience, giving homeowners a lifestyle defined by comfort, accessibility, and long-t
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Can Micron (MU) ’s Deal With Anthropic Cement Its Place in the AI Memory Market?
Abdul Rahman
June 29, 2026 2 min read
MU
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Micron Technology, Inc. (NASDAQ:MU) is one of the best fast growth stocks to buy according to hedge funds. On June 22, Micron Technology, Inc. (NASDAQ:MU) announced a strategic agreement with Anthropic covering memory and storage
2026-06-29
channellife.co.uk
2026-06-29
ChannelLife UK
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SUSE & Openchip back European RISC-V software stack
Mon, 29th Jun 2026
SEAN MITCHELL
Publisher
SUSE and Openchip have signed a memorandum of understanding to develop a European RISC-V hardware and open source software stack, centred on software support for processors designed in Europe.
The work will focus on tuning SUSE Linux and Kubernetes products for Openchi
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Verde Servicos Internacionais S.A. Buys 9,787 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Verde Servicos Internacionais S.A. increased its NVIDIA stake by 9.4% in the first quarter, buying 9,787 additional shares and bringing its total holding to 113,603 shares worth about $19.8 million.
NVIDIA reported strong quarterly result
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
SageGuard Financial Group LLC Increases Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
SageGuard Financial Group LLC increased its Taiwan Semiconductor Manufacturing stake by 34.9% in the first quarter, buying 1,790 additional shares to bring its total to 6,919 shares worth about $2.34 million.
Institut
2026-06-29
www.telegraphherald.com
2026-06-29
TelegraphHerald.com
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market
The Associated Press Jun 29, 2026 Updated Jun 29, 2026
A worker stands near robo
2026-06-29
tomshardware.com
2026-06-29
Etiido Uko
YOFC, China Telecom, and Dekoli claim a 51.3 Tb/s hollow-core fiber field-trial record over 206.5 km, using 1.2 Tb/s-per-wavelength WDM transmission without repeaters or remote-pumped amplifiers.
2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg.com
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