Semiconductor News & Analysis Feed
3039 articles
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
SK Hynix (KOSE:A000660) Starts Shipping HBM4E Samples To Major AI Customers
Bailey Pemberton
June 29, 2026 2 min read
000660.KS
-10.58%
A000660
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SK hynix has started shipping samples of its next generation HBM4E DRAM to major customers.
The new high bandwidth memory is designed for
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Stock Has Soared by More Than 12X. Can It Double Again?
Lawrence Nga, The Motley Fool
June 29, 2026 5 min read
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
Micron (NASDAQ: MU) stock has delivered extraordinary returns over the past year and a half. After a rally of more than 1,200% since the start of 2025, many investors will naturally assume the easy money has alrea
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Broadcom (AVGO) The Best High Growth Semiconductor to Buy Now?
Talha Qureshi
June 29, 2026 1 min read
AVGO
+3.73%
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Trading disclosure
Broadcom Inc. (NASDAQ:AVGO) is one of the High Growth Semiconductor Stocks to Buy Now. On June 24, Reuters reported that OpenAI, in partnership with Broadcom Inc. (NASDAQ:AVGO), released its first custom AI chip, called the Jalapeño. This mark
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
NVIDIA (NVDA) CEO Says National Security Takes Priority Over Commercial Opportunity
Talha Qureshi
June 29, 2026 2 min read
NVDA
+0.37%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the Stocks That Will Make You Rich Over the Next 3 Years. On June 24, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang made clear that national security take
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Ambarella (AMBA) Among Our High Growth Semiconductor Stocks, Here’s What Northland Securities Has to Say
Talha Qureshi
June 29, 2026 1 min read
AMBA
+1.75%
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Trading disclosure
Ambarella, Inc. (NASDAQ:AMBA) is one of the High Growth Semiconductor Stocks to Buy Now. Ambarella, Inc. (NASDAQ:AMBA) has declined roughly 32% over the past month. However, the Street sees more than 5
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan
Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan · Stocktwits
Yuvraj Malik
June 29, 2026 2 min read
005930.KS
-8.73%
000660.KS
-8.87%
Samsung and SK Hynix are expected to announce investments of up to $1.3 trillion in their operations, according to
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Samsung Electronics, SK Hynix to invest in two new fabrication sites in South Korea, government says
Reuters
June 28, 2026
005930.KS
-7.09%
000660.KS
-6.66%
SEOUL, June 29 (Reuters) - Samsung Electronics and SK Hynix plan to each build two new massive chip fabrication sites in South Korea's southwest region as part of a national project to build chip production "ecosystem" valued at 800 t
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Samsung and SK Hynix Fall Despite Separate $1.3 Trillion Chip Plans
Darryn Pollock
June 28, 2026 2 min read
005930.KS
-9.75%
000660.KS
-10.58%
005380.KS
-8.07%
373220.KS
-8.74%
Samsung Electronics and SK Hynix each unveiled major chip investment plans Monday at a presidential briefing in Seoul. Neither announcement stopped their stocks from falling sharply.
Samsung dropped 5.3% to 321,500 won fr
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
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Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
A worker stands near robots at the Nvidia booth during the China International Supply Chain Expo in Beijing on June 22, 2026. (AP Photo/Ng Han Guan)
CHAN HO-HIM
June 28, 2026 6 min read
HONG KONG (AP) — In the race between
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia's Next $1 Trillion Opportunity May Have Nothing to Do With GPUs
Adam Spatacco, The Motley Fool
June 28, 2026 4 min read
NVDA
+0.37%
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Trading disclosure
Shortly after the launch of ChatGPT in late November 2022, big tech hyperscalers realized that chipsets known as graphics processing units (GPUs) could be used to develop next-generation applications in artificial in
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Is Micron Stock Rising Nearly 1% Overnight?
Yuvraj Malik
June 28, 2026 3 min read
MU
+0.94%
SNDK
-0.03%
WDC
+7.14%
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Trading disclosure
Susquehanna hiked its price target on MU to $2,000, the highest on Wall Street.
Analysts highlight that Micron's long-term customer agreements have significantly improved revenue visibility.
MU stock has increased nearly four times
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership
Joyce Lee, Hyunjoo Jin and Heekyong Yang
June 28, 2026 4 min read
005930.KS
-8.73%
000660.KS
-9.01%
By Joyce Lee, Hyunjoo Jin and Heekyong Yang
SEOUL, June 29 (Reuters) - South Korea on Monday laid out a sweeping industrial strategy centred on semiconductors and artificial intelligence, as President Lee Jae My
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI
Bailey Pemberton
June 28, 2026 4 min read
CRWV
+5.77%
NVDA
+0.37%
META
+2.98%
MSFT
-0.96%
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CoreWeave (NasdaqGS:CRWV) has discl
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nokia (HLSE:NOKIA) Partners With Nvidia To Build AI RAN 6G Networks
Bailey Pemberton
June 28, 2026 4 min read
NOKIA.HE
-1.25%
NVDA
+0.37%
TMUS
+2.41%
NOK
+3.65%
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Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Nokia Oyj (HLSE:NOKIA) announced a partnership wi
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Wall Street Sees SpaceX Surpassing Nvidia in Long-Term Valuation
Lyle Daly, The Motley Fool
June 28, 2026 5 min read
SPCX
-0.98%
NVDA
+0.37%
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Trading disclosure
On June 16, just its third day of trading, Space Exploration Technologies (NASDAQ: SPCX), also known as SpaceX, was briefly the fourth-largest company by market cap. Its stock has pulled back since then, but it's
2026-06-29
finance.yahoo.com
2026-06-29
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Is QUALCOMM Incorporated (QCOM) Set to Acquire a Startup?
Fatima Gulzar
June 28, 2026 1 min read
QCOM
+5.80%
NVDA
+0.37%
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Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
Reuters reported on June 24 that QUALCOMM Incorporated (NASDAQ:QCOM) is set to acquire AI startup Modular in an all-st
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Piper Sandler Upgrades “Overweight” from Neutral on Synopsys, Inc. (SNPS)
Fatima Gulzar
June 28, 2026 2 min read
SNPS
+1.17%
INTC
+1.54%
2330.TW
+1.22%
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Trading disclosure
Synopsys, Inc. (NASDAQ:SNPS) is among the Best Semiconductor Stocks.
On June 23, Piper Sandler upgraded Synopsys, Inc. (NASDAQ:SNPS) to "Overweight" from Neutral. The analyst raised the price target t
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
ASML Holding N.V. (ASML) Denies Selling EUV Chipmaking Tool to China Following Report of US Concern
Fatima Gulzar
June 28, 2026 1 min read
ASML.AS
-0.37%
ASML
+3.15%
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Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is among the Best Semiconductor Stocks.
On June 19, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) denied ever shipping an EUV lithography machine to C
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
BofA is Bullish on Applied Materials, Inc. (AMAT)
Fatima Gulzar
June 28, 2026 2 min read
AMAT
-1.70%
BAC
+1.99%
EL.PA
+0.23%
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Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 23, BofA bumped up its price objective on Applied Materials, Inc. (NASDAQ:AMAT) to $720 from $540. The f
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is Micron Technology, Inc. (MU) Among the Best Semiconductor Stocks to Buy According to Billionaires?
Fatima Gulzar
June 28, 2026 1 min read
MU
+0.94%
^IXIC
+1.12%
SPCX
-0.98%
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Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is among the Best Semiconductor Stocks.
On June 24, Reuters reported that investors are gearing up for volatility ahead of Micron Technology