Semiconductor News & Analysis Feed
5339 articles
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls.
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2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
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2026-06-30
www.eenewseurope.com
2026-06-30
eeNews Europe
Samsung Electronics and SK hynix are backing a new South Korea chip hub with a combined 800 trillion won investment plan aimed at expanding memory production for the AI infrastructure market. The plan, announced with President Lee Jae Myung in Seoul on 29 June, centres on four new semiconductor fabs in the country’s southwest, with each company expected to build two facilities.
2026-06-30
www.autonews.com
2026-06-30
Automotive News
The surge in artificial intelligence infrastructure spending has triggered a DRAM memory chip shortage that is rippling through the auto industry. AI companies are outbidding virtually every other sector for supply, leaving automakers to navigate hundreds of millions of dollars in reported losses and an uncertain timeline for relief, said Kushal Fernandes, a partner at Kearney.
The auto industry,
2026-06-30
www.autonews.com
2026-06-30
Automotive News
The surge in artificial intelligence infrastructure spending has triggered a DRAM memory chip shortage that is rippling through the auto industry. AI companies are outbidding virtually every other sector for supply, leaving automakers to navigate hundreds of millions of dollars in reported losses and an uncertain timeline for relief, said Kushal Fernandes, a partner at Kearney.
The auto industry,
2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Cerebras Systems shares surged over 19% on June 29, Eastern Time, following a strategic stake increase by Cathie Wood. Despite a 40% post-IPO decline driven by concerns over narrowing gross margins and negative operating guidance, institutional sentiment remains bullish. Analysts from Morgan Stanley, UBS, and Citi maintain "Buy" ratings, citing high upside potential. Cerebras’s unique wafer-scale
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Does Texas Instruments (TXN) Index Shift Reveal a Deeper Change in Its Semiconductor Role?
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Texas Instruments was removed from several Russell value and defensive indices but added to the Russell 1000 Dynamic Index and the Russell Top 50 Index, reflecting a reclassif
2026-06-30
thenewstack.io
2026-06-30
The New Stack
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2026-06-30
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2026-06-30
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Applied Materials stock surges 10%: here's why
Applied Materials stock surges 10%: here's why
2 min read
AMAT
−1.70%
Applied Materials (AMAT) shares drew investor attention on Monday, rising more than 10% after KeyBanc Capital Markets issued early commentary ahead of the company’s upcoming third-quarter earnings.
The move came as markets reassessed expectations around the semicon
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-30
eetimes.com
2026-06-30
RISC-V heavyweights tackle physical AI, edge autonomy and TOPS-per-watt—watch how robots chase their killer app.
2026-06-30
www.msn.com
2026-06-30
MSN
Key Points
Interested in onsemi? Here are five stocks we like better.
onsemi shares sold off sharply after the company announced an all-stock deal to acquire Synaptics.
The acquisition would expand onsemi beyond power and sensing into connected compute, control and edge AI.
Dilution and execution risks remain, but the deal could strengthen onsemi's long-term physical AI strategy.
onsemi's (NASDAQ
2026-06-29
www.fastcompany.com
2026-06-29
Fast Company
South Korean tech giants Samsung Electronics and SK Hynix said Monday they will invest a combined 800 trillion won ($518 billion) in building a new computer chipmaking hub in the country’s southwest region, capitalizing on surging artificial intelligence-driven demand.
President Lee Jae Myung joined the companies’ chairs Monday in announcing the plan, which dovetails with the government’s efforts
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
onsemi: What the Market Gets Wrong, You Can Get Right
Written by Thomas Hughes | Reviewed by Shannon Harms
June 29, 2026
KEY POINTS
onsemi shares sold off sharply after the company announced an all-stock deal to acquire Synaptics.
The acquisition would expand onsemi beyond power and sensing into connected compute, control and edge AI.
Dilution and execution risks remain, but the deal could strengt
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
onsemi’s (NASDAQ: ON) stock price imploded by more than 25% following the unexpected acquisition of Synaptics (NASDAQ: SYNA). The critical detail (the one triggering the sell-off) is what the market got wrong: this isn’t a desperate grab at acquisitional growth, diluting shareholder value for limited gain, but a strategic push into physical AI.
onsemi, already well-positioned as a leading supplie
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
onsemi: What the Market Gets Wrong, You Can Get Right
Onsemi logo over semiconductor circuitry and wafer, highlighting power chip demand and stock momentum.
Thomas Hughes, MarketBeat
June 29, 2026 5 min read
ON
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SYNA
-3.90%
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Key Points
Interested in onsemi? Here are five stocks we like better.
onsemi sha
2026-06-29
www.hpcwire.com
2026-06-29
HPCwire
www.hpcwire.com
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2026-06-29
www.fastcompany.com
2026-06-29
Fast Company
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2026-06-29
news.google.com
2026-06-29
Urgent Communications
2026-06-29
www.electropages.com
2026-06-29
Electropages
onsemi to Acquire Synaptics in $7 Billion All-Stock Deal
In The News | 29-06-2026 | By Jack Pollard
onsemi has announced plans to acquire Synaptics in an all-stock transaction valued at approximately $7 billion, a move that would significantly expand the company's portfolio beyond power semiconductors and sensing technologies into edge AI computing, wireless connectivity, and human-machine inter