Semiconductor News & Analysis Feed
5341 articles
2026-06-29
www.tikr.com
2026-06-29
TIKR.com
Key Takeaways:
Both Micron and SanDisk are signing long-term supply deals with AI customers worth tens of billions of dollars.
Micron makes a special type of memory chip that AI systems desperately need. SanDisk does not.
Analyst estimates suggest both stocks could double from here, but the paths and risks are very different.
Now Live: Discover how much upside your favorite stocks could have usin
2026-06-29
blogs.nvidia.com
2026-06-29
NVIDIA Blog
Open Models, Closed Environments: Palantir Brings Secure AI to US Agencies With NVIDIA Nemotron
NVIDIA Nemotron open models help Palantir advance US technology leadership with mission-specific sovereign AI for government agencies and critical infrastructure operators.
June 29, 2026 by Justin Boitano
0 Comments
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Showcasing the importance of open source innovation in American AI, Palantir’s
2026-06-29
blogs.nvidia.com
2026-06-29
NVIDIA Blog
Open Models, Closed Environments: Palantir Brings Secure AI to US Agencies With NVIDIA Nemotron
NVIDIA Nemotron open models help Palantir advance US technology leadership with mission-specific sovereign AI for government agencies and critical infrastructure operators.
June 29, 2026 by Justin Boitano
0 Comments
Share
Showcasing the importance of open source innovation in American AI, Palantir’s
2026-06-29
www.aol.com
2026-06-29
AOL.com
SK Hynix Just Sent a Huge Warning to Micron Investors
Adam Levy, The Motley Fool
Mon, June 29, 2026 at 10:50 AM UTC
0
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better t
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
www.binance.com
2026-06-29
Binance
US storage and optical communications stocks posted broad pre-market gains on June 29, according to market data, adding to the constructive AI infrastructure signal from South Korea's 800 trillion won semiconductor investment pledge announced earlier in the session.
Storage stocks — broad gains across the sector
Micron Technology rose 2.16%, Western Digital gained 2.48%, SanDisk climbed 1.59%, a
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
stockinvest.us
2026-06-29
StockInvest.us
stockinvest.us
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2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Massive demand for memory chips for artificial intelligence (AI) training and inference has been a boon for the three major memory chipmakers. Shares of Micron Technology (
MU
+1.18%
) have climbed over 850% in the past year, while its Korean competitors SK Hynix and Samsung Electronics are up nearly 900% and 500%, respectively, in the same period. All three have benefited from a massive supply/de
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is NVIDIA (NVDA) the Best Fast Growth Stock to Buy as It Targets Fully Autonomous AI for Telecom Networks?
Abdul Rahman
June 29, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best fast growth stocks to buy according to hedge funds. On June 22, NVIDIA Corporation (NASDAQ:NVDA) unveiled a full stack of AI tools and partner dep
2026-06-29
www.insidermonkey.com
2026-06-29
Insider Monkey
NEWS
Wall Street Firm Says Intel (INTC) Has a Cost Edge Over TSMC in the Advanced Chip Packaging Race
Published on June 29, 2026 at 6:18 am by ABDUL RAHMAN in News
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Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the stock with a Neutral rating and $150 price target. The firm anticipates fa
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
finance.yahoo.com
2026-06-29
Yahoo Finance
Wall Street Firm Says Intel (INTC) Has a Cost Edge Over TSMC in the Advanced Chip Packaging Race
Abdul Rahman
June 29, 2026 2 min read
INTC
+1.54%
2330.TW
-0.81%
Trade Intel on Coinbase
Trading disclosure
Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the stock with a Neutral rating and $150 pr
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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2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Pictet Asset Management Holding SA Boosts Holdings in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management Holding SA increased its Texas Instruments stake by 1.0% in the first quarter, ending with 559,788 shares valued at about $108.7 million.
Several analysts raised price targets on TXN, but the stock still c
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Texas Instruments Incorporated $TXN Shares Sold by Sterling Capital Management LLC
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Sterling Capital Management cut its Texas Instruments stake by 31.9% in Q1, selling 5,842 shares and leaving it with 12,491 shares valued at about $2.43 million.
Analyst sentiment on TXN is mixed: several firms raised price targets or u
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Synopsys, Inc. $SNPS Stock Position Decreased by Pictet Asset Management Holding SA
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management Holding SA cut its Synopsys stake by 51.4% in the first quarter, selling 523,102 shares and ending with 494,584 shares worth about $196.1 million.
Wall Street remains mostly bullish on Synopsys, with analysts as
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Pictet Asset Management Holding SA
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management Holding SA increased its stake in Taiwan Semiconductor Manufacturing by 28.9% in the first quarter, buying 94,801 more shares and bringing its total holdings to 422,581 shares valued at abou