Semiconductor News & Analysis Feed
10672 articles
2026-06-29
news.google.com
2026-06-29
Fortune
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.investing.com
2026-06-29
Investing.com
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
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
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
news.google.com
2026-06-29
MarketWatch
2026-06-29
news.google.com
2026-06-29
Stock Titan
2026-06-29
news.google.com
2026-06-29
Business Wire
2026-06-29
sg.finance.yahoo.com
2026-06-29
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
Palantir Launches Engine for Deploying NVIDIA Nemotron Open Models in Sovereign Environments
Business Wire
29 June 2026 4 min read
PLTR
+2.51%
NVDA
+0.37%
Palantir and NVIDIA Team to Enable U.S. Government's Own Model Improvement and Operational Control of Mission-Critical AI Work
MIAMI, June 29, 202
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
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
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
+5.80%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
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.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
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.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
www.benzinga.com
2026-06-29
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-29
www.tomsguide.com
2026-06-29
Tom's Guide
Computing
I knew we weren't crazy! Samsung, SK Hynix and Micron just got sued — accused of using 'AI' to fix prices and screw your wallet in RAMpocalypse
News
By Jason England
Published June 29, 2026
Is there a chance the people could win?
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
(Image credit: Future)
Share this article
2
Join the c
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
SHARE
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