Semiconductor News & Analysis Feed
10574 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Is Applied Materials (AMAT) Expensive After Raising Its Growth Outlook?
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
AMAT
-6.46%
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Applied Materials stock has delivered a very strong run, yet its latest checks point to an expensive v
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Taiwan Semiconductor Manufacturing (TSM) Stock May Still Look Cheap On Record AI Earnings
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
2330.TW
-0.20%
TSM
-4.25%
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Taiwan Semiconductor Manufacturing stock has delivered a ve
2026-07-01
whattheythink.com
2026-07-01
WhatTheyThink
IRVINE, Calif. – Roland DG, the world’s leading provider of digital printing solutions, today announced the launch of EUV-H (EUV-HP7), a new industrial-grade UV hard ink developed to deliver exceptional durability, resistance, and performance across demanding industrial and commercial applications. Designed to enable more robust, premium output, EUV-H opens the door for businesses to expand into h
2026-07-01
www.chosun.com
2026-07-01
조선일보
By Lee Hai-woon
Published 2026.07.01. 09:04
Updated 2026.07.01. 16:40
SanDisk’s stock, a U.S. memory company that has surged 858% this year, jumped an additional 10.9% on June 30 alone. On the same day, Wall Street’s Bernstein raised its target price from $1,700 to $3,000 in a single move. The semiconductor-driven U.S. stock market saw the S&P 500 rise 14.9% and the Nasdaq gain 21.4% in the seco
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Analog Semiconductors Stocks Q1 Highlights: Microchip Technology (NASDAQ:MCHP)
Analog Semiconductors Stocks Q1 Highlights: Microchip Technology (NASDAQ:MCHP)
3 min read
MCHP
−3.93%
TXN
−3.36%
OLED
−0.93%
ST
−3.97%
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at analo
2026-07-01
tspasemiconductor.substack.com
2026-07-01
semivision
ECTC 2026: The Three HBM Battlegrounds Defining the Next AI Hardware Race
Original Article By SemiVision Research [Reading time: 19 mins]
SEMIVISION
JUL 01, 2026
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The Open Compute Project (OCP) is bringing together APAC communities for a very special two-day, in-person Summit to explore the many challenges and opportunities facing data center infrastructure, today and tomorrow.
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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2026-07-01
www.moomoo.com
2026-07-01
Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here.
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2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:ASML
ASML Holding (ASML) Stock Looks Fully Valued After A 46% Three Month Run
July 01, 2026
Simply Wall St
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How ASML Holding Stock Has Been Performing Recently
ASML Holding (NasdaqGS:ASML) has drawn fresh attention after recent share price performance, with the stock last closing at $1,989.44 and showing positive returns over the
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here.
Investment products and services are offered through Moomoo Financial Inc., Member SIPC./FINRA.
For further inform
2026-07-01
www.digitimes.com
2026-07-01
digitimes
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As...
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2026-07-01
www.digitaltoday.co.kr
2026-07-01
디지털투데이
Industry
Samsung, SK Hynix and Micron accused of colluding on RAM prices; lawsuit unlikely to end 'RAM crunch'
AI Summary
A lawsuit has been filed alleging Samsung Electronics, SK Hynix and Micron deliberately reduced supply of consumer memory to push up RAM prices. The suit argues the companies shifted DRAM capacity from mainstream products such as DDR3 and DDR4 to high-bandwidth memory used in
2026-07-01
www.tradingview.com
2026-07-01
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Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Key facts: SK hynix files Nasdaq ADS listing; joins S. Korea memory hub
Less than 1 min read
000660
+2.59%
SK hynix files to list ADSs as SKHY on Nasdaq, proposing up to 17.79M ADS (≈2.5% of Seoul shares) to raise funds for Korean fabs and EUV scanners; trading starts July 10.
1
SK hynix (000660) will joi
2026-07-01
digitimes.com
2026-07-01
South Korea's government laid out a detailed plan on June 30 for building its southwest region into a major new semiconductor production base, with SK, Samsung Electronics and Amkor outlining a combined KRW896 trillion (approx. US$581 billion) in investment covering memory chip fabs, AI data centers and advanced packaging.
2026-07-01
digitimes.com
2026-07-01
GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks. The Chinese chipmaker said the move has lifted valuation levels well above industry averages, while cyclical swings in the memory market could later pressure earnings, a concern with potential relevance for global semiconductor investors.
2026-07-01
digitimes.com
2026-07-01
South Korea is moving to build a complete semiconductor supply chain modeled on Taiwan's technology corridor, but Gudeng chairman Bill Chiu said the hardest part to replicate is not science parks or fabrication plants, but Taiwan's deeply rooted supply chain culture.
2026-07-01
digitimes.com
2026-07-01
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure on prices. Although early stocking tied to sports events, plus shortages and price hikes in components such as memory, lifted global TV panel shipments in the first half of 2026, the market is now entering the tr
2026-07-01
digitimes.com
2026-07-01
South Korea's plan to send Samsung Electronics and SK Hynix into a new memory hub in Gwangju and South Jeolla is drawing scrutiny from Taiwan and China, as Seoul defends the project against political criticism at home and questions over whether another major memory buildout could test the industry cycle.
2026-07-01
digitimes.com
2026-07-01
South Korea's plan to build a KRW800 trillion (approx. US$51 billion) memory fab cluster in the southwestern Honam region is running into an inconvenient fact: the region has the country's weakest base of semiconductor materials, components, and equipment suppliers, according to government data submitted to lawmaker Koo Ja-keun and cited by Chosun Ilbo.
2026-07-01
digitimes.com
2026-07-01
Chinese semiconductor material manufacturers are accelerating investments in advanced products as Beijing pushes for greater self-sufficiency, challenging the long-standing dominance of Japanese suppliers in a global market valued at US$73.2 billion.