Semiconductor News & Analysis Feed
988 articles
2026-06-30
www.gurufocus.com
2026-06-30
GuruFocus
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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.fastcompany.com
2026-06-29
Fast Company
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2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
america250.org
2026-06-29
America250
Washington, D.C. — June 29, 2026 — America250, the national nonpartisan organization charged by Congress to lead the commemoration of the signing of the Declaration of Independence, today announced a partnership with Intel, a global technology leader and the only U.S.-based, leading-edge chip manufacturer that researches, develops, and manufactures advanced AI and logic semiconductors in the Unite
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
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
eetimes.com
2026-06-29
With HotSat-2 in orbit and fresh funding, U.K. startup SatVu is demonstrating how high-resolution thermal satellite data can reveal real-world industrial activity.
2026-06-29
www.aol.com
2026-06-29
AOL.com
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Join the $1 Trillion Club by 2028
DAVE KOVALESKI, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Semiconductor stock ASML is the 20th-largest company in the world by market cap.
Over the last five years, it has grown its market cap by about 19% per year.
At this rate, it would join the $1 trillion club by the end of 2028.
10 sto
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Semiconductor stock ASML is the 20th-largest company in the world by market cap.
Over the last five years, it has grown its market cap by about 19% per year.
At this rate, it would join the $1 trillion club by the end of 2028.
10 stocks we like better than ASML ›
There are currently 16 companies that have crossed the $1 trillion market cap plateau, with two more, Walmart and JPMorg
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
There are currently 16 companies that have crossed the $1 trillion market cap plateau, with two more, Walmart and JPMorgan Chase, knocking on the door.
One of the next artificial intelligence (AI) stocks to reach $1 trillion in market cap should be the Dutch semiconductor company ASML (
ASML
+3.18%
).
Currently, ASML is the world's 20th-largest company, with a market cap of about $693 billion. B
2026-06-29
digitimes.com
2026-06-29
BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker's push to extend vertical integration from electrification into intelligent driving.
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Taiwan's semiconductor ecosystem has entered the race to develop a possible post-HBM memory architecture, with Powerchip Semiconductor Manufacturing Corp. (PSMC) and AP Memory appearing alongside Intel and SoftBank subsidiary SAIMEMORY in a nine-layer 3D...
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2026-06-29
intellectia.ai
2026-06-29
Intellectia AI
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Micron Technology: The Next Nvidia?
Micron Technology: The Next Nvidia?
Written by Emily J. Thompson, Senior Investment Analyst
Source: Fool
Updated:
Jun 28 2026
14
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MU
+0.94%
NVDA
+0.37%
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Significant Revenue Growth: Micron Technology's
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Nvidia invested $2 billion in neocloud infrastructure provider CoreWeave (
CRWV
+5.82%
) in January this year to help the latter build artificial intelligence (AI) factories powered by its chips. That investment has appreciated 11% since then despite bouts of volatility.
However, it won't be surprising to see this AI stock jump higher in the future, as it plays an important role in the AI infrast
2026-06-29
pokde.net
2026-06-29
Pokde.Net
Pokde.Net > System > Industrial > Cadence And Intel Foundry Expand Collaboration On Intel 14A Process Technology
INDUSTRIAL
NEWS
SYSTEM
Cadence And Intel Foundry Expand Collaboration On Intel 14A Process Technology
Last updated: June 29, 2026 2:17 am
By
Low Boon Shen
Share
2 Min Read
Chipmaking tools provider Cadence has announced an expanded multi-year collaboration with Intel Foundry, Intel’s c
2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
A Japanese capsule toy maker has announced an official collaboration with ASRock, Gigabyte, MSI, and Intel to make tiny PC components that buyers 'can assemble and play with.'
2026-06-28
digitimes.com
2026-06-28
LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as demand tied to artificial intelligence chips accelerates, Herald Businessreported.
2026-06-27
tomshardware.com
2026-06-27
Kunal Khullar
A power-hungry flagship awaits.
2026-06-27
www.forbes.com
2026-06-27
Forbes
INNOVATION
AI
Will Intel Boom Fundamentally Challenge TSMC?
ByJohn Werner,
Contributor.
I am an MIT Senior Fellow & Lecturer, 5x-founder & VC investing in AI
Follow Author
Jun 27, 2026, 09:59am EDT
Summary
Intel's new "18A" chip designs are positioning the company as a potential challenger to TSMC, which has long dominated the AI chip foundry market. While Intel's current production volume of