Semiconductor News & Analysis Feed
1184 articles
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-29
digitimes.com
2026-06-29
Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to The Information, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.
2026-06-29
digitimes.com
2026-06-29
Samsung Electronics chairman Lee Jae-yong said Gwangju is being considered as a candidate site for Samsung's next semiconductor complex, lending corporate backing to South Korea's plan to build a second chip production base in Gwangju and the broader Jeolla region in the country's southwest.
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
finance.yahoo.com
2026-06-29
Yahoo Finance
ASML Holding N.V. (ASML) Denies Selling EUV Chipmaking Tool to China Following Report of US Concern
Fatima Gulzar
June 28, 2026 1 min read
ASML.AS
-0.37%
ASML
+3.15%
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Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is among the Best Semiconductor Stocks.
On June 19, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) denied ever shipping an EUV lithography machine to C
2026-06-29
news.google.com
2026-06-29
flyingpenguin
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
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2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
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2026-06-28
www.scmp.com
2026-06-28
South China Morning Post
Semiconductors
TechTech War
As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC
Basic Semiconductor is the latest firm in the space to move forward with an IPO
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Ann Caoin Shanghai
Published: 1:00pm, 28 Jun 2026
As the global artificial intelligence (AI) boom puts intense pressure on data centre energy grids, some Chines
2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Is Applied Materials (AMAT) Fully Valued On Its New AI Chipmaking Systems?
June 28, 2026
Simply Wall St
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Applied Materials (AMAT) stock is back in focus after the company launched a suite of advanced chipmaking systems to support 3D architectures and high-bandwidth memory for next-generation AI applications.
See our latest analysis for Ap
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Applied Materials (AMAT) Introduces Suite of New Chipmaking Systems
Noor Ul Ain Rehman
June 27, 2026 2 min read
AMAT
-1.70%
EL.PA
+0.23%
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Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the safe stocks for beginners to buy in 2026. Applied Materials, Inc. (NASDAQ:AMAT) announced on June 25 the introduction of a suite of new chipmaking systems to build the
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
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2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
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2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
www.cnbc.com
2026-06-27
CNBC
Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections.
Then came the memory crunch, which has driven up the cost to produce practically every electronic device on
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The beating heart of the artificial intelligence (AI) boom is, without a doubt, Nvidia (
NVDA
1.39%
). The chipmaker's graphics processing units (GPUs) -- the specialized chips that do the heavy math behind AI -- power the data centers that train and run ChatGPT, Claude, and the vast majority of AI models.
It's no surprise, then, that Nvidia has managed a multiyear win streak nearly unmatched in
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
fortune.com
2026-06-27
Fortune
Qualcomm has long been known primarily as the maker of smartphone chips, but since taking the reins five years ago, CEO Cristiano Amon has worked to change that and equip the company for the tough but lucrative AI chip wars. Since 2021, Qualcomm has reinvented itself to become a major player in newer areas such as tech for cars—including driver-assistance and connected-vehicle systems±—and chips t
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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