Semiconductor News & Analysis Feed
21620 articles
2026-07-01
finance.biggo.com
2026-07-01
finance.biggo.com
TSMC's (2330.TW) advanced packaging technology roadmap is undergoing a major shift. Market sources indicate the company plans to gradually transition from current silicon interposers to its "CoPoS" large-size glass interposer technology around 2029. This move is viewed as the most critical strategic decision in the advanced packaging arena for the next decade and is expected to exert significant p
2026-07-01
eu.36kr.com
2026-07-01
36Kr
Invested by Hinton, Li Feifei and Taiwan Semiconductor Manufacturing Co., with top talents from NVIDIA and Google teaming up to develop chips, the company is valued at 34 billion.
智东西
2026-07-01 11:50
Founded by three Harvard dropouts.
According to a report by Zhidx on July 1st, last night, AI chip unicorn Etched released its first progress report since its establishment, announcing that it has r
2026-07-01
www.pcmag.com
2026-07-01
PCMag Middle East
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
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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Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
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.fool.com
2026-07-01
The Motley Fool
Nvidia (
NVDA
+0.62%
) has been the hottest stock on Wall Street in recent memory. Over the past five years, the company has delivered incredible returns. But how incredible, exactly? Read on to find out how much a $1,000 investment in Nvidia would be worth today.
Image source: The Motley Fool.
The party may not be over
Nvidia has posted a compound annual growth rate (CAGR) of 59.49% since 2021
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.trendforce.com
2026-07-01
TrendForce
[News] Intel Reportedly Breaks Ground on Santa Clara Expansion for Next-Gen EUV Mask Capacity
2026-07-01 Semiconductors editor
News
Please note that this article cites information from Wccftech, Tom’s Hardware, San Francisco Business Times and CNBC.
As interest in Intel’s foundry services continues to grow among a broader range of tech giants like Apple and NVIDIA, the chipmaker is accel
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
∙ PAID
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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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Investment products and services are offered through Moomoo Financial Inc., Member SIPC./FINRA.
For further inform
2026-07-01
asia.nikkei.com
2026-07-01
Nikkei Asia
TSMC, SK Hynix and Samsung stand to gain from US company's data center play
Qualcomm's Dragonfly line of AI data center products is up against chip giant Nvidia's offerings. (Source photos by Ken Kobayashi)
NEW YORK -- On a table in a midtown Manhattan conference room last Thursday, Durga Malladi, Qualcomm's vice president of data center, stacked his phones to illustrate what appeared to be a s
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
letsdatascience.com
2026-07-01
Let's Data Science
INFRASTRUCTURE
high bandwidth memory
semiconductor investment
south korea
samsung
Samsung and SK Hynix Commit Trillions to AI Chip Capacity
7 sources
|
July 1, 2026
|
By LDS Team
8.1
Relevance Score
Photo: japantimes.co.jp · rights & takedowns
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Samsung Electronics and SK Hynix pledged 3,200 trillion won ($2.07 trillion) in combined investment tied to South Korea's national semic
2026-07-01
www.starnewskorea.com
2026-07-01
starnewskorea.com
*This content was translated by AI.
Shin Jin-seo, 9-dan. /Photo=Korea Baduk Association
World-renowned top player Shin Jin-seo (26), 9-dan, will compete in a handicap game against the Go artificial intelligence (AI) KataGo.
The 'SSEN Math · The Korea Economic Daily (Hankyung) Gishinjeon ()', organized by Korea Baduk Association and hosted by The Korea Economic Daily (Hankyung) Media Group, with
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron (MU) Stock Looks Below Fair Value But Broader Checks Stay Mixed
Bailey Pemberton
June 30, 2026 3 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Micron Technology's share price has moved very sharply in recent years, yet its valuation che
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron (
MU
4.71%
) stock investors will not want to miss these developments.
*Stock prices used were the afternoon prices of June 28, 2026. The video was published on June 30, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Micron Technology wasn’t one of them. The 10 stocks that made the cut could produce m
2026-07-01
tradersunion.com
2026-07-01
Traders Union
Nebius Group (NBIS) stock is trading at $276.17, marking a strong session with a daily rise of 5.75%. The price stands firmly above its key moving averages, signaling persistent momentum relative to recent averages.
The launch of full production for NVIDIA's Vera Rubin platform on June 1, 2026, with shipments this fall to eight cloud partners including Nebius, is a pivotal development, according
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