Semiconductor News & Analysis Feed
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2026-06-30
www.tradingview.com
2026-06-30
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Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
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TBRG: Merger and executive compensation proposals both received majori
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
AI Memory Stocks Micron and Sandisk Are Up 200% in the Last 3 Months. History Says This Will Happen Next.
Trevor Jennewine, The Motley Fool
June 30, 2026 5 min read
MU
-7.38%
SNDK
-10.89%
NVDA
-1.25%
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Trading disclosure
Memory chipmakers Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been big winners from the artificial intelligence infrastructure boom. I
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
BXM Wealth LLC Has $766,000 Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
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KEY POINTS
BXM Wealth LLC sharply cut its TSM stake in the first quarter, selling 39,485 shares and reducing its position by 94.6%. The firm ended with 2,268 shares worth about $766,000.
TSMC insiders were buying shares, with Vice President
2026-06-30
euobserver.com
2026-06-30
EUobserver
Stakeholder
Proposed Chips Act 2.0 fortifies Europe’s electronics ecosystem
By Alison James, Brussels, 30 June 2026 10:18
Three years ago, the European Union adopted the European Chips Act.
It marked an important first step in enabling funding for first-of-a-kind semiconductor’s research, development and production.
It also laid the foundations for emerging advanced packaging capabilities as s
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
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2026-06-30
www.rockpapershotgun.com
2026-06-30
Rock Paper Shotgun
Home Hardware News
US lawsuit accuses Samsung, SK Hynix and Micron of worsening the RAM crisis by fixing memory prices and supply
Update: Micron respond
Image credit: Rock Paper Shotgun
News by Mark Warren Senior Staff Writer
Updated on June 30, 2026
28 comments
Update: Micron have issued the following statement to RPS: "Micron disagrees with the allegations contained in the complaint. We co
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Texas Instruments Incorporated $TXN Shares Sold by BXM Wealth LLC
Written by MarketBeat
June 30, 2026
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KEY POINTS
BXM Wealth LLC cut its Texas Instruments stake by 91.5% in the first quarter, selling 43,128 shares and leaving it with 4,006 shares worth about $778,000.
Several other institutional investors also adjusted their positions, while institutions and hedge
2026-06-30
www.moomoo.com
2026-06-30
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2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.digitimes.com
2026-06-30
digitimes
As Taiwan becomes the core of the global AI hardware supply chain, Qnity — the century-old company spun off from US chemicals giant DuPont and separately listed — is likewise expanding its production capacity investment in Taiwan. Asia-Pacific president...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-06-30
www.digitimes.com
2026-06-30
digitimes
As Taiwan becomes the core of the global AI hardware supply chain, Qnity — the century-old company spun off from US chemicals giant DuPont and separately listed — is likewise expanding its production capacity investment in Taiwan. Asia-Pacific president...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Assenagon Asset Management S.A. Sells 400,735 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 30, 2026
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KEY POINTS
Assenagon Asset Management S.A. reduced its NVIDIA stake by 1.9% in the first quarter, selling 400,735 shares and ending with 20,486,718 shares valued at about $3.57 billion.
NVIDIA’s latest earnings beat expectations, with quarterly EPS
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Apella Capital LLC Has $24.51 Million Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 30, 2026
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KEY POINTS
Apella Capital LLC increased its NVIDIA stake by 35.7% in the first quarter, adding 36,966 shares to bring its total holdings to 140,544 shares worth about $24.51 million.
NVIDIA reported strong quarterly results, with $1.87 EPS and $81.6
2026-06-30
eetimes.com
2026-06-30
MCP gives enterprise AI a common, open plumbing layer to connect models with tools, data, and agents.
2026-06-30
www.opensourceforu.com
2026-06-30
Open Source For You
Blogs
SUSE, Openchip Partner To Build Europe’s First Digitally Sovereign RISC-V Stack
By Jiya Jay Singh -
June 30, 2026
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SUSE Logo (PRNewsFoto/SUSE)
SUSE and Openchip have signed an MoU to native-certify enterprise software on European-designed RISC-V accelerators, offering an open alternative to overseas chip monopolies.
SUSE, an open-source enterprise software group, and Openchip, a Spanis
2026-06-30
www.streetinsider.com
2026-06-30
StreetInsider
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2026-06-30
www.tweaktown.com
2026-06-30
TweakTown
Samsung, SK Hynix, and Micron are being sued for alleged DRAM price fixing and collusion
A new federal lawsuit filed in the Northern District of California claims Samsung Electronics, SK Hynix, and Micron Technology are price fixing memory.
VIEW GALLERY - 2
Kosta Andreadis
Senior Editor
Published Jun 30, 2026 1:59 AM CDT
2-minute read time
TL;DR: Samsung Electronics, SK Hynix, and Micron Technol
2026-06-30
news.google.com
2026-06-30
EE Times Asia
2026-06-30
www.automotiveworld.com
2026-06-30
Automotive World
BYD has excelled in vertical integration in almost every area besides chip production. By Stewart Burnett
June 30, 2026
BYD plans to equip an as-yet-unrevealed series production model under the Denza brand with its in-house developed Xuanji A3 smart driving chip for the first time in 2027, a report by Chinese outlet LatePost has indicated. The chip, unveiled in May 2026 as China’s first mass-pro
2026-06-30
news.google.com
2026-06-30
EE Times Asia