Semiconductor News & Analysis Feed
22140 articles
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 15:28 PM
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
news.google.com
2026-06-29
EE Times Asia
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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Reference #18.e4ab3717.1783393338.6e7a847e
https://errors.edgesuite.net/18.e4ab3717.1783393338.6e7a847e
2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 07:28 AM
Generate Trading Ideas
powered by
Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 08:58 AM
Generate Trading Ideas
powered by
Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
Jun 28, 2026, 23:28 PM
Generate Trading Ideas
powered by
Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix f
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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Reference #18.49102017.1783392967.c4881b0b
https://errors.edgesuite.net/18.49102017.1783392967.c4881b0b
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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Reference #18.e5ab3717.1783393291.5235e7a2
https://errors.edgesuite.net/18.e5ab3717.1783393291.5235e7a2
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia's Next $1 Trillion Opportunity May Have Nothing to Do With GPUs
Adam Spatacco, The Motley Fool
June 28, 2026 4 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Shortly after the launch of ChatGPT in late November 2022, big tech hyperscalers realized that chipsets known as graphics processing units (GPUs) could be used to develop next-generation applications in artificial in
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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Reference #18.e4ab3717.1783392598.6e57fa95
https://errors.edgesuite.net/18.e4ab3717.1783392598.6e57fa95
2026-06-29
asia.nikkei.com
2026-06-29
Nikkei Asia
Data center builder says the 350-megawatt campus will be in Batam
Firmus says it will use Nvidia chips for its Indonesian data center and sell Nvidia-powered cloud services to "AI-native" customers. (Source photos by Getty and Ken Kobayashi)
SYDNEY -- Australian data center builder Firmus will partner with chip giant Nvidia to build a 350-megawatt "AI factory" in Indonesia to provide cloud compu
2026-06-29
www.tradingkey.com
2026-06-29
TradingKey
NVIDIA (NVDA) closed at $192.76, exhibiting technical oversold conditions with an RSI of 31.82 and positive divergence. While record fiscal Q1 earnings showed 85% YoY growth, the stock faces pressure from declining B200 rental rates, China-related revenue risks, and executive selling. The technical setup suggests a potential relief rally, with an entry above $196 targeting $205.70, provided it hol
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Shortly after the launch of ChatGPT in late November 2022, big tech hyperscalers realized that chipsets known as graphics processing units (GPUs) could be used to develop next-generation applications in artificial intelligence (AI). At the time, Nvidia (
NVDA
+0.38%
) had a first-mover advantage in the GPU landscape. As a result, the company's revenue skyrocketed to record levels seemingly overnig
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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Reference #18.5b102017.1783394532.fcbdfde6
https://errors.edgesuite.net/18.5b102017.1783394532.fcbdfde6
2026-06-29
www.chosun.com
2026-06-29
조선일보
By Kim Seung-hyeon
Published 2026.06.29. 12:00
Updated 2026.06.30. 13:58
The national regional economic growth rate recorded 3.8% year-on-year in the first quarter (January–March) of this year, driven by a boom in the semiconductor industry, a key sector. Chungcheongbuk-do, home to semiconductor clusters including the SK Hynix Cheongju plant, grew 13.8% year-on-year, the highest among 17 provinc