Semiconductor News & Analysis Feed
22678 articles
2026-06-29
eetimes.com
2026-06-29
Pablo Valerio
As U.S. regulators focus on supply chain transparency, China's expanding presence in Latin America has emerged as a major strategic challenge.
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
www.digitimes.com
2026-06-29
digitimes
Infineon and Innoscience are locked in a global legal battle over alleged infringement involving gallium nitride (GaN) technology, with courts across multiple jurisdictions becoming battlegrounds for the dispute. In China, Innoscience appears to have gained...
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2026-06-29
intellectia.ai
2026-06-29
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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.upi.com
2026-06-29
upi.com
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2026-06-29
www.whas11.com
2026-06-29
WHAS11
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2026-06-29
www.aol.com
2026-06-29
AOL.com
Is Micron Stock the New Nvidia?
ADRIA CIMINO, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Micron, like Nvidia, is a significant player in the world of AI.
Demand is high for Micron’s memory and storage products, and revenue quadrupled in the recent quarter.
10 stocks we like better than Micron Technology ›
&&
Nvidia(NASDAQ: NVDA) has become almost synonymous with the words "artificial intellige
2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-29
simplywall.st
2026-06-29
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Plans $29.4 Billion Raise And Nasdaq ADR Listing
June 29, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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SK hynix (KOSE:A000660) has announced a ₩29.4b follow on equity offering, alongside a concurrent listing of American Depositary Receipts on the Nasdaq.
The board has convened to approve the capital raise and U.S.
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Software/NasdaqGS:SNPS
Is Synopsys’ AI-Enabled Ansys Integration Reshaping The Investment Case For Synopsys (SNPS)?
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier in June 2026, Synopsys launched its first AI-enabled Multiphysics Fusion solutions, integrating its EDA tools with Ansys “golden signoff” analysis to accelerate chip timing signoff, design closure, and mul
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Nvidia (
NVDA
+0.38%
) has become almost synonymous with the words "artificial intelligence" (AI). When people think of AI, they automatically think of this company -- and for good reason. Nvidia has generated quarter after quarter of explosive earnings growth, with revenue and profit reaching record levels, thanks to its AI products.
The company is the world's leading designer of graphics proces
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI
Bailey Pemberton
June 28, 2026 4 min read
CRWV
+5.77%
NVDA
+0.37%
META
+2.98%
MSFT
-0.96%
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CoreWeave (NasdaqGS:CRWV) has discl
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nokia (HLSE:NOKIA) Partners With Nvidia To Build AI RAN 6G Networks
Bailey Pemberton
June 28, 2026 4 min read
NOKIA.HE
-1.25%
NVDA
+0.37%
TMUS
+2.41%
NOK
+3.65%
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Nokia Oyj (HLSE:NOKIA) announced a partnership wi
2026-06-29
www.autonews.com
2026-06-29
Automotive News
Kearney partner Kushal Fernandes breaks down which industries are best — and worst — positioned to survive the DRAM memory chip shortage, why the auto industry lands in a surprising middle ground and what structural advantages electric vehicle makers have over traditional automakers when it comes to securing supply.
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Multiple Wall Street analysts have set lofty targets for SpaceX, high enough that it could surpass Nvidia.
Much of that optimism is tied to Starlink, which jumped from 9 million customers last year to 12 million earlier this month.
However, the space company isn't profitable yet, and Nvidia is a financial powerhouse.
10 stocks we like better than Space Exploration Technologies ›
On
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Multiple Wall Street analysts have set lofty targets for SpaceX, high enough that it could surpass Nvidia.
Much of that optimism is tied to Starlink, which jumped from 9 million customers last year to 12 million earlier this month.
However, the space company isn't profitable yet, and Nvidia is a financial powerhouse.
10 stocks we like better than Space Exploration Technologies ›
On
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Wall Street Sees SpaceX Surpassing Nvidia in Long-Term Valuation
Lyle Daly, The Motley Fool
June 28, 2026 5 min read
SPCX
-0.98%
NVDA
+0.37%
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Trading disclosure
On June 16, just its third day of trading, Space Exploration Technologies (NASDAQ: SPCX), also known as SpaceX, was briefly the fourth-largest company by market cap. Its stock has pulled back since then, but it's
2026-06-29
news.google.com
2026-06-29
The Motley Fool
2026-06-29
www.chosun.com
2026-06-29
조선일보
By Lee Hai-woon
Published 2026.06.29. 05:30
Updated 2026.06.30. 11:36
“Don’t chase the domestic stock market when it rises, and don’t sell just because it falls without reason. Reversing volatility can create opportunities, but simply following the trend can wipe out your account. In the AI era, the fact that the top two memory semiconductor companies are in South Korea is the strength of the KO
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