Semiconductor News & Analysis Feed
22160 articles
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Micron CEO Sanjay Mehrotra recently gave investors an update about the current market conditions.
There could be more supply becoming available by 2028.
Mehrotra, however, says it'll take "considerable time to improve" ongoing shortages.
10 stocks we like better than Micron Technology ›
The big question and risk around Micron Technology (NASDAQ: MU) stock is when the memory shortag
2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Nvidia reportedly abandons quad-dire Rubin Ultra GPUs in favor of dual-die Rubin Ultra due to 'manufacturing execution concerns.'
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
Tech Industry Artificial Intelligence
Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns'
News
By Anton Shilov
Published June 30, 2026
Fewer GPUs, more rack-scale systems?
(Image credit: Nvidia)
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2026-06-30
www.barrons.com
2026-06-30
Barron's
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2026-06-30
news.google.com
2026-06-30
Business Recorder
2026-06-30
www.bisinfotech.com
2026-06-30
Bisinfotech
www.bisinfotech.com
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2026-06-30
www.moomoo.com
2026-06-30
Moomoo
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2026-06-30
qz.com
2026-06-30
qz.com
Taiwan's Keelung District Prosecutors Office raided the Taiwan offices of Super Micro Computer and two other firms Monday as part of an expanded investigation into the alleged smuggling of Nvidia $NVDA +1.25% AI chips to China, with the number of people under investigation growing from three to nine.
Huang Sheng, the Keelung head prosecutor, told AFP that Monday's operation spanned 12 locations —
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index
Fiona Craig
June 30, 2026 3 min read
^GSPC
-0.26%
NVDA
+1.11%
AVGO
-0.67%
2330.TW
-0.81%
AMD
-5.65%
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Semiconductor ©Adobe Stock Images
Chipmakers reach unprecedented share of the benchmark
Semiconductor companies now account for a record 19.7% of the S&P 500, almos
2026-06-30
www.cnbc.com
2026-06-30
CNBC
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2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
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2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:AMD
AMD Stock And 2 AI Semiconductor Picks For Data Center Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Markets just closed with the Dow at a record high above 52,000 and enthusiasm around AI and semiconductor stocks front and center. A pause in U.S. Iran tensions, an open Strait of Hormuz, and softer oil prices are combinin
2026-06-30
www.businesskorea.co.kr
2026-06-30
Businesskorea
U.S. Consumers Allege The Chipmakers Restricted Supply And Inflated Memory Prices
Samsung Electronics, SK Hynix, and Micron hit with U.S. class action over DRAM price collusion. (Image source: elchapuzasinformatico.com)
Samsung Electronics, SK hynix, and Micron are facing a class-action lawsuit in the US over allegations of DRAM price fixing. As the ‘chipflation,’ where memory shortages caused by
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale · Stocktwits
Arnab Paul
June 30, 2026 2 min read
000660.KS
-6.06%
402340.KS
-9.30%
NVDA
+0.71%
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The 17.79 million shares offering represents about 2.5% of its total o
2026-06-30
www.tradingview.com
2026-06-30
TradingView
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SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
2 min read
000660
−6.06%
KEY POINTS:
The 17.79 million shares offering represents about 2.5% of its total outstanding shares.
BofA Securities, Citigroup, Goldman Sachs, and J.P. Morgan are s
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron's CEO Says This Is When There Could Be More Supply of Memory Products in the Market
David Jagielski, CPA, The Motley Fool
June 30, 2026 3 min read
MU
-5.83%
NVDA
+0.93%
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The big question and risk around Micron Technology (NASDAQ: MU) stock is when the memory shortage might end. If it's soon, and more supply will become available in the near futu
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.tradingview.com
2026-06-30
TradingView
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Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Less than 1 min read
SMCI
−3.03%
Shares of Super Micro Computer
SMCI
fell more than 8% on Monday after Taiwanese authorities searched the company's offices as part of an investigation tied to alleged shipments of restricted Nvidia
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
'Not constructive': Tim Cook blames Micron for Apple's $300 price hike. Micron suggests Apple helped cause the shortage
Rudro Chakrabarti
June 30, 2026 6 min read
AAPL
-0.17%
MU
-5.52%
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Trading disclosure
On June 25, Apple (NASDAQ:AAPL) announced sweeping price increases across its MacBook and iPad lineups — along with Apple TV, HomePod and Vision Pro — with CEO Tim Cook