Semiconductor News & Analysis Feed
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2026-07-01
www.eqs-news.com
2026-07-01
EQS News
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2026-07-01
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Micron Hit With Price-Fixing Lawsuit: Real Collusion or Simple Supply and Demand?
RICH DUPREY
Jun 30, 2026
0
Micron
Quick Read
A new lawsuit accuses Micron, Samsung, and SK hynix of coordinating production cuts to artificially inflate prices. The three companies together control 90% of the global memory market.
Micron's HBM is sold out through 2026, meeting only 50 to 66 percent of demand. This
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
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2026-06-30
www.institutmontaigne.org
2026-06-30
Institut Montaigne
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CHIPDIPLO Brussels Conference: "Semiconductors Under Geopolitical Stress: From Global Shocks to the European Chips Act 2.0"
9 JULY 2026
Thon Hotel EU, Wetstraat/Rue de la loi 75 , 1040, Brussels, Belgium
PARTICIPATE
Tech & Innovation
Semiconductors have become one of the central arenas of geopolitical competition. Growing tensions between the United States (US) and China are in
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands AI Reach With Firmus In Indonesia And Palantir In Government
June 30, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Nvidia (NasdaqGS:NVDA) agreed to work with Firmus Technologies on an AI factory project in Indonesia, giving smaller and emerging AI firms access to Nvidia’s platforms.
Nvidia and Palantir launched an
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands AI Reach With Firmus In Indonesia And Palantir In Government
June 30, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia (NasdaqGS:NVDA) agreed to work with Firmus Technologies on an AI factory project in Indonesia, giving smaller and emerging AI firms access to Nvidia’s platforms.
Nvidia and Palantir launched an initiative to p
2026-06-30
cryptobriefing.com
2026-06-30
Crypto Briefing
Nvidia supplier SK Hynix files for massive $29.4B Nasdaq offering
The Nvidia supplier plans to begin trading under SKHY in July and use the proceeds to expand chip factories and purchase advanced manu
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
PLTR Stock Watch: What to Know as Palantir Teams Up With Nvidia
Wajeeh Khan
June 30, 2026 3 min read
PLTR
+1.38%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Palantir (PLTR) stock rallied on June 29 after the company announced a strategic partnership with Nvidia (NVDA) to deploy open AI models within classified and air-gapped U.S. government systems.
The collaboration integrates Nvi
2026-06-30
en.tempo.co
2026-06-30
Tempo.co English
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2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
AOL.com
ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now
ALEX SIROIS
Jun 30, 2026
0
Kevin Frayer / Getty Images News via Getty Images
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ASML's $45 billion backlog and lithography monopoly deliver pricing power that Applied Materials, competing in contested deposition and etch markets, cannot replicate.
CEO Gary Dickerson sold 110,000 Applied Materials shares in mid-June while fr
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
ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now
Alex Sirois
June 30, 2026 3 min read
ASML.AS
-7.28%
AMAT
-7.54%
NVDA
+0.71%
ASML
-4.54%
Explore stocks on Coinbase
Trading disclosure
Quick Read
ASML's $45 billion backlog and lithography monopoly deliver pricing power that Applied Materials, competing in contested deposition and etch markets, cannot replicate.
CEO Gary Dickerson s
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
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2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
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2026-06-30
The Futurum Group
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2026-06-30
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2026-06-30
Yahoo Finance
The Zacks Analyst Blog Highlights Apple, Tokyo Electron, Advantest and Infineon
The Zacks Analyst Blog Highlights Apple, Tokyo Electron, Advantest and Infineon · Zacks
Zacks Equity Research
June 30, 2026 8 min read
AAPL
-0.64%
8035.T
-3.94%
6857.T
-2.25%
IFX.DE
-8.26%
TOELF
-7.01%
Trade Apple on Coinbase
Trading disclosure
For Immediate Release
Chicago, IL – June 30, 2026 – Zacks.com announces th