Semiconductor News & Analysis Feed
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2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
Tech Industry
Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning
News
By Luke James
Published June 30, 2026
Prosecutors searched six homes and three company sites.
(Image credit: Getty / Bloomberg)
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2026-06-30
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2026-06-30
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2026-06-30
Jowi Morales
Dominic Toretto would be stealing servers, not TVs and VCRs, if The Fast and the Furious was set today.
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
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2026-06-30
simplywall.st
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Applied Materials (AMAT) Remains Favored as ASML Emerges as Top Catch-Up Trade
Ghazal Ahmed
June 30, 2026 1 min read
AMAT
-9.84%
ASML.AS
-7.17%
LRCX
-8.67%
KLAC
-8.71%
NVDA
-1.48%
Explore stocks on Coinbase
Trading disclosure
Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
On June 29, Cantor Fitzgerald analyst C.J. Muse raised the
2026-06-30
siliconcanals.com
2026-06-30
Silicon Canals
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2026-06-30
www.thelec.net
2026-06-30
thelec.net
Applied Materials’ enhanced Centura Prime Epi system (Photo=Applied Materials)
Applied Materials has introduced six new semiconductor manufacturing systems for DRAM and advanced packaging, expanding its portfolio of 3D semiconductor equipment aimed at improving the performance and power efficiency of next-generation memory used in artificial intelligence (AI) processors.
The company unveiled
2026-06-30
www.thelec.net
2026-06-30
thelec.net
Song Jae-hyuk, chairman of the Korea Semiconductor Industry Association (KSIA) and president and chief technology officer (CTO) of Samsung Electronics. (Photo =KSIA)
The Korea Semiconductor Industry Association(KSIA) welcomed the new semiconductor industrial complex investment plan announced by the government and urged its swift implementation.
On June 29, KSIA stated, “We welcome the announce
2026-06-30
www.thelec.net
2026-06-30
thelec.net
Rendering of the SK hynix Yongin semiconductor cluster. (Image: SK ecoplant)
SK hynix on June 29 unveiled a long-term investment plan totaling 1,100 trillion won, allocating 600 trillion won to the Yongin semiconductor cluster, 100 trillion won to its Cheongju manufacturing base, and 400 trillion won to a new semiconductor cluster in South Korea's southwest region.
The company will accelerate th
2026-06-30
www.thelec.net
2026-06-30
thelec.net
Jay Y. Lee, executive chairman of Samsung Electronics, presents the group's investment plans at the State Guest House of the former Blue House. (Photo: Official video capture)
Samsung Group said on June 29 that it plans to invest a total of 2,655 trillion won in South Korea over the next 10 years. About 2,100 trillion won will be allocated to semiconductors, centered on the Seoul metropolitan sem
2026-06-30
www.digitimes.com
2026-06-30
digitimes
As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating its push into 2nm-and-below nodes as well as advanced packaging technologies such as CoWoS. Industry sources said the AI-driven...
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2026-06-30
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2026-06-30
news.google.com
2026-06-30
CT Insider
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
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.streetinsider.com
2026-06-30
StreetInsider
www.streetinsider.com
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2026-06-30
moneywise.com
2026-06-30
moneywise.com
Rudro Chakrabarti
Jun 30, 2026
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 laying the blame on the companies that supply the memory chips inside its products.
"There's less supply at a time when consumers want devices and the memory guys are passing along huge price increa
2026-06-30
www.tradingview.com
2026-06-30
TradingView
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Analog Semiconductors Stocks Q1 Results: Benchmarking Universal Display (NASDAQ:OLED)
Analog Semiconductors Stocks Q1 Results: Benchmarking Universal Display (NASDAQ:OLED)
3 min read
OLED
−0.73%
TXN
−2.98%
ST
−3.40%
MPWR
−4.40%
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Tech Hardware/NasdaqGS:WDC
Nvidia and 2 AI Infrastructure Stocks Backed by Cash Flow Value
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
With central banks weighing their next moves, inflation sending mixed signals, and energy markets reacting to Middle East tensions, many stocks are being priced on headlines rather than on their underlying cash generation. The Undervalue