Semiconductor News & Analysis Feed
4430 articles
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Could Be 112% Overvalued As Russell Index Exit Jolts Shares
June 30, 2026
Simply Wall St
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Navitas Semiconductor (NVTS) was removed from several Russell equity indexes on June 27, 2026, a change that can prompt index-linked funds to rebalance holdings and influence short term trading volumes in the stock.
See o
2026-06-30
www.investing.com
2026-06-30
Investing.com
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2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
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2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls.
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
David Moadel
June 29, 2026 4 min read
SMCI
-0.11%
NVDA
+0.37%
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Taiwan raided Super Micro Computer's (SMCI) offices over alleged NVIDIA (NVDAD) AI chip smuggling to China, driving SMCI shares down 8% and extending a brutal 37% monthly slide.
Prosecutors alle
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Applied Materials Just Ripped 55% in a Month. Is It Time to Sell?
David Moadel
June 29, 2026 4 min read
AMAT
-1.70%
NVDA
+0.37%
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Applied Materials (AMAT) stock surged 173% year-to-date as KeyBanc raised its price target $200 to $750, citing a durable multi-year AI semiconductor equipment cycle.
CEO Gary Dickerson sold 103,000 AMAT shares in
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
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2026-06-30
semiengineering.com
2026-06-30
Semiconductor Engineering
Researchers from ETH Zurich, lowRISC, and University of Bologna published a technical paper titled “Croc: Training the Next Generation Chip Designers on Domain-Specific End-to-End Open Source Silicon.”
This paper describes Croc, an open-source, customizable RISC-V SoC platform and teaching flow that lets students take domain-specific chip-design projects from architecture and RTL through physical
2026-06-30
appleinsider.com
2026-06-30
AppleInsider
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2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
news.google.com
2026-06-30
Seeking Alpha
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Does Texas Instruments (TXN) Index Shift Reveal a Deeper Change in Its Semiconductor Role?
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Texas Instruments was removed from several Russell value and defensive indices but added to the Russell 1000 Dynamic Index and the Russell Top 50 Index, reflecting a reclassif
2026-06-30
news.google.com
2026-06-30
Investing.com
2026-06-30
sourceability.com
2026-06-30
Sourceability
One of the most notable impacts AI has had on the semiconductor supply chain has been the surge in demand for high-bandwidth memory (HBM). As AI infrastructure investments continue to accelerate, memory manufacturers are increasingly prioritizing production for HBM and other high-end memory solutions, creating a ripple effect of line consolidation and dramatic shortages.
These pressures are becom
2026-06-30
www.tradingview.com
2026-06-30
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Applied Materials stock surges 10%: here's why
Applied Materials stock surges 10%: here's why
2 min read
AMAT
−1.70%
Applied Materials (AMAT) shares drew investor attention on Monday, rising more than 10% after KeyBanc Capital Markets issued early commentary ahead of the company’s upcoming third-quarter earnings.
The move came as markets reassessed expectations around the semicon
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-29
qz.com
2026-06-29
qz.com
Palantir $PLTR Technologies and Nvidia $NVDA announced a strategic initiative to deliver an intelligent engine for running Nvidia's Nemotron open models in sovereign environments, with a primary focus on U.S. government agencies and critical infrastructure.
Under the partnership, Nvidia's AI platform — including its compute infrastructure, software ecosystem, and Nemotron open models — will be co
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Palantir and Nvidia partner on AI platform for U.S. government
Palantir and Nvidia partner on AI platform for U.S. government · Quartz · Luke Sharrett / Stringer via Getty Images
Colleen Cabili
June 29, 2026 2 min read
PLTR
+2.51%
NVDA
+0.37%
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Palantir Technologies and Nvidia announced a strategic initiative to deliver an intelligent engine for running
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Three times the current price would put Micron Technology (NASDAQ:MU | MU Price Prediction) somewhere around $3,000 a share. That is a number that sits above every published Wall Street target on the stock. The only way there runs through a memory supercycle that lasts longer and runs hotter than even bulls currently model. Let’s take a look at how Micron could get there, even though Goldman Sachs
2026-06-29
americanbazaaronline.com
2026-06-29
The American Bazaar
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South Korean tech companies Samsung and SK Hynix have revealed they are building two new chip factories. The project is part of a national program worth the equivalent of over $518 billion.
Investors responded to this announcement with caution. Both stocks lost ground on Monday, according to CNBC. Samsung Electronics shares fell 4.8 percent on Monday, while SK Hynix, after an earlier drop