Semiconductor News & Analysis Feed
292 articles
2026-07-02
ca.investing.com
2026-07-02
Investing.com Canada
2026-07-02
etfexpress.com
2026-07-02
ETF Express
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Incorporating Wealth Adviser from 2023
Bringing you news, views and analysis since 2013Incorporating Wealth Adviser from 2023
Tema ETFs has announced an exclusive ETF partnership with SemiAnalysis, an independent research firm specialising in semiconductors and AI infrastructure, founded by Dylan Patel.
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2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
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2026-07-01
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2026-07-01
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2026-07-01
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2026-07-01
Yahoo Finance
How Index Shift To Growth And NVIDIA Partnership At Penguin Solutions (PENG) Has Changed Its Investment Story
Sasha Jovanovic
June 30, 2026 3 min read
PENG
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NVDA
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Trading disclosure
In late June 2026, Penguin Solutions, Inc. was reclassified across several Russell benchmarks, moving out of value indices and into multiple growth-focused indices while also unv
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
Communications Today
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
www.digitimes.com
2026-06-29
digitimes
ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment of a former TSMC executive as an independent director by Chairman Chiang...
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2026-06-29
digitimes.com
2026-06-29
ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment of a former TSMC executive as an independent director by Chairman Chiang Shang-yi has also drawn industry attention to the commercialization progress of its high-speed optical transceiver business.
2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has announced a sweeping AI data center strategy that includes new partnerships with Meta and Microsoft, signaling a major expansion beyond its smartphone processor roots.
The company introduced the Dragonfly C1000 CPU alongside a new High Bandwidth Compute architecture specifically designed to handle demanding AI workloads at scale.
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2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
IREN (NASDAQ: IREN) is repositioning itself as a large-scale artificial intelligence data center builder and operator, moving well beyond its origins in cryptocurrency infrastructure.
The company has signed new long-term infrastructure contracts with both Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA), placing it at the center of surging global demand for AI compute capacity.
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2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Border to Coast Pensions Partnership Ltd Boosts Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
June 28, 2026
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KEY POINTS
Border to Coast Pensions Partnership Ltd increased its Synopsys stake by 34.9% in Q1, adding 27,429 shares to reach 106,116 shares valued at about $42.2 million.
Several other institutional investors also boosted their holdings, and hedge
2026-06-28
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2026-06-28
MarketBeat
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona
Published on June 27, 2026 at 12:15 pm by MAHAM FATIMA in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology entered into a 10-year partnership to expand adv