Semiconductor News & Analysis Feed
962 articles
2026-07-01
digitimes.com
2026-07-01
South Korea's plan to send Samsung Electronics and SK Hynix into a new memory hub in Gwangju and South Jeolla is drawing scrutiny from Taiwan and China, as Seoul defends the project against political criticism at home and questions over whether another major memory buildout could test the industry cycle.
2026-07-01
digitimes.com
2026-07-01
As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become a key bottleneck for AI-related shipments. To keep pace with AI investment, Qnity was spun off from US chemical giant DuPont and listed independently in November 2025.
2026-07-01
digitimes.com
2026-07-01
Taiwan's carbon fee system has begun collecting payments, with the first batch covering 240 high-emitting companies across 461 factories and generating NT$4.97 billion (US$156.07 million) in initial revenue. Taiwan also plans to roll out an emissions trading system (ETS) in 2028, initially targeting 20 major emitters in the steel, cement, and semiconductor sectors.
2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-07-01
www.barchart.com
2026-07-01
Barchart.com
A photo of a corporate Qualcomm sign by JHVEPhoto via Adobe Stock
Qualcomm (QCOM) is in the process of executing one of the most aggressive data-center pushes in its history, a move that will help the company diversify away from a handset market currently facing a historical decline. On its Investor Day held on June 24, the company laid out its ambitious AI infrastructure strategy. Where just a c
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Texas Instruments (TXN) Drops From Value Indexes And Joins Russell Top 50
Bailey Pemberton
June 30, 2026 4 min read
TXN
-3.36%
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Texas Instruments (NasdaqGS:TXN) has been removed from several value and defensive indexes
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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Get the most important global
2026-06-30
www.qualcomm.com
2026-06-30
Qualcomm
Scalable across SoCs. Portable across products. Ready to deploy.
When we introduced Qualcomm Linux in 2024, we made a set of commitments: a single unified Linux distribution across all Qualcomm Dragonwing IoT SoCs, an upstream-first development model, and a platform built for production. Qualcomm Linux 2.0 is evidence that our original promise continues to be kept and evolved to address customer
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
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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
www.investing.com
2026-06-30
Investing.com
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2026-06-30
news.google.com
2026-06-30
Business Recorder
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Receives Consensus Recommendation of "Buy" from Analysts
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
TSMC has a consensus analyst rating of “Buy” from 16 brokerages, with 12 buys and 2 strong buys; the average 1-year price target is about $449.38.
Several analysts recently raised their price targets on
2026-06-30
www.moomoo.com
2026-06-30
Moomoo
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2026-06-30
uk.finance.yahoo.com
2026-06-30
Yahoo Finance UK
NVIDIA (NVDA) Among The Most Promising Robotics Stocks; Here’s Why
Faheem Tahir
29 June 2026 2 min read
NVDA
-1.64%
LLY
+2.76%
NTRA
+1.21%
Given its significant hedge fund backing and attractive upside potential, NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising robotics stocks.
NVIDIA (NVDA) Among The Most Promising Robotics Stocks; Here's Why
NVIDIA Corporation (NASDAQ:NVDA) is ex
2026-06-30
digitimes.com
2026-06-30
South Korea is overhauling its semiconductor manufacturing footprint to secure an edge in the AI era, drawing direct inspiration from a fierce competitor: Taiwan.
2026-06-30
digitimes.com
2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.
2026-06-30
digitimes.com
2026-06-30
Qnity, the independent company spun off from US chemicals giant DuPont, is ramping up investment in Taiwan as the island cements its role at the center of the global AI hardware supply chain. Asia-Pacific president Dennis Chen said in an interview with DIGITIMESthat future spending will focus on three main battlegrounds: advanced packaging, co-packaged optics (CPOs), and thermal management.
2026-06-30
digitimes.com
2026-06-30
Rumors in Taiwan's capital markets that United Microelectronics Corp. may deepen cooperation with Intel from 12nm to Intel 3 are drawing skepticism from DIGITIMESanalyst Luke Lin. He said the main obstacles are the technology gap and Intel's internal capacity allocation, which make a near-term move commercially difficult.
2026-06-30
digitimes.com
2026-06-30
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market long driven by electric vehicles.