Semiconductor News & Analysis Feed
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2026-06-29
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2026-06-29
Stocktwits
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2026-06-29
The Futurum Group
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2026-06-29
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2026-06-29
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Nvidia Stock Has Underperformed the Semiconductor Sector in 2026. Will It Skyrocket in the Second Half?
HARSH CHAUHAN, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Nvidia's Vera Rubin processors could significantly increase the company's revenue and earnings once they launch this year.
Nvidia's stronger earnings growth and valuation suggest the stock could stage a bull run in the second half.
10 s
2026-06-29
www.einpresswire.com
2026-06-29
EIN Presswire
There were 1,599 press releases posted in the last 24 hours and 478,683 in the last 365 days.
On-demand programming support helps U.S. manufacturers clear bottlenecks in semiconductor, aerospace, and medical production driven by AI demand and CHIPS Act.
ALBUQUERQUE, NM, UNITED STATES, June 29, 2026 /EINPresswire.com/ -- With over $640 billion in announced semiconductor supply chain investments s
2026-06-29
tomshardware.com
2026-06-29
Etiido Uko
President Lee unveiled an 800 trillion won ($520B) public-private plan for four new Samsung and SK Hynix fabs, dwarfing the US CHIPS Act tenfold.
2026-06-29
www.tomshardware.com
2026-06-29
Tom's Hardware
Tech Industry Manufacturing Semiconductors
South Korea unveils $520 billion investment plan with Samsung and SK Hynix to expand memory chip dominance — plan includes four new fabs and HBM facilities, amid strong government support
News
By Etiido Uko
Published June 29, 2026
Investment fund dwarfs America's $52 billion semiconductor investment CHIPS Act
(Image credit: Getty / JUNG YEON-JE)
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2026-06-29
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2026-06-29
GuruFocus
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2026-06-29
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2026-06-29
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2026-06-29
www.trefis.com
2026-06-29
Trefis
Micron Stock: Let’s Talk About Those Long-Term Contracts
June 29th, 2026 by Trefis Team
-37.20%
Downside
985
Market
618
Trefis
MU
Micron Technology
Micron (MU) just reported blockbuster Q3 earnings. Revenue surged 4x year-over-year, earnings per share jumped 15x, and gross margins hit a massive 84.6%. The reasons are straightforward: an unprecedented AI buildout has driven explosive demand and pr
2026-06-29
www.zacks.com
2026-06-29
Zacks Investment Research
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
NN Shares Soar After Winning New NVIDIA AI Data Centre Contracts (NNBR)
Fiona Craig
June 29, 2026 2 min read
NNBR
+6.02%
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Servers in a data centre ©Shutterstock
NN, Inc. (NASDAQ:NNBR) shares surged 68% on Monday after the precision engineering company announced a series of new multi-year contract awards to supply liquid cooling components for
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts
Vandita Jadeja
June 29, 2026 4 min read
QCOM
+5.80%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
QCOM trades at $205, but our model targets $257, implying 26% upside while Wall Street's consensus of $187 implies downside.
CEO Cristiano Amon doubled Qualcomm's 2029 non-handset revenue target to $40 b
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Our Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) price prediction sits well above where the sell side has landed, and that gap is the entire story. Wall Street’s consensus target of $186.50 implies downside from today’s quote.
Video Muted
Our model sees the opposite. The 24/7 Wall St. price target for Qualcomm is $257.53, pointing to roughly 25.69% upside over the next 12 months, with a 90% co
2026-06-29
www.aol.com
2026-06-29
AOL.com
Price Prediction: Synopsys’ Chip-Design Moat and The Path to 24% Upside
VANDITA JADEJA
Jun 29, 2026
0
Quick Read
SNPS carries a BUY rating and $562 price target, implying 24% upside from current levels at 90% confidence.
The Synopsys-Ansys platform commands roughly 46% of a $31B EDA-simulation market, anchoring the structural moat driving the bull case.
Even the bear scenario prices SNPS at $49
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Technology Stock: Is It Heading for a $2 Trillion Valuation?
David Jagielski, CPA, The Motley Fool
June 29, 2026 3 min read
MU
-4.71%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
As demand for memory and storage products has surged and supply has been limited, Micron Technology (NASDAQ: MU) has been benefiting from the ongoing shortage in a big way. Its results have looked fan
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Price Prediction: Synopsys’ Chip-Design Moat and The Path to 24% Upside
Vandita Jadeja
June 29, 2026 4 min read
SNPS
+1.17%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SNPS carries a BUY rating and $562 price target, implying 24% upside from current levels at 90% confidence.
The Synopsys-Ansys platform commands roughly 46% of a $31B EDA-simulation market, anchoring the s
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) sits at the center of every advanced chip designed today, and the math behind our model says the market is underpricing that moat. With shares trading at $454.34, our 24/7 Wall St. price target for Synopsys is $561.65, implying 23.62% upside over the next twelve months. The recommendation is buy at a 90% confidence level, reflecting high conviction in
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
It has been a frustrating year for Nvidia (
NVDA
+0.38%
) investors, as the tech giant's shares have barely delivered any gains so far in 2026. The PHLX Semiconductor Sector index, for comparison, has registered remarkable gains of 79% this year.
However, it is difficult to justify Nvidia's underperformance in the first half of 2026. The company is on track to deliver better results this fiscal y
2026-06-29
news.google.com
2026-06-29
Zacks Investment Research
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
As demand for memory and storage products has surged and supply has been limited, Micron Technology (
MU
+1.18%
) has been benefiting from the ongoing shortage in a big way. Its results have looked fantastic, as it has been able to raise prices and generate impressive margins amid continuously strong demand.
The stock has soared 800% over the past 12 months and has become one of the most valuable