Semiconductor News & Analysis Feed
24529 articles
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Shortly after the launch of ChatGPT in late November 2022, big tech hyperscalers realized that chipsets known as graphics processing units (GPUs) could be used to develop next-generation applications in artificial intelligence (AI). At the time, Nvidia (
NVDA
+0.38%
) had a first-mover advantage in the GPU landscape. As a result, the company's revenue skyrocketed to record levels seemingly overnig
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
www.chosun.com
2026-06-29
조선일보
By Kim Seung-hyeon
Published 2026.06.29. 12:00
Updated 2026.06.30. 13:58
The national regional economic growth rate recorded 3.8% year-on-year in the first quarter (January–March) of this year, driven by a boom in the semiconductor industry, a key sector. Chungcheongbuk-do, home to semiconductor clusters including the SK Hynix Cheongju plant, grew 13.8% year-on-year, the highest among 17 provinc
2026-06-29
www.marketscreener.com
2026-06-29
marketscreener.com
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2026-06-29
eu.36kr.com
2026-06-29
36Kr
NVIDIA has quietly dominated this type of chip
半导体行业观察
2026-06-29 10:27
NVIDIA has ranked first in the data center Ethernet switch market share, with its network business achieving high growth
When it comes to NVIDIA, we often think of their GPUs. Indeed, with its leading CUDA and hardware, NVIDIA's GPUs have become the top choice in the AI market. Through the acquisition of Groq's intellectual p
2026-06-29
www.chosun.com
2026-06-29
조선일보
By Chae Je-u
Published 2026.06.29. 11:28
Updated 2026.06.30. 13:55
Graphics by Kim Sung-kyu
On the 29th, while Samsung Electronics and SK Hynix both showed weakness, construction stocks in the Honam region—where semiconductor factories of the two companies are set to be built—surged to their upper limits.
According to the Korea Exchange, as of 11:10 a.m. that day, Samsung Electronics and SK Hyn
2026-06-29
www.digitaltoday.co.kr
2026-06-29
디지털투데이
Industry
Applied Materials expands packaging equipment lineup to boost HBM, chiplet yields
AI Summary
Applied Materials unveiled six new semiconductor manufacturing tools spanning advanced packaging and DRAM processes, the company said on Sunday. It said AI computing faces a “memory wall” as bandwidth and capacity lag growing model sizes and data throughput, driving demand for high-bandwidth memo
2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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美光财报碾压预期，更凭千亿美元长单锁定AI内存超级周期。但暴涨后的大跌揭示了市场隐忧：极致定价下，利好即出尽。这千亿订单虽焊死了利润下限，却也给AI牛市的估值天花板戴上了紧箍咒。
6月24日盘后，美光交出了人类存储芯片史上最炸
2026-06-29
www.techbuzz.ai
2026-06-29
The Tech Buzz
Investors just hit the brakes on South Korea's chip ambitions. Samsung Electronics and SK Hynix saw their shares plunge Monday after reports emerged that both companies are preparing to unveil investment plans totaling a staggering $1.3 trillion. The market's harsh reaction signals growing concern that the AI memory boom might be turning into a capital-intensive arms race that could squeeze return
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
stocktwits.com
2026-06-29
Stocktwits
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Is Micron Stock Rising Nearly 1% Overnight?
Yuvraj Malik
June 28, 2026 3 min read
MU
+0.94%
SNDK
-0.03%
WDC
+7.14%
Explore stocks on Coinbase
Trading disclosure
Susquehanna hiked its price target on MU to $2,000, the highest on Wall Street.
Analysts highlight that Micron's long-term customer agreements have significantly improved revenue visibility.
MU stock has increased nearly four times
2026-06-29
biz.chosun.com
2026-06-29
Chosunbiz
By
Jeong Du-yong
Published 2026.06.29. 10:51
/Synopsis
Semiconductor design software corporations Synopsys presented its "silicon-to-systems" vision as its product development strategy for the age of artificial intelligence (AI). The aim is to respond to an environment where decisions made at the semiconductor design stage determine the performance and reliability of end products such as automob
2026-06-29
english.cw.com.tw
2026-06-29
天下雜誌
english.cw.com.tw
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2026-06-29
www.digitimes.com
2026-06-29
digitimes
Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue came mainly from higher prices, not bigger shipments, while its "Made in America" positioning appeared to strengthen its...
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2026-06-29
www.cnbc.com
2026-06-29
CNBC
Shares of Samsung Electronics
and SK Hynix
declined on Monday after South Korea unveiled sweeping artificial intelligence and semiconductor mega-projects expected to attract hundreds of billions of dollars in investment over the coming years.
Samsung Electronics’ stock was down 4.8%, while SK Hynix erased early losses of a near 6% decline to fall 1.6%.
President Lee Jae Myung announced plans t
2026-06-29
news.google.com
2026-06-29
매일경제
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Onsemi's acquisition of Synaptics underscores how global chipmakers are racing to build broader edge AI platforms, with implications that could ripple through data centers, industrial systems, and connected devices. The deal signals a push toward integrated...
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2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
carnewschina.com
2026-06-29
CarNewsChina.com
EV
BYD Seal tests new driving tech to counter Nvidia dominance
3 min to read
Jun 29, 2026 3:27 AM CEST
Adrian Leung
0
BYD saves 588 USD per EV utilizing third party automated software. Credit: BYD
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BYD Seal electric sedans have begun undergoi