Semiconductor News & Analysis Feed

1775 articles
2026-06-27
digitimes.com 2026-06-27
China's AI chip race is pushing the semiconductor bottleneck into advanced packaging and testing, where HPC, HBM, Chiplets and domestic substitution are driving a new capacity cycle.
2026-06-27
digitimes.com 2026-06-27
A US$250 million award for I-Pulse's semiconductor and pulsed power research could have implications far beyond the US, potentially affecting energy, mining, defense, and chip supply chains used by industries worldwide. The funding is aimed at domestic capacity, but the technologies being developed may shape global competition and access.
2026-06-27
fathomjournal.org 2026-06-27 Fathom Journal
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2026-06-27
www.investing.com 2026-06-27 Investing.com
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2026-06-27
phys.org 2026-06-27 Phys.org
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2026-06-26
247wallst.com 2026-06-26 24/7 Wall St.
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and Cerebras Systems (NASDAQ: CBRS) just delivered earnings that frame the same question from opposite ends. Nvidia posted another blowout quarter built on its CUDA software stack. Cerebras, fresh off its May IPO, showed jaw-dropping inference speed yet guided full-year operating margins negative. The moat is developer gravity. Video Muted One Sells P
2026-06-26
seekingalpha.com 2026-06-26 Seeking Alpha
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2026-06-26
www.investing.com 2026-06-26 Investing.com
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2026-06-26
www.investing.com 2026-06-26 Investing.com
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2026-06-26
www.marketwatch.com 2026-06-26 MarketWatch
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2026-06-26
stocktwits.com 2026-06-26 Stocktwits
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2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
SK Hynix's Nasdaq Listing Could Lift Valuation By 20% And Narrow Gap With Micron, HSBC Says SK Hynix's Nasdaq Listing Could Lift Valuation By 20% And Narrow Gap With Micron, HSBC Says · Stocktwits Rounak Jain Fri, June 26, 2026 at 4:05 AM PDT 2 min read MU -3.95% HSBA.L -1.58% 000660.KS -8.36% ^IXIC +0.25% Trade MU on Coinbase Trading disclosure HSBC stated that it expects SK Hynix's price-to-boo
2026-06-26
www.fool.com 2026-06-26 The Motley Fool
Since Nvidia ( NVDA 1.64% ) started its monster rise at the beginning of 2023, there have been countless investors who proclaimed the stock to be in a bubble. Time and time again, those investors were proven wrong. There may be a handful of people who are still saying Nvidia is in a bubble right now, although I'd argue that the opposite is true: I think it's undervalued. I think investors are un
2026-06-26
simplywall.st 2026-06-26 simplywall.st
United States/Software/NasdaqGS:CDNS Cadence Design Systems (CDNS) Pulls Back, Is It Still Above Fair Value? June 26, 2026 Simply Wall St Cadence Design Systems (CDNS) has drawn investor attention after a recent pullback, with the stock down 1.1% over the past day and 4.9% over the past week. This has prompted a closer look at its fundamentals. See our latest analysis for Cadence Design Systems.
2026-06-26
www.investing.com 2026-06-26 Investing.com
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2026-06-26
www.law.com 2026-06-26 Law.com
Cleary Gottlieb Steen & Hamilton and Big Six Korean law firm Shin & Kim are advising SK Hynix on its planned $29.4 billion Nasdaq listing, one of the largest global equity offerings on record and a landmark transaction for both the semiconductor sector and Korean issuers tapping U.S.capital markets. Related questions you can explore Why is Nasdaq generally favored by growth-oriented tech compani
2026-06-26
www.cnbc.com 2026-06-26 CNBC
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2026-06-26
www.barrons.com 2026-06-26 Barron's
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2026-06-26
www.indexbox.io 2026-06-26 IndexBox
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2026-06-26
www.digitimes.com 2026-06-26 digitimes
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time th