Semiconductor News & Analysis Feed
3126 articles
2026-06-30
digitimes.com
2026-06-30
As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating its push into 2nm-and-below nodes as well as advanced packaging technologies such as CoWoS. Industry sources said the AI-driven investment wave is now spreading beyond foundries into the equipment, materials, factory engineering, and inspection supply chains.
2026-06-30
digitimes.com
2026-06-30
South Korea's inventories of high-purity carbon dioxide, a critical material used in advanced semiconductor manufacturing, have fallen below normal buffer levels, raising procurement concerns across the chip industry, according to The Elec.
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
www.reuters.com
2026-06-30
Reuters
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
China's Nexchip Semiconductor seeks up to $890.3 million in Hong Kong share sale
Illustration picture of semiconductor chips on a circuit board · Reuters
Reuters
June 29, 2026 1 min read
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June 30 (Reuters) - China's Nexchip Semiconductor seeks to raise up to HK$6.98 billion ($890.26 million) in a Hong Kong sh
2026-06-30
news.google.com
2026-06-30
아시아경제
2026-06-30
www.kivitv.com
2026-06-30
Idaho News 6
NEWSLOCAL NEWSIN YOUR NEIGHBORHOODSOUTHEAST BOISE
Boise-founded Micron leads new era of American semiconductor manufacturing with $50B investment
Photo by: Sahana Patel, Idaho News 6
By: Sahana Patel
Posted 7:11 AM, Jun 30, 2026
SOUTHEAST BOISE, Idaho — What started in the basement of a Boise dentist's office has grown into a global semiconductor powerhouse — and now Micron Technology is bring
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 Semiconductor Stocks Riding AI Infrastructure Demand and Chip Equipment Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Chip stocks are back in focus as a rebound in the semiconductor sector lines up with renewed interest in dealmaking and broader technology equities. For investors, this combination of improving sentimen
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Could Be 112% Overvalued As Russell Index Exit Jolts Shares
June 30, 2026
Simply Wall St
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Navitas Semiconductor (NVTS) was removed from several Russell equity indexes on June 27, 2026, a change that can prompt index-linked funds to rebalance holdings and influence short term trading volumes in the stock.
See o
2026-06-30
datacenters.economictimes.indiatimes.com
2026-06-30
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
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2026-06-30
semiengineering.com
2026-06-30
Semiconductor Engineering
Researchers from ETH Zurich, lowRISC, and University of Bologna published a technical paper titled “Croc: Training the Next Generation Chip Designers on Domain-Specific End-to-End Open Source Silicon.”
This paper describes Croc, an open-source, customizable RISC-V SoC platform and teaching flow that lets students take domain-specific chip-design projects from architecture and RTL through physical
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Does Texas Instruments (TXN) Index Shift Reveal a Deeper Change in Its Semiconductor Role?
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Texas Instruments was removed from several Russell value and defensive indices but added to the Russell 1000 Dynamic Index and the Russell Top 50 Index, reflecting a reclassif
2026-06-29
www.aol.com
2026-06-29
AOL.com
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.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
america250.org
2026-06-29
America250
Washington, D.C. — June 29, 2026 — America250, the national nonpartisan organization charged by Congress to lead the commemoration of the signing of the Declaration of Independence, today announced a partnership with Intel, a global technology leader and the only U.S.-based, leading-edge chip manufacturer that researches, develops, and manufactures advanced AI and logic semiconductors in the Unite
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
June 29, 2026 5 min read
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TSMC (TSM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's p
2026-06-29
www.thelec.net
2026-06-29
thelec.net
The government announced a new semiconductor investment plan of more than 900 trillion won in partnership with Samsung Electronics, SK hynix and other major companies. (Image: THE ELEC)
Samsung Electronics and SK hynix will invest a combined 800 trillion won to build four semiconductor fabrication plants in South Korea's southwest region, while 81 trillion won will be invested in the Chungcheong
2026-06-29
www.thelec.net
2026-06-29
thelec.net
Tokyo Electron (TEL) has been named "AI Semiconductor Manufacturing Solution of the Year." (Photo: TEL)
Tokyo Electron (TEL), a semiconductor equipment manufacturer, announced on June 29 that it has been named "AI Semiconductor Manufacturing Solution of the Year" at the 2026 AI Breakthrough Awards.
The AI Breakthrough Awards are organized by market intelligence organization AI Breakthrough to re
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
New leader board: Citi refreshes AI compute semiconductor picks
Sam Boughedda
June 29, 2026 1 min read
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Investing.com -- Citi analysts have updated the firm's AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand