Semiconductor News & Analysis Feed
5295 articles
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Applied Materials Stock In Focus After Samsung And SK Hynix Spending Plans
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Samsung Electronics and SK Hynix just laid out plans to spend up to $1.3t over the next decade on semiconductor fabs, AI data centers, advanced packaging, batteries, and displays, and the immediate share price reaction was r
2026-06-29
www.aol.com
2026-06-29
AOL.com
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Join the $1 Trillion Club by 2028
DAVE KOVALESKI, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Semiconductor stock ASML is the 20th-largest company in the world by market cap.
Over the last five years, it has grown its market cap by about 19% per year.
At this rate, it would join the $1 trillion club by the end of 2028.
10 sto
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Semiconductor stock ASML is the 20th-largest company in the world by market cap.
Over the last five years, it has grown its market cap by about 19% per year.
At this rate, it would join the $1 trillion club by the end of 2028.
10 stocks we like better than ASML ›
There are currently 16 companies that have crossed the $1 trillion market cap plateau, with two more, Walmart and JPMorg
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
There are currently 16 companies that have crossed the $1 trillion market cap plateau, with two more, Walmart and JPMorgan Chase, knocking on the door.
One of the next artificial intelligence (AI) stocks to reach $1 trillion in market cap should be the Dutch semiconductor company ASML (
ASML
+3.18%
).
Currently, ASML is the world's 20th-largest company, with a market cap of about $693 billion. B
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 15:28 PM
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 07:28 AM
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
29 Jun 2026, 08:58 AM
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix fe
2026-06-29
invezz.com
2026-06-29
Invezz
Why Samsung and SK Hynix stock are falling today
Stock market
Author
Devesh Kumar
Jun 28, 2026, 23:28 PM
Generate Trading Ideas
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Samsung and SK Hynix fell despite Korea’s massive AI-chip investment push.
Reports say Samsung and SK may invest up to 2000 trillion won in AI chips.
Investors worry heavy capex could squeeze margins in the next chip cycle.
Samsung Electronics and SK Hynix f
2026-06-29
www.tradingkey.com
2026-06-29
TradingKey
NVIDIA (NVDA) closed at $192.76, exhibiting technical oversold conditions with an RSI of 31.82 and positive divergence. While record fiscal Q1 earnings showed 85% YoY growth, the stock faces pressure from declining B200 rental rates, China-related revenue risks, and executive selling. The technical setup suggests a potential relief rally, with an entry above $196 targeting $205.70, provided it hol
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
stocktwits.com
2026-06-29
Stocktwits
stocktwits.com
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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
news.google.com
2026-06-29
매일경제
2026-06-29
www.thelec.net
2026-06-29
thelec.net
(From left) Hassane El-Khoury, president, CEO, and board member of onsemi; Thad Trent, senior vice president and chief financial officer (CFO) of onsemi; and Rahul Patel, president, CEO, and board member of Synaptics. (Photo: onsemi and Synaptics investor presentation)
US power semiconductor company onsemi announced on June 25 that it has agreed to acquire Synaptics Incorporated in an all-stock t
2026-06-29
globallegalchronicle.com
2026-06-29
Global Legal Chronicle
globallegalchronicle.com
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2026-06-29
www.aol.com
2026-06-29
AOL.com
Is Micron Stock the New Nvidia?
ADRIA CIMINO, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Micron, like Nvidia, is a significant player in the world of AI.
Demand is high for Micron’s memory and storage products, and revenue quadrupled in the recent quarter.
10 stocks we like better than Micron Technology ›
&&
Nvidia(NASDAQ: NVDA) has become almost synonymous with the words "artificial intellige
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Nvidia (
NVDA
+0.38%
) has become almost synonymous with the words "artificial intelligence" (AI). When people think of AI, they automatically think of this company -- and for good reason. Nvidia has generated quarter after quarter of explosive earnings growth, with revenue and profit reaching record levels, thanks to its AI products.
The company is the world's leading designer of graphics proces
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Nvidia invested $2 billion in neocloud infrastructure provider CoreWeave (
CRWV
+5.82%
) in January this year to help the latter build artificial intelligence (AI) factories powered by its chips. That investment has appreciated 11% since then despite bouts of volatility.
However, it won't be surprising to see this AI stock jump higher in the future, as it plays an important role in the AI infrast
2026-06-29
www.harianbasis.co
2026-06-29
HarianBasis.co
www.harianbasis.co
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