Semiconductor News & Analysis Feed

700 articles
2026-06-30
digitimes.com 2026-06-30
Samsung Electro-Mechanics is in final-stage talks to supply multilayer ceramic capacitors (MLCCs) to a major US cloud provider for AI servers, while also expanding substrate production capacity and securing a separate silicon capacitor contract, according to Korean media reports and company statements.
2026-06-30
digitimes.com 2026-06-30
Ability Opto-Electronics Technology, an optics maker, said on June 29 that its V-groove and mechanical transfer (MT) products for co-packaged optics (CPO) are likely to become its second-largest product line after notebook camera modules, as the company pushes to expand into new growth drivers. Chairman Weiya Gao said the expected 10% to 20% cut in 2026 shipments by notebook brands would have a re
2026-06-30
digitimes.com 2026-06-30
Taiwanese prosecutors have reportedly expanded their investigation into the alleged illegal export of high-end AI servers to China, Hong Kong, and Macau, launching a second round of raids targeting Supermicro's Taiwan branch and two listed Taiwanese technology companies.
2026-06-30
www.investors.com 2026-06-30 Investor's Business Daily
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2026-06-29
investinglive.com 2026-06-29 investingLive
Shares of Nvidia and Micron are both trading lower today, putting key technical support levels under pressure. For Nvidia, the stock opened higher and tested its 100-day moving average at $196.36, reaching a session high of $196.18—just shy of that key resistance level. Buyers leaned and quickly turned into sellers, driving the stock lower toward its 200-day moving average at $190.72. The decline
2026-06-29
ng.investing.com 2026-06-29 Investing.com Nigeria
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2026-06-29
www.investing.com 2026-06-29 Investing.com
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2026-06-29
www.investing.com 2026-06-29 Investing.com
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2026-06-29
www.marketscreener.com 2026-06-29 marketscreener.com
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2026-06-29
finance.yahoo.com 2026-06-29 Yahoo Finance
Is NVIDIA (NVDA) the Best Fast Growth Stock to Buy as It Targets Fully Autonomous AI for Telecom Networks? Abdul Rahman June 29, 2026 2 min read NVDA +0.37% Trade NVIDIA on Coinbase Trading disclosure NVIDIA Corporation (NASDAQ:NVDA) is one of the best fast growth stocks to buy according to hedge funds. On June 22, NVIDIA Corporation (NASDAQ:NVDA) unveiled a full stack of AI tools and partner dep
2026-06-29
eetimes.com 2026-06-29
With HotSat-2 in orbit and fresh funding, U.K. startup SatVu is demonstrating how high-resolution thermal satellite data can reveal real-world industrial activity.
2026-06-29
technode.global 2026-06-29 TNGlobal
NVIDIA and Australia’s AI facilitator Firmus Technologies will jointly provide global AI-native, enterprise, and ISV customers access to NVIDIA’s AI accelerated computing stack, with the infrastructure to be deployed at Firmus’ Batam campus in Indonesia. In a statement on Monday, Firmus said it has reached a partnership with NVIDIA for the move. The Australian firm expects to receive between $25
2026-06-29
www.investing.com 2026-06-29 Investing.com
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2026-06-29
digitimes.com 2026-06-29
Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to The Information, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.
2026-06-29
cryptobriefing.com 2026-06-29 Crypto Briefing
BofA raises price target on Applied Materials to $720 amid bullish semiconductor outlook Bank of America sees a $2.7 trillion semiconductor market by 2030, driven by AI and memory chip demand
2026-06-29
www.foreignpolicyjournal.com 2026-06-29 foreignpolicyjournal.com
IREN (NASDAQ: IREN) is repositioning itself as a large-scale artificial intelligence data center builder and operator, moving well beyond its origins in cryptocurrency infrastructure. The company has signed new long-term infrastructure contracts with both Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA), placing it at the center of surging global demand for AI compute capacity. Submit a Press
2026-06-28
www.investing.com 2026-06-28 Investing.com
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2026-06-28
www.fxleaders.com 2026-06-28 FXLeaders
Micron Technology (MU) is experiencing an historic run, driven by massive demand for its high-bandwidth memory (HBM) chips in AI infrastructure.  The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings Release on Wednesday, June 24, 2026, after the market closes. Consensus estimates project a massive jump to an EPS of around $19.72 on revenue of $34.52
2026-06-28
www.digitimes.com 2026-06-28 digitimes
As advanced semiconductor processes rapidly transition from 28nm to 3nm and 2nm nodes, more frequent chemical cleaning procedures are driving an increase in demand for liquid chemical waste treatment. Techzone Chairman Chen Li-Li said that semiconductor... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-06-28
digitimes.com 2026-06-28
As advanced semiconductor processes rapidly transition from 28nm to 3nm and 2nm nodes, more frequent chemical cleaning procedures are driving an increase in demand for liquid chemical waste treatment. Techzone Chairman Chen Li-Li said that semiconductor companies are currently pursuing two major approaches in response to ESG requirements: first, establishing outsourced waste treatment channels; an