Semiconductor News & Analysis Feed
6957 articles
2026-06-29
www.tradingkey.com
2026-06-29
TradingKey
Samsung, SK Hynix, and Micron face a class-action antitrust lawsuit in California alleging coordinated capacity constraints under the guise of an HBM transition. Plaintiffs claim the memory giants restricted conventional DRAM supply to drive a 700% price surge, shifting capacity to higher-margin HBM. While the lawsuit invokes historical precedents of collusion, market analysts expect supply-demand
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
SK Hynix (KOSE:A000660) Starts Shipping HBM4E Samples To Major AI Customers
Bailey Pemberton
June 29, 2026 2 min read
000660.KS
-10.58%
A000660
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SK hynix has started shipping samples of its next generation HBM4E DRAM to major customers.
The new high bandwidth memory is designed for
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Stock Has Soared by More Than 12X. Can It Double Again?
Lawrence Nga, The Motley Fool
June 29, 2026 5 min read
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
Micron (NASDAQ: MU) stock has delivered extraordinary returns over the past year and a half. After a rally of more than 1,200% since the start of 2025, many investors will naturally assume the easy money has alrea
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
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2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Micron (
MU
+1.18%
) stock has delivered extraordinary returns over the past year and a half. After a rally of more than 1,200% since the start of 2025, many investors will naturally assume the easy money has already been made on this stock. That may prove true.
But investors should remember something important: A stock does not become a bad investment simply because it has gone up sharply in pri
2026-06-29
www.bloomberg.com
2026-06-29
Bloomberg.com
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2026-06-29
cxotoday.com
2026-06-29
CXOToday.com
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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DRAM Dips Premarket: Samsung, SK Hynix Announce $590B Expansion Push As South Korea Plans To Double DRAM Capacity
DRAM Dips Premarket: Samsung, SK Hynix Announce $590B Expansion Push As South Korea Plans To Double DRAM Capacity
2 min read
005930
−9.75%
000660
−10.46%
KEY POINTS:
Samsung and SK Hynix shares recouped losses from earlier in the day in Seoul as the official announc
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Pictet Asset Management Holding SA Boosts Holdings in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management Holding SA increased its Texas Instruments stake by 1.0% in the first quarter, ending with 559,788 shares valued at about $108.7 million.
Several analysts raised price targets on TXN, but the stock still c
2026-06-29
spacedaily.com
2026-06-29
Space Daily
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2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Texas Instruments Incorporated $TXN Shares Sold by Sterling Capital Management LLC
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Sterling Capital Management cut its Texas Instruments stake by 31.9% in Q1, selling 5,842 shares and leaving it with 12,491 shares valued at about $2.43 million.
Analyst sentiment on TXN is mixed: several firms raised price targets or u
2026-06-29
www.wsj.com
2026-06-29
WSJ
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2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Texas Instruments Incorporated $TXN Shares Bought by Matrix Asset Advisors Inc. NY
Written by MarketBeat
June 29, 2026
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KEY POINTS
Matrix Asset Advisors Inc. NY increased its Texas Instruments stake by 3.3% in Q1, buying 4,379 additional shares and bringing its total holding to 138,263 shares valued at about $26.8 million.
Texas Instruments posted a strong quarterl
2026-06-29
www.moomoo.com
2026-06-29
Moomoo
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2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Janney Montgomery Scott LLC Acquires 101,743 Shares of Texas Instruments Incorporated $TXN
Written by MarketBeat
June 29, 2026
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KEY POINTS
Janney Montgomery Scott LLC increased its Texas Instruments stake by 45.8% in the first quarter, buying 101,743 additional shares and bringing its total holdings to 323,932 shares valued at about $62.9 million.
Texas Instruments
2026-06-29
en.sedaily.com
2026-06-29
Seoul Economic Daily
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2026-06-29
news.google.com
2026-06-29
marketscreener.com
2026-06-29
www.cnn.com
2026-06-29
CNN
South Korean President Lee Jae Myung, Samsung Electronics Chairman Lee Jae-yong, and SK Group Chairman Chey Tae-won announcing the government's AI investment plan in Seoul, South Korea on June 29, 2026. Kim Min-Hee/Reuters
Reuters —
South Korea rolled out sweeping chip and AI mega-projects on Monday, as President Lee Jae Myung pledged to cement overwhelming industry leadership with investments