Semiconductor News & Analysis Feed
10687 articles
2026-06-27
www.asiae.co.kr
2026-06-27
아시아경제
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2026-06-27
www.tweaktown.com
2026-06-27
TweakTown
Valve engineers claim release cadence for future Steam Machine versions will be shorter than the Steam Deck
Valve engineers claim that the release cycle between the Steam Machine and the Steam Machine 2 will be shorter than between the Steam Deck and Steam Deck 2.
VIEW GALLERY - 3
Aaron Klotz
Tech Reporter
Published Jun 26, 2026 5:45 PM CDT
2-minute read time
TL;DR: Valve engineers state future
2026-06-27
www.msn.com
2026-06-27
MSN
Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the next five years and reshaping several key technology markets in the process.
“The chip industry took ~50 years to generate its first $1Tn in sales,” analysts led by Vivek Arya wrote. “We expect AI to help add another $1Tn in j
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Is Down 16.2% After Modular Deal And AI CPU Push - Has The Bull Case Changed?
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this week, Qualcomm Technologies announced an expanded collaboration with Hugging Face, launched its Dragonfly C1000 data center CPU and High Bandwidth Compute architecture, and conf
2026-06-27
www.renaissancecapital.com
2026-06-27
renaissancecapital.com
Three IPOs priced this past week, joined by four SPACs.
The biggest news of the week came from the pipeline, with Korea-listed SK hynix (SKHY) finally filing publicly for its US cross-listing. The memory chip giant is currently valued at over $1 trillion and is reportedly planning to raise about $29 billion, which would make it the second largest IPO of all time.
Engine products manufacturer DPC
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
D.A. Davidson technology research head Gil Luria explains why Micron is a different company due to memory's essential role in A.I. on 'Making Money.'
D.A. Davidson technology research head Gil Luria details Micron's transformation, asserting it's a completely different company now. Memory's crucial function in AI, enabling GPUs to produce models more effectively, drives this change. With limited
2026-06-27
eetimes.com
2026-06-27
Silicon photonics has spent years waiting for its moment. According to Lightmatter CEO Nick Harris, that moment has finally arrived.
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
D.A. Davidson technology research head Gil Luria explains why Micron's booming semiconductor business reflects a short-term, zero-sum A.I. trade for megacap tech on ‘Making Money.’
©2026 FOX News Network, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. All market data delayed 20 minutes.
2026-06-27
investorplace.com
2026-06-27
InvestorPlace
Meet Louis Navellier
Missed Out on Micron? My System Can Find the Next Big AI Winner
We’ll dig into Micron’s blowout quarter and how my system is helping find winners from the next phase of the AI boom
By Louis Navellier, Editor, Growth Investor Jun 26, 2026, 4:30 pm EDT
Source: Charles Knowles / Shutterstock.com
Listen to the audio version of this article (generated by AI).
In 1909, Theodore
2026-06-27
www.macobserver.com
2026-06-27
The Mac Observer
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2026-06-27
www.techtimes.com
2026-06-27
Tech Times
By Allen Lee
Published: Jun 26 2026, 3:56 PM EDT
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A humanoid robot carries a five-kilogram box during a demonstration at the Intel booth at Computex in Taipei on June 2, 2026. I-HWA CHENG/GETTY IMAGES
The U.S. power-chip maker Onsemi has agreed to acquire Synaptics in an all-stock deal valuing
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Broadcom, Micron, AMD, and Other AI Chip Stocks Slumped on Friday. You Can Thank OpenAI and SpaceX.
Danny Vena, CPA, The Motley Fool
June 26, 2026 4 min read
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmaker
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmakers -- has soared 429% (as of this writing) since the adoption of AI began in earnest in early 2023.
At the same time, those same stocks have been fraught with
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron + One Explosive AI Memory Stock to Buy Before H2 2026
Tirthankar Chakraborty
June 26, 2026 3 min read
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Memory stocks seem to have broken off from their traditional cyclical behavior, supported by sustained growth in recent years. The artificial intelligence (AI) boom in data-intensive workloads has substantially increased
2026-06-27
www.theglobeandmail.com
2026-06-27
The Globe and Mail
Key Points
ON Semiconductor announced an all-stock acquisition of Synaptics, valued at $7 billion, and the stock dropped over 23% following the announcement, reflecting investor concerns.
The deal aims to integrate power, sensing, and connected computing for edge AI applications.
10 stocks we like better than ON Semiconductor ›
Investors in ON Semiconductor(NASDAQ: ON), or onsemi, went to slee
2026-06-27
marketwise.com
2026-06-27
MarketWise
marketwise.com
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2026-06-27
www.theglobeandmail.com
2026-06-27
The Globe and Mail
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company dominates the extreme ultraviolet (EUV) lithography market and leads the commercialization of next-generation high-NA EUV systems, technologies that are essential