Semiconductor News & Analysis Feed
10692 articles
2026-06-25
www.tomshardware.com
2026-06-25
Tom's Hardware
Tech Industry Artificial Intelligence
Qualcomm reveals HBC near-memory AI architecture, AI250 and AI350 accelerators — touts 6x higher bandwidth-per-watt compared to HBM, 200x capacity compared to on-chip SRAM
News
By Anton Shilov published 22 hours ago
More efficient than HBM, denser than SRAM.
Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall. (Image credi
2026-06-25
fortune.com
2026-06-25
Fortune
Good morning. On Fortune’s radar today:
Markets: Micron drives tech stock rally.
Big-name money managers are piling into Amazon.
Oil is nearly normal.
J.P. Morgan warns “flash-crash” may be coming.
Denver’s reduced enthusiasm for eating out.
Reid Hoffman rips into Elon Musk.
ONE BIG THING
It’s an open secret: Amazon is the favored stock of star money managers
In recent quarters, a roster of money
2026-06-25
fortune.com
2026-06-25
Fortune
Good morning. Today’s word of the day is “adversarial distillation,” which Anthropic accuses Alibaba of doing to its AI models in a new letter to U.S. lawmakers.
Alibaba allegedly accessed Anthropic’s Claude for three months to illicitly extract its capabilities in a presumed bid to train Alibaba’s rival AI chabot, Qwen, at a fraction of the cost.
We’re not talking about a handful of times here:
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.chartmill.com
2026-06-25
ChartMill
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Micron Blows the Doors Off and Throws the AI Rally a Lifeline
By Kristoff De Turck - reviewed by Aldwin Keppens – Last update: Jun 25, 2026
Quotes Stocks Mentioned
Article Mentions:
HTZ
(3.00 ▼ -40.71%)
ORCL
(157.53 ▼ -4.62%)
QCOM
(197.41 ▼ -3.29%)
SMTC
(158.48 ▼ -2.94%)
NVDA
(199.00 ▼ -0.52%)
RMBS
(124.52 ▼ -2.88%)
VZ
(45.68 ▼ -2.25%)
WEN
(7.86 ▲ 25.66%)
GOOGL
(
2026-06-25
www.inc.com
2026-06-25
inc.com
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2026-06-25
global.morningstar.com
2026-06-25
Morningstar
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Tech stocks surge as Micron earnings ease AI fears, oil falls further
By Alun John and Ankur Banerjee
Thu, June 25, 2026 at 5:47 AM PDT 3 min read
MU
-0.31%
QCOM
-3.29%
^NDX
-0.43%
DX-Y.NYB
-0.08%
^IXIC
-0.43%
Explore stocks on Coinbase
Trading disclosure
By Alun John and Ankur Banerjee
LONDON/SINGAPORE, June 25 (Reuters) - Stocks surged on Thursday after strong earnings and forecasts from chipm
2026-06-25
global.morningstar.com
2026-06-25
Morningstar
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2026-06-25
www.euronews.com
2026-06-25
Euronews
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-25
www.upi.com
2026-06-25
upi.com
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2026-06-25
www.indexbox.io
2026-06-25
IndexBox
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Is NVIDIA (NVDA) One of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years?
Bob Karr
Thu, June 25, 2026 at 1:18 AM PDT 1 min read
NVDA
-0.50%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 22, the company announced that a record 35 NVIDIA AI HPC supercomputers are in d
2026-06-25
www.wsj.com
2026-06-25
WSJ
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2026-06-25
www.msn.com
2026-06-25
MSN
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2026-06-25
eetimes.com
2026-06-25
Qualcomm takes the data center by storm with networking, AI accelerators, and both custom and standard CPUs.
2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
Can engineers trust AI to get everything right in semiconductor design and verification?
Semiconductor Engineering sat down to discuss the pros and cons of using agentic AI in chip design and verification, with Cindy Cui, vice president of global customer success at ChipAgents; Wally Rhines, CEO of Silvaco; Shelly Henry, CEO of Moores Lab AI; Dave Kelf, CEO of Breker Verification Systems; Vince W
2026-06-25
en.sedaily.com
2026-06-25
Seoul Economic Daily
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