Semiconductor News & Analysis Feed

892 articles
2026-06-25
www.gurufocus.com 2026-06-25 GuruFocus
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2026-06-25
www.reuters.com 2026-06-25 Reuters
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2026-06-25
finance.yahoo.com 2026-06-25 Yahoo Finance
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar FILE PHOTO: China International Import Expo in Shanghai · Reuters Anhata Rooprai and Stephen Nellis Wed, June 24, 2026 at 11:11 AM PDT 3 min read QCOM -3.29% ARM -2.00% Explore stocks on Coinbase Trading disclosure By Anhata Rooprai and Stephen Nellis June 24 (Reuters) - Qualcomm said it expects to generate $15 billion in
2026-06-25
www.thedailystar.net 2026-06-25 The Daily Star
Editor's Pick Can Pakistan fix its problems at home? 7 HOUR(S) AGO GEOPOLITICAL INSIGHTS Should political parties be publicly funded? 24 JUNE 2026, 08:43 AM BIG PICTURE Reading Bengal beyond religious boundaries 23 JUNE 2026, 08:46 AM IN FOCUS Starmer’s resignation signals constraint, not virtue 24 JUNE 2026, 11:00 AM VIEWS A bigger ADP, but can Bangladesh make it work? 24 JUNE 2026, 09:00 AM VIEW
2026-06-24
finance.yahoo.com 2026-06-24 Yahoo Finance
OpenAI and Broadcom announce first custom AI chip, in strike at Nvidia Daniel Howley · Technology Editor Wed, June 24, 2026 at 7:05 AM PDT 2 min read AVGO -0.02% NVDA -1.10% Explore stocks on Coinbase Trading disclosure OpenAI (OPAI.PVT) on Wednesday announced its first custom chip developed with Broadcom (AVGO). Called Jalapeño and designed by OpenAI, the chip, the companies said, provides bette
2026-06-24
seekingalpha.com 2026-06-24 Seeking Alpha
Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño Jun 24, 2026, 9:48 AM ETBroadcom Inc. (AVGO) Stock, OPENAI Stock, CLS StockMSFT, AMD, NVDABy: Brandon Evans, SA News Editor Copy Link Save Play (3min) Comments (2) Anna Moneymaker/Getty Images News Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifi
2026-06-24
www.axios.com 2026-06-24 Axios
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2026-06-24
www.gurufocus.com 2026-06-24 GuruFocus
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2026-06-24
finance.yahoo.com 2026-06-24 Yahoo Finance
Will Amazon's AI Chip Business Be a Threat to Nvidia? Prosper Junior Bakiny, The Motley Fool Wed, June 24, 2026 at 2:50 AM PDT 4 min read AMZN +2.49% NVDA -0.17% Explore stocks on Coinbase Trading disclosure According to reports, Amazon (NASDAQ: AMZN) is in early talks to sell its Trainium AI chips to external customers, rather than just stacking its own data centers with these in-house-made chip
2026-06-24
www.fool.com 2026-06-24 The Motley Fool
According to reports, Amazon ( AMZN +2.80% ) is in early talks to sell its Trainium AI chips to external customers, rather than just stacking its own data centers with these in-house-made chips for the benefit of its cloud computing clients. This shouldn't come as a surprise: Amazon's CEO, Andy Jassy, had already said that the company could be moving in that direction. However, one potential loser
2026-06-24
mezha.net 2026-06-24 mezha.net
SK Hynix plans to raise $29.4B via Nasdaq ADRs to fund AI chip expansion Wednesday, 24 June 2026, 12:15 SK Hynix unveiled a massive ADR offering to broaden its investor base and accelerate chip capacity for AI. Based on data from Reuters SEOUL, June 24 – SK Hynix announced its intention to raise up to 45.45 trillion won (approximately $29.43 billion) through the placement of American depositary
2026-06-24
capacityglobal.com 2026-06-24 capacityglobal.com
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2026-06-24
finance.yahoo.com 2026-06-24 Yahoo Finance
Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors Bailey Pemberton Tue, June 23, 2026 at 9:30 PM PDT 3 min read 2330.TW -4.02% Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Taiwan Semiconductor Manufacturing, NYSE:TSM, has reported a breakthrough in advanced packaging through its
2026-06-24
www.moneycontrol.com 2026-06-24 Moneycontrol.com
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2026-06-24
pandaily.com 2026-06-24 Pandaily
AI Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance Published: June 24, 2026 Reading Time: 3 min read Want to read in a language you're more familiar with? Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance The embodied AI chip market is experiencing an unprecedented surge of com
2026-06-24
www.investing.com 2026-06-24 Investing.com
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2026-06-24
www.reuters.com 2026-06-24 Reuters
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2026-06-24
finance.yahoo.com 2026-06-24 Yahoo Finance
Nvidia's banned AI chips double in price on China's black market, FT reports Illustration of Nvidia logo · Reuters Reuters Tue, June 23, 2026 at 5:25 PM PDT NVDA -0.06% Trade NVIDIA on Coinbase Trading disclosure June 23 (Reuters) - Nvidia's ‌AI ‌chips have more ​than doubled in price ‌on ⁠China's black market, ⁠the ​Financial ​Times reported ​on ‌Tuesday, citing multiple Chinese chip traders. R
2026-06-24
www.ft.com 2026-06-24 Financial Times
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2026-06-24
digitimes.com 2026-06-24
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.