Semiconductor News & Analysis Feed
885 articles
2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.23. 14:41
HBM4, the sixth-generation High Bandwidth Memory (HBM) from Samsung Electronics, is said to have surpassed $1 billion (about 1.54 trillion won) in revenue, the first in the industry.
Samsung Electronics says on the 12th it begins the world's first mass-production shipments of its sixth-generation High Bandwidth Memory (HBM), HBM4. The company origina
2026-06-23
www.reuters.com
2026-06-23
Reuters
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2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm nearing deal for AI chip startup Modular, Bloomberg News reports
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Reuters
Mon, June 22, 2026 at 2:57 PM PDT 1 min read
QCOM
-8.01%
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June 22 (Reuters) - Qualcomm is in advanced discussions to acquire Modular Inc in a transaction valuing the AI chip company at about $4 billion, Bloom
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
www.bloomberg.com
2026-06-23
Bloomberg.com
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2026-06-23
techcrunch.com
2026-06-23
TechCrunch
What does an AI company do after one of those not-acqui-hire deals, where a rival pays investors a hefty IP “licensing” fee while poaching its critical talent? For AI chipmaker Groq, the answer appears to be raise more money from investors — who were said to have profited handsomely after a deal with Nvidia in December — hire more talent, and pivot.
On Monday, Groq announced a new $650 million fu
2026-06-23
futurumgroup.com
2026-06-23
The Futurum Group
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2026-06-22
eetimes.com
2026-06-22
Discover how RISC-V is reshaping AI chip design—watch to see why it's becoming the default ISA.
2026-06-22
www.tradingview.com
2026-06-22
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Google Backs $3.2B AI Chip Push Against Nvidia
Google Backs $3.2B AI Chip Push Against Nvidia
Less than 1 min read
GOOG
−0.56%
NVDA
−3.06%
AMZN
+0.62%
MSFT
+1.91%
Google
GOOG
is moving deeper into custom AI chips as it tries to win a larger share of the AI data center market. The company is using a strategy that could look increasingly similar to Nvidia
NVDA
, connecting its
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?
Published on June 22, 2026 at 9:10 am by SAJJL NOORANNE in News
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With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is emerging as a potential beneficiary of t
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?
Sajjl Nooranne
Mon, June 22, 2026 at 6:10 AM PDT 2 min read
INTC
-5.21%
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With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is
2026-06-22
news.google.com
2026-06-22
Stock Titan
2026-06-22
www.trtworld.com
2026-06-22
TRT World
The market value of South Korean chipmaker SK Hynix briefly topped that of peer Samsung Electronics on Monday to make it the country's most valuable firm.
Shares of SK Hynix, now the world's most valuable memory chipmaker, traded up 5.7 percent to bring the company's market capitalisation to 2,082.5 trillion won ($1.35 trillion) as of 0347 GMT, compared with gains of 0.4 percent in Samsung Electr
2026-06-22
news.futunn.com
2026-06-22
富途牛牛
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2026-06-22
cybernews.com
2026-06-22
Cybernews
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2026-06-22
www.electronicsweekly.com
2026-06-22
Electronics Weekly
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2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Software/NasdaqGM:AIP
Arteris (AIP) Is Up 7.6% After Highlighting AI Chiplet Role And Rising Institutional Ownership
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, Arteris highlighted its role as a key provider of network-on-chip interconnect IP for increasingly complex AI-focused semiconductors and automotive systems, underlining how its technolog
2026-06-20
mezha.net
2026-06-20
mezha.net
Wall Street awaits Micron report as investors test AI chip rally
Saturday, 20 June 2026, 18:09
Markets brace for Micron’s quarterly results, which will reveal whether AI-driven data center spending can sustain the semiconductor rally.
As reported by Reuters
Wall Street is gearing up for a new week: investors are looking for signals whether the stock market rally, fueled by AI spending, still ha
2026-06-20
www.tradingview.com
2026-06-20
TradingView
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Key facts: NVIDIA speeds AI chip cycles; prices $25B bonds
Key facts: NVIDIA speeds AI chip cycles; prices $25B bonds
Less than 1 min read
NVDA
−0.97%
NVIDIA (NVDA) sped up AI chip product cycles; CEO Jensen Huang leads faster hardware releases as the firm nears record corporate profit—key points for traders: product cadence and profit trajectory.
1
NVIDIA (NVDA) trades near