Semiconductor News & Analysis Feed
11613 articles
2026-06-26
www.foreignpolicyjournal.com
2026-06-26
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) stock climbed 54.0% between March 24 and June 24, 2026, dramatically outpacing the broader market over that three-month stretch.
The catalyst, in hindsight, appeared obvious: a major investor day where the company laid out an aggressive push into data center artificial intelligence infrastructure.
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What made the move remarkable, however,
2026-06-26
www.marketwatch.com
2026-06-26
MarketWatch
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2026-06-26
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2026-06-26
Investor's Business Daily
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2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
Charles Payne and Ivana Delevska, Spear Invest Founder and CIO, compare Micron Technology and NVIDIA's valuations.
Ivana Delevska, Spear Invest Founder and CIO, joins Charles Payne to compare Micron Technology and NVIDIA's valuations. Despite Micron's guided revenue exceeding NVIDIA's and having significantly higher earnings power than NVIDIA's Q3 FY2025 profit, Micron's market cap remains substa
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Here's Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now
John Ballard, The Motley Fool
Fri, June 26, 2026 at 4:45 AM PDT 2 min read
2330.TW
+3.11%
NVDA
+2.63%
AAPL
+2.70%
Explore stocks on Coinbase
Trading disclosure
There are many ways to invest in artificial intelligence (AI), but overall, there is no business better positioned to compete than Taiwan Semiconduct
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
There are many ways to invest in artificial intelligence (AI), but overall, there is no business better positioned to compete than Taiwan Semiconductor Manufacturing (
TSM
1.36%
). It produces chips for Nvidia, Apple, and other leading tech companies. It's a wide-moat business that provides broad exposure to the AI chip market with one stock, making it the smartest way to invest in AI infrastructu
2026-06-26
tomshardware.com
2026-06-26
Luke James
Microsoft has extended its free consumer Windows 10 Extended Security Updates (ESU) program by a year, pushing the cutoff for critical security patches to October 14th, 2027.
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
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2026-06-26
Barron's
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2026-06-26
www.fastcompany.com
2026-06-26
Fast Company
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2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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2026-06-26
finimize.com
2026-06-26
Finimize
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
SK Hynix's Nasdaq Listing Could Lift Valuation By 20% And Narrow Gap With Micron, HSBC Says
SK Hynix's Nasdaq Listing Could Lift Valuation By 20% And Narrow Gap With Micron, HSBC Says · Stocktwits
Rounak Jain
Fri, June 26, 2026 at 4:05 AM PDT 2 min read
MU
-3.95%
HSBA.L
-1.58%
000660.KS
-8.36%
^IXIC
+0.25%
Trade MU on Coinbase
Trading disclosure
HSBC stated that it expects SK Hynix's price-to-boo
2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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2026-06-26
www.barrons.com
2026-06-26
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2026-06-26
www.bisinfotech.com
2026-06-26
Bisinfotech
www.bisinfotech.com
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2026-06-26
tomshardware.com
2026-06-26
Anton Shilov
IBM's new 0.7nm-class fabrication process uses nanostack transistors, requires 2x more FEOL steps for massive improvements in performance, power, and area.
2026-06-26
www.tomshardware.com
2026-06-26
Tom's Hardware
Tech Industry Manufacturing Semiconductors
IBM goes sub-1nm, develops 0.7nm-class technology — offering up to 50% higher performance and 70% higher energy efficiency compared to IBM's 2nm-class node
News
By Anton Shilov published June 26, 2026
It uses two wafers instead of one, along with ultra-thin dielectric bonding
(Image credit: IBM)
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
2330.TW
-2.09%
TSM
-1.90%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 16, Aletheia Capital
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Wedbush and Rosenblatt Boost Price Targets on Micron Technology (MU) Amid Rising AI Memory Demand
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
MU
-3.89%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 18, Wedbush increased its price target for Micron Technology Inc. (NASD