Semiconductor News & Analysis Feed
9899 articles
2026-06-25
qz.com
2026-06-25
qz.com
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2026-06-25
yourstory.com
2026-06-25
YourStory.com
Explainers
OpenAI turns up the heat in chip market with Jalapeño
The Jalapeño chip highlights that frontier AI requires vast power and bespoke hardware from specialised factories, while also marking OpenAI’s strategic transition into a leading full-stack semiconductor and infrastructure player.
Ishan Patra
915 Stories
Thursday June 25, 2026 , 7 min Read
ChatGPT maker OpenAI has stepped beyond th
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 11%, Then Pulls Back Amid Meta Platforms Data Center Deal and Wave of Analyst Target Hikes
David Moadel
Thu, June 25, 2026 at 7:13 AM PDT 4 min read
QCOM
+4.04%
META
-0.59%
NVDA
-1.63%
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Qualcomm (QCOM) stock jumped 11% but then fell back after the company landed Meta Platforms (META) as its first-ever data center customer with
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. This volatile price action occurred after the chipmaker landed a marquee data center customer and watched price targets ratchet higher across the Street. The apparently fragile QCOM stock rally comes as analysts reassess Qualcomm’s divers
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Sandisk, Western Digital, and others soar as Micron results 'justify elevated valuations'
Ines Ferré · Senior Business Reporter
Updated Thu, June 25, 2026 at 7:50 AM PDT 1 min read
MU
+13.02%
AMD
+0.11%
NVDA
-1.45%
INTC
-1.24%
MRVL
-0.50%
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Trading disclosure
What happened: Memory and storage stocks rallied on Thursday. Shares of Sandisk (SNDK) and Western Digital (WDC) g
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 12% After Unveiling $15 Billion AI Data Center Target
Khac Phu Nguyen
Thu, June 25, 2026 at 6:51 AM PDT 1 min read
QCOM
+3.78%
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Trading disclosure
This article first appeared on GuruFocus.
Qualcomm (NASDAQ:QCOM) shares jumped about 12% in premarket trading after the chipmaker gave investors a much bigger AI data center target, forecasting more than $15 billio
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
airsideint.com
2026-06-25
Airside International
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2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-25
www.datacenterknowledge.com
2026-06-25
Data Center Knowledge
IBM’s NanoStack transistor platform promises to extend chip scaling beyond nanosheets, offering improvements in AI performance, memory density, and energy efficiency.
IBM has developed what it calls the world’s first sub-1-nanometer semiconductor technology, unveiling a new transistor architecture designed to extend chip scaling as AI workloads drive demand for more compute and greater energy eff
2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Launches BioNeMo As Life Sciences Firms Roll Out Integrations
June 25, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) launched its BioNeMo Agent Toolkit this week, a domain-focused AI platform for life sciences research.
The toolkit is designed for AI agents and scientific teams to automate, reason, a
2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Software/NasdaqGM:FIVN
Micron Stock Has Investors Looking At 3 AI Software Names
June 25, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Micron’s huge Q3 2026 surprise, with revenue and earnings far above analyst estimates and a roughly 7x share price move over the past year, has pulled fresh attention to companies that help power data centers and advanced computing. When one stock
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
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Here’s Our New Micron Price Target After It Crushes Earnings Estimates
Not all of the semiconductor manufacturers are looking as good as Micron, however.
Ed Ponsi·Jun 25, 2026, 9:15 AM EDT
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2026-06-25
www.manilatimes.net
2026-06-25
The Manila Times
Innovations spanning DRAM and advanced packaging enable the 3D architectures behind cutting-edge AI chips
A new epitaxy system optimized for DRAM fabs adds a critical logic-class step-boosting memory speed and efficiency while maximizing output within tight fab footprint and supply constraints
New CMP and deposition systems target the most critical advanced packaging steps, delivering higher-yield
2026-06-25
blogs.nvidia.com
2026-06-25
NVIDIA Blog
The Ultimate Summer Sale Pairing: Steam Sale Meets GeForce NOW Discounts
Big summer deals arrive along with ‘Dark Scrolls’ and ‘The Adventures of Elliot: The Millennium Tales’ joining six new games this week.
June 25, 2026 by GeForce NOW Community
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Summer savings are heating up. From the Steam Summer Sale to GeForce NOW membership discounts, this week’s GFN Thursday delivers double the d
2026-06-25
tomshardware.com
2026-06-25
Jowi Morales
Someone is copying Anthropic's homework.
2026-06-25
www.marketscreener.com
2026-06-25
marketscreener.com
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2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
Chipmaking equipment giant Applied Materials Inc. is trying to make life easier for its chip fabrication plant customers, so they can build the extremely complex 3D architectures necessary for the next generation of artificial intelligence processors.
To do this, it has unveiled a host of new chip fabrication systems that span advanced packaging, process control and dynamic-random access memory m