Semiconductor News & Analysis Feed
9927 articles
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
On the Move
Qualcomm goes all-in on data center infrastructure; Microsoft, Meta revealed as early customers
Jun 24, 2026, 3:20 PM ETQUALCOMM Incorporated (QCOM) Stock, META Stock, MSFT StockBy: Brandon Evans, SA News Editor
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Cheng Chia Huang/Getty Images News
Qualcomm (QCOM) laid out a comprehensive plan and portfolio to break into the data center and AI i
2026-06-25
www.theglobeandmail.com
2026-06-25
The Globe and Mail
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
The trigger was a positioning flush, not a confirmed break in AI demand. South Kor
2026-06-25
www.juve-patent.com
2026-06-25
JUVE Patent
Munich Regional Court issued several judgments in favour of Infineon against Chinese semiconductor manufacturer Innoscience and its European distributors. The rulings, based on a German patent and a related utility model, mark the second and third victories for Infineon in its ongoing campaign to defend its gallium nitride portfolio in Germany.
The 21st Civil Chamber of Munich Regional Court, und
2026-06-25
www.tradingview.com
2026-06-25
TradingView
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onsemi and Semtech Shares Are Falling, What You Need To Know
onsemi and Semtech Shares Are Falling, What You Need To Know
3 min read
ON
−1.13%
SMTC
−2.94%
SOX
−0.18%
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate
2026-06-25
www.tradingview.com
2026-06-25
TradingView
News
/
Stock Story
/
Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
3 min read
VSH
−5.72%
HIMX
−6.23%
MU
−0.31%
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish re
2026-06-25
news.google.com
2026-06-25
TradingView
2026-06-25
www.financialcontent.com
2026-06-25
FinancialContent
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
The trigger was a positioning flush, not a confirmed break in AI d
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
www.techtarget.com
2026-06-25
TechTarget
NATALI_MIS/ISTOCK VIA GETTY IMAG
NATALI_MIS/ISTOCK VIA GETTY IMAG
NEWS
Cadence captures $100M to expand RPM platform, AI agents
The company's remote patient monitoring platform leverages AI agents to monitor vital signs, identify risks and offer lifestyle support for patients with chronic diseases.
By
Anuja Vaidya, Senior Editor
Published: 24 Jun 2026
Remote patient monitoring company Cadence h
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Qualcomm
on Wednesday revealed a central processing unit for data centers called Dragonfly C1000, and said that Meta
would use it when it starts production in 2028.
The chipmaker said that the new data center CPU was built for agentic AI and focuses on offering computing performance without using too much power.
The announcement, made at a Qualcomm presentation to investors, is another sign th
2026-06-25
www.kitguru.net
2026-06-25
KitGuru
Nvidia “Blackwell-Next” GPUs mentioned in Linux kernel patch
João Silva 12 hours ago Graphics
A new Linux kernel patch for the NVGrace-GPU VFIO driver has revealed references to Nvidia's upcoming “Blackwell-Next” graphics architecture.
Spotted by Phoronix (via VideoCardz), this change adds a readiness check for the supposed new architecture via CXL (Compute Express Link) DVSEC-based (Designated
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
HOME>PORTFOLIO
PORTFOLIO
More Reasons to Pay Attention to Micron’s Earnings and Guidance
SK Hynix is teeing up a U.S. IPO, and it stands to benefit these two holdings.
Chris Versace·Jun 24, 2026, 2:45 PM EDT
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2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
Video Muted
The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Nvidia
CEO Jensen Huang told shareholders on Wednesday that if a commercial opportunity conflicts with U.S. national security, the company would prioritize American interests.
″National security comes first,” Huang said in a session shortly after the company’s annual stockholder meeting concluded.
He added that if a company wanted to smuggle Nvidia’s chips or systems into countries with export
2026-06-25
eetimes.com
2026-06-25
EUV grabs the glory, but DUV does the dirty work that keeps advanced chips alive.
2026-06-25
www.trefis.com
2026-06-25
Trefis
Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
June 24th, 2026 by Trefis Team
SMH
VanEck Semiconductor ETF
The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it’s worth paying attention.
The VanEck Semiconductor ETF (SMH) has returned a notable +138% over the past year, a figure that grabs your attention. But price is a trailing in
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
Home
Market Outlook
Today's Market
Volatility Is Taking A Breather Ahead Of Micron Earnings
Jun 24, 2026, 1:36 PM ETS&P 500 Futures (SPX), SP500, SPY, NDX, DJI, RTY, DIA, QQQ, IWM, IVV, VOO, COMP:INDMU, FDX, FDXF
, SPCX, GOOG, GOOGL, VZ, HONAV, HON, CAG
Cboe Global Markets
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Summary
All eyes are on Micron’s earnings after the bell.
WTI crude pri
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
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2026-06-25
The Motley Fool
As of midday, the Dow Jones Industrial Average (
^DJI
+0.42%
) rose 0.89% to 52,125.67, the Nasdaq Composite (
^IXIC
0.59%
) gained 0.65% to 25,753.08, and the S&P 500 (
^GSPC
0.22%
) edged up 0.61% to 7,410.55 as falling oil prices and stabilizing technology shares helped markets recover from yesterday’s losses.
Gold futures fell 3.09% to $4,021.20, and the 10-Year Treasury yield slipped 0.08% t