Semiconductor News & Analysis Feed
4359 articles
2026-06-25
digitimes.com
2026-06-25
ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.
2026-06-25
digitimes.com
2026-06-25
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders.
2026-06-25
digitimes.com
2026-06-25
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
timesofsandiego.com
2026-06-25
Times of San Diego
Qualcomm President and CEO Cristiano Amon speaks on Wednesday. (Photo from Qualcomm live stream)
Qualcomm‘s stock rose as much as 15% in after-hours trading Wednesday after it announced a deal to supply Facebook-parent Meta with AI chips.
The San Diego-based wireless pioneer said its new Dragonfly C1000 chip will power Meta’s next generation of data centers.
“We’re excited to continue partnerin
2026-06-25
siliconangle.com
2026-06-25
SiliconANGLE
Memory chip maker Micron Technology Inc. more than quadrupled its revenue growth in the most recent quarter as it continued to benefit from surging demand linked to the artificial intelligence industry.
The company reported third-quarter earnings before certain costs such as stock compensation of $25.11 per share, crushing Wall Street’s target of $20.78 by a wide margin. Revenue for the period su
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
Noel Randewich
Wed, June 24, 2026 at 4:09 PM PDT 1 min read
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By Noel Randewich
June 24 (Reuters) - Shares of chipmakers surged late on Wednesday, adding over $400 billion in market value after strong forecasts from Micron Tec
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
www.msn.com
2026-06-25
MSN
Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifically to run inference for large language models.
Broadcom shares inched up 0.5% during early market trading on Wednesday.
OpenAI designed the chip, while partners Broadcom (AVGO) and Celestica (CLS) helped industrialize the platform through chip implementation, board, rack
2026-06-25
www.thetimes.com
2026-06-25
The Times
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg.com
Technology
Markets
Micron and Qualcomm Lift Chipmakers Amid Rapid AI Growth
Silicon wafers are sorted at Micron Technology Inc. headquarters in Boise, Idaho.
Photographer: Kyle Green/Bloomberg
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By Ryan Vlastelica
June 25, 2026 at 5:18
2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
www.msn.com
2026-06-25
MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips.
Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
After fears that a less-than-stellar report from the memory-chip maker could further derail the AI trade after Tuesday's bruising sell-off, Micron delivered on all fronts.
Shares of the company surged 14% in after-hours trading after it crushed revenue estimates for its fiscal third quarter. Revenue came in at $41.46 billion compared to expectations for $35.7 billion. Earnings per share were $25.
2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
www.ft.com
2026-06-25
Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.
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2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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