Semiconductor News & Analysis Feed
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Artificial intelligence (AI) is moving from the training phase to the production phase, as enterprises, users, and governments that have spent hundreds of billions of dollars on this technology are looking to unlock its productivity gains.
This process of deploying trained AI models into production, where they execute tasks in the real-world by ingesting fresh inputs, is known as inference. Deloi
2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA CorporationKLAC and Applied Materials, Inc.AMAT are leveraging sharply different strengths to capture the next phase of wafer fab equipment growth. While both are benefiting from rising
2026-06-24
www.marketwatch.com
2026-06-24
MarketWatch
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2026-06-24
www.tradingview.com
2026-06-24
TradingView
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KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
5 min read
KLAC
−2.76%
AMAT
−1.62%
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA Corp
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
OpenAI and Broadcom announce first custom AI chip, in strike at Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 7:05 AM PDT 2 min read
AVGO
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OpenAI (OPAI.PVT) on Wednesday announced its first custom chip developed with Broadcom (AVGO). Called Jalapeño and designed by OpenAI, the chip, the companies said, provides bette
2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño
Jun 24, 2026, 9:48 AM ETBroadcom Inc. (AVGO) Stock, OPENAI Stock, CLS StockMSFT, AMD, NVDABy: Brandon Evans, SA News Editor
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Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifi
2026-06-24
www.tradingview.com
2026-06-24
TradingView
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Reuters
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Anxious investors await Micron earnings as chip sector whipsaws
Anxious investors await Micron earnings as chip sector whipsaws
Refinitiv2 min read
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2026-06-24
Axios
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2026-06-24
tomshardware.com
2026-06-24
Etiido Uko
TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.
2026-06-24
openai.com
2026-06-24
OpenAI
June 24, 2026
Company
OpenAI and Broadcom unveil LLM-optimized inference chip
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Table of contents
Designed to be the best inference platform for LLMs
Nine-month tape-out, accelerated by OpenAI models
Building a multi-generation platform with partners
Making advanced AI more broadly available
Early testing shows that the first-generation accelerator will deliver performance per watt substant
2026-06-24
www.fastcompany.com
2026-06-24
Fast Company
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2026-06-24
www.datacenterdynamics.com
2026-06-24
Data Center Dynamics
The government of South Korea has held discussions with Samsung and SK Hynix regarding future chip investments in the country.
Per a report from Reuters, the planned investments relate to semiconductor production facilities, with a government official adding that an announcement about a new chip cluster would be made soon.
– Getty Images
In comments reported by Reuters, presidential policy advi
2026-06-24
www.bloomberg.com
2026-06-24
Bloomberg.com
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2026-06-24
www.wired.com
2026-06-24
WIRED
LAUREN GOODE
BUSINESS
JUN 24, 2026 8:36 AM
Qualcomm Buys Buzzy Chip Startup Modular for Nearly $4 Billion
Modular, one of the most promising chip software startups of the AI era, heads for a multibillion-dollar exit.
PHOTOGRAPH: ERIC ALONSO/GETTY IMAGES
QUALCOMM WILL ACQUIRE the Silicon Valley chip startup Modular for nearly $4 billion.
The companies announced the acquisition on Wednesday; Qualc
2026-06-24
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2026-06-24
CNBC
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2026-06-24
www.reuters.com
2026-06-24
Reuters
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2026-06-24
bits-chips.com
2026-06-24
Bits&Chips
Editorial
The EU Chips Act: better than nothing
24 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 3 minutes
Muddling through is the best you can hope for in the EU.
Since Covid, Ukraine and especially Trump 2.0, we’ve been bombarded with advice about what Europe must do. Europe must become more competitive. Europe must reduce its dependence on fossil fuels. Europe must build its ow
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Anxious investors await Micron earnings as chip sector whipsaws
Sruthi Shankar
Wed, June 24, 2026 at 4:38 AM PDT 3 min read
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By Sruthi Shankar
June 24 (Reuters) - The spotlight is on chipmaker Micron Technology as it prepares to report earnings, and investors are bracing for more volatility after recent mar