Semiconductor News & Analysis Feed
121 articles
2026-06-26
www.foreignpolicyjournal.com
2026-06-26
foreignpolicyjournal.com
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
Trefis Team
Thu, June 25, 2026 at 7:55 PM PDT 3 min read
QCOM
+3.84%
NVDA
-1.59%
INTC
+0.73%
AMD
+2.60%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
Image from Pixabay
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind o
2026-06-26
www.trefis.com
2026-06-26
Trefis
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
June 25th, 2026 by Trefis Team
-11.24%
Downside
205
Market
182
Trefis
QCOM
Qualcomm
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.
It’s the kind of move that makes you check your screen twice. From Mar 24, 2026, to Jun
2026-06-25
semiengineering.com
2026-06-25
Brian Bailey
Engineers are flooded with new capabilities. The problem now is how best to deploy them.
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
Few stocks have been as exciting to invest in as Micron Technology (
MU
13.08%
) has over the past few months. Sky-high demand for memory chips has driven Micron's revenue and earnings to swell, resulting in unprecedented business growth. On June 24, investors will get another update on the strength of the business, and the odds are good that Micron will report even greater demand for memory chips
2026-06-23
www.tastylive.com
2026-06-23
tastylive
Micron stock has surged over 756% in the past year, making MU one of the best-performing large-cap stocks of 2026, fueled entirely by insatiable AI infrastructure demand for its memory chips.
Both Micron and SK Hynix have reported their entire 2026 HBM production is completely sold out, driven by the explosive memory requirements of next-generation AI accelerators like Nvidia's Blackwell B200 GPU
2026-06-22
www.etvbharat.com
2026-06-22
ETV Bharat
ETV Bharat / Technology
AI Powers Trillion-Dollar Semiconductor Boom: Can India Evolve From Design Leader To Manufacturing Giant?
India’s semiconductor ecosystem is booming with AI demand and strong design talent, but faces energy, manufacturing, and market access challenges to become a global hub.
Key gaps include manufacturing, advanced packaging, equipment making, energy infrastructure, and sk
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia (
NVDA
0.51%
) has a great investing track record, which makes sense considering its position in the tech world. Because of the central role it plays in the artificial intelligence (AI) industry, it has to interact with many companies to ensure that its products are compatible, and it even forms partnerships when the situation is right. One company it recently promoted was Marvell Technolog
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Marvell Technology Skyrocketed on a Stunning Nvidia Endorsement: Could It Be the Next Trillion-Dollar AI Stock?
Keithen Drury, The Motley Fool
Thu, June 18, 2026 at 8:49 AM PDT 4 min read
NVDA
-0.52%
MRVL
-1.47%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) has a great investing track record, which makes sense considering its position in the tech world. Because of the centra
2026-06-18
www.igorslab.de
2026-06-18
igor´sLAB
LATEST NEWS
Qualcomm is reportedly considering a Tenstorrent acquisition for up to 10 billion dollars: Jim Keller’s AI and RISC-V company in focus
18. June 2026 06:00Samir Bashir
📖 Reading time: approx. 7 minutes · 1,294 words · 8,532 characters
An acquisition worth up to ten billion US dollars is not an impulsive purchase between two board meetings, even in the semiconductor industry. Qualcomm i
2026-06-18
www.igorslab.de
2026-06-18
igor´sLAB
LATEST NEWS
Qualcomm is reportedly considering a Tenstorrent acquisition for up to 10 billion dollars: Jim Keller’s AI and RISC-V company in focus
18. June 2026 06:00Samir Bashir
📖 Reading time: approx. 7 minutes · 1,294 words · 8,532 characters
An acquisition worth up to ten billion US dollars is not an impulsive purchase between two board meetings, even in the semiconductor industry. Qualcomm i
2026-06-17
www.linkedin.com
2026-06-17
LinkedIn
Loaded: 1.36%
Pause
Back to start
Current Time
0:01/
Duration
2:54
Show Captions
Unmute
Fullscreen
Business Insider
10,944,944 followers
15h
A semiconductor factory in the US is built on a foundation that uses more concrete than the Burj Khalifa.
Why? Even the slightest vibration can disrupt production and damage millions of chips, each worth hundreds, sometimes thousands, of dollars. It ta
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Is Reportedly Chasing Tenstorrent In A Multibillion Dollar AI Deal
June 16, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Share
Copy Link
Qualcomm is in advanced talks to acquire AI chip startup Tenstorrent in a multi billion dollar deal.
The potential acquisition is focused on strengthening Qualcomm’s AI hardware and data center presen
2026-06-15
www.msn.com
2026-06-15
MSN
An entrepreneur convicted of swindling $175 million from JPMorgan Chase and its CEO, Trump critic Jamie Dimon, is now seeking a pardon from the president.
Charlie Javice and those close to her are looking to solicit support from the Trump administration for a possible pardon, as the White House considers having the president issue 250 pardons as a way to mark the nation's 250th birthday this summ
2026-06-15
www.igorslab.de
2026-06-15
igor´sLAB
LATEST NEWS
Qualcomm launches Snapdragon C: entry-level notebooks for around 300 US dollars with Arm chip and NPU
15. June 2026 06:00Samir Bashir
📖 Reading time: approx. 7 minutes · 1,224 words · 7,865 characters
To be honest, I had to look at the announcement twice at first: Qualcomm is bringing a chip for $300 laptops? At a time when DRAM prices are exploding and even entry-level notebooks are
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-11
analyticsindiamag.com
2026-06-11
Analytics India Magazine
"From HBM leader to trillion-dollar giant, SK Hynix has become a critical pillar of the AI supply chain."
Afew years ago, a meme went viral during the AI boom, comparing NVIDIA to a company selling shovels during a gold rush. As AI companies rushed to build models and data centres, NVIDIA supplied the chips that made it all possible.
But every shovel maker needs its own suppliers. For NVIDIA, on
2026-06-10
www.inc.com
2026-06-10
inc.com
__fail__
2026-06-09
digitimes.com
2026-06-09
Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending Nvidia developer events, GTC Taipei, and a Computex tour, and once again hosting his "trillion-dollar banquet."
2026-06-08
www.aa.com.tr
2026-06-08
Anadolu Ajansı
US stocks rebounded at Monday's open from last week’s sharp selloff, led by gains in major technology and semiconductor shares, while investors monitored rising Middle East tensions and upcoming inflation data.
The S&P 500 rose 0.7% at 10 am EDT (1400GMT), recovering after last week’s decline driven by strong employment figures that reinforced expectations of tighter Federal Reserve policy.
The