Semiconductor News & Analysis Feed
381 articles
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Does Synopsys’ AI-Driven Multiphysics Fusion Platform Redefine the Bull Case for Synopsys (SNPS)?
Sasha Jovanovic
Wed, June 24, 2026 at 2:15 AM PDT 3 min read
SNPS
+2.11%
Trade SNPS on Coinbase
Trading disclosure
In June 2026, Synopsys launched its AI-driven Multiphysics Fusion platform, combining its electronic design automation tools with Ansys analysis to accelerate chip timing signoff and des
2026-06-24
itif.org
2026-06-24
Information Technology and Innovation Foundation (ITIF)
The Trump administration has imposed tariffs on semiconductor imports on national security grounds under Section 232 of the Trade Expansion Act. These tariffs would raise ICT prices and thereby lower ICT consumption and capital stocks, which would reduce economic growth and lower Americans’ living standards.
2026-06-24
cryptobriefing.com
2026-06-24
Crypto Briefing
Polymarket prices 96% chance Micron beats earnings Wednesday
Prediction market bettors are nearly unanimous on Micron clearing the bar, but the real story is what comes after the number drops
2026-06-23
www.trefis.com
2026-06-23
Trefis
Micron Earnings Have Never Looked Better. Start Worrying.
June 23rd, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
Micron Technology’s stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion – among the largest single-year gains in the company’s four-decade trading history. The rally is driven by surging dem
2026-06-23
www.trefis.com
2026-06-23
Trefis
Qualcomm’s AI Pivot: Smarter Than It Looks
June 23rd, 2026 by Trefis Team
-10.90%
Downside
204
Market
182
Trefis
QCOM
Qualcomm
Mobile processor giant Qualcomm (QCOM) was late to the AI party. But that may not be a disadvantage. While Nvidia (NVDA) and AMD (AMD) raced to dominate AI training, Qualcomm has spent decades refining low-power computing.
That expertise is increasingly relevant as AI sp
2026-06-23
cryptobriefing.com
2026-06-23
Crypto Briefing
Micron and SanDisk slide in premarket trade after South Korean stock market rout
A nearly 10% crash in South Korea's KOSPI index dragged US memory chip stocks down in sympathy, raising questions about
2026-06-23
www.trefis.com
2026-06-23
Trefis
Everyone Is Watching Applied Materials Stock's AI Boom. The Real Story Is in the Supply Chain.
The company is forecasting massive growth, but management has gone quiet on the one operational issue that's still deciding how fast they can actually run.
With its stock hitting all-time highs and soaring over 273.1% in the past year, Applied Materials (AMAT) seems to be the perfect story for the AI e
2026-06-23
www.trefis.com
2026-06-23
Trefis
How Will Micron Technology Stock React To Its Upcoming Earnings?
June 23rd, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
Micron Technology (NASDAQ:MU) is set to report its earnings on Wednesday, June 24, 2026. The company has $1.4 Tril in current market capitalization. Revenue over the last twelve months was $58 Bil, and it was operationally profitable with $28
2026-06-23
www.trefis.com
2026-06-23
Trefis
Own ON Semi For AI Power? NVIDIA Is Growing Faster And Costs Less.
June 23rd, 2026 by Trefis Team
ON
ON Semiconductor
For investors seeking exposure to the AI chip boom, NVIDIA’s proven hyper-growth surprisingly comes at a lower valuation than ON Semiconductor’s turnaround story.
If you own a semiconductor stock, you likely own it for one reason: the immense demand from the buildout of artificia
2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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For further inform
2026-06-23
www.trefis.com
2026-06-23
Trefis
NVIDIA Stock’s Next Big Move Might Not Involve A GPU
June 22nd, 2026 by Trefis Team
+0.06%
Upside
200
Market
200
Trefis
NVDA
NVIDIA
With all eyes on the company’s AI chip dominance, it’s quietly opening a massive new front in a market it has never touched before.
After a run that has seen NVIDIA (NVDA) stock gain more than forty-six percent over the past year, you might think the story is well u
2026-06-23
cryptobriefing.com
2026-06-23
Crypto Briefing
SK Hynix slows HBM4 production to boost DRAM profits
The world's leading HBM supplier is pumping the brakes on next-gen memory chips to chase fatter margins in conventional DRAM
2026-06-23
digitimes.com
2026-06-23
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding
2026-06-23
tomshardware.com
2026-06-23
Andrew E. Freedman
We talked to Valve engineers Pierre-Loup Griffais and Yazan Aldehayyat ahead of the Steam Machine's launch to learn more about its pricing, engineering, and how the company is handling availability.
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
__fail__
2026-06-22
ng.investing.com
2026-06-22
Investing.com Nigeria
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2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
ca.investing.com
2026-06-22
Investing.com Canada
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2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
SK Hynix overtakes Samsung as South Korea’s most valuable company
The AI memory chip maker's market cap hit $1.35 trillion, ending Samsung's decades-long reign at the top of the Korean stock market
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Cisco expands AI infrastructure collaboration with Equinix and Nvidia
The trio is deploying Cisco's Secure AI Factory across Equinix's global network of over 280 data centers, targeting the gap betwee