Semiconductor News & Analysis Feed
2816 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Will Nvidia Continue to Dominate in AI? This One Number Offers a Strikingly Clear Answer.
Adria Cimino, The Motley Fool
Thu, June 25, 2026 at 12:15 AM PDT 5 min read
NVDA
-0.50%
INTC
-0.48%
AMD
-0.02%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) has built an artificial intelligence (AI) empire, offering graphics processing units (GPUs) that power essential tasks like the tr
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Nvidia (
NVDA
0.93%
) has built an artificial intelligence (AI) empire, offering graphics processing units (GPUs) that power essential tasks like the training of AI models and providing a wide range of related products and services. All of this has sent earnings soaring in recent years -- and the stock price has followed.
Customers flock to Nvidia for these top AI products, and the company has co
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nvidia (NVDA) CPUs to Power Supercomputers at the Los Alamos National Laboratory
Catherine Talavera
Wed, June 24, 2026 at 11:24 PM PDT 2 min read
NVDA
-0.50%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. NVIDIA's stock has surged 35.25% in the past year and 5.93% year-to-date. Based on 67 analyst ratings compi
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Micron
(
MU
1.32%
)
did it again.
The memory chip superstar blew past results in its third-quarter earnings report, sending the stock up 15% after hours on Wednesday as the company both smashed third-quarter expectations and gave much better guidance than expected.
The results showed that the AI boom isn't slowing down and that memory shortages are expected to persist at least through 2028. Manage
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
4 Blowout Numbers From Micron's Earnings Investors Need To See
Jeremy Bowman, The Motley Fool
Wed, June 24, 2026 at 10:05 PM PDT 3 min read
MU
-0.31%
NVDA
-0.50%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) did it again.
The memory chip superstar blew past results in its third-quarter earnings report, sending the stock up 15% after hours on Wednesday as the company both smas
2026-06-25
www.reuters.com
2026-06-25
Reuters
__fail__
2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
News
Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports
Published on June 24, 2026 at 11:59 pm by
Vardah Gill
in
News
Share
QUALCOMM Incorporated (NASDAQ:
QCOM
) is included among the
1
0 Reliable Dividend Stocks to Buy for Long-Term Investors
.
On June 24, Reuters reported that QUALCOMM Incorporated (NASDAQ:QCOM) is in talks to provide chip-design services to China’s Byt
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports
Vardah Gill
Wed, June 24, 2026 at 8:59 PM PDT 2 min read
QCOM
+3.84%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors.
Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports
On June 24, Re
2026-06-25
www.reuters.com
2026-06-25
Reuters
__fail__
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nasdaq, S&P 500, Dow Futures Rise As Micron, Qualcomm Calm AI Jitters: Why WEN, SPCX, NVDA Stocks Are Also In Focus
Nasdaq, S&P 500, Dow Futures Rise As Micron, Qualcomm Calm AI Jitters: Why WEN, SPCX, NVDA Stocks Are Also In Focus · Stocktwits
Aashika Suresh
Wed, June 24, 2026 at 6:59 PM PDT 5 min read
CL=F
-1.12%
MU
-0.31%
QCOM
-3.29%
META
-0.81%
^NDX
-0.43%
Explore stocks on Coinbase
Trading di
2026-06-25
www.reuters.com
2026-06-25
Reuters
__fail__
2026-06-25
digitimes.com
2026-06-25
Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.
2026-06-25
digitimes.com
2026-06-25
The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing close market attention to how the rivalry with ASE and Amkor will reshape market share. ASE Chief Operating Officer Tien Wu said he is "optimistic," stating that strong demand from US customers and the need to divers
2026-06-25
digitimes.com
2026-06-25
Phison Electronics CEO Khein-seng Pua said the NAND flash market is facing a supply crunch with "no end in sight," as AI continues to crowd out memory capacity and push storage demand higher.
2026-06-25
digitimes.com
2026-06-25
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains for silicon photonics (SiPh), AI servers, and advanced chips are tightening, while new capacity is expected to ease bottlenecks and shape revenue growth in 2026 and 2027.
2026-06-25
digitimes.com
2026-06-25
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.
2026-06-25
semiengineering.com
2026-06-25
Liz Allan
Physical I/Os can be a chokepoint for high-performance chips and high-speed interconnec...
2026-06-25
digitimes.com
2026-06-25
Global helium supply is under renewed strain. Nippon Sanso, Japan's largest industrial gas supplier, announced it will raise prices across its helium product line by an average of more than 30% starting July 2026, citing persistent tightness in global supply driven in part by rising geopolitical risks in the Middle East.
2026-06-25
digitimes.com
2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
2026-06-25
semiengineering.com
2026-06-25
Ed Sperling
Can engineers trust AI to get everything right in semiconductor design and verification?