Semiconductor News & Analysis Feed

2436 articles
2026-06-25
news.futunn.com 2026-06-25 富途牛牛
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2026-06-25
news.futunn.com 2026-06-25 富途牛牛
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2026-06-25
finance.yahoo.com 2026-06-25 Yahoo Finance
SK Hynix eyes $29B US stock offering Tom Chivers Thu, June 25, 2026 at 4:50 AM PDT 1 min read 000660.KS +13.06% SPCX -1.96% MU +11.31% 005930.KS +5.29% Explore stocks on Coinbase Trading disclosure SK Hynix is planning a $29 billion US stock offering, a bet on continued AI semiconductor demand. The South Korean chipmaker has outperformed rivals, including compatriot Samsung, to control much of th
2026-06-25
www.semafor.com 2026-06-25 Semafor
SK Hynix is planning a $29 billion US stock offering, a bet on continued AI semiconductor demand. The South Korean chipmaker has outperformed rivals, including compatriot Samsung, to control much of the global memory-chip market; fellow memory giant Micron recently posted a 15-fold profit surge. Others are also trying to get in on the chip boom: OpenAI said it had begun testing its own processors
2026-06-25
www.fool.com 2026-06-25 The Motley Fool
Nvidia ( NVDA 0.93% ) finds itself in an enviable but challenging position. Due to its $4.9 trillion market cap, growth investors seeking gains of tenfold or more are now more likely to seek smaller companies that could increase by such multiples without reaching record sizes. Fortunately, that high market cap, along with Nvidia's growth and valuation, could attract a new group of investors who w
2026-06-25
www.bloomberg.com 2026-06-25 Bloomberg
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2026-06-25
news.google.com 2026-06-25 U.S. News - Money
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
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
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
www.insidermonkey.com 2026-06-25 Insider Monkey
NEWS Stifel Raises Texas Instruments (TXN) Target After Semiconductor Momentum Improves Published on June 25, 2026 at 12:01 am by VARDAH GILL in News SHARE Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors. On June 24, Stifel raised its price recommendation on Texas Instruments Incorporated (NASDAQ:TXN) to $360 from $340.
2026-06-25
www.fool.com 2026-06-25 The Motley Fool
The sell-off in semiconductor stocks has been brutal. An artificial intelligence (AI) chip forecast from Broadcom in early June that was lower than expected set off a rout that erased more than $1 trillion in chip-stock value in a single session, and the selling has flared up again since. Two of the biggest names caught in it are AI chip leader Nvidia ( NVDA 0.93% ) and its closest challenger, Adv
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.fool.com 2026-06-25 The Motley Fool
Shares of memory specialist Micron Technology ( MU 1.32% ) jumped about 16% in after-hours trading on Wednesday, climbing from about $1,049 at Wednesday's close to about $1,215, after the company reported a fiscal third quarter that topped even the most optimistic expectations on Wall Street. The move snaps a fear-driven artificial intelligence (AI) sell-off that had weighed on chip stocks earlie
2026-06-25
www.moomoo.com 2026-06-25 Moomoo
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2026-06-25
www.fool.com 2026-06-25 The Motley Fool
Nvidia ( NVDA 0.93% ) is the most valuable company in the world, and the only one with a market cap of more than $5 trillion. If you had invested $25,000 in it 10 years ago and held on through the ups and downs that followed, you'd have a stake worth more than $4 million today. However, the stock has been growing at a more modest pace recently. It's up just 7% this year -- almost precisely as muc
2026-06-25
digitimes.com 2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g
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
digitimes.com 2026-06-25
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing capacity, while unveiling a new long-term supply model backed by strategic customer agreements.
2026-06-25
digitimes.com 2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa