Semiconductor News & Analysis Feed
2436 articles
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
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
After years of being the wallflower, Micron Technology (
MU
1.32%
) has taken center stage. The company's flash memory and storage chips are critical to the processing of artificial intelligence (AI), which continues to drive unrelenting demand.
Ahead of Micron's financial release after the market close on Wednesday, investors were sitting on the edge of their seats to see if there was any truth
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm jumps as it looks beyond smartphones to cash in on the AI boom
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 3:53 PM PDT 2 min read
QCOM
-3.29%
AMD
-0.02%
NVDA
-0.50%
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Trading disclosure
Qualcomm (QCOM) stock jumped more than 13% in after-hours trading after the company said it raised its non-handset revenue target to $40 billion by fiscal 2029, twice
2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
www.msn.com
2026-06-25
MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips.
Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-25
www.tekedia.com
2026-06-25
Tekedia
Qualcomm In Advanced Talks With ByteDance For Custom Chip Design As U.S. Firm Seeks To Diversify Beyond Smartphones
June 24, 2026 | by Samuel Nwite | 0
Qualcomm is in discussions to provide advanced chip-design services to China’s ByteDance, the parent company of TikTok, in what would represent an early and significant customer win for the U.S. semiconductor giant’s push into custom silicon serv
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Chipmaker Nvidia (
NVDA
0.93%
) stands at the center of the artificial intelligence (AI) infrastructure supercycle. The world's most valuable company supplies essential hardware and software that enables the training, inference, and scaling of ever more sophisticated AI models.
Insatiable demand for the company's Blackwell GPU architecture, record capital spending by the hyperscalers, and the deb
2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
NEWS
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Published on June 24, 2026 at 3:03 pm by RAMISH CHEEMA in News
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We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a major position in Appaloosa Management’
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Is Up 800% in a Year, and This Money Manager Says the Next Pullback Is Your Entry
Omor Ibne Ehsan
Wed, June 24, 2026 at 11:45 AM PDT 4 min read
MU
-0.31%
SNDK
-2.50%
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Trading disclosure
Quick Read
Sethi argues a 20. 25% pullback in Micron, up 882% in a year and still beating numbers, is fast money exiting. Not a trend reversal.
SanDisk, up nearly 4,800% in a year
2026-06-25
news.google.com
2026-06-25
CNBC
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
As of midday, the Dow Jones Industrial Average (
^DJI
+0.42%
) rose 0.89% to 52,125.67, the Nasdaq Composite (
^IXIC
0.59%
) gained 0.65% to 25,753.08, and the S&P 500 (
^GSPC
0.22%
) edged up 0.61% to 7,410.55 as falling oil prices and stabilizing technology shares helped markets recover from yesterday’s losses.
Gold futures fell 3.09% to $4,021.20, and the 10-Year Treasury yield slipped 0.08% t
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.fool.com
2026-06-24
The Motley Fool
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2026-06-24
news.google.com
2026-06-24
TradingView
2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says
Published on June 24, 2026 at 9:47 am by GHAZAL AHMED in News
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Intel (NASDAQ:INTC) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
Intel Corporation may benefit from tailwinds coming from advanced packaging technologies, which has led one firm to raise estimates and its price
2026-06-24
www.barrons.com
2026-06-24
Barron's
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