Semiconductor News & Analysis Feed
2437 articles
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Nvidia (
NVDA
1.13%
) and Advanced Micro Devices (
AMD
+2.58%
) both are winning in this artificial intelligence (AI) revolution. These companies each make the graphics processing units (GPUs) needed to power the most crucial of AI tasks, such as the training of models. And this has translated into spectacular earnings growth and stock performance.
For example, in the latest quarter, Nvidia and A
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Few stocks have ridden the artificial intelligence (AI) boom quite like Micron Technology (
MU
+6.19%
). The memory chipmaker's stock has more than tripled in 2026, up nearly 300% year to date as of this writing and trading around $1,134 after a fresh run to record highs. The company is now valued at close to $1.3 trillion.
That sets a high bar heading into Wednesday. When Micron reports its fisc
2026-06-19
www.moneycontrol.com
2026-06-19
Moneycontrol.com
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2026-06-19
www.fool.com
2026-06-19
The Motley Fool
For years, Amazon (
AMZN
3.94%
) has designed its own artificial intelligence (AI) chips and kept them to itself, renting out the computing power through Amazon Web Services (AWS) rather than selling the chips themselves. A new report, however, suggests that this could be changing. Bloomberg reported that Amazon is in talks to sell its custom Trainium accelerators for use inside other companies' d
2026-06-19
www.thestreet.com
2026-06-19
thestreet.com
__fail__
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Micron Technology (
MU
+5.27%
) has been around for nearly 50 years, fine-tuning its expertise in memory and storage and delivering progressive earnings growth. But over the past few quarters, this well-established market giant has seen revenue and its stock price take off -- in the style of a young start-up.
In the most recent quarter, Micron's revenue soared 196%, and this year, the stock has s
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
There have been few better stocks to own in 2026 than Micron (
MU
+5.33%
) and Sandisk (
SNDK
+6.10%
). Year to date, Micron's stock has risen by nearly 300%, while Sandisk has soared by nearly 800%. After such mammoth gains, it may seem logical to conclude that they don't have much room to go higher, but if you look at product demand, growth potential, and valuation, it's clear that the previous
2026-06-19
www.marketwatch.com
2026-06-19
MarketWatch
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2026-06-19
news.google.com
2026-06-19
moneywise.com
2026-06-19
www.xtb.com
2026-06-19
XTB.com
Amazon is in talks to sell its proprietary AI chips to external data center customers. This move could signal a major shift in the balance of power within the artificial intelligence infrastructure market and intensify competitive pressure on Nvidia.
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According to availa
2026-06-19
www.foreignpolicyjournal.com
2026-06-19
foreignpolicyjournal.com
Kazakhstan is committing up to $10 billion to develop its Data Center Valley project, marking one of the most ambitious technology infrastructure bets in Central Asian history.
The initiative is backed by Nvidia (NASDAQ: NVDA), signaling strong interest from global semiconductor and AI hardware leaders in the region’s growing digital ambitions.
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An initial 125-
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
The Direxion Daily Semiconductor Bull 3X ETF (
SOXL
+5.36%
) is soaring today. What started as a milder 16% opening-bell increase evolved into gains around the 20% mark from 11 a.m. ET to noon ET. The 3x leveraged version of the classic iShares Semiconductor ETF (
SOXX
+1.80%
) reflects a swell of enthusiasm in the chip sector, based on several bullish developments.
Collapse
SOXL
NYSEMKT: SOXL
Di
2026-06-19
www.tradingkey.com
2026-06-19
TradingKey
Qualcomm Inc (QCOM) moved up by 3.49%. The Technology Equipment sector is up by 3.68%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 7.80%; NVIDIA Corp (NVDA) up 2.13%; Intel Corp (INTC) up 9.85%.
Qualcomm has experienced notable upward momentum as investor sentiment turns highly optimistic ahead of its strategic Investor Day schedu
2026-06-18
news.google.com
2026-06-18
The Motley Fool
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
www.fool.com
2026-06-18
The Motley Fool
Semiconductors power everything from smartphones to artificial intelligence. As the global landscape shifts, choosing between Intel (
INTC
+3.10%
) and Qualcomm (
QCOM
0.37%
) requires a look at their very different paths toward growth.
Intel is transitioning from a traditional chipmaker to a massive manufacturing foundry. Qualcomm remains a leader in mobile connectivity and is expanding its reac
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Texas Instruments Inc (TXN) moved up by 5.14%. The Technology Equipment sector is up by 4.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 8.22%; NVIDIA Corp (NVDA) up 2.40%; Intel Corp (INTC) up 8.22%.
Texas Instruments has experienced a strong upward move accompanied by notable intraday volatility, largely driven by the ongoing ar
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
After defying a market sell-off Wednesday and rising, Micron (
MU
+5.05%
) stock raced ahead another 7.7% through 10:40 a.m. ET Thursday after President Trump announced he has arranged a partnership between Apple (
AAPL
+1.10%
) and Intel (
INTC
+3.92%
), whereby Intel will manufacture semiconductor chips for Apple.
Apple stock is gaining more than 1% on the news, and Intel's up more than 7%.
An
2026-06-18
tspasemiconductor.substack.com
2026-06-18
semivision
7 Key AI Hardware Keywords to Watch in 2026
Original Article By SemiVision Research [Reading time: 17 mins]
SEMIVISION
JUN 18, 2026
∙ PAID
16
3
Share
7 Key AI Hardware Keywords to Watch in 2026
At first glance, AI competition appears to be a battle of models. Whose model is smarter? Whose reasoning capability is stronger? Whose agent is better at coding, searching for information, and making deci
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia (
NVDA
+3.08%
) has dominated the artificial intelligence (AI) revolution through its industry-leading suite of graphics processing units (GPUs) -- powerful parallel processors that were ideal for handling the computational complex workloads of training AI models. But the recent unveiling of the company's Vera central processing unit (CPU) platform signals a strategic broadening of its ambi