Semiconductor News & Analysis Feed
1688 articles
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
Vandita Jadeja
Wed, June 24, 2026 at 7:59 AM PDT 4 min read
QCOM
-4.82%
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QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus
2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
tomshardware.com
2026-06-24
Etiido Uko
TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.
2026-06-24
www.tomshardware.com
2026-06-24
Tom's Hardware
Tech Industry Manufacturing Semiconductors
TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs
News
By Etiido Uko published 9 hours ago
Reported 5–10% price hikes remain lower than recent industry price spikes
(Image credit: Getty / Bloomberg)
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2026-06-24
gizmodo.com
2026-06-24
Gizmodo
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2026-06-24
electronics360.globalspec.com
2026-06-24
Electronics360
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2026-06-24
www.businesstimes.com.sg
2026-06-24
The Business Times
Qualcomm in talks to provide custom chip-design services to ByteDance: sources
The negotiations show US tech companies are keen to do business with China, even with growing friction over AI chips
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Published Wed, Jun 24, 2026 · 07:36 PM
Qualcomm is the world’s largest supplier of smartphone modem chips, which manage cellular communications. PHOTO: REU
2026-06-24
tomshardware.com
2026-06-24
Jowi Morales
Valve engineers hinted that the nearly 45% price increase on the Steam Deck applied to the Steam Machine as well. This brings the estimated original price to under $750 for the base console.
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia: Rapid Revenue Expansion
Nvidia (
NVDA
0.40%
) primarily generates its revenue by providing advanced graphics, computational, and networking solutions.
It announced that its Vera Rubin platform entered full production on June 1, 2026, and it reported 72% net income margin for its fiscal first quarter ended April 26, 2026.
Advanced Micro Devices: Steady Revenue Trajectory
Advanced Micro
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia vs. Advanced Micro Devices: What Do Their Revenue Trends Tell Investors?
Robert Izquierdo, The Motley Fool
Wed, June 24, 2026 at 3:47 AM PDT 4 min read
NVDA
-1.36%
AMD
-2.27%
RXT
-9.15%
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Nvidia: Rapid Revenue Expansion
Nvidia (NASDAQ:NVDA) primarily generates its revenue by providing advanced graphics, computational, and networking solutions.
I
2026-06-24
www.marketscreener.com
2026-06-24
marketscreener.com
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2026-06-24
tomshardware.com
2026-06-24
Luke James
Chinese companies are paying as much as $82,000 for servers built around Nvidia's five-year-old A100 accelerator
2026-06-24
simplywall.st
2026-06-24
simplywall.st
United States/Semiconductors/NasdaqGS:ADI
What Analog Devices (ADI)'s AI-Chip Sentiment Shock After SK Hynix News Means For Shareholders
June 24, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Analog Devices reported stronger-than-expected quarterly results and upbeat guidance supported by demand in industrial, automotive, communications infrastructure, and data ce
2026-06-24
www.ceoinsightsasia.com
2026-06-24
CEO Insights Asia
Qualcomm is negotiating to offer chip-design services to China's ByteDance, as the US firm aims to lessen its reliance on the smartphone market, its primary revenue generator, according to reports.
If the negotiations succeed, ByteDance, the owner of the short-video app TikTok, will become one of the first clients of Qualcomm's chip-design services division.
Qualcomm is the leading provider of m
2026-06-24
www.weex.com
2026-06-24
WEEX
SK hynix is a major South Korean memory semiconductor company. It produces DRAM, NAND flash, and high-bandwidth memory products used in servers, smartphones, PCs, storage systems, and AI accelerators. For investors in 2026, the key part of the SK hynix story is HBM, or high-bandwidth memory.
HBM is important because AI processors need extremely fast memory to move large amounts of data during tra
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
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2026-06-24
Investing.com
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