Semiconductor News & Analysis Feed
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
www.foreignpolicyjournal.com
2026-06-24
foreignpolicyjournal.com
Piper Sandler upgraded semiconductor design software maker Synopsys (NASDAQ: SNPS) to Overweight from Neutral, raising its price target to $550 from $450.
The brokerage cited improving prospects for Synopsys’ intellectual property business as Intel’s foundry ambitions continue to gain meaningful traction in the market.
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Sentiment around Intel’s 18A-P and future
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
finance.yahoo.com
2026-06-24
Yahoo Finance
Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says
Ghazal Ahmed
Wed, June 24, 2026 at 6:47 AM PDT 2 min read
INTC
-1.99%
MSFT
-1.37%
NVDA
-1.10%
2330.TW
-4.02%
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Trading disclosure
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 advanc
2026-06-24
www.digitaltoday.co.kr
2026-06-24
디지털투데이
Industry
Intel buys ASML high-NA EUV lithography tool barred from China
AI Summary
Dutch chip equipment maker ASML has started shipping its next-generation high-NA EUV lithography tools to chip plants, with each unit costing $400 million. The system can achieve 8-nanometer resolution and draw finer circuits than existing EUV tools. Intel is the leading early customer after bringing in its first t
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia Is Officially the Largest Stock in the World. Is the Artificial Intelligence (AI) Giant Still Cheap?
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 7:50 PM PDT 3 min read
NVDA
+0.19%
GOOGL
+1.21%
V
+0.50%
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Trading disclosure
Nvidia (NASDAQ: NVDA) is the largest company in the world, and by a large margin. Second-place Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL)
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia
(
NVDA
3.99%
)
is the largest company in the world, and by a large margin. Second-place
Alphabet
(
GOOG
0.61%
)
(
GOOGL
0.85%
)
sits at a $4.5 trillion market cap, while Nvidia hovers around $5.1 trillion. That $600 billion gap is massive, equivalent to the size of
Visa
.
With Nvidia being the largest company in the world, some investors would consider the stock expensive. However, after br
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Better Artificial Intelligence (AI) Stock to Buy: SpaceX vs. Nvidia
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 5:47 PM PDT 4 min read
SPCX
-0.17%
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-0.29%
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Trading disclosure
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX. It may not sound like an AI
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (
SPCX
+0.46%
), better known as SpaceX. It may not sound like an AI investment at first, but it is. Earlier this year, before it went public, SpaceX acquired another of Elon Musk's companies -- xAI, the business behind the Grok generative AI platform and the social media platform X
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
AMD and Intel Drop 5%, NVIDIA Slips 3% Amid Korean-Led Chip Selloff Bulls Say Is “Healthy”
David Moadel
Tue, June 23, 2026 at 10:23 AM PDT 4 min read
AMD
-5.76%
NVDA
-4.13%
INTC
-6.14%
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Trading disclosure
Quick Read
AMD stock and Intel stock each dropped 5% Tuesday and NVIDIA stock pulled back 3% as Korea's KOSPI 10% retreat rattled supply chains linking U.S. chipmakers
2026-06-23
www.kucoin.com
2026-06-23
KuCoin
AI needs a good "brain" to develop a body.
Article author and source: Semi-Industry Spectrum
Recently, Muxi Co., Ltd. and UBTECH signed a strategic cooperation agreement in Nanjing to jointly establish Xuanxuan Chuangzhi Technology (Wuxi) Co., Ltd., focusing on the research and development and mass production of embodied intelligence edge chips. Muxi is a domestic high-performance GPU company, w
2026-06-23
www.streetinsider.com
2026-06-23
StreetInsider
www.streetinsider.com
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2026-06-23
ca.finance.yahoo.com
2026-06-23
Yahoo! Finance Canada
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 p.m. PDT 1 min read
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifted to risk-off mode, selling this year's market leaders after a hawkish Federal Reserve signaled last
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Intel (INTC) And UMC Team Up On 12nm And 3nm Chip Development
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Intel (NasdaqGS:INTC) and United Microelectronics Corporation have agreed to jointly develop 12nm and 3nm chip manufacturing processes.
The collaboration will use Intel’s Arizona facilities as part of the company’s IDM 2.0 foundry strate
2026-06-23
www.theverge.com
2026-06-23
The Verge
GAMING
NEWS
PC GAMING
Valve confirms it’s working with Intel and Nvidia on SteamOS for more GPUs
Some people have already gotten SteamOS running on Intel.
by
Jay Peters
Jun 23, 2026, 9:00 PM GMT+8
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A YouTuber got SteamOS running on an MSI Claw 8 AI Plus like this one. Photo by Sean H
2026-06-23
www.tradingpedia.com
2026-06-23
TradingPedia
Piper Bullish on Synopsys as Intel Foundry Improves Now
Written by Michael Fisher, | Updated: June 23, 2026
Key Moments
Piper Sandler upgraded Synopsys to Overweight from Neutral and lifted its price target to $550 from $450, citing a stronger outlook for the IP business.
The firm highlighted improved sentiment around Intel’s 18A-P and future 14A nodes, along with potential Apple and Google projec