Semiconductor News & Analysis Feed
1145 articles
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-24
sherwood.news
2026-06-24
Sherwood News
A year ago, Micron’s monthly volumes on Robinhood were about 6% of Nvidia’s. Now, they’re running more than double that of the AI chip leader.
NvidiaNVDA $197.14 (-1.45%) might be the biggest stock in the world.
But for Robinhood’s retail traders, MicronMU $1,003.92 (-4.55%) has become the most important.
The memory chip specialist’s incredible run over the past month has made its shares a magn
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño
Jun 24, 2026, 9:48 AM ETBroadcom Inc. (AVGO) Stock, OPENAI Stock, CLS StockMSFT, AMD, NVDABy: Brandon Evans, SA News Editor
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Anna Moneymaker/Getty Images News
Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifi
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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Micron Technology Forecast: Bearish Momentum Signals Are Emerging
Jun 24, 2026, 9:15 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock
MarketPulse by OANDA Group
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Summary
Micron remains one of the strongest AI winners of 2026 despite the recent semiconductor selloff.
The stock has surged 268% year-to-date
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
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.cnbc.com
2026-06-24
CNBC
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2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
How Micron stacks up against major chip peers ahead of earnings
Jun 24, 2026, 5:30 AM ETMicron Technology, Inc. (MU) Stock, AMD Stock, TSM Stock, WDC Stock, AVGO Stock, NVDA StockBy: Preeti Singh, SA News Editor
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cookelma
Micron Technology (MU) heads into its earnings report as one of the best-performing stocks among major semiconductor and AI-chip compani
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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2026-06-24
digitimes.com
2026-06-24
IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon, the independent subsidiary is set to begin production this year, a decade after IBM began exploring applications of quantum computing.
2026-06-24
digitimes.com
2026-06-24
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China's chip materials supply chain.
2026-06-24
digitimes.com
2026-06-24
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private placement to expand chip equipment capacity, strengthen wafer reclamation services, and accelerate high-end semiconductor tool R&D.
2026-06-24
digitimes.com
2026-06-24
China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips
Bailey Pemberton
Tue, June 23, 2026 at 1:11 PM PDT 2 min read
AMAT
-8.48%
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Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and
2026-06-24
www.tweaktown.com
2026-06-24
TweakTown
Valve is working with NVIDIA to make GeForce GPUs compatible with SteamOS
Valve is reportedly building a dedicated team to bring NVIDIA GeForce support to SteamOS, but full compatibility is likely still a year or more away.
VIEW GALLERY - 4
Hassam Nasir
Tech Reporter
Published Jun 23, 2026 3:10 PM CDT
3-minute read time
TL;DR: Valve is collaborating closely with NVIDIA to develop full GeForce GP
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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Micron options chain prices another big swing after pre-earnings rout
Jun 23, 2026, 2:25 PM ETMicron Technology, Inc. (MU) StockBy: Max Gottlich, SA News Editor
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JHVEPhoto/iStock Editorial via Getty Images
Micron Technology’s (MU) June 26 options chain is pricing another major swing by Friday expiration as shares dropped about 13% to roughly $1,06