Semiconductor News & Analysis Feed
21274 articles
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Qualcomm's (
QCOM
1.88%
) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence of Qualcomm's late entry into the artificial intelligence (AI) chip race.
But Qualcomm just shared some news that changes the entire investment thesis for the company, turning it into one of
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
PLTR Stock Watch: What to Know as Palantir Teams Up With Nvidia
Wajeeh Khan
June 30, 2026 3 min read
PLTR
+1.38%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
Palantir (PLTR) stock rallied on June 29 after the company announced a strategic partnership with Nvidia (NVDA) to deploy open AI models within classified and air-gapped U.S. government systems.
The collaboration integrates Nvi
2026-06-30
ca.investing.com
2026-06-30
Investing.com Canada
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2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
How Jaiveer Singh Is Helping Robots — and Developers — Move Faster
June 30, 2026 by NVIDIA Writers
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When Jaiveer Singh talks about robots, he doesn’t begin with spectacle. He begins with infrastructure: the boards inside machines, the software that lets developers see through a robot’s cameras and the engineering required before a robot can leave a demo floor to do something use
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Qualcomm Is the Most Underrated AI Chipmaker to Buy
Marc Guberti, The Motley Fool
June 30, 2026 4 min read
QCOM
-1.88%
NVDA
+0.71%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
Qualcomm's (NASDAQ: QCOM) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence o
2026-06-30
www.pcmag.com
2026-06-30
PCMag UK
Samsung, SK Hynix, and Micron are being sued for allegedly colluding to restrict access to DDR3 and DDR4 memory standards, driving up prices by over 700% over four years and leaving no room in the market for competitors.
As Tom's Hardware reports, the complaint was filed in the US District Court for Northern California and accuses the memory makers of price-fixing by coordinating their pivots to
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Micron Technology (
MU
5.25%
) is the big name in tech these days. Its numbers have been out of this world, with both sales and profits rising at exceptionally high rates. Demand is high for its memory and storage products, while supply is limited, creating a terrific scenario for the company to be able to raise prices and for demand to remain robust.
This year, the stock has more than tripled in
2026-06-30
www.datacenterdynamics.com
2026-06-30
Data Center Dynamics
US chipmaker Onsemi has acquired Synaptics in an all-stock transaction valued at around $7 billion.
The deal is expected to close by mid-2027, subject to approval from Synaptics stockholders.
– Onsemi
In a statement, Onsemi said that adding Synaptics’ differentiated Edge AI compute franchise will allow it to extend its capabilities beyond power and sensing to intelligent systems, “delivering gr
2026-06-30
en.tempo.co
2026-06-30
Tempo.co English
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2026-06-30
news.google.com
2026-06-30
Stock Traders Daily
2026-06-30
news.google.com
2026-06-30
Stock Titan
2026-06-30
www.barrons.com
2026-06-30
Barron's
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2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.quiverquant.com
2026-06-30
Quiver Quantitative
ASML Holding N.V. (ASML) is up 4.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied mainly to another wave of AI-driven enthusiasm across semiconductor shares, which has been lifting equipment makers alongside memory and chip designers. ASML also continues to benefit from investor confidence that demand for advanced lithography tools wil
2026-06-30
www.watertechonline.com
2026-06-30
Water Tech Online
Kurita Industries has established a joint venture with Membrane Group India Private Limited to provide water and wastewater treatment solutions for India's growing electronics and semiconductor industry.
The new company, Kurita Membrane India Private Limited, will design, manufacture, install, and maintain water treatment systems, including ultrapure water production, wastewater recycling, resour
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.investing.com
2026-06-30
Investing.com
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2026-06-30
www.businessinsider.com
2026-06-30
Business Insider
Don McGuire, CMO of Qualcomm, spoke to Business Insider during the 2026 Cannes Lions Festival of Creativity, saying that talk of artificial intelligence in the enterprise is at a more realistic place. "It's about humans and AI together that's really going to make it useful," McGuire said. "Not one or the other."
Don McGuire, CMO of Qualcomm, spoke to Business Insider during the 2026 Cannes Lions
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Nvidia (
NVDA
+0.82%
) is capping off another successful quarter of trading. The global leader in artificial intelligence (AI) is trading 12% higher heading into the final trading day of the calendar quarter.
But June has been a bust. Nvidia is trading 8% lower in this otherwise resilient month for the markets. Market leadership has shifted from the initial AI leaders to beneficiaries like memory