Semiconductor News & Analysis Feed
4363 articles
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Is Down 16.2% After Modular Deal And AI CPU Push - Has The Bull Case Changed?
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
Earlier this week, Qualcomm Technologies announced an expanded collaboration with Hugging Face, launched its Dragonfly C1000 data center CPU and High Bandwidth Compute architecture, and conf
2026-06-27
investorplace.com
2026-06-27
InvestorPlace
Micron Was Yesterday’s Win — Here’s How to Find Tomorrow’s
By Jeff Remsburg, Editor, Investing Insider Jun 26, 2026, 5:00 pm EDT
Listen to the audio version of this article (generated by AI).
The problem is simple – by the time a stock becomes an AI darling and shows up on the radar of the average investor, the biggest gains are often already behind it.
That’s the lesson legendary investor Loui
2026-06-27
investorplace.com
2026-06-27
InvestorPlace
Meet Louis Navellier
Missed Out on Micron? My System Can Find the Next Big AI Winner
We’ll dig into Micron’s blowout quarter and how my system is helping find winners from the next phase of the AI boom
By Louis Navellier, Editor, Growth Investor Jun 26, 2026, 4:30 pm EDT
Source: Charles Knowles / Shutterstock.com
Listen to the audio version of this article (generated by AI).
In 1909, Theodore
2026-06-27
www.macobserver.com
2026-06-27
The Mac Observer
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron + One Explosive AI Memory Stock to Buy Before H2 2026
Tirthankar Chakraborty
June 26, 2026 3 min read
MU
-5.49%
SNDK
-14.13%
Explore stocks on Coinbase
Trading disclosure
Memory stocks seem to have broken off from their traditional cyclical behavior, supported by sustained growth in recent years. The artificial intelligence (AI) boom in data-intensive workloads has substantially increased
2026-06-27
www.zacks.com
2026-06-27
Zacks Investment Research
We use cookies to understand how you use our site and to improve your experience.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In ad
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:PLAB
Will SK Hynix’s HBM Re‑Prioritization Shift Change Photronics’ (PLAB) AI Supply Chain Narrative?
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Recently, reports that South Korea's SK Hynix is slowing its high‑bandwidth memory expansion to prioritize higher‑margin conventional DRAM unsettled sentiment across the AI‑chip supply chain, affecting r
2026-06-27
tomshardware.com
2026-06-27
Matt Safford
What you clicked on, because of all the PC parts that were overpriced or unavailable
2026-06-27
www.investing.com
2026-06-27
Investing.com
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-27
www.semafor.com
2026-06-27
Semafor
Qualcomm, the chipmaker supplying smartphones and wearable devices, said it plans to use the new chip technology it created for data centers in smartphones — ultimately allowing AI to run better on mobile devices, said Executive Vice President Durga Malladi in an interview.
When Qualcomm announced its data-center chips this week, it launched itself into the highly competitive data-center chip ind
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NYSE:TSM
TSMC (NYSE:TSM) Is Raising 7nm Chip Prices Up To 10% As Expansion Builds
June 27, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Share
Copy Link
TSMC is reported to be raising prices by 5% to 10% on 7nm and below chip manufacturing processes.
The price changes target leading edge capacity used in AI, datacenter, and high performance computing chips.
The comp
2026-06-27
www.msn.com
2026-06-27
MSN
Applied Materials (AMAT) held a master class event this week, and much of the focus was on the company's positioning in dynamic random access memory and advanced packaging, Wall Street analysts said.
“In our view, these insights reflect broader tech trends reshaping the entire semi supply chain,” Susquehanna analyst Mehdi Hosseini wrote in a note to clients. “The rising complexity of next-gen DRA
2026-06-27
www.macrumors.com
2026-06-27
MacRumors
Micron Suggests Apple Helped Cause Memory Price Crisis
Friday June 26, 2026 9:15 am PDT by Hartley Charlton
Micron's chief business officer has hinted, without calling it out by name, that Apple's tough supplier negotiations contributed to the conditions behind the global memory shortage.
In remarks given to The Wall Street Journal on Wednesday, Sumit Sadana explained that Micron was unable to
2026-06-27
tomshardware.com
2026-06-27
Anton Shilov
Onsemi and Synaptics to merge in a bid to build comprehensive platforms for robotics, physical AI applications.
2026-06-27
www.taipeitimes.com
2026-06-27
Taipei Times
Samsung Electronics Co and SK Hynix Inc are preparing to announce hundreds of billions of dollars worth in new investments on Monday, according to South Korean media reports this week.
Samsung Group is set to unveil a 1,000 trillion won (US$646 billion) spending package over the next decade, Maeil Business Newspaper reported yesterday, in what would be the largest such plans in the country’s hist
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
__fail__
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Software/NasdaqGS:SNPS
Synopsys (SNPS) Launches Multiphysics Fusion, Is The Stock Fully Priced?
June 26, 2026
Simply Wall St
Synopsys (SNPS) has just moved its AI driven Multiphysics Fusion platform into customer deployment, tying its electronic design automation tools directly to Ansys analysis at a moment of strong industry focus on advanced chip design.
See our latest analysis f
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
Access to this page has been denied because we believe you are using automation tools to browse the website.
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
2026-06-26
tomshardware.com
2026-06-26
Luke James
Apple will release a base M6 chip for entry-level Macs this year but skip the Pro and Max versions of that generation, jumping instead to an accelerated M7 family.
2026-06-26
www.benzinga.com
2026-06-26
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.