Semiconductor News & Analysis Feed
4821 articles
2026-07-25
www.barchart.com
2026-07-25
Barchart.com
AI technology concept by NMStudio789 via Shutterstock
If I ask anyone to name their favorite semiconductor stock, chances are, they’ll default to the big names like NVIDIA, AMD, or Broadcom. And I clearly see why. These companies have dominated the artificial intelligence landscape and have returned hundreds, if not thousands, of percent to shareholders.
But some investors are looking for somet
2026-07-25
www.gurufocus.com
2026-07-25
GuruFocus
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2026-07-25
simplywall.st
2026-07-25
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Stock May Be Cheap On Earnings Yet Fair On Cash Flow
July 25, 2026
Simply Wall St
Reviewed by Bailey Pemberton
QUALCOMM stock has delivered a 37.6% gain over the past three years, yet the valuation checks point to a more balanced picture, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares are roughly in lin
2026-07-25
www.sandiegouniontribune.com
2026-07-25
San Diego Union-Tribune
BUSINESS
TECHNOLOGY
News
Qualcomm powers Samsung’s new devices, price increases follow
Samsung debuted Galaxy phones, watches, and a new line of smart glasses days before reports of a double-digit semiconductor price hike emerged
Qualcomm President and CEO Cristiano Amon discusses the next generation of AI-integrated devices. (AP Photo/Chiang Ying-ying)
By NOELLE HARFF | noelle.harff@sduniontribun
2026-07-25
mashable.com
2026-07-25
Mashable
Home > Tech
Uh-oh, Qualcomm is hiking prices for its clients amidst RAMageddon, report says
It just keeps getting worse.
By
Alex Perry
on
July 24, 2026
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One bad headline after another. Credit: Cheng Xin/Getty Images
The general perception of RAMageddon has been, for a while now, that it will get worse before it gets better. Qualcomm is seem
2026-07-25
seekingalpha.com
2026-07-25
Seeking Alpha
Roku lifts prices for streaming devices, citing memory chip shortage
Jul 24, 2026, 3:05 PM ETRoku, Inc. (ROKU) Stock, FOX StockAAPL, FOXA, AAPL:CABy: Soumendra Mukherjee, SA News Editor
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Roku (ROKU) has increased prices across its streaming hardware lineup, with some devices seeing price hikes of as much as $50 as the company grapples wi
2026-07-25
wmbdradio.com
2026-07-25
1470 & 100.3 WMBD
July 24 (Reuters) – Smartphone chipmaker Qualcomm has told customers it would raise prices by a percentage in the double digits due to rising costs, Bloomberg News reported on Friday, citing a letter sent to clients.
The San Diego, California-based company did not immediately respond to a Reuters request for comment. Its shares were trading down more than 1%.
Here are some details:
• The com
2026-07-25
www.forbes.com
2026-07-25
Forbes
INNOVATION
CONSUMER TECH
Android Circuit: Galaxy Unpacked Highlights, Qualcomm’s Flagship Killer Chip, EU’s Google Play Fine
ByEwan Spence,
Senior Contributor.
Ewan Spence covers the digital worlds of mobile technology.
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Jul 24, 2026, 02:30pm EDT
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The widescreen Samsung Galaxy Z Fold8
DAVID PHELAN
Taking a look ba
2026-07-25
qz.com
2026-07-25
qz.com
Samsung Electronics and SK Hynix are set to announce major memory chip supply agreements with leading U.S. technology companies during South Korean President Lee Jae Myung's visit to San Francisco, a senior presidential official said Thursday.
Kim Yong-beom, the president's policy adviser, told reporters Thursday that the deals to be unveiled would cover areas including long-term memory chip supp
2026-07-25
www.quiverquant.com
2026-07-25
Quiver Quantitative
MKS Inc. (MKSI) is down 3.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be broad weakness across semiconductor and chip-equipment names rather than a fresh company-specific announcement. This could be because investors were already cautious about AI spending, tariffs, and next week’s macro and earnings calendar, and MKS
2026-07-25
www.reuters.com
2026-07-25
Reuters
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2026-07-25
news.google.com
2026-07-25
Euronext Markets: Real-time Stock Market Data | live
2026-07-25
finance.yahoo.com
2026-07-25
Yahoo Finance
Qualcomm tells customers of double-digit price increases, Bloomberg News reports
China International Import Expo in Shanghai · Reuters
Reuters
Fri, July 24, 2026 at 10:33 AM PDT 1 min read
QCOM
-1.89%
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Trading disclosure
July 24 (Reuters) - Smartphone chipmaker Qualcomm has told customers it would raise prices by a percentage in the double digits due to rising costs, Bloom
2026-07-25
qz.com
2026-07-25
qz.com
A coalition of more than 20 technology companies, including Nvidia $NVDA, Meta $META, Microsoft $MSFT, and Palantir $PLTR, released a joint letter on Friday urging policymakers to avoid placing restrictions on open-weight artificial intelligence models.
Open-weight AI models are systems whose weights are publicly released, allowing anyone to deploy, examine, and adapt them on hardware they contro
2026-07-25
seekingalpha.com
2026-07-25
Seeking Alpha
Intel signs deal with Lens Tech for advanced semiconductor packaging
Jul 24, 2026, 1:12 PM ETIntel Corporation (INTC) StockBy: Chris Ciaccia, SA News Editor
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Intel (INTC) announced on Friday that it has signed a deal with Chinese tech firm Lens Technology for advanced semiconductor packaging.
As part of the strategic collaboration, the two firms will explore glass su
2026-07-25
stocktwits.com
2026-07-25
Stocktwits
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2026-07-25
www.investing.com
2026-07-25
Investing.com
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2026-07-25
seekingalpha.com
2026-07-25
Seeking Alpha
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Micron Stock's AI Scare Misses The Bigger Story
Jul 24, 2026, 12:21 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockMETA, META:CA, ZMET:CA
, SKHY, SSNLF
Future Stack Investment
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Micron Technology, Inc. remains a Hold as AI-driven memory demand surges, but volatility and aggressive comps temper near-ter
2026-07-25
finance.yahoo.com
2026-07-25
Yahoo Finance
Qualcomm Tells Customers That Prices Are Going Up by Double Digits
Ian King
Fri, July 24, 2026 at 9:10 AM PDT 1 min read
QCOM
-1.44%
TSM
-1.94%
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Trading disclosure
(Bloomberg) -- Qualcomm Inc., the biggest maker of smartphone processors, told customers that rising costs are forcing it to increase prices by a percentage in the double digits.
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2026-07-25
www.bloomberg.com
2026-07-25
Bloomberg.com
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