Semiconductor News & Analysis Feed
3593 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Intel vs. TSMC: Which is the Better Semiconductor Stock to Buy Right Now?
Chris Neiger, The Motley Fool
Thu, June 25, 2026 at 1:08 PM PDT 5 min read
INTC
+0.73%
2330.TW
0.00%
NVDA
-1.59%
Explore stocks on Coinbase
Trading disclosure
The current AI boom is propelling many technology stocks into the stratosphere, and two leading semiconductor companies garnering significant investor attention are I
2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
US invests $250M in I-Pulse for semiconductor and pulsed-power development under CHIPS Act
The Department of Commerce is funding a company that repurposed military pulsed-power technology for civilian
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
Soumya Eswaran
Thu, June 25, 2026 at 9:55 AM PDT 3 min read
2330.TW
0.00%
TSM
-0.32%
Trade TSM on Coinbase
Trading disclosure
Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A co
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Forget Intel: 1 Semiconductor Juggernaut to Buy Hand Over Fist While Turnaround Hype Rules Wall Street
Alex Sirois
Thu, June 25, 2026 at 9:26 AM PDT 3 min read
2330.TW
0.00%
INTC
-1.30%
NVDA
-2.13%
9984.T
+7.90%
TSM
-0.54%
Explore stocks on Coinbase
Trading disclosure
Quick Read
TSMC dominates AI chip manufacturing with 72% foundry market share, a 46% profit margin, and trades at just 30x forward
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Intel (NASDAQ:INTC | INTC Price Prediction) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA’s $5.0 billion equity stake, SoftBank’s $2.0 billion investment, and $8.9 billion in total U.S. Government support.
Video Muted
But here’s what you should actually be watching: Taiwan Semiconductor Manufacturing (NYSE:TSM).
The Intel Rally Has Outrun the Bu
2026-06-26
www.datacenterdynamics.com
2026-06-26
Data Center Dynamics
OpenAI is hiring for a deal lead to form "high-value" partnerships with semiconductor companies.
The new hire is expected to pitch the use of OpenAI's AI models in chip development and company operations. The position and effort has not been previously reported.
The AI Hardware Supplement
Inside the AI server
18 Jun 2026
The role is part of OpenAI's 'Special Situations' team, "the company’s c
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
onsemi vs. STMicroelectronics: Which EV Chip Stock Is the Better Buy?
Shrabana Mukherjee
Thu, June 25, 2026 at 8:45 AM PDT 7 min read
STMPA.PA
+2.68%
ON
+3.20%
STM
+4.16%
Explore stocks on Coinbase
Trading disclosure
The electrification of transportation continues to create long-term opportunities for semiconductor companies specializing in power management, silicon carbide (SiC), sensors and aut
2026-06-25
www.zacks.com
2026-06-25
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
2026-06-25
www.chosun.com
2026-06-25
조선일보
By Kang Da-eun
Published 2026.06.25. 19:00
On the 24th, local time, IBM releases IBM's sub-1 nm node wafer. /IBM
U.S. IT giant IBM has unveiled the world’s first semiconductor process technology below 1 nanometer (nm·one-billionth of a meter). If commercialized, the technology could significantly reduce power consumption while dramatically boosting computing performance, potentially serving as a
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
evertiq.com
2026-06-25
Evertiq
© Hitachi Energy
Business | June 25, 2026
Hitachi Energy expands power semiconductor production at Swiss site
Evertiq
The expansion is part of Hitachi Energy’s USD 9 billion USD global investment program to increase capacity and add 15,000 people to scale manufacturing, R&D, and digitalization, including boosting efficiency through AI-enabled processes.
Hitachi Energy has broken ground on a new f
2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
In Part 1, we looked at the innovations underpinning the Cerebras WSE-3 and why its most significant breakthrough is the elimination of data movement overhead at the architectural level, not better yield management or thermal engineering. Cerebras’ on-wafer fabric is a viable answer to the question being asked by the entire industry: how do you move data fast enough that compute stops waiting?
Th
2026-06-25
www.industrialinfo.com
2026-06-25
Industrial Info Resources
A new era of policy-driven capital spending. The U.S. industrial and energy construction sectors are presently shaped by a confluence of macroeconomic and legislative forces.
The global pharmaceutical and biotechnology sector is entering a period of robust capital spending, driven by a structural shift toward outsourcing and an urgent need for advanced manufacturing capabilities.
Data center inf
2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
Can engineers trust AI to get everything right in semiconductor design and verification?
Semiconductor Engineering sat down to discuss the pros and cons of using agentic AI in chip design and verification, with Cindy Cui, vice president of global customer success at ChipAgents; Wally Rhines, CEO of Silvaco; Shelly Henry, CEO of Moores Lab AI; Dave Kelf, CEO of Breker Verification Systems; Vince W
2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
A fine-tuned model brings frontier-level AI performance to chip design.
By Tanay Biradar, Surya Gunukula, Tengxiao Liu, and Kexun Zhang
ChipAgents has introduced Renoir, an agentic large language model (LLM) whose name means “renew.” In early chip design benchmarks, Renoir outperforms the base model it was trained on and cuts costs by more than half. Furthermore, it can run entirely on-premises,
2026-06-25
today.westlaw.com
2026-06-25
Westlaw Today
today.westlaw.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a1420ac929a70891
Performance and Security by Cloudflare
Privacy
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
What Makes Taiwan Semiconductor Manufacturing Company (TSM) One of the Best AI Chip Stock to Buy for the Long Term
Catherine Talavera
Wed, June 24, 2026 at 11:23 PM PDT 2 min read
2330.TW
0.00%
AMKR
-4.57%
TSM
+1.02%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. The stock jump
2026-06-25
news.google.com
2026-06-25
EE Times India
2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
NEWS
Stifel Raises Texas Instruments (TXN) Target After Semiconductor Momentum Improves
Published on June 25, 2026 at 12:01 am by VARDAH GILL in News
SHARE
Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors.
On June 24, Stifel raised its price recommendation on Texas Instruments Incorporated (NASDAQ:TXN) to $360 from $340.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Stifel Raises Texas Instruments (TXN) Target After Semiconductor Momentum Improves
Vardah Gill
Wed, June 24, 2026 at 9:01 PM PDT 2 min read
TXN
-0.41%
ALAB
+0.73%
CRDO
-1.11%
MRVL
-0.84%
Explore stocks on Coinbase
Trading disclosure
Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors.
Stifel Raises Texas Instruments (TXN) T