Semiconductor News & Analysis Feed
2207 articles
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
ON Semiconductor (ON) Launches GaNEXUS For AI Data Centers And Robotics
Bailey Pemberton
Sat, June 20, 2026 at 10:07 PM PDT 2 min read
ON
+8.16%
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ON Semiconductor (NasdaqGS:ON) launched its GaNEXUS gallium nitride pow
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
SK Hynix (KOSE:A000660) Ships HBM4E DRAM To AI Customers
Bailey Pemberton
Sat, June 20, 2026 at 8:13 PM PDT 3 min read
000660.KS
-11.55%
NVDA
-0.97%
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SK hynix has begun shipping its next generation HBM4E DRAM for AI customers, introduc
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign?
Daniel Sparks, The Motley Fool
Sat, June 20, 2026 at 7:33 PM PDT 5 min read
NVDA
-0.97%
SPCX
-16.43%
ORCL
-5.00%
AMZN
-4.75%
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Wall Street has found a new way to bet on artificial intelligence (AI): lending money to the companies building it. Over the past fe
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Where Will Micron Technology Be in 5 Years?
Harsh Chauhan, The Motley Fool
Sat, June 20, 2026 at 5:43 PM PDT 6 min read
MU
+6.82%
NVDA
-0.97%
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Shares of Micron Technology (NASDAQ: MU) have rocketed higher over the past year, jumping by an impressive 831% as of this writing. The chipmaker has been reaping the benefits of the massive surge in memory dema
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
This Company Could Become the Nvidia of AI Inference
Lee Samaha, The Motley Fool
Sat, June 20, 2026 at 2:20 PM PDT 4 min read
ON
+8.16%
NVDA
-0.97%
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It's no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers' spending plans, it's likely to do so for years to come.
That said, the nat
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Texas Instruments (TXN) Launches A Battery Monitor Built For EVs And Energy Storage
Bailey Pemberton
Sat, June 20, 2026 at 2:06 PM PDT 3 min read
TXN
+2.92%
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Texas Instruments (NasdaqGS:TXN) released a high cell count battery monitor with integrated
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
The Best Semiconductor ETF to Buy With $1,000 Right Now
David Dierking, The Motley Fool
Sat, June 20, 2026 at 10:20 AM PDT 3 min read
SMH
+1.37%
NVDA
-0.97%
MSFT
-3.18%
AMZN
-4.75%
GOOGL
-4.99%
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Big tech companies, including Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle, are committing hundreds of billions of dollars to capital expenditures i
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
The Most Important Nvidia Product Isn't a Chip. It's This.
Lawrence Nga, The Motley Fool
Sat, June 20, 2026 at 6:10 AM PDT 4 min read
NVDA
-0.97%
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Nvidia's (NASDAQ: NVDA) dominance has created a strange problem for its competitors, yet building a competing artificial intelligence (AI) chip is no longer enough to catch up. Even if a rival develops a faste
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...'
Namrata Sen
Sat, June 20, 2026 at 5:02 AM PDT 6 min read
INTC
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AAPL
-0.34%
TSLA
+1.14%
NVDA
-0.97%
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President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and l
2026-06-20
sg.finance.yahoo.com
2026-06-20
Yahoo Finance Singapore
After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...'
Namrata Sen
Sat, 20 June 2026 at 5:02 am GMT-7 6 min read
INTC
+5.19%
AAPL
-0.34%
TSLA
+1.14%
NVDA
-0.97%
President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and lauded his efforts to bring chip production ba
2026-06-20
sg.finance.yahoo.com
2026-06-20
Yahoo Finance Singapore
ON Semiconductor (ON) Stock Could Be 17% Overvalued After Its Recent Run
Simply Wall St
Sat, 20 June 2026 at 3:13 am GMT-7 3 min read
ON
+8.16%
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ON Semiconductor (ON) has attracted fresh attention after its recent share perform
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Prediction: This Will Be Nvidia's Stock Price in 2030
Keithen Drury, The Motley Fool
Sat, June 20, 2026 at 2:20 AM PDT 5 min read
NVDA
-0.97%
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Nvidia (NASDAQ: NVDA) may be the world's largest company by market value, but there is plenty of upside left in its stock. Most of Nvidia's gains will come from the enormous spending on data centers, and no compan
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Microsoft vs. Nvidia: Which AI Giant Is the Better Dividend Stock for the Long Haul?
Rick Orford
Fri, June 19, 2026 at 4:00 PM PDT 5 min read
MSFT
-3.18%
NVDA
-0.97%
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Microsoft sign at the headquarters by VDB Photos via Shutterstock
The AI race isn't just about which company can say "artificial intelligence" the most. It's about which ones turn it into
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
The Memory Boom Has Been a Gift to Micron. For Apple, It's Becoming a Problem. Or Is It?
Daniel Sparks, The Motley Fool
Fri, June 19, 2026 at 2:37 PM PDT 5 min read
MU
+6.82%
AAPL
-0.34%
NVDA
-0.97%
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For more than a year, the shortage of memory and storage chips has been a one-way windfall. As artificial intelligence (AI) data centers soaked up the wor
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Q1 Earnings Highs And Lows: Entegris (NASDAQ:ENTG) Vs The Rest Of The Semiconductor Manufacturing Stocks
Adam Hejl
Fri, June 19, 2026 at 1:04 PM PDT 5 min read
ENTG
+2.93%
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Q1 Earnings Highs And Lows: Entegris (NASDAQ:ENTG) Vs The Rest Of The Semiconductor Manufacturing Stocks
As the Q1 earnings season comes to a close, it's time to take stock of this quar
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 PM PDT 2 min read
NVDA
-0.97%
MU
+6.82%
SNDK
+4.07%
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Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Optical Networking Is AI's Most Overlooked Bottleneck. Here's Why This Nvidia-Backed Company Is the Stock to Own.
Leo Sun, The Motley Fool
Fri, June 19, 2026 at 11:56 AM PDT 3 min read
NVDA
-0.97%
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Trading disclosure
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (NASDAQ: NVDA), the world's leading producer of data center GPUs. Those c
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Everything Could Change for Micron Stock on June 24
Keithen Drury, The Motley Fool
Fri, June 19, 2026 at 11:22 AM PDT 3 min read
MU
+6.82%
NVDA
-0.97%
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Trading disclosure
Micron Technology (NASDAQ: MU) has been one of the more exciting stocks on the market so far in 2026. Its share price is up over 293% so far, and it may not be done yet. Micron reports earnings on June
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Danielle Liverance
Fri, June 19, 2026 at 10:36 AM PDT 4 min read
INTC
+5.19%
NVDA
-0.97%
AMD
+2.65%
AAPL
-0.34%
MU
+6.82%
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Quick Read
Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
AI Demand Boosts Semiconductor Sales: 3 Mutual Funds to Buy
AI Demand Boosts Semiconductor Sales: 3 Mutual Funds to Buy · Zacks
Zacks Equity Research
Fri, June 19, 2026 at 9:56 AM PDT 5 min read
CL=F
+0.45%
A surge in oil prices, fueled by the Middle East crisis, has heightened concerns that inflation could rise further. Although the United States and Iran reached a peace deal on Sunday, it is un