Semiconductor News & Analysis Feed
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2026-06-24
www.constellationr.com
2026-06-24
Constellation Research
Qualcomm acquires Modular to add open software chops
PUBLISHED JUNE 24, 2026
Qualcomm said it will acquire Modular in a move that gives it an AI-native software platform that will give it a more integrated portfolio.
The plan for Qualcomm is to combine Modular's software ecosystem with its chips and AI data center efforts. With Modular, Qualcomm will also have a chip agnostic compute layer that
2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-24
realmoney.thestreet.com
2026-06-24
TheStreet Pro
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2026-06-24
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2026-06-24
TheStreet Pro
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MARKET-COMMENTARY
Micron Earnings Present a Major Test for the Stock Market
Micron’s stock may be cheap, but it is technically extended, and a perfect quarter may not be good enough.
James "Rev Shark" DePorre·Jun 24, 2026, 8:05 AM EDT
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2026-06-24
tomshardware.com
2026-06-24
Luke James
Chinese companies are paying as much as $82,000 for servers built around Nvidia's five-year-old A100 accelerator
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Micron (
MU
0.02%
) has been one of the biggest winners on the stock market over the past year, thanks to an epic AI-driven shortage of memory chips.
As a result, memory stocks have soared across the board, with Micron gaining 767% in a year. The stock even topped $1 trillion in market cap along the way, as have the two other South Korean memory giants, SK Hynix and Samsung.
The memory chip mark
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Will Micron Soar on Wednesday? Watch These 3 Things When It Reports Earnings
Jeremy Bowman, The Motley Fool
Tue, June 23, 2026 at 8:20 PM PDT 5 min read
MU
-0.39%
NVDA
+0.06%
000660.KS
+0.98%
005930.KS
+9.84%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) has been one of the biggest winners on the stock market over the past year, thanks to an epic AI-driven shortage of memory c
2026-06-24
www.mufgresearch.com
2026-06-24
MUFG Research
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2026-06-24
digitimes.com
2026-06-24
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three yea
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
2026-06-24
digitimes.com
2026-06-24
China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system
2026-06-24
digitimes.com
2026-06-24
China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkeireported.
2026-06-24
www.thestreet.com
2026-06-24
thestreet.com
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2026-06-24
www.jonpeddie.com
2026-06-24
Jon Peddie Research
Europe’s accelerated computing build-out is expanding rapidly, with Nvidia announcing 35 new AI and HPC systems across 23 countries. The program is mainly a sovereign AI infrastructure story, but it also shows how quantum developers are being drawn into the GPU-accelerated computing stack. Through CUDA-Q, NVQLink, and tools such as Nvidia Ising, companies including Aegiq, Pasqal, Quandela, and Ali
2026-06-24
www.tradingview.com
2026-06-24
TradingView
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Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
3 min read
LRCX
−9.33%
QCOM
−8.01%
WDC
−8.45%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion r
2026-06-23
www.zacks.com
2026-06-23
Zacks Investment Research
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2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron's Stock Is Up 861% Over the Past Year. These Analysts See 30% Upside From the Current Price.
Chris Neiger, The Motley Fool
Tue, June 23, 2026 at 6:35 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
There have been many artificial intelligence (AI) stock winners over the past few years, but Micron Technology (NASDAQ: MU) stands out even among some of t
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Nvidia pushes deeper into biomedical research
Daniel Howley · Technology Editor
Tue, June 23, 2026 at 6:00 AM PDT 2 min read
NVDA
-4.13%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NVDA) is moving further into the biomedical space with a new software tool that equips AI agents to perform scientific work.
Called the BioNeMo Agent Toolkit, the software is agent agnostic, meaning it can wor
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Pre-Market Stock Futures:
Futures are trading lower after a mixed start to trading on Monday, following the holiday-shortened week due to the Juneteenth Federal holiday. We may start to see some end-of-the-quarter reallocations and selling for Hedge funds, ETFs, and Mutual Funds this week, and today looks like a starting point. With most corporate buybacks now on hold due to the second-quarter ea