Semiconductor News & Analysis Feed
436 articles
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Micron Technology is a widely followed artificial intelligence (AI) infrastructure stock, as it supplies a critical component in the form of memory chips that go into a variety of AI accelerator chips.
The company's revenue and earnings have been growing rapidly, driven by an acute shortage of memory chips. Micron is poised to release its fiscal 2026 third-quarter results on June 24, and there is
2026-06-16
tomshardware.com
2026-06-16
Jowi Morales
Will Finland be successful in convicting a crew suspected of damaging its undersea infrastructure this time?
2026-06-16
digitimes.com
2026-06-16
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance, reduce infrastructure costs, and accelerate the deployment of AI, analytics, and high-performance workloads across cloud and enterprise systems.
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since the mainstream adoption of the technology began nearly four years ago, and that's not surprising, as its chips have played an instrumental role in training popular AI models.
However, the AI infrastructure ecosystem has expanded beyond Nvidia. Several companies are witnessing phenomenal growth in the
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
This Artificial Intelligence (AI) Infrastructure Stock Has Been Crushing Nvidia on the Market. Its Latest Deal Could Send the Stock Even Higher
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 2:18 PM PDT 4 min read
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Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since
2026-06-16
mexicobusiness.news
2026-06-16
Mexico Business News
Nvidia is preparing a US$20 billion corporate bond issuance, marking its first investment-grade debt offering in five years. The transaction reflects growing capital requirements across the AI ecosystem and highlights how leading technology companies are using debt markets to finance infrastructure, product development, and balance sheet management.
Nvidia plans to raise US$20 billion through a U
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
AUSTIN, Texas, June 15, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The global race to build artificial intelligence infrastructure has triggered a capital spending surge unlike anything the technology sector has seen in a generation. Hyperscalers are committing hundreds of billions of dollars to data centers, global semiconductor sales hit $791.7 billion in 2025 and are projected to a
2026-06-15
www.barchart.com
2026-06-15
Barchart.com
Artificial Intelligence AI by 13_Phunkod via Shutterstock
Qualcomm (QCOM), known primarily for making smartphone processors, is slowly gaining traction in three new markets: Data Centers, Automotive, and IoT. This has led J.P. Morgan’s analyst, Samik Chatterjee, to put the semiconductor company on a positive catalyst watch. He expects Qualcomm to announce revenue targets of over $3 billion by 202
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity
Jun 15, 2026, 7:09 AM ETQUALCOMM Incorporated (QCOM) Stock, QCOM:CA Stock
The Curious Analyst
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I rate Qualcomm a buy with a $299 price target, reflecting 42% upside potential from the current level.
My main growth drivers are
2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
Qualcomm (QCOM) Expands Into AI Infrastructure Through SLB Collaboration and ByteDance Chip Agreement
Published on June 15, 2026 at 4:30 am by SHERYAR SIDDIQ in News
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QUALCOMM Incorporated (NASDAQ:QCOM) ranks among the best 5G stocks to buy right now. On June 9, SLB announced an agreement with QUALCOMM Incorporated (NASDAQ:QCOM) to collaborate on cutting-edge AI solutions for energy ind
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Qualcomm (QCOM) Expands Into AI Infrastructure Through SLB Collaboration and ByteDance Chip Agreement
Sheryar Siddiq
Mon, June 15, 2026 at 1:30 AM PDT 2 min read
QCOM
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QUALCOMM Incorporated (NASDAQ:QCOM) ranks among the best 5G stocks to buy right now. On June 9, SLB announced an agreement with QUALCOMM Incorporated (NASDAQ:QCOM) to collaborate on c
2026-06-15
www.thefastmode.com
2026-06-15
The Fast Mode
KKR, together with the Kuwait Investment Authority (KIA), NVIDIA and Vistra announced the launch of Helix Digital Infrastructure (Helix), a new company designed to deliver integrated infrastructure at the speed and scale required for hyperscalers to meet accelerating artificial intelligence (AI) demand.
As building AI infrastructure becomes increasingly complex, Helix will serve as a single coor
2026-06-15
digitimes.com
2026-06-15
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-15
digitimes.com
2026-06-15
Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.
2026-06-15
digitimes.com
2026-06-15
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also ou
2026-06-15
www.quiverquant.com
2026-06-15
Quiver Quantitative
NVIDIA Endorsement Fuels Buzz: Social media conversations center on Nebius following praise from NVIDIA's CEO at a recent industry event, underscoring the company's swift transition to AI-focused cloud operations and gigawatt-scale infrastructure.
Growth Projections Dominate: Participants point to Nebius's token optimization platform as a key differentiator, with forecasts suggesting substantial
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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