Semiconductor News & Analysis Feed
11366 articles
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The memory market is in the grip of what may be its worst supply shortage ever. Contract prices for conventional DRAM soared as much as 95% in the first quarter of 2026, and NAND flash prices have jumped sharply quarter after quarter, all because the artificial intelligence (AI) build-out is devouring every chip the industry can make.
When investors look for a way to play this tailwind, they usua
2026-06-27
developer.nvidia.com
2026-06-27
NVIDIA Developer
As context windows grow longer, moving large model weights efficiently becomes critical to performance. A common way to address this is quantization, an optimization technique that compresses model weights into a smaller data format. One quantization format is NVFP4, an innovative 4-bit floating point introduced with NVIDIA Blackwell architecture.
That’s the approach behind our new Nemotron 3 Ult
2026-06-27
letsdatascience.com
2026-06-27
Let's Data Science
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onsemi
Onsemi acquires Synaptics in $7B all-stock deal
9 sources
|
June 26, 2026
|
By LDS Team
7.3
Relevance Score
Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
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Onsemi and Synaptics agreed to an all-stock acquisition valued at approximately $7 billion, the companies announced in filings and press coverage (CNBC, Tom's Hardwa
2026-06-27
tomshardware.com
2026-06-27
Anton Shilov
Onsemi and Synaptics to merge in a bid to build comprehensive platforms for robotics, physical AI applications.
2026-06-27
www.tomshardware.com
2026-06-27
Tom's Hardware
Tech Industry Artificial Intelligence
Onsemi buying cash-strapped Synaptics in $7 billion all-stock deal — smart power meets edge AI hardware
News
By Anton Shilov published June 27, 2026
While changing directions of both companies.
(Image credit: Onsemi)
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Onsemi and
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Delivered Great News for Intel, AMD, Arm, and Qualcomm Stock Investors
Jeremy Bowman, The Motley Fool
Fri, June 26, 2026 at 9:05 AM PDT 4 min read
MU
+0.79%
NVDA
+2.63%
AAPL
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INTC
+6.01%
AMD
+7.68%
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Micron (NASDAQ: MU) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earning
2026-06-27
tradersunion.com
2026-06-27
Traders Union
Nvidia (NVDA) stock is trading at $194.43 after a modest decline on the session. The price currently sits below its key moving averages and shows limited momentum within the day's range.
At Nvidia’s June 25, 2026 shareholder meeting, CEO Jensen Huang emphasized that the company would prioritize U.S. national security over commercial opportunities should any conflict arise from ongoing export rest
2026-06-27
www.tradingview.com
2026-06-27
TradingView
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Why onsemi (ON) Shares Are Falling Today
Why onsemi (ON) Shares Are Falling Today
2 min read
ON
−3.60%
What Happened?
Shares of analog chips maker onsemi
ON
fell 21.8% in the morning session after the company announced the acquisition of Synaptics in a $7 billion all-stock transaction, which raised investor concerns about shareholder dilution.
Under the terms of the agree
2026-06-27
www.taipeitimes.com
2026-06-27
Taipei Times
Samsung Electronics Co and SK Hynix Inc are preparing to announce hundreds of billions of dollars worth in new investments on Monday, according to South Korean media reports this week.
Samsung Group is set to unveil a 1,000 trillion won (US$646 billion) spending package over the next decade, Maeil Business Newspaper reported yesterday, in what would be the largest such plans in the country’s hist
2026-06-26
marketwise.com
2026-06-26
MarketWise
marketwise.com
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2026-06-26
www.chosun.com
2026-06-26
조선일보
By Sung Ho-chul
Published 2026.06.27. 00:52
Updated 2026.06.29. 09:34
Taiwan Semiconductor Manufacturing Co. (TSMC), a leading semiconductor company, is currently constructing a 3-nanometer (nm) semiconductor factory in Japan, not in its home country. The site is located in Kikuyomachi, Kumamoto Prefecture, a small city with a population of 44,000 in southern Kyushu, Japan. This follows the comp
2026-06-26
futurumgroup.com
2026-06-26
The Futurum Group
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2026-06-26
www.phoronix.com
2026-06-26
Phoronix
How NVIDIA GB10 CPU Performance Compares To Vera
Written by Michael Larabel in Processors on 26 June 2026 at 11:50 AM EDT. Page 1 of 4. 3 Comments.
Since delivering NVIDIA Vera CPU benchmarks one month ago and follow-ups like how the ARM Linux server performance has evolved in 8 years or how Vera compares to Ampere Altra that is still quite common in the marketplace, another frequent discussion p
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron (
MU
+1.12%
) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earnings per share growing by more than tenfold.
The third-quarter report makes clear that the memory shortage is only getting more severe as Micron's gross margin jumped to 85%, and it reported an operating margin of 80%, meaning it kept 80% of its revenue as before-
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue
Fiona Craig
Fri, June 26, 2026 at 8:44 AM PDT 3 min read
BAC
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Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the
2026-06-26
www.cnbc.com
2026-06-26
CNBC
ON Semiconductor
CEO Hassane El-Khoury defended the company’s core business, and shares notched their worst day since March 2020, after the sensing solutions company announced its largest acquisition ever.
The maker of components for the automotive industry on Thursday announced plans to buy edge AI and wireless connectivity solutions company Synaptics
in an all-stock deal to capitalize on phys
2026-06-26
www.gurufocus.com
2026-06-26
GuruFocus
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2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
Why Is Synopsys (SNPS) Down 5.3% Since Last Earnings Report?
Why Is Synopsys (SNPS) Down 5.3% Since Last Earnings Report? · Zacks
Zacks Equity Research
Fri, 26 June 2026 at 8:30 am GMT-7 4 min read
SNPS
-0.27%
^GSPC
+0.79%
It has been about a month since the last earnings report for Synopsys (SNPS). Shares have lost about 5.3% in that time frame, underperforming the S&P 500.
Will the recent nega
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Software/NasdaqGS:SNPS
Synopsys (SNPS) Launches Multiphysics Fusion, Is The Stock Fully Priced?
June 26, 2026
Simply Wall St
Synopsys (SNPS) has just moved its AI driven Multiphysics Fusion platform into customer deployment, tying its electronic design automation tools directly to Ansys analysis at a moment of strong industry focus on advanced chip design.
See our latest analysis f
2026-06-26
tomshardware.com
2026-06-26
Jowi Morales
The U.S. government wants to ensure that its latest, most advanced AI tools can't be used against it.