Semiconductor News & Analysis Feed
11368 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Nvidia once explored a $100B chip deal with OpenAI. Now OpenAI is building its own chips from scratch
Joseph Zeballos-Roig
Fri, June 26, 2026 at 3:00 AM PDT 5 min read
NVDA
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AVGO
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OpenAI is now a chipmaker. That could cause headaches for Nvidia, another major chipmaking firm that cultivated close ties with OpenAI as a top chip supplier.
O
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The AI boom now has a price tag — and Micron just sent the bill: Chart of the Day
Jared Blikre
Fri, June 26, 2026 at 3:00 AM PDT 3 min read
MU
+15.81%
AAPL
-6.15%
^GSPC
-0.01%
NVDA
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AMZN
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Micron's blowout earnings did not just revive the AI trade. They showed how expensive it is becoming.
The memory chipmaker is getting paid first because
2026-06-26
biz.chosun.com
2026-06-26
Chosunbiz
By
Jeong Du-yong
Published 2026.06.26. 18:53
Samsung Electronics' Seocho office building in Seocho-gu, Seoul./Courtesy of News1
Samsung Electronics plans to significantly boost the energy efficiency of high bandwidth memory (HBM) and server solid-state drives (SSD) to meet rising power demand at artificial intelligence (AI) data centers. The overall employee turnover rate last year fell to singl
2026-06-26
www.bisinfotech.com
2026-06-26
Bisinfotech
www.bisinfotech.com
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2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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2026-06-26
ca.finance.yahoo.com
2026-06-26
Yahoo! Finance Canada
Wall St futures fall as chip stocks resume slide after Micron-led rally
1 / 10
Wall St futures fall as chip stocks resume slide after Micron-led rally
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., June 24, 2026. REUTERS/Brendan McDermid
Reuters
Fri, June 26, 2026 at 2:47 a.m. PDT 3 min read
MU
+15.81%
^IXIC
-0.46%
AAPL
-6.15%
INTC
+0.73%
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-1.59%
June
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron CEO Expects Memory Supply To Improve Gradually In 2028, But There's No 'Line Of Sight' When It Will Catch Up To Rising AI Demand
Ananya Gairola
Fri, June 26, 2026 at 2:46 AM PDT 6 min read
MU
-3.64%
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
On Wednesday, Micron Technology Inc. CEO Sanjay Meh
2026-06-26
www.iotinsider.com
2026-06-26
IOT Insider
www.iotinsider.com
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2026-06-26
www.tech-critter.com
2026-06-26
Tech Critter
Cadence has announced a deeper, multi-year partnership with Intel Foundry to accelerate Team Blue’s development in next-generation 14A manufacturing process.
The collaboration expands beyond existing work by combining Cadence’s AI-powered electronic design automation (EDA) tools and design IP portfolio with Intel’s process technology and packaging expertise, giving chip designers a more optimized
2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
AEM vs UMS vs Frencken: The Ultimate 2026 Singapore Semiconductor Showdown
AEM vs UMS vs Frencken
Wilson H.
Fri, 26 June 2026 at 2:30 am GMT-7 6 min read
E28.SI
-7.19%
558.SI
-7.72%
AWX.SI
-6.83%
The global semiconductor industry has been on fire over the last few years, thanks to cloud computing and the advent of artificial intelligence (AI), which are driving the need for advanced semiconductor
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The Zacks Analyst Blog Highlights Micron, MUU, MULL, SHOC,CHPX and FTXL
Zacks Equity Research
Fri, June 26, 2026 at 2:28 AM PDT 5 min read
MU
-3.64%
NOVN.SW
-0.35%
QCOM
-0.44%
MUU
-7.14%
CHPX
-3.67%
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For Immediate Release
Chicago, IL – June 26, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Re
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Tech Hardware/NasdaqGS:WDC
Western Digital (WDC) Stock Rises As Micron’s $100 Billion AI Deals Lift Memory Sector
June 26, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron reported a strong quarter and announced about $100b in contracted AI memory revenue.
These contracts include substantial customer cash deposits and take or pay agreements that extend over mul
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Software/NasdaqGS:CDNS
Cadence Design Systems (CDNS) Pulls Back, Is It Still Above Fair Value?
June 26, 2026
Simply Wall St
Cadence Design Systems (CDNS) has drawn investor attention after a recent pullback, with the stock down 1.1% over the past day and 4.9% over the past week. This has prompted a closer look at its fundamentals.
See our latest analysis for Cadence Design Systems.
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Louisiana State Employees Retirement System Buys New Shares in Synopsys, Inc. $SNPS
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Louisiana State Employees Retirement System opened a new position in Synopsys during the first quarter, buying 22,300 shares valued at about $8.84 million.
Synopsys reported better-than-expected quarterly results, with EPS of $3.35 ver
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Louisiana State Employees Retirement System Invests $8.89 Million in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Louisiana State Employees Retirement System opened a new position in Cadence Design Systems, buying 32,000 shares valued at about $8.89 million in the first quarter.
Insider selling has been notable, including recen
2026-06-26
quantumzeitgeist.com
2026-06-26
Quantum Zeitgeist
DEEP TECH, TECHNOLOGY
IBM’s 7 Angstrom Chips Boost Efficiency by 70% Over 2nm
June 26, 2026
BY IVY DELANEY
IBM has unveiled a computer chip built with transistor nodes measuring 0.7 nanometers, or 7 angstroms wide. This achievement marks the first time transistors at this scale have been realized, surpassing the current industry standard of 2 nanometer chips. In a chip the size of a fingernail, t
2026-06-26
www.newelectronics.co.uk
2026-06-26
New Electronics
www.newelectronics.co.uk
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2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Parkway Wealth Management Group LLC Takes $2.70 Million Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Parkway Wealth Management Group LLC opened a new position in Texas Instruments during the first quarter, buying 12,560 shares worth about $2.7 million.
Texas Instruments reported better-than-expected quarterly earni
2026-06-26
realinvestmentadvice.com
2026-06-26
Real Investment Advice
DAILY MARKET COMMENTARY
MICRON: THE AI MEMORY SUPERCYCLE ROLLS ON
By
RIA TEAM
| Jun 26, 2026
Micron left little doubt that the supply-demand equation is grossly out of balance for AI memory chips, benefiting semiconductor companies. In its latest earnings report, Micron reported astronomical growth with revenue of $41.46 billion, up a stunning 346% year over year and 74% versus the prior quar
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.86%
) had a market capitalization of $360 billion at the beginning of 2023, which was right before the artificial intelligence (AI) boom started gathering momentum. The company has since sold millions of its graphics processing units (GPUs) for data centers, which are the primary chips used in AI training and inference workloads, propelling its market cap to $4.8 trillion.
But des