Semiconductor News & Analysis Feed
11368 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron's Blowout Earnings Could Be Great News for Nvidia Investors
Daniel Sparks, The Motley Fool
Thu, June 25, 2026 at 4:03 PM PDT 4 min read
MU
+15.81%
NVDA
-1.59%
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Trading disclosure
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (NASDAQ: MU) just posted a quarter big enough to do exactly that -- and the read-through ma
2026-06-26
startupfortune.com
2026-06-26
Startup Fortune
Onsemi's $7 billion Synaptics deal is a bet that AI won't stay bottled up in data centers. The company is paying in stock because the edge-AI market it wants is still more promise than proof.
Onsemi is trying to buy its way into the next AI hardware fight, and it isn't the one Nvidia has already made famous. The Scottsdale chipmaker said on June 25 that it will acquire Synaptics in an all-stock t
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (
MU
+14.50%
) just posted a quarter big enough to do exactly that -- and the read-through may matter most for investors in Nvidia (
NVDA
1.86%
), whose artificial intelligence (AI) accelerators are built around the very memory Micron is scrambling to supply.
Micron's stock jumped about 16% as of this
2026-06-26
www.semafor.com
2026-06-26
Semafor
Apple’s stock sank Thursday after the company raised prices across its flagship products to offset soaring costs caused by the AI-fueled global memory chip shortage.
“The memory guys are passing along huge price increases,” CEO Tim Cook said, arguing Apple could no longer protect consumers, as it hiked prices of some devices by more than $200.
The “memory armageddon has arrived,” The Wall Street
2026-06-26
9to5mac.com
2026-06-26
9to5Mac
In an interview with The Wall Street Journal following a blockbuster earnings report, Micron Chief Business Officer Sumit Sadana implied that Apple played a role in the current memory crunch. Here are the details.
Micron says low prices discouraged investment
After the bell yesterday, Micron Technology reported a blockbuster fiscal third quarter, with revenue up 346% and its gross margin approac
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Companies want an alternative to Nvidia's data center technology.
Hyperscalers are increasingly investing in proprietary chip technology.
*Stock prices used were the afternoon prices of June 23, 2026. The video was published on June 25, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of the
2026-06-26
www.basenor.com
2026-06-26
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Musk: Chip Shortage Is an Existential Threat to Tesla Production
BASENOR Team
16 min ago
Updated June 25, 2026
3 min read
Table of Contents
How Bad Is It?
The Terafab Response
What the Timeline Actually Looks Like
Why This Matters for Tesla Owners
Elon Musk isn't mincing words about the global chip and memory shortage. In comments circulated widely this week, he desc
2026-06-26
www.msn.com
2026-06-26
MSN
Who raised prices?: Apple lifted MacBook and iPad prices by up to $300, while Microsoft will raise Xbox prices by $100–$150 in August.
Why the increases?: Both companies cite soaring memory and storage chip costs, quadrupling since 2025 due to AI server demand.
What’s next?: IDC predicts iPhone 18 Pro models could cost $200 more, with further hikes possible if shortages persist.
Beginning of di
2026-06-26
eetimes.com
2026-06-26
Invoking Rent's Rule and Amdahl's Law, Keller argues that memory and communication, not bigger processors, will define the future of AI infrastructure
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Shares of Qualcomm (
QCOM
+3.65%
) rose on Thursday after the chipmaker unveiled its new artificial intelligence (AI)-fueled growth targets.
Image source: The Motley Fool.
Entering the data center arena
Qualcomm has long been a dominant supplier of processors for smartphones. It's a large and lucrative market, but its pace of expansion pales in comparison to explosive growth markets like AI dat
2026-06-26
www.msn.com
2026-06-26
MSN
(Bloomberg) -- US chipmaker Onsemi has agreed to buy Synaptics Inc., a firm that specializes in semiconductors for smart devices, in an all-stock deal that values the company at about $6.2 billion.
Investors will get 1.35 shares of Onsemi common stock for every share of Synaptics, representing a roughly 19% premium based on closing prices of Onsemi and Synaptics over the past 10 trading days, ac
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Qualcomm (
QCOM
+3.65%
) is best known for the chips and wireless technology inside smartphones. At its Investor Day in New York City, the company made the case that its next major growth engine could come from a very different market: AI data centers.
That message ran through much of the event. Qualcomm is not walking away from handsets, but management wants investors to look at a wider set of g
2026-06-26
www.tipranks.com
2026-06-26
TipRanks
www.tipranks.com
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2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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2026-06-26
www.mlex.com
2026-06-26
MLex
( June 25, 2026, 21:51 GMT | Official Statement) -- MLex Summary: Arizona-based Onsemi has agreed to acquire California-based Synaptics in an all-stock deal that gives Synaptics an enterprise value of about $7 billion. By adding Synaptics’ differentiated Edge AI compute franchise and portfolio of human-machine interface and wireless connectivity products, Onsemi is expected to extend its capabilit
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Cadence Design Systems (CDNS) Dips More Than Broader Market: What You Should Know
Cadence Design Systems (CDNS) Dips More Than Broader Market: What You Should Know · Zacks
Zacks Equity Research
Thu, June 25, 2026 at 2:50 PM PDT 3 min read
CDNS
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^GSPC
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^DJI
+0.14%
^IXIC
-0.46%
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Cadence Design Systems (CDNS) closed the most recent trading day at
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
Latest Business & Market News
Nvidia CEO sends serious wake up call to all Americans
Jensen Huang had something specific to say at Nvidia’s stockholder meeting. It was not about chips
Jun 25, 2026 5:45 PM EDT
By Hillary Remy
Markets, Tech, Personal Finance Writer
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2026-06-26
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ON Stock Falls 9% After-Hours While SYNA Soars 12% On $7B Synaptics Takeover
ON Stock Falls 9% After-Hours While SYNA Soars 12% On $7B Synaptics Takeover
2 min read
ON
+2.59%
SYNA
−3.45%
KEY POINTS:
The acquisition is expected to expand onsemi’s total addressable market to $243 billion by 2030, an increase of $30 billion, the company said.
The transaction is expected to be accr
2026-06-26
www.tradingview.com
2026-06-26
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Synaptics to Merge With onsemi in All-Stock Deal; Holders to Receive 1.35 onsemi Shares
Synaptics to Merge With onsemi in All-Stock Deal; Holders to Receive 1.35 onsemi Shares
Less than 1 min read
SYNA
−3.45%
Synaptics entered into an Agreement and Plan of Reorganization with onsemi under which Synaptics will merge into an onsemi subsidiary and become an indirect, wholly owne