Semiconductor News & Analysis Feed
11397 articles
2026-06-24
kotaku.com
2026-06-24
Kotaku
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2026-06-24
simplywall.st
2026-06-24
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Can Intel’s New Foundry Chief Reframe INTC’s Role in Advanced Packaging and AI Supply Chains?
June 24, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Intel appointed former SK hynix and SK On chief Seok-Hee Lee as executive vice president of Intel Foundry, putting him in charge of advanced packaging, system integration
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
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2026-06-24
Benzinga
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Vanguard Tech vs. iShares Semiconductor: Which ETF Looks Best for Your Portfolio in 2026?
Erin Kennedy, The Motley Fool
Wed, June 24, 2026 at 8:35 AM PDT 4 min read
VGT
-1.68%
^GSPC
-0.33%
Trade VGT on Coinbase
Trading disclosure
The Vanguard Information Technology ETF (NYSEMKT:VGT) offers a lower-cost, diversified play on the broad tech sector, while the iShares Semiconductor ETF (NASDAQ:SOXX) p
2026-06-24
www.trefis.com
2026-06-24
Trefis
Is Qualcomm Stock A Bet On AI’s Future Or A Hostage To The Smartphone’s Present?
June 24th, 2026 by Trefis Team
-10.90%
Downside
204
Market
182
Trefis
QCOM
Qualcomm
After a powerful run, the chipmaker is asking investors to look past today’s handset troubles toward a future in AI-powered cars and data centers.
Qualcomm (QCOM) has long been the engine inside the world’s smartphones, but after a s
2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA CorporationKLAC and Applied Materials, Inc.AMAT are leveraging sharply different strengths to capture the next phase of wafer fab equipment growth. While both are benefiting from rising
2026-06-24
www.servethehome.com
2026-06-24
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2026-06-24
www.ad-hoc-news.de
2026-06-24
Ad-hoc-news.de
Infineon, Accelerates
Infineon Accelerates €5 Billion Factory Launch and Price Hikes, but Tech Slowdown Looms
24.06.2026 - 17:16:19 | boerse-global.de
Infineon opens its largest-ever factory three months early to meet surging AI and EV chip demand, but shares dip 2.7% as investors question return on massive capacity.
Infineon - Infineon Accelerates €5 Billion Factory Launch and Price Hikes, but
2026-06-24
www.aol.com
2026-06-24
AOL.com
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
VANDITA JADEJA
Wed, June 24, 2026 at 10:59 PM GMT+8
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wellesenterprises / iStock Editorial via Getty Images
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QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus IoT gr
2026-06-24
wtvbam.com
2026-06-24
WTVB
By Anhata Rooprai
June 24 (Reuters) – Qualcomm said on Wednesday it would buy AI startup Modular in an all-stock deal valued at nearly $4 billion, gaining access to software that runs AI models across chips without having to write code for each processor.
Buying Modular pits Qualcomm against CUDA, the software platform that has helped underpin Nvidia’s AI dominance by tying millions of develop
2026-06-24
www.proactiveinvestors.com
2026-06-24
Proactive financial news
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Updated by:
Angela Harmantas
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Dow powers ahead as big tech stabilizes ahead of Micron earnings
Last updated: 14:33 24 Jun 2026 EDT, First published: 08:05 24 Jun 2026 EDT
2:30pm: Market movers
FedEx Corp (NYSE:FDX, XET
2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
Vandita Jadeja
Wed, June 24, 2026 at 7:59 AM PDT 4 min read
QCOM
-4.82%
Trade QCOM on Coinbase
Trading disclosure
Quick Read
QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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The artificial intelligence boom has created winners across the semiconductor industry, but few areas have benefited more recently than memory chips. Every AI server needs vast amounts of high-bandwidth memory (HBM) and DRAM to feed increasingly powerful processors from Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Advanced Micro Devices (NASDAQ:AMD), and others. Without memory, even
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Time to Dump Micron? SK hynix to Begin Trading on Nasdaq July 10
Rich Duprey
Wed, June 24, 2026 at 7:36 AM PDT 5 min read
000660.KS
+0.98%
MU
-0.37%
NVDA
-0.54%
AMD
-0.15%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SK hynix controls 57% of the HBM market but U.S. investors couldn't easily access it until its July 10 Nasdaq ADR listing.
Micron surged 726% over the past year as the o
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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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
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2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.foreignpolicyjournal.com
2026-06-24
foreignpolicyjournal.com
Piper Sandler upgraded semiconductor design software maker Synopsys (NASDAQ: SNPS) to Overweight from Neutral, raising its price target to $550 from $450.
The brokerage cited improving prospects for Synopsys’ intellectual property business as Intel’s foundry ambitions continue to gain meaningful traction in the market.
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