Semiconductor News & Analysis Feed
842 articles
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
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The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Anhata Rooprai and Stephen Nellis
Wed, June 24, 2026 at 11:11 AM PDT 3 min read
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By Anhata Rooprai and Stephen Nellis
June 24 (Reuters) - Qualcomm said it expects to generate $15 billion in
2026-06-25
www.tradingview.com
2026-06-25
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Micron Options Traders Brace for Massive Earnings Swing
Micron Options Traders Brace for Massive Earnings Swing
Less than 1 min read
MU
−5.67%
Micron Technology
MU
options traders priced in another sharp move for the chipmaker's shares ahead of Wednesday's earnings report, after the stock fell about 13% on Tuesday. Micron's setup pointed to a wide post-results range.
Near-th
2026-06-25
news.google.com
2026-06-25
GuruFocus
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-24
www.tradingview.com
2026-06-24
TradingView
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Micron Faces Its AI Earnings Test
Micron Faces Its AI Earnings Test
Less than 1 min read
MU
−0.51%
Micron Technology (MU, Financials) goes into earnings with a lot riding on the report. The stock has already had a strong run, helped by demand for memory used in AI servers. That makes this quarter important. Investors want to know whether the business is still catching up to the
2026-06-24
www.tomshardware.com
2026-06-24
Tom's Hardware
Tech Industry Manufacturing Semiconductors
TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs
News
By Etiido Uko published 9 hours ago
Reported 5–10% price hikes remain lower than recent industry price spikes
(Image credit: Getty / Bloomberg)
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2026-06-24
news.futunn.com
2026-06-24
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Which Hot Growth Stock Is The Better Buy Right Now: Micron or SpaceX?
Keith Speights, The Motley Fool
Wed, June 24, 2026 at 2:04 AM PDT 4 min read
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MU
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When it comes to buzz factor, two companies stand out right now: Micron Technology (NASDAQ: MU) and Space Exploration Technologies (NASDAQ: SPCX). Micron's share price has
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
When it comes to buzz factor, two companies stand out right now: Micron Technology (
MU
0.69%
) and Space Exploration Technologies (
SPCX
+2.06%
). Micron's share price has skyrocketed more than 9x over the past 12 months. SpaceX recently set the record for the biggest initial public offering (IPO) ever, with a market cap of roughly $1.8 trillion right out of the gate.
Both Micron and SpaceX are
2026-06-24
biz.chosun.com
2026-06-24
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.24. 15:46
As competition for leadership in artificial intelligence (AI) chips intensifies, the global semiconductor industry is throwing itself into a battle to secure Korean engineers. With a prolonged shortage of high bandwidth memory (HBM) supply, the market value of Korean talent with mass-production and Production yield stabilization experience is soaring.
2026-06-24
news.google.com
2026-06-24
NAI500
2026-06-24
www.moneycontrol.com
2026-06-24
Moneycontrol.com
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2026-06-24
pandaily.com
2026-06-24
Pandaily
AI
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
Published:
June 24, 2026
Reading Time:
3 min read
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Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
The embodied AI chip market is experiencing an unprecedented surge of com
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Better Artificial Intelligence (AI) Stock to Buy: SpaceX vs. Nvidia
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 5:47 PM PDT 4 min read
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In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX. It may not sound like an AI
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (
SPCX
+0.46%
), better known as SpaceX. It may not sound like an AI investment at first, but it is. Earlier this year, before it went public, SpaceX acquired another of Elon Musk's companies -- xAI, the business behind the Grok generative AI platform and the social media platform X
2026-06-24
www.upi.com
2026-06-24
upi.com
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
ASML (ENXTAM:ASML) Faces New AI Supply Chain Rules As Dutch Join Pax Silica
Bailey Pemberton
Tue, June 23, 2026 at 5:18 PM PDT 2 min read
ASML.AS
-0.96%
ASML
-1.65%
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The Netherlands has joined the Pax Silica group o
2026-06-24
digitimes.com
2026-06-24
SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a sharp profitability reversal makes the broader memory market too profitable to ignore.