Semiconductor News & Analysis Feed
10674 articles
2026-06-30
blogs.nvidia.com
2026-06-30
NVIDIA Blog
How Jaiveer Singh Is Helping Robots — and Developers — Move Faster
June 30, 2026 by NVIDIA Writers
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When Jaiveer Singh talks about robots, he doesn’t begin with spectacle. He begins with infrastructure: the boards inside machines, the software that lets developers see through a robot’s cameras and the engineering required before a robot can leave a demo floor to do something use
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Qualcomm Is the Most Underrated AI Chipmaker to Buy
Marc Guberti, The Motley Fool
June 30, 2026 4 min read
QCOM
-1.88%
NVDA
+0.71%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
Qualcomm's (NASDAQ: QCOM) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence o
2026-06-30
news.google.com
2026-06-30
Stock Traders Daily
2026-06-30
www.allaboutcircuits.com
2026-06-30
All About Circuits
www.allaboutcircuits.com
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2026-06-30
news.google.com
2026-06-30
Stock Titan
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.quiverquant.com
2026-06-30
Quiver Quantitative
ASML Holding N.V. (ASML) is up 4.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied mainly to another wave of AI-driven enthusiasm across semiconductor shares, which has been lifting equipment makers alongside memory and chip designers. ASML also continues to benefit from investor confidence that demand for advanced lithography tools wil
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.investing.com
2026-06-30
Investing.com
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2026-06-30
www.businessinsider.com
2026-06-30
Business Insider
Don McGuire, CMO of Qualcomm, spoke to Business Insider during the 2026 Cannes Lions Festival of Creativity, saying that talk of artificial intelligence in the enterprise is at a more realistic place. "It's about humans and AI together that's really going to make it useful," McGuire said. "Not one or the other."
Don McGuire, CMO of Qualcomm, spoke to Business Insider during the 2026 Cannes Lions
2026-06-30
www.gurufocus.com
2026-06-30
GuruFocus
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2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities for semiconductor companies. Large cloud providers and hyperscalers are investing heavily to expand their AI capabilities, which is driving demand for advanced chips, memory solutions and semiconductor manufacturing
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities for semiconductor companies. Large cloud providers and hyperscalers are investing heavily to expand their AI capabilities, which is driving demand for advanced chips, memory solutions and semiconductor manufacturing
2026-06-30
www.z2data.com
2026-06-30
Z2Data
Unified risk visibility across parts, suppliers, compliance, and minerals: one integration, one workflow.
Autonomous agents surface risks before they become disruptions.
How AI demand is reshaping memory parts, availability, and pricing
DRAM prices jumped 172% year-over-year by Q3 2025 as AI data centers drove insatiable demand for high-bandwidth memory. Z2 examines the forces behind the squeez
2026-06-30
www.bloomberg.com
2026-06-30
Bloomberg
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2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
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2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Texas Instruments Incorporated’s TXN decision to build higher inventory during the semiconductor downturn is beginning to deliver results as demand improves across key end markets. Instead of aggressively cutting production during the slowdown, the company continued manufacturing chips and built inventory to ensure faster deliveries when customers returned. This strategy now appears to be supporti
2026-06-30
tomshardware.com
2026-06-30
Jowi Morales
This "thinking cap" could let patients use a BCI without needing to go under the knife.
2026-06-30
www.moomoo.com
2026-06-30
Moomoo
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2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGM:MRAM
3 Semiconductor Stocks Riding AI Memory And Chip Equipment Demand
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI heavyweights in the Magnificent 7 have just seen about US$2.3t in value wiped away as investors question massive, often debt-fueled, infrastructure spending and wait for second quarter earnings to show clearer payo