Semiconductor News & Analysis Feed
10687 articles
2026-06-26
futurumgroup.com
2026-06-26
The Futurum Group
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue
Fiona Craig
Fri, June 26, 2026 at 8:44 AM PDT 3 min read
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Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the
2026-06-26
tomshardware.com
2026-06-26
Jowi Morales
The U.S. government wants to ensure that its latest, most advanced AI tools can't be used against it.
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
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2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
eetimes.com
2026-06-26
Onsemi’s $7B Synaptics grab bets edge AI will leave data centers and invade machines.
2026-06-26
www.tradingview.com
2026-06-26
TradingView
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Can ASE Technology Benefit From Expanding AI Infrastructure?
Can ASE Technology Benefit From Expanding AI Infrastructure?
3 min read
3711
+3.24%
ASE Technology Holding Co., Ltd. ASX is emerging as a key beneficiary of the global artificial intelligence (AI) infrastructure buildout. As demand for AI accelerators, high-bandwidth memory and advanced chip packaging grows, the company i
2026-06-26
news.google.com
2026-06-26
EE Times
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
www.benzinga.com
2026-06-26
Benzinga
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2026-06-26
www.moomoo.com
2026-06-26
Moomoo
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2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
aimagazine.com
2026-06-26
AI Magazine
Memory chips have historically been treated as basic commodities, allowing electronics companies to easily switch suppliers.
This forces prices down, trapping the industry in an extreme boom-bust cycle that previous long-term contracts failed to fix.
Even with the current AI boom, these new agreements only hold if demand remains real, as any slowdown or market doubt will likely send buyers rus
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
tomshardware.com
2026-06-26
Luke James
Apple will release a base M6 chip for entry-level Macs this year but skip the Pro and Max versions of that generation, jumping instead to an accelerated M7 family.
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU | MU Price Prediction) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of company Micron has become.
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2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
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2026-06-26
www.weex.com
2026-06-26
WEEX
The AI memory crisis—driven by shortages in high-bandwidth memory (HBM) for data centers and premium mobile DRAM like LPDDR5X—has flipped the usual smartphone playbook. This article explains how tightening supply impacts Apple Stock versus Samsung, why memory pricing matters to margins, how AI phones and PCs change bill-of-materials (BOM) math, and what scenarios could play out through 2027. You’l
2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
Qualcomm CEO and President Cristiano Amon discusses the company's diversification beyond mobile chips, its entry into data centers, the demand for AI spending, outlook on agentic AI and more on 'Mornings with Maria.'
Cristiano Amon, Qualcomm CEO Cristiano Amon joins 'Mornings with Maria' to detail the company's ambitious strategy to diversify into new markets like data centers, automotive, and ro
2026-06-26
www.barrons.com
2026-06-26
Barron's
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