Semiconductor News & Analysis Feed
10838 articles
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
D.A. Davidson technology research head Gil Luria explains why Micron's booming semiconductor business reflects a short-term, zero-sum A.I. trade for megacap tech on ‘Making Money.’
©2026 FOX News Network, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. All market data delayed 20 minutes.
2026-06-27
investorplace.com
2026-06-27
InvestorPlace
Meet Louis Navellier
Missed Out on Micron? My System Can Find the Next Big AI Winner
We’ll dig into Micron’s blowout quarter and how my system is helping find winners from the next phase of the AI boom
By Louis Navellier, Editor, Growth Investor Jun 26, 2026, 4:30 pm EDT
Source: Charles Knowles / Shutterstock.com
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In 1909, Theodore
2026-06-27
www.macobserver.com
2026-06-27
The Mac Observer
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2026-06-27
www.techtimes.com
2026-06-27
Tech Times
By Allen Lee
Published: Jun 26 2026, 3:56 PM EDT
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A humanoid robot carries a five-kilogram box during a demonstration at the Intel booth at Computex in Taipei on June 2, 2026. I-HWA CHENG/GETTY IMAGES
The U.S. power-chip maker Onsemi has agreed to acquire Synaptics in an all-stock deal valuing
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Broadcom, Micron, AMD, and Other AI Chip Stocks Slumped on Friday. You Can Thank OpenAI and SpaceX.
Danny Vena, CPA, The Motley Fool
June 26, 2026 4 min read
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmaker
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmakers -- has soared 429% (as of this writing) since the adoption of AI began in earnest in early 2023.
At the same time, those same stocks have been fraught with
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron + One Explosive AI Memory Stock to Buy Before H2 2026
Tirthankar Chakraborty
June 26, 2026 3 min read
MU
-5.49%
SNDK
-14.13%
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Trading disclosure
Memory stocks seem to have broken off from their traditional cyclical behavior, supported by sustained growth in recent years. The artificial intelligence (AI) boom in data-intensive workloads has substantially increased
2026-06-27
www.theglobeandmail.com
2026-06-27
The Globe and Mail
Key Points
ON Semiconductor announced an all-stock acquisition of Synaptics, valued at $7 billion, and the stock dropped over 23% following the announcement, reflecting investor concerns.
The deal aims to integrate power, sensing, and connected computing for edge AI applications.
10 stocks we like better than ON Semiconductor ›
Investors in ON Semiconductor(NASDAQ: ON), or onsemi, went to slee
2026-06-27
marketwise.com
2026-06-27
MarketWise
marketwise.com
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2026-06-27
www.theglobeandmail.com
2026-06-27
The Globe and Mail
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company dominates the extreme ultraviolet (EUV) lithography market and leads the commercialization of next-generation high-NA EUV systems, technologies that are essential
2026-06-27
www.zacks.com
2026-06-27
Zacks Investment Research
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2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:PLAB
Will SK Hynix’s HBM Re‑Prioritization Shift Change Photronics’ (PLAB) AI Supply Chain Narrative?
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Recently, reports that South Korea's SK Hynix is slowing its high‑bandwidth memory expansion to prioritize higher‑margin conventional DRAM unsettled sentiment across the AI‑chip supply chain, affecting r
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the movement toward a new generation of 800-volt direct current (VDC) data centers set to launch in 2027.
The change in architecture will have ramifications for AI data center infrastructure companies and, according to Barclays a
2026-06-27
tomshardware.com
2026-06-27
Matt Safford
What you clicked on, because of all the PC parts that were overpriced or unavailable
2026-06-27
www.bangkokpost.com
2026-06-27
Bangkok Post
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2026-06-27
techcrunch.com
2026-06-27
TechCrunch
0 seconds of 36 minutes, 3 secondsVolume 90%
Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending.
OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a clea
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM | QCOM Price Prediction) Investor Day on June 24, 2026 with a number designed to be repeated.
Video Muted
Over $15 billion in annual data center AI chip sales by fiscal 2029, up from $5 billion in 2027, alongside a $40 billion non-handset revenue target and adjusted EPS above $18 by that year.
Qualcomm shares rose 13.3% to 15% in after-hours tr
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia
Lee Samaha, The Motley Fool
Fri, June 26, 2026 at 10:35 AM PDT 4 min read
NVDA
+2.63%
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Trading disclosure
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the move
2026-06-27
www.tradingview.com
2026-06-27
TradingView
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Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?
3 min read
ON
+6.74%
SYNA
+5.84%
onsemi ON is making its biggest strategic move yet, agreeing to acquire Synaptics Incorporated SYNA in an all-stock deal valued at roughly $7 billion. The acquisition strengthens onsemi’s transformation from a