Semiconductor News & Analysis Feed
10691 articles
2026-06-26
www.fool.com
2026-06-26
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2026-06-26
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The Motley Fool
There are four major competitors in the artificial intelligence (AI) chip game: Nvidia (
NVDA
1.86%
), AMD (
AMD
+2.18%
), Broadcom (
AVGO
1.02%
), and Marvell (
MRVL
+1.49%
). These four can be split up into two groups: designers of broad-purpose computing chips and designers of narrow-purpose custom AI chips. Nvidia and AMD both make GPUs, which fall into the broad-purpose category, while Broadc
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
AI Stock Face-Off: Is Nvidia or AMD the Smarter Long-Term Buy?
Geoffrey Seiler, The Motley Fool
Thu, June 25, 2026 at 1:25 PM PDT 5 min read
NVDA
-1.59%
AMD
+2.60%
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Trading disclosure
Two of the biggest stock winners of the past decade are Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD), which are up over 16,320% and 9,770%, respectively. The two chip riva
2026-06-26
wmbdradio.com
2026-06-26
1470 & 100.3 WMBD
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
SAN FRANCISCO, June 25 (Reuters) – Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing long-term deals will keep cash flowing even if the datacenter boom bursts.
Mi
2026-06-26
www.quiverquant.com
2026-06-26
Quiver Quantitative
Accelerates onsemi’s evolution, building on its strength in power and sensing to become a leading provider of intelligent systems — expanding from AI data centers into Physical AI
Increases onsemi’s total addressable market by $30 billion to $243 billion by 2030
Positions onsemi at the intersection of Power, Sense, Connected Compute and Control — the four pillars of Physical AI — which enable mach
2026-06-26
www.globenewswire.com
2026-06-26
GlobeNewswire
Accelerates onsemi’s evolution, building on its strength in power and sensing to become a leading provider of intelligent systems — expanding from AI data centers into Physical AI
Increases onsemi’s total addressable market by $30 billion to $243 billion by 2030
Positions onsemi at the intersection of Power, Sense, Connected Compute and Control — the four pillars of Physical AI — which enable mach
2026-06-26
www.globenewswire.com
2026-06-26
GlobeNewswire
Accelerates onsemi’s evolution, building on its strength in power and sensing to become a leading provider of intelligent systems — expanding from AI data centers into Physical AI
Increases onsemi’s total addressable market by $30 billion to $243 billion by 2030
Positions onsemi at the intersection of Power, Sense, Connected Compute and Control — the four pillars of Physical AI — which enable mach
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
How Qualcomm is evolving to grab a piece of the AI data center explosion.
Daniel Howley · Technology Editor
Thu, June 25, 2026 at 1:03 PM PDT 2 min read
QCOM
+3.84%
AAPL
-6.15%
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Trading disclosure
Qualcomm (QCOM) made its mark as a smartphone chip designer. But smartphone growth has slowed, and after losing Apple (AAPL) as a key customer, the company began searching for
2026-06-26
www.cnbc.com
2026-06-26
CNBC
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Get the most important global
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Seventy percent. That's the share of global memory chip production that artificial intelligence (AI) data centers are expected to absorb in 2026. Set aside what that means for the companies supplying it for a moment and consider what it means for everything else in the tech realm. Smartphones, laptops, cars, medical devices, and televisions are all competing for the remaining 30% of a supply base
2026-06-26
www.spokesman.com
2026-06-26
The Spokesman-Review
NEWS
NATIONAL BUSINESS
Micron joins rivals pitching AI deals as cure for memory’s boom-bust cycle
June 25, 2026 Updated Thu., June 25, 2026 at 12:28 p.m.
1 of 2
The Micron logo in this illustration taken June 11, 2026. (Dado Ruvic/Reuters)
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By Stephen Nellis, Zaheer Kachwala and Aditya Soni
Reuters
Memory chipmakers have for decades been trapped in boom-bust cycles, with cap
2026-06-26
wkzo.com
2026-06-26
WKZO
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
SAN FRANCISCO, June 25 (Reuters) – Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing long-term deals will keep cash flowing even if the datacenter boom bursts.
Mi
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang’s claim that “the next generation of millionaires will be carpenters, plumbers and electricians”. Rusk’s framing was blunter. “If I was a young man or young woman, I
2026-06-26
news.ssbcrack.com
2026-06-26
SSBCrack
Home » Business » Apple Raises Prices on Macs and iPads Amid AI-Driven Memory Chip Shortage
Business
Apple Raises Prices on Macs and iPads Amid AI-Driven Memory Chip Shortage
By
News Desk
Last updated: June 25, 2026
3 Min Read
Share
Apple has announced a significant increase in the prices of its Mac and iPad product lines, largely attributed to a shortage of memory chips driven by the rapid expa
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
For years, Qualcomm (
QCOM
+3.65%
) has been seen as a premium smartphone chipmaker that raked in billions from the mobile revolution. However, investors may be witnessing the beginning of a new chapter.
At yesterday’s investor day, the company unveiled ambitious plans to more than double its non-handset sales in just three years, to $40 billion. While total revenue growth doesn’t seem significan
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Missed NVIDIA's 900% Run? Micron Could Be AI's Next Big Winner
Tirthankar Chakraborty
Thu, June 25, 2026 at 12:00 PM PDT 3 min read
MU
+15.81%
NVDA
-1.59%
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Trading disclosure
With the advent of artificial intelligence (AI), NVIDIA Corporation's NVDA shares have soared 902.3% over the past five-year period, pushing the company's market capitalization above $4 trillion, an
2026-06-26
ts2.tech
2026-06-26
TechStock²
25 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:AMAT·STOCK MARKET·TECHNOLOGY
2 MINS READ
APPLIED MATERIALS (NASDAQ:AMAT) GAINS $50 BILLION AS AI MEMORY TRADE PUSHES PAST STREET FORECASTS
BY IWONA MAJKOWSKA
NEW YORK, June 25, 2026, 14:07 EDT
Applied Materials shares jumped 10.7% to $652.07 at 1:52 p.m. EDT, pushing its market value up by around $50.4 billion.
The stock was 18.7% over the average an
2026-06-26
www.newswire.com
2026-06-26
Newswire.com
Vadzo Imaging Explains AR0234 vs AR0235: How to Choose the Right 2MP Global Shutter USB Camera for Speed-Critical Applications
PRESS RELEASE • JUN 25, 2026 18:00 UTC
2MP global shutter imaging at up to 120fps forms the common baseline for both the Onsemi AR0234 and the Onsemi AR0235 HyperLux SG, with the AR0234 delivering a 1/2.6-inch optical format at 3.0 µm pixel pitch and the AR0235 delivering
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The Supply-Chain Bet That Underpins The NVIDIA Stock Story
Trefis Team
Thu, June 25, 2026 at 10:56 AM PDT 3 min read
AMD
+2.21%
INTC
+0.61%
NVDA
-1.82%
AVGO
-1.05%
MRVL
+1.61%
Explore stocks on Coinbase
Trading disclosure
Image by Cristian Ibarra from Pixabay
While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete pla