Semiconductor News & Analysis Feed
10708 articles
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Stock After 48% Gain And Mixed Valuation Signals
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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If you are wondering whether QUALCOMM at around US$221.90 is priced for opportunity or already reflecting high expectations, the valuation picture is the place to start.
The stock has gained 48.0% over the past year an
2026-06-23
aimagazine.com
2026-06-23
AI Magazine
Coherent has officially broken ground on its expanded manufacturing facility in Sherman, Texas, positioning the site at the heart of global AI infrastructure.
The company, which manufactures the lasers, optical components and compound semiconductors that wire AI systems together, operates what it calls the world's first 6-inch indium phosphide (InP) fabrication plant.
The expanded Texas facilit
2026-06-23
wtvbam.com
2026-06-23
WTVB
June 23 (Reuters) – The European Commission approved on Tuesday €76 million ($87 million) of German state aid for QuantumDiamonds GmbH, which is planning to set up a cutting-edge semiconductor testing facility in Munich.
• The Commission said QuantumDiamonds had agreed to work with small-and-medium-sized enterprises and with universities and research institutions.
• The approval come
2026-06-23
evertiq.com
2026-06-23
Evertiq
© Infineon
Business | June 23, 2026
Infineon wins two more patent cases against Innoscience in Germany
Evertiq
A Munich district court has ruled in favour of Infineon Technologies in two further patent infringement cases against Chinese GaN manufacturer Innoscience. It is the third and fourth legal defeat for Innoscience in an ongoing series of proceedings across Germany and the United States.
Th
2026-06-23
www.autonews.com
2026-06-23
Automotive News
As the artificial intelligence boom continues, auto industry companies are competing with tech giants for access to memory chips, a shift that is driving up costs and triggering structural changes to the supply chain just as automakers lean into the software-defined vehicle transition.
How EV batteries, from lithium ion to solid state, are evolving
Some electric vehicle battery developers are wo
2026-06-23
www.reuters.com
2026-06-23
Reuters
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2026-06-23
www.jpost.com
2026-06-23
The Jerusalem Post
'Unique self-driving': Israel's Autobrains launches robotaxi pilot in Munich with Uber and Nvidia
"We created a unique system for autonomous driving through agentic artificial intelligence, which breaks down the reasoning into small tasks," Igal Raichelgauz, Autobrains CEO, told the Post.
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Autobrains test vehicle in Munich.
(photo credit: Autobrains Technologies)
2026-06-23
www.hitachienergy.com
2026-06-23
Hitachi Energy
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2026-06-23
aimagazine.com
2026-06-23
AI Magazine
Rising from the ashes of a crippling debt crisis, South Korean memory chipmaker SK Hynix has overtaken Samsung Electronics to become the world's most valuable memory chip manufacturer.
SK Hynix shares closed up 5.6% on 22 June, lifting its market capitalisation to 2,080.4tn won (US$1.35tn), according to market data.
Samsung Electronics stock eased 0.14% to give it a market value of 2,066.7tn won
2026-06-23
www.trefis.com
2026-06-23
Trefis
Own ON Semi For AI Power? NVIDIA Is Growing Faster And Costs Less.
June 23rd, 2026 by Trefis Team
ON
ON Semiconductor
For investors seeking exposure to the AI chip boom, NVIDIA’s proven hyper-growth surprisingly comes at a lower valuation than ON Semiconductor’s turnaround story.
If you own a semiconductor stock, you likely own it for one reason: the immense demand from the buildout of artificia
2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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2026-06-23
www.fool.com
2026-06-23
The Motley Fool
Nvidia (
NVDA
3.99%
) has been a cornerstone of the artificial intelligence boom since OpenAI released ChatGPT in November 2022. The stock has returned 1,340% since January 2023. Yet, it trades around 20 times forward earnings today, near the cheapest valuation in the past decade.
Nvidia is "too cheap to ignore," wrote Morningstar analyst Brian Colello on June 17, adding, "We don't foresee a slow
2026-06-23
www.techzine.eu
2026-06-23
Techzine Global
2 MIN
INFRASTRUCTURE
Micron invests in Anthropic and supplies memory for AI infrastructure
MELS DEES
Jun 23, 2026, 5:06 PM GMT+8
Micron Technology and Anthropic have announced a strategic partnership focused on AI infrastructure. The chipmaker will supply memory and storage technology for the systems on which Anthropic develops and deploys its AI models. In addition, Micron is participating in th
2026-06-23
en.sedaily.com
2026-06-23
Seoul Economic Daily
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2026-06-23
GuruFocus
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2026-06-23
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2026-06-23
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2026-06-23
Barron's
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2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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