Semiconductor News & Analysis Feed
195 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Broadcom vs Nvidia: The $100B AI Race and One Winner
Vandita Jadeja
Wed, July 1, 2026 at 8:32 AM PDT 3 min read
AVGO
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NVDA
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NVDA's Data Center revenue hit $75B while AVGO's custom AI silicon surged 143%, reflecting two radically different paths to AI dominance.
Trading at 22x forward vs AVGO's 32x, NVDA offers the cheaper valua
2026-07-01
www.barchart.com
2026-07-01
Barchart.com
A photo of a corporate Qualcomm sign by JHVEPhoto via Adobe Stock
Qualcomm (QCOM) is in the process of executing one of the most aggressive data-center pushes in its history, a move that will help the company diversify away from a handset market currently facing a historical decline. On its Investor Day held on June 24, the company laid out its ambitious AI infrastructure strategy. Where just a c
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands AI Reach With Firmus In Indonesia And Palantir In Government
June 30, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia (NasdaqGS:NVDA) agreed to work with Firmus Technologies on an AI factory project in Indonesia, giving smaller and emerging AI firms access to Nvidia’s platforms.
Nvidia and Palantir launched an initiative to p
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands AI Reach With Firmus In Indonesia And Palantir In Government
June 30, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Nvidia (NasdaqGS:NVDA) agreed to work with Firmus Technologies on an AI factory project in Indonesia, giving smaller and emerging AI firms access to Nvidia’s platforms.
Nvidia and Palantir launched an
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index
Fiona Craig
June 30, 2026 3 min read
^GSPC
-0.26%
NVDA
+1.11%
AVGO
-0.67%
2330.TW
-0.81%
AMD
-5.65%
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Chipmakers reach unprecedented share of the benchmark
Semiconductor companies now account for a record 19.7% of the S&P 500, almos
2026-06-30
news.google.com
2026-06-30
simplywall.st
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap
Ghazal Ahmed
June 30, 2026 2 min read
QCOM
-1.88%
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QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
While Qualcomm's expanding data-center revenue opportunity makes it difficult to remain bearish, one investment f
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nokia (HLSE:NOKIA) Partners With Nvidia To Build AI RAN 6G Networks
Bailey Pemberton
June 28, 2026 4 min read
NOKIA.HE
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NVDA
+0.37%
TMUS
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NOK
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Nokia Oyj (HLSE:NOKIA) announced a partnership wi
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
digitimes.com
2026-06-26
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array
2026-06-26
startupfortune.com
2026-06-26
Startup Fortune
Onsemi's $7 billion Synaptics deal is a bet that AI won't stay bottled up in data centers. The company is paying in stock because the edge-AI market it wants is still more promise than proof.
Onsemi is trying to buy its way into the next AI hardware fight, and it isn't the one Nvidia has already made famous. The Scottsdale chipmaker said on June 25 that it will acquire Synaptics in an all-stock t
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
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2026-06-25
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Micron Blows the Doors Off and Throws the AI Rally a Lifeline
By Kristoff De Turck - reviewed by Aldwin Keppens – Last update: Jun 25, 2026
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2026-06-25
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2026-06-25
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2026-06-25
www.reuters.com
2026-06-25
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2026-06-25
m.techflowpost.com
2026-06-25
深潮TechFlow
研报解读：台积电 2027 年 AI 收入将翻倍，CoWoS 产能仍是瓶颈
2026.06.25
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研报解读：台积电 2027 年 AI
收入将翻倍，CoWoS 产能…
即便台积电将 CoWoS 产能扩至每月 20 万片，仍可能满足不了全球 269 万片的需求缺口。
2026.06.25 - 11:48:07
台积电
AI
专注Web3行业深度报道，洞察潮水流动的方向
即便台积电将 CoWoS 产能扩至每月 20 万片，仍可能满足不了全球 269 万片的需求缺口。
作者：Rita
潮向导读
摩根士丹利于 6 月 23 日发布台积电供应链深度报告。核心判断：基于最新供应链调查，上调了对 2027 年全球 CoWoS 先进封装需求的预测，认为台积电 AI 相关收入 2027 年将达 863 亿美元，较
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.
2026-06-24
news.google.com
2026-06-24
Stock Titan
2026-06-24
www.weex.com
2026-06-24
WEEX
Qualcomm (NASDAQ: QCOM) has done something unusual in 2026: it has rallied past where most of Wall Street thinks it should trade. As of June 23, 2026, QCOM changed hands near $222, yet the consensus 12-month price target sits around $184 — meaning the stock is priced above the average analyst forecast. That inversion is the whole story. QCOM is no longer a sleepy handset-and-royalty name trading a