Semiconductor News & Analysis Feed
598 articles
2026-07-01
letsdatascience.com
2026-07-01
Let's Data Science
INFRASTRUCTURE
amd
versal
memory on package
lpddr5x
AMD Introduces Versal Gen 2 Memory-on-Package SoC
6 sources
|
June 30, 2026
|
By LDS Team
7.0
Relevance Score
Photo: cdn.wccftech.com · rights & takedowns
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AMD announced the Versal Premium Gen 2 Memory on Package adaptive SoC family, integrating up to 32 GB of LPDDR5X on-package memory with up to 288 GB/s of bandwidth, accordin
2026-07-01
wccftech.com
2026-07-01
Wccftech
AMD is releasing its first-ever SoCs with an on-package memory solution, the Versal Gen 2, which offers 10x compute uplift.
[Editor's Note] The release of Versal Gen 2 marks the first SoC from AMD to feature an on-package memory solution. Compared to Versal Gen 1, the move to LPDDR5X memory comes at a time when the entire tech industry is facing DRAM shortages, and with the prices of HBM products
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
www.cnbc.com
2026-07-01
CNBC
Chipmakers not named Nvidia
soared in the second quarter as investors widened their artificial intelligence portfolios, with Micron
and Intel
more than tripling in value and Advanced Micro Devices
not far behind.
Those three companies gained about $2 trillion in combined market cap in the period and are now the 10th, 11th and 12th most valuable U.S. tech companies.
While AI chipmaker Nvidia
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Nvidia, AMD, Intel Lead AI Chip Stock Rally as Wall Street Rebounds
Nauman Khan
June 30, 2026 1 min read
NVDA
+0.71%
AMD
-6.51%
INTC
-9.66%
MRVL
-7.45%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
AI chip stocks rally as Nvidia, AMD and semiconductor equipment makers lift Wall Street
Artificial intelligence traded higher Tuesday, helping pu
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
www.servethehome.com
2026-07-01
ServeTheHome
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2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
AMD confirms plans to incorporate low-power CPU cores into next-generation heterogeneous CPUs to lower power consumption and improve energy efficiency.
2026-07-01
www.servethehome.com
2026-07-01
ServeTheHome
Forums
AI
Server
Server Systems
Server CPUs
Accelerators
Server Motherboards
Server Chassis
Other Components
5G Edge
Storage
Networking
Workstation
Workstation Processors
Workstation Motherboards
Software
Operating Systems
Server Applications
Virtualization
Guides
Buyer’s Guides
Tips
Top Hardware Components for TrueNAS / FreeNAS NAS Servers
Top Hardware Components for pfSense Appliances
Top
2026-06-30
www.cnbc.com
2026-06-30
CNBC
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2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:AMD
AMD Stock And 2 AI Semiconductor Picks For Data Center Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Markets just closed with the Dow at a record high above 52,000 and enthusiasm around AI and semiconductor stocks front and center. A pause in U.S. Iran tensions, an open Strait of Hormuz, and softer oil prices are combinin
2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Meta develops its custom Vistara CXL memory expander to use DDR4 memory with new servers running AMD EPYC 'Turin' processors.
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.fool.com
2026-06-30
The Motley Fool
In recent years, everyone has been talking about graphics processing units (GPUs). That's because these are the chips that power crucial artificial intelligence (AI) tasks like the training of large language models. Companies with expertise here saw their revenue soar. Two perfect examples are Nvidia (
NVDA
1.94%
) and Advanced Micro Devices (
AMD
8.02%
).
Though Nvidia dominates the market, AMD
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
tomshardware.com
2026-06-30
Zhiye Liu
Newegg has started selling G.Skill’s Trident Z5 NeoX memory kits featuring AMD ULL technology, and the prices are already high.
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Nvidia shares look like a great bargain right now.
AMD may be getting too expensive to invest in.
10 stocks we like better than Advanced Micro Devices ›
If you asked me which stock would have a better 2026, Nvidia(NASDAQ: NVDA) or Advanced Micro Devices(NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely
2026-06-30
tomshardware.com
2026-06-30
Bruno Ferreira
Zluda is back to a hobby, as the open-source project has lost commercial funding with version 6 but added early 32-bit PhysX support.
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Nvidia shares look like a great bargain right now.
AMD may be getting too expensive to invest in.
10 stocks we like better than Advanced Micro Devices ›
If you asked me which stock would have a better 2026, Nvidia(NASDAQ: NVDA) or Advanced Micro Devices(NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely