Semiconductor News & Analysis Feed
598 articles
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.87%
) and AMD (
AMD
+1.34%
) are the two largest producers of discrete GPUs. They both produce data center GPUs for the booming AI market.
However, Nvidia often attracts more attention than AMD because it controls more than 90% of the discrete GPU market. AMD, which tries to compete against Nvidia with its cheaper chips, only holds a single-digit share. Nvidia also generates most
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The scale gap is one part of the picture. The software lock-in is the more durable factor.
Video Muted
CUDA Carries NVIDIA. MI450 Carries AMD’s Hopes.
NVIDIA’s Q1
2026-06-26
tomshardware.com
2026-06-26
Jake Roach
Scalpers are trying to capitalize on the release of the Ryzen 7 5800X3D 10th Anniversary Edition, asking nearly double the CPU's suggested retail price.
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
In June 2022, I made what was likely a mistake by choosing to buy Advanced Micro Devices (
AMD
+1.51%
) stock over Nvidia (
NVDA
2.24%
). It was a cheaper stock in terms of valuation, and this was before Nvidia's "ChatGPT moment," when the market discovered the power of Nvidia's AI accelerators.
Also, buying AMD is only a mistake in a relative sense. It is still up around 560% from my initial buy
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why I Continue to Prioritize AMD Stock Over Nvidia
Will Healy, The Motley Fool
Thu, June 25, 2026 at 9:05 AM PDT 5 min read
NVDA
-1.81%
AMD
+1.57%
^GSPC
+0.34%
Explore stocks on Coinbase
Trading disclosure
In June 2022, I made what was likely a mistake by choosing to buy Advanced Micro Devices (NASDAQ: AMD) stock over Nvidia (NASDAQ: NVDA). It was a cheaper stock in terms of valuation, and this w
2026-06-25
tomshardware.com
2026-06-25
Etiido Uko
ASUS has released beta BIOS updates for several X870, B850, and X670 AM5 motherboards, restoring Transparent Secure Memory Encryption support for non-Pro Ryzen 9000 CPUs.
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
The sell-off in semiconductor stocks has been brutal. An artificial intelligence (AI) chip forecast from Broadcom in early June that was lower than expected set off a rout that erased more than $1 trillion in chip-stock value in a single session, and the selling has flared up again since. Two of the biggest names caught in it are AI chip leader Nvidia (
NVDA
0.93%
) and its closest challenger, Adv
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Better Buy After the Chip Sell-Off: Nvidia or AMD?
Daniel Sparks, The Motley Fool
Wed, June 24, 2026 at 8:56 PM PDT 5 min read
NVDA
-0.50%
AMD
-0.02%
AVGO
+0.51%
Explore stocks on Coinbase
Trading disclosure
The sell-off in semiconductor stocks has been brutal. An artificial intelligence (AI) chip forecast from Broadcom in early June that was lower than expected set off a rout that erased more th
2026-06-25
www.gurufocus.com
2026-06-25
GuruFocus
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:54 AM PDT 4 min read
AMD
-0.02%
IBM
-0.75%
ORCL-PD
-3.69%
QQQ
-0.42%
STX
-4.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron cratered 11% despite a forward P/E of 11 and an 882% one-year gain, pulling AMD down nearly 5% in a classic positioning
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy QQQ was off 2.57% intraday, which on a ba
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Artificial intelligence (AI) is moving from the training phase to the production phase, as enterprises, users, and governments that have spent hundreds of billions of dollars on this technology are looking to unlock its productivity gains.
This process of deploying trained AI models into production, where they execute tasks in the real-world by ingesting fresh inputs, is known as inference. Deloi
2026-06-24
www.tomshardware.com
2026-06-24
Tom's Hardware
Tech Industry Manufacturing Semiconductors
TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs
News
By Etiido Uko published 9 hours ago
Reported 5–10% price hikes remain lower than recent industry price spikes
(Image credit: Getty / Bloomberg)
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2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-24
marketwise.com
2026-06-24
MarketWise
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
AMD and Intel Drop 5%, NVIDIA Slips 3% Amid Korean-Led Chip Selloff Bulls Say Is “Healthy”
David Moadel
Tue, June 23, 2026 at 10:23 AM PDT 4 min read
AMD
-5.76%
NVDA
-4.13%
INTC
-6.14%
Explore stocks on Coinbase
Trading disclosure
Quick Read
AMD stock and Intel stock each dropped 5% Tuesday and NVIDIA stock pulled back 3% as Korea's KOSPI 10% retreat rattled supply chains linking U.S. chipmakers
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Nvidia, Micron, AMD lead tech sell-off as AI trade cools
Ines Ferré · Senior Business Reporter
Updated Tue, June 23, 2026 at 1:40 PM PDT 1 min read
NVDA
-4.13%
GOOGL
-0.98%
GOOG
-0.77%
MU
-13.18%
ANTH.PVT
Explore stocks on Coinbase
Trading disclosure
What happened: Nvidia (NVDA), Micron Technology (MU), and AMD (AMD) led a tech sector sell-off on Tuesday.
What's behind the move: Investors shifte
2026-06-23
www.nextplatform.com
2026-06-23
The Next Platform
AMD And Nvidia Are Neck In HPC Supercomputing
Timothy Prickett Morgan
Co-Editor, Co-Founder, The Next Platform
Published Tue 23 Jun 2026 // 13:25 UTC
Necessity is always the mother of invention, and if you are trying to create an indigenous compute engine design and manufacturing capability, as China certainly is, then it stands to reason that the Middle Kingdom’s eight national computing centers
2026-06-23
www.barrons.com
2026-06-23
Barron's
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