Semiconductor News & Analysis Feed
11613 articles
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
__fail__
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Micron (
MU
0.02%
) has been one of the biggest winners on the stock market over the past year, thanks to an epic AI-driven shortage of memory chips.
As a result, memory stocks have soared across the board, with Micron gaining 767% in a year. The stock even topped $1 trillion in market cap along the way, as have the two other South Korean memory giants, SK Hynix and Samsung.
The memory chip mark
2026-06-24
news.google.com
2026-06-24
NAI500
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Will Micron Soar on Wednesday? Watch These 3 Things When It Reports Earnings
Jeremy Bowman, The Motley Fool
Tue, June 23, 2026 at 8:20 PM PDT 5 min read
MU
-0.39%
NVDA
+0.06%
000660.KS
+0.98%
005930.KS
+9.84%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) has been one of the biggest winners on the stock market over the past year, thanks to an epic AI-driven shortage of memory c
2026-06-24
www.weex.com
2026-06-24
WEEX
SK Hynix has become the purest large-cap bet on AI memory, and the question most investors are now asking is simple: where does the stock go from here? As of June 23, 2026, SK Hynix (KRX: 000660) traded around ₩2,555,000, down roughly 12% in a single session after reports that Nvidia may trim Rubin output and that SK Hynix is slowing HBM4 capacity expansion. That whiplash is the whole story in min
2026-06-24
kalkine.com.au
2026-06-24
Kalkine
Highlights
AI shares rose 13.73% to AUD 0.058 during the morning session on 24 June 2026 following a strategic AI chip design presentation
The company introduced “Chipforge”, an AI-native sovereign semiconductor design platform
Presentation highlighted a global shift toward sovereign chip investment exceeding USD 115 billion
AI positioned AI-assisted design as a solution to industry-wide engineer
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia Is Officially the Largest Stock in the World. Is the Artificial Intelligence (AI) Giant Still Cheap?
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 7:50 PM PDT 3 min read
NVDA
+0.19%
GOOGL
+1.21%
V
+0.50%
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Trading disclosure
Nvidia (NASDAQ: NVDA) is the largest company in the world, and by a large margin. Second-place Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL)
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia
(
NVDA
3.99%
)
is the largest company in the world, and by a large margin. Second-place
Alphabet
(
GOOG
0.61%
)
(
GOOGL
0.85%
)
sits at a $4.5 trillion market cap, while Nvidia hovers around $5.1 trillion. That $600 billion gap is massive, equivalent to the size of
Visa
.
With Nvidia being the largest company in the world, some investors would consider the stock expensive. However, after br
2026-06-24
pandaily.com
2026-06-24
Pandaily
AI
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
Published:
June 24, 2026
Reading Time:
3 min read
Want to read in a language you're more familiar with?
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
The embodied AI chip market is experiencing an unprecedented surge of com
2026-06-24
bbcmag.com
2026-06-24
Broadband Communities
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2026-06-24
pulse.mk.co.kr
2026-06-24
매일경제
Jay Y. Lee, executive chairman of Samsung Electronics Co., visited the company’s semiconductor facility in Cheonan, South Chungcheong Province, on Tuesday, to personally inspect production operations for high-bandwidth memory (HBM), a key component in artificial intelligence (AI) computing systems.
According to industry sources, the visit marked Lee’s first trip to the Cheonan site since February
2026-06-24
www.foreignpolicyjournal.com
2026-06-24
foreignpolicyjournal.com
A wave of selling across technology stocks is intensifying fears that the artificial intelligence spending boom may not deliver the returns investors have been counting on.
The tech-heavy Nasdaq Composite fell approximately 2% on Tuesday afternoon as major AI-related names continued their decline for a second consecutive session.
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Nvidia and Alphabet, two of th
2026-06-24
www.mufgresearch.com
2026-06-24
MUFG Research
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Better Artificial Intelligence (AI) Stock to Buy: SpaceX vs. Nvidia
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 5:47 PM PDT 4 min read
SPCX
-0.17%
NVDA
-0.29%
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Trading disclosure
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX. It may not sound like an AI
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.fool.com
2026-06-24
The Motley Fool
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (
SPCX
+0.46%
), better known as SpaceX. It may not sound like an AI investment at first, but it is. Earlier this year, before it went public, SpaceX acquired another of Elon Musk's companies -- xAI, the business behind the Grok generative AI platform and the social media platform X
2026-06-24
eu.36kr.com
2026-06-24
36Kr
The AI data center boom has driven a sharp surge in power semiconductors.
电子工程世界
2026-06-24 08:17
Power semiconductor manufacturers that want to make profits cannot afford to miss the huge opportunity represented by AI data centers.
In the past two days, power semiconductors have witnessed a significant surge. According to the latest institutional research reports, AI data centers are emerging as
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.reuters.com
2026-06-24
Reuters
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia's banned AI chips double in price on China's black market, FT reports
Illustration of Nvidia logo · Reuters
Reuters
Tue, June 23, 2026 at 5:25 PM PDT
NVDA
-0.06%
Trade NVIDIA on Coinbase
Trading disclosure
June 23 (Reuters) - Nvidia's AI chips have more than doubled in price on China's black market, the Financial Times reported on Tuesday, citing multiple Chinese chip traders.
R