Semiconductor News & Analysis Feed
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2026-06-26
stocktwits.com
2026-06-26
Stocktwits
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron CEO Expects Memory Supply To Improve Gradually In 2028, But There's No 'Line Of Sight' When It Will Catch Up To Rising AI Demand
Ananya Gairola
Fri, June 26, 2026 at 2:46 AM PDT 6 min read
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On Wednesday, Micron Technology Inc. CEO Sanjay Meh
2026-06-26
www.tech-critter.com
2026-06-26
Tech Critter
Cadence has announced a deeper, multi-year partnership with Intel Foundry to accelerate Team Blue’s development in next-generation 14A manufacturing process.
The collaboration expands beyond existing work by combining Cadence’s AI-powered electronic design automation (EDA) tools and design IP portfolio with Intel’s process technology and packaging expertise, giving chip designers a more optimized
2026-06-26
www.wsj.com
2026-06-26
WSJ
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2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
AEM vs UMS vs Frencken: The Ultimate 2026 Singapore Semiconductor Showdown
AEM vs UMS vs Frencken
Wilson H.
Fri, 26 June 2026 at 2:30 am GMT-7 6 min read
E28.SI
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558.SI
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AWX.SI
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The global semiconductor industry has been on fire over the last few years, thanks to cloud computing and the advent of artificial intelligence (AI), which are driving the need for advanced semiconductor
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Louisiana State Employees Retirement System Buys New Shares in Synopsys, Inc. $SNPS
Written by MarketBeat
June 26, 2026
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KEY POINTS
Louisiana State Employees Retirement System opened a new position in Synopsys during the first quarter, buying 22,300 shares valued at about $8.84 million.
Synopsys reported better-than-expected quarterly results, with EPS of $3.35 ver
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Louisiana State Employees Retirement System Invests $8.89 Million in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 26, 2026
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KEY POINTS
Louisiana State Employees Retirement System opened a new position in Cadence Design Systems, buying 32,000 shares valued at about $8.89 million in the first quarter.
Insider selling has been notable, including recen
2026-06-26
news.google.com
2026-06-26
Trefis
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Parkway Wealth Management Group LLC Takes $2.70 Million Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 26, 2026
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KEY POINTS
Parkway Wealth Management Group LLC opened a new position in Texas Instruments during the first quarter, buying 12,560 shares worth about $2.7 million.
Texas Instruments reported better-than-expected quarterly earni
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.86%
) had a market capitalization of $360 billion at the beginning of 2023, which was right before the artificial intelligence (AI) boom started gathering momentum. The company has since sold millions of its graphics processing units (GPUs) for data centers, which are the primary chips used in AI training and inference workloads, propelling its market cap to $4.8 trillion.
But des
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
OP Asset Management Ltd Makes New $9.17 Million Investment in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 26, 2026
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KEY POINTS
OP Asset Management opened a new position in Cadence Design Systems, buying 32,989 shares worth about $9.17 million in the first quarter.
Cadence reported strong quarterly results, with earnings of $1.96 per share and reve
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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Nvidia: The Next Dividend Aristocrat?
Jun 26, 2026, 5:00 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockTXN, IBM
Steven Cress, Quant Team
SA Quant Strategist
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Following its recent 2,400% dividend payout increase, Nvidia's stock is mirroring the early lifecycles of legacy tech giants that evolved from volatile tech growth companies
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
RFG Advisory LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 26, 2026
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KEY POINTS
RFG Advisory LLC cut its Texas Instruments stake by 34.3% in the first quarter, selling 11,027 shares and leaving it with 21,139 shares valued at about $4.1 million.
Texas Instruments reported Q1 earnings of $1.68 per share, topping estim
2026-06-26
eetimes.com
2026-06-26
Two new security chips aim to future-proof devices for the quantum era by integrating hardware accelerators that support PQC algorithms.
2026-06-26
ximitime.com
2026-06-26
ximitime.com
NEWS
Xiaomi 18 leak hints at 2nm chip and dual 200MP camera upgrade
Emir Bardakçı
Jun. 26, 2026, 11:30
3 mins read
0 Comments
TABLE OF CONTENTS
New features expected on the Xiaomi 18
Xiaomi 18 Leaked Specs
How this upgrade could improve daily use
A new leak from reliable Chinese tipster Digital Chat Station suggests that Xiaomi may be preparing a major hardware jump for its next standard flagship
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Fairvoy Private Wealth LLC Acquires New Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
June 26, 2026
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KEY POINTS
Fairvoy Private Wealth LLC opened a new position in Synopsys during the first quarter, buying 3,048 shares worth about $1.21 million.
Several large institutional investors also adjusted their stakes, with Vanguard, State Street, Morgan Stanley, a
2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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2026-06-26
fortune.com
2026-06-26
Fortune
Micron may not be a household name but it may just be among the most important tech companies in the AI era, and definitely one with a surprising backstory.
On Thursday, the memory chipmaker reported an eye-popping 346% surge in quarterly revenue. As if that wasn’t enough, it reported a profit of $28.2 billion for the quarter, almost 15 times higher than the same quarter last year. By all accoun
2026-06-26
www.digitimes.com
2026-06-26
digitimes
Infineon and Innoscience are locked in a global legal battle over alleged infringement involving gallium nitride (GaN) technology, with courts across multiple jurisdictions becoming battlegrounds for the dispute. In China, Innoscience appears to have gained...
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2026-06-26
www.digitimes.com
2026-06-26
digitimes
Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls High Bandwidth Compute, or HBC, as a key weapon in its challenge to Nvidia, AMD and AI chip startups.
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