Semiconductor News & Analysis Feed
9664 articles
2026-06-26
www.globenewswire.com
2026-06-26
GlobeNewswire
Accelerates onsemi’s evolution, building on its strength in power and sensing to become a leading provider of intelligent systems — expanding from AI data centers into Physical AI
Increases onsemi’s total addressable market by $30 billion to $243 billion by 2030
Positions onsemi at the intersection of Power, Sense, Connected Compute and Control — the four pillars of Physical AI — which enable mach
2026-06-26
www.globenewswire.com
2026-06-26
GlobeNewswire
Accelerates onsemi’s evolution, building on its strength in power and sensing to become a leading provider of intelligent systems — expanding from AI data centers into Physical AI
Increases onsemi’s total addressable market by $30 billion to $243 billion by 2030
Positions onsemi at the intersection of Power, Sense, Connected Compute and Control — the four pillars of Physical AI — which enable mach
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
U.S. stocks struggle to end positively despite great Micron's 3Q results, in-line inflation
Jun 25, 2026, 4:05 PM ETDow Jones Industrial Average Index (DJI), COMP:IND, SP500MU, US10Y, US2Y
, US30Y
By: Monica L. Correa, SA News Editor
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Wall Street's major averages closed mixed even after blockbuster fiscal third-quarter results from Micron (MU) that failed t
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
How Qualcomm is evolving to grab a piece of the AI data center explosion.
Daniel Howley · Technology Editor
Thu, June 25, 2026 at 1:03 PM PDT 2 min read
QCOM
+3.84%
AAPL
-6.15%
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Trading disclosure
Qualcomm (QCOM) made its mark as a smartphone chip designer. But smartphone growth has slowed, and after losing Apple (AAPL) as a key customer, the company began searching for
2026-06-26
www.cnbc.com
2026-06-26
CNBC
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2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report as vindication, saying “the beat and raise… ver
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Seventy percent. That's the share of global memory chip production that artificial intelligence (AI) data centers are expected to absorb in 2026. Set aside what that means for the companies supplying it for a moment and consider what it means for everything else in the tech realm. Smartphones, laptops, cars, medical devices, and televisions are all competing for the remaining 30% of a supply base
2026-06-26
letsdatascience.com
2026-06-26
Let's Data Science
INFRASTRUCTURE
semiconductors
ibm
sub 1nm
IBM debuts 0.7nm Nanostack with nearly 100B transistors
5 sources
|
June 25, 2026
8.5
Relevance Score
Photo: storagereview.com · rights & takedowns
QUICK SUMMARY
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IBM unveiled the world's first sub-1 nanometer chip technology on June 25, 2026, using a new 0.7nm "Nanostack" 3D transistor architecture (also called 7 angstrom). The chip packs nearly 100
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron earnings beat fuels hopes for Tech rally rebound
Yahoo Finance and Josh Lipton
Thu, June 25, 2026 at 12:45 PM PDT
NVDA
-1.59%
DELL
-5.67%
0992.HK
-5.09%
MSFT
-3.45%
GOOGL
-0.45%
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TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broade
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Microsoft stock tumbles, Micron sparks memory chip rally, Qualcomm's data center venture
Yahoo Finance and Josh Lipton
Thu, June 25, 2026 at 12:27 PM PDT
MSFT
-3.45%
MU
+15.81%
QCOM
+3.84%
SNDK
+21.53%
WDC
+4.81%
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Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (M
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
www.kiro7.com
2026-06-26
KIRO 7 News Seattle
Apple on Thursday announced an increase in prices for Macs and iPads, citing a memory chip shortage brought on by the artificial intelligence boom.
The Cupertino, California-based company called the demand spike an “unprecedented challenge” for the consumer electronics industry.
“The rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage. We have n
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron Technology (
MU
+15.36%
) had a very good day on Thursday. Apple (
AAPL
5.74%
) did not. Those two facts may sound unrelated, but one move inspired the other quite directly. And they pulled the major market indexes in opposite directions today.
Micron surged 16% on Thursday after reporting blowout earnings, but the memory chipmaker's gain came at a cost for many other tech stocks. Micron s
2026-06-26
ts2.tech
2026-06-26
TechStock²
25 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:AMAT·STOCK MARKET·TECHNOLOGY
2 MINS READ
APPLIED MATERIALS (NASDAQ:AMAT) GAINS $50 BILLION AS AI MEMORY TRADE PUSHES PAST STREET FORECASTS
BY IWONA MAJKOWSKA
NEW YORK, June 25, 2026, 14:07 EDT
Applied Materials shares jumped 10.7% to $652.07 at 1:52 p.m. EDT, pushing its market value up by around $50.4 billion.
The stock was 18.7% over the average an
2026-06-26
etfdb.com
2026-06-26
ETF Database
etfdb.com
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2026-06-26
www.newswire.com
2026-06-26
Newswire.com
Vadzo Imaging Explains AR0234 vs AR0235: How to Choose the Right 2MP Global Shutter USB Camera for Speed-Critical Applications
PRESS RELEASE • JUN 25, 2026 18:00 UTC
2MP global shutter imaging at up to 120fps forms the common baseline for both the Onsemi AR0234 and the Onsemi AR0235 HyperLux SG, with the AR0234 delivering a 1/2.6-inch optical format at 3.0 µm pixel pitch and the AR0235 delivering
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The Supply-Chain Bet That Underpins The NVIDIA Stock Story
Trefis Team
Thu, June 25, 2026 at 10:56 AM PDT 3 min read
AMD
+2.21%
INTC
+0.61%
NVDA
-1.82%
AVGO
-1.05%
MRVL
+1.61%
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Trading disclosure
Image by Cristian Ibarra from Pixabay
While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete pla
2026-06-26
www.trefis.com
2026-06-26
Trefis
The Supply-Chain Bet That Underpins The NVIDIA Stock Story
June 25th, 2026 by Trefis Team
+2.25%
Upside
196
Market
200
Trefis
NVDA
NVIDIA
While investors fixate on NVIDIA’s dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete plan to meet demand that skeptics think is unsustainable.
After a significant run, NVIDIA (NVDA) stock has cooled. Shares si
2026-06-26
hothardware.com
2026-06-26
HotHardware
IBM Just Shattered Moore's Law With Sub-1 Nanometer Chips
by Zak Killian — Thursday, June 25, 2026, 01:55 PM EDT
Comments
IBM today announced what it calls the world's first sub-1 nanometer chip technology, unveiling a new 0.7nm (7 angstrom) semiconductor process built around an entirely new transistor architecture dubbed "nanostack." The announcement is significant not only because it pushes se
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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