Semiconductor News & Analysis Feed
9700 articles
2026-06-24
kotaku.com
2026-06-24
Kotaku
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2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA CorporationKLAC and Applied Materials, Inc.AMAT are leveraging sharply different strengths to capture the next phase of wafer fab equipment growth. While both are benefiting from rising
2026-06-24
www.servethehome.com
2026-06-24
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2026-06-24
www.marketwatch.com
2026-06-24
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2026-06-24
www.ad-hoc-news.de
2026-06-24
Ad-hoc-news.de
Infineon, Accelerates
Infineon Accelerates €5 Billion Factory Launch and Price Hikes, but Tech Slowdown Looms
24.06.2026 - 17:16:19 | boerse-global.de
Infineon opens its largest-ever factory three months early to meet surging AI and EV chip demand, but shares dip 2.7% as investors question return on massive capacity.
Infineon - Infineon Accelerates €5 Billion Factory Launch and Price Hikes, but
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-24
engineerlive.com
2026-06-24
Engineer Live
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2026-06-24
www.constellationr.com
2026-06-24
Constellation Research
Qualcomm acquires Modular to add open software chops
PUBLISHED JUNE 24, 2026
Qualcomm said it will acquire Modular in a move that gives it an AI-native software platform that will give it a more integrated portfolio.
The plan for Qualcomm is to combine Modular's software ecosystem with its chips and AI data center efforts. With Modular, Qualcomm will also have a chip agnostic compute layer that
2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-24
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2026-06-24
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2026-06-24
www.juve-patent.com
2026-06-24
JUVE Patent
Munich Regional Court issued several judgments in favour of Infineon against Chinese semiconductor manufacturer Innoscience and its European distributors. The rulings, based on a German patent and a related utility model, mark the second and third victories for Infineon in its ongoing campaign to defend its gallium nitride portfolio in Germany.
The 21st Civil Chamber of Munich Regional Court, und
2026-06-24
www.tradingview.com
2026-06-24
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KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
5 min read
KLAC
−2.76%
AMAT
−1.62%
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA Corp
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
OpenAI and Broadcom announce first custom AI chip, in strike at Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 7:05 AM PDT 2 min read
AVGO
-0.02%
NVDA
-1.10%
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Trading disclosure
OpenAI (OPAI.PVT) on Wednesday announced its first custom chip developed with Broadcom (AVGO). Called Jalapeño and designed by OpenAI, the chip, the companies said, provides bette
2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says
Published on June 24, 2026 at 9:47 am by GHAZAL AHMED in News
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Intel (NASDAQ:INTC) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
Intel Corporation may benefit from tailwinds coming from advanced packaging technologies, which has led one firm to raise estimates and its price
2026-06-24
sherwood.news
2026-06-24
Sherwood News
A year ago, Micron’s monthly volumes on Robinhood were about 6% of Nvidia’s. Now, they’re running more than double that of the AI chip leader.
NvidiaNVDA $197.14 (-1.45%) might be the biggest stock in the world.
But for Robinhood’s retail traders, MicronMU $1,003.92 (-4.55%) has become the most important.
The memory chip specialist’s incredible run over the past month has made its shares a magn
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño
Jun 24, 2026, 9:48 AM ETBroadcom Inc. (AVGO) Stock, OPENAI Stock, CLS StockMSFT, AMD, NVDABy: Brandon Evans, SA News Editor
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Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifi
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says
Ghazal Ahmed
Wed, June 24, 2026 at 6:47 AM PDT 2 min read
INTC
-1.99%
MSFT
-1.37%
NVDA
-1.10%
2330.TW
-4.02%
Explore stocks on Coinbase
Trading disclosure
Intel (NASDAQ:INTC) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
Intel Corporation may benefit from tailwinds coming from advanc
2026-06-24
news.google.com
2026-06-24
Princeton Engineering