Semiconductor News & Analysis Feed
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2026-06-17
news.google.com
2026-06-17
Insider Monkey
2026-06-17
www.aol.com
2026-06-17
AOL.com
Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026
MANALI PRADHAN, CFA, THE MOTLEY FOOL
Wed, June 17, 2026 at 2:17 AM GMT+8
0
Key Points
Credo's stock has significantly outperformed Nvidia and Broadcom in 2026.
The company's high-speed cables and optical products help large AI clusters run more reliably and efficiently.
Credo's fiscal 2027 outlook remains strong, but its ri
2026-06-17
www.zacks.com
2026-06-17
Zacks Investment Research
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2026-06-17
www.nokia.com
2026-06-17
Nokia
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2026-06-17
www.barchart.com
2026-06-17
Barchart.com
Close- up of computer chip with AI sign by YAKOBCHUK V via Shutterstock
The artificial intelligence boom has created a bottleneck few investors anticipated. GPUs get the headlines, but memory has become the fuel powering the entire AI ecosystem. Every new AI server requires dramatically more high-bandwidth memory (HBM), DRAM, and advanced storage than previous generations. At the same time, suppl
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Key Points
Credo's stock has significantly outperformed Nvidia and Broadcom in 2026.
The company’s high-speed cables and optical products help large AI clusters run more reliably and efficiently.
Credo’s fiscal 2027 outlook remains strong, but its rich valuation and customer concentration make it a high-risk AI stock.
10 stocks we like better than Credo Technology Group ›
Chip designers Nvidi
2026-06-17
techcrunch.com
2026-06-17
TechCrunch
Qualcomm CEO Cristiano Amon said Tuesday that the company is working on over 40 different AI wearable devices — including jewelry, earbuds with cameras, pins, and watches — a sign of how aggressively the chipmaker is betting that the next major computing platform won’t be a phone.
To power that vision, Qualcomm is announcing two new offerings: a platform called Snapdragon Reality Elite for mixed
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026
Manali Pradhan, CFA, The Motley Fool
Tue, June 16, 2026 at 11:17 AM PDT 4 min read
NVDA
-2.37%
CRDO
-7.80%
AVGO
-4.37%
Explore stocks on Coinbase
Trading disclosure
Chip designers Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) have been two of the biggest beneficiaries of the artificial intelligence (AI) infrastructure bui
2026-06-17
www.benzinga.com
2026-06-17
Benzinga
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2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Chip designers Nvidia (
NVDA
2.16%
) and Broadcom (
AVGO
4.24%
) have been two of the biggest beneficiaries of the artificial intelligence (AI) infrastructure build-out. Yet in 2026, a much smaller semiconductor company, Credo Technology (
CRDO
7.80%
), is leaving both behind in share price gains.
Image source: Getty Images.
Shares of Credo are up about 74% year to date as of June 13, while Nvi
2026-06-17
www.sphericalinsights.com
2026-06-17
Spherical Insights
According to market research firm Spherical Insights, which has been working in the semiconductor, advanced packaging, chip manufacturing, artificial intelligence hardware, and electronics supply chain industry for the last 10 years, their market study indicates that the global advanced chip packaging market is experiencing substantial growth and is expected to expand significantly through 2035.
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States
/Software
/NYSE:QBTS
CHIPS Act Funding And Gate-Model Roadmap Could Be A Game Changer For D-Wave Quantum (QBTS)
June 16, 2026
Simply Wall St
D-Wave Quantum Inc. recently outlined an expanded gate-model roadmap targeting up to 100 logical qubits by 2032 and highlighted its dual-platform approach, alongside securing a letter of intent for up to US$100 million in CHIPS and Science Act f
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States/Software/NYSE:QBTS
CHIPS Act Funding And Gate-Model Roadmap Could Be A Game Changer For D-Wave Quantum (QBTS)
June 17, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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D-Wave Quantum Inc. recently outlined an expanded gate-model roadmap targeting up to 100 logical qubits by 2032 and highlighted its dual-platform approach, alongside securing a letter of intent for up to
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
Tanuka De
Tue, June 16, 2026 at 10:45 AM PDT 4 min read
ASML.AS
+2.49%
^GSPC
-0.57%
AMAT
-3.00%
ASML
-4.69%
KLAC
-7.44%
Explore stocks on Coinbase
Trading disclosure
Shares of ASML Holding ASML have gained 36.3% in the past three months, outperforming the industry, its sector as well as the Zacks S&P 500 composite in the same time frame
2026-06-17
www.tradingview.com
2026-06-17
TradingView
News
/
Zacks
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ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
4 min read
ASML
+2.26%
Shares of ASML Holding ASML have gained 36.3% in the past three months, outperforming the industry, its sector as well as the Zacks S&P 500 composite in the same time frame. ASML shares are trading at a discount to their 52-week high.
ASM
2026-06-17
developer.nvidia.com
2026-06-17
NVIDIA Developer
NVIDIA RTX technologies are deeply integrated into Unreal Engine 5 through the NVIDIA RTX Branch of Unreal Engine and the NVIDIA DLSS Unreal Engine plugin. This provides developers with direct access to advanced rendering, frame generation, and ray-traced lighting. NVIDIA is expanding this integration with new tools for building on-device AI characters and gameplay, as announced at Unreal Fest 202
2026-06-17
www.qualcomm.com
2026-06-17
Qualcomm
Qualcomm Technologies Inc., today announced at Augmented World Expo, the Snapdragon® Scalable Turnkey AI-Ready Toolkit (START) a program designed to help brands bring their own personal AI devices to market faster and with greater flexibility, starting with smart glasses.
At the core of Snapdragon START are hardware modules powered by Snapdragon® platforms, combining advanced compute, connectivit
2026-06-17
tomshardware.com
2026-06-17
Jake Roach
Dell's $699 XPS 13 laptop ($599 for students) has the MacBook Neo in its sights, and it's now available sporting one of Intel's new entry-level Wildcat Lake CPUs.
2026-06-17
wccftech.com
2026-06-17
Wccftech
The Taiwan Semiconductor Manufacturing Company (TSMC) is expanding its supply chain for glass substrates as part of the first step of establishing a supply chain for the chip-on-panel-on-substrate (CoPoS) packaging technology, according to supply chain sources. The glass substrates will be used in the firm's advanced versions of the chip-on-wafer-on-substrate (CoWoS) packaging technology, and TSMC
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
When a Sequoia Capital partner compares a freshly public stock to NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) three years ago, investors pay attention. That is exactly what Sean MacGuire did on CNBC this week, arguing that “SpaceX right now is more like Nvidia three years ago than Tesla.” He went further on his personal positioning, adding, “Me as an individual, I’m going to hold my shares foreve