Semiconductor News & Analysis Feed
5239 articles
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
www.msn.com
2026-06-25
MSN
Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifically to run inference for large language models.
Broadcom shares inched up 0.5% during early market trading on Wednesday.
OpenAI designed the chip, while partners Broadcom (AVGO) and Celestica (CLS) helped industrialize the platform through chip implementation, board, rack
2026-06-25
ca.investing.com
2026-06-25
Investing.com Canada
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2026-06-25
www.thetimes.com
2026-06-25
The Times
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg.com
Technology
Markets
Micron and Qualcomm Lift Chipmakers Amid Rapid AI Growth
Silicon wafers are sorted at Micron Technology Inc. headquarters in Boise, Idaho.
Photographer: Kyle Green/Bloomberg
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By Ryan Vlastelica
June 25, 2026 at 5:18
2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
www.msn.com
2026-06-25
MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips.
Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
After fears that a less-than-stellar report from the memory-chip maker could further derail the AI trade after Tuesday's bruising sell-off, Micron delivered on all fronts.
Shares of the company surged 14% in after-hours trading after it crushed revenue estimates for its fiscal third quarter. Revenue came in at $41.46 billion compared to expectations for $35.7 billion. Earnings per share were $25.
2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-25
www.tekedia.com
2026-06-25
Tekedia
Qualcomm In Advanced Talks With ByteDance For Custom Chip Design As U.S. Firm Seeks To Diversify Beyond Smartphones
June 24, 2026 | by Samuel Nwite | 0
Qualcomm is in discussions to provide advanced chip-design services to China’s ByteDance, the parent company of TikTok, in what would represent an early and significant customer win for the U.S. semiconductor giant’s push into custom silicon serv
2026-06-25
www.investors.com
2026-06-25
Investor's Business Daily
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2026-06-25
asia.nikkei.com
2026-06-25
Nikkei Asia
CEO says every AI foundational model company in China are customers
Qualcomm CEO Cristiano Amon speaks in front of audience in New York on June 24. (Photo by Yifan Yu)
NEW YORK -- Qualcomm unveiled its data center chip lineup on Wednesday, becoming the latest chipmaker to enter the AI processor race in an attempt to challenge market leader Nvidia.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron forecasts strong quarterly results on soaring memory chip demand
Zaheer Kachwala and Anhata Rooprai
Wed, June 24, 2026 at 1:05 PM PDT 3 min read
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By Zaheer Kachwala and Anhata Rooprai
June 24 (Reuters) - Micron forecast quarterly profit and revenue well above expectations on Wednesday and said its customers had committed $
2026-06-25
wtvbam.com
2026-06-25
WTVB
June 24 (Reuters) – Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for AI data center chips.
Analysts expect the San Diego-based company to name new customers for its AI chips as it tries to gain a foothold in a market dominated by Nvidia.
The shift reflects mounting pressure
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 12:30 PM PDT 3 min read
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Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi
2026-06-25
www.barrons.com
2026-06-25
Barron's
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