Semiconductor News & Analysis Feed
6422 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Here's Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now
John Ballard, The Motley Fool
Fri, June 26, 2026 at 4:45 AM PDT 2 min read
2330.TW
+3.11%
NVDA
+2.63%
AAPL
+2.70%
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Trading disclosure
There are many ways to invest in artificial intelligence (AI), but overall, there is no business better positioned to compete than Taiwan Semiconduct
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
Simply Wall St
Fri, June 26, 2026 at 4:38 AM PDT 2 min read
ON
+6.74%
SYNA
+5.84%
MU
+0.79%
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AVGO
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onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion into "Physical AI" systems. This a
2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition
This Week In AI Chips - Onsemi Expands Into Physical AI With Synaptics Acquisition · Simply Wall St.
Simply Wall St
26 June 2026 2 min read
ON
+3.80%
SYNA
+3.92%
MU
+0.94%
NVDA
+0.37%
AVGO
+3.73%
onsemi has announced its agreement to acquire Synaptics for approximately $7 billion, signaling a significant expansion
2026-06-26
news.google.com
2026-06-26
Benzinga
2026-06-26
finimize.com
2026-06-26
Finimize
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
SK Hynix's Nasdaq Listing Could Lift Valuation By 20% And Narrow Gap With Micron, HSBC Says
SK Hynix's Nasdaq Listing Could Lift Valuation By 20% And Narrow Gap With Micron, HSBC Says · Stocktwits
Rounak Jain
Fri, June 26, 2026 at 4:05 AM PDT 2 min read
MU
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HSBA.L
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000660.KS
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^IXIC
+0.25%
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Trading disclosure
HSBC stated that it expects SK Hynix's price-to-boo
2026-06-26
www.tomshardware.com
2026-06-26
Tom's Hardware
Tech Industry Manufacturing Semiconductors
IBM goes sub-1nm, develops 0.7nm-class technology — offering up to 50% higher performance and 70% higher energy efficiency compared to IBM's 2nm-class node
News
By Anton Shilov published June 26, 2026
It uses two wafers instead of one, along with ultra-thin dielectric bonding
(Image credit: IBM)
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2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
NVIDIA Corporation (NVDA) Expands Vera CPU Push in China Despite Export Restrictions
Sheryar Siddiq
Fri, 26 June 2026 at 3:50 am GMT-7 1 min read
NVDA
-0.59%
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 12, NVIDIA Corporation (NASDAQ:NVDA) announced that it had been actively promoting its latest Vera CPU to Chinese cloud and
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
NVIDIA Corporation (NVDA) Expands Vera CPU Push in China Despite Export Restrictions
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 1 min read
NVDA
-0.79%
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NVIDIA Corporation (NASDAQ:NVDA) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 12, NVIDIA Corporation (NASDAQ:NVDA) announced that it had been actively promoti
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
2330.TW
-2.09%
TSM
-1.90%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 16, Aletheia Capital
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Wedbush and Rosenblatt Boost Price Targets on Micron Technology (MU) Amid Rising AI Memory Demand
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
MU
-3.89%
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Trading disclosure
Micron Technology Inc. (NASDAQ:MU) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 18, Wedbush increased its price target for Micron Technology Inc. (NASD
2026-06-26
simplywall.st
2026-06-26
simplywall.st
Germany/Semiconductors/XTRA:IFX
Is Infineon Technologies (XTRA:IFX) Fully Valued On China’s GaN Sales Ban?
June 26, 2026
Simply Wall St
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Infineon Technologies (XTRA:IFX) is back in focus after China’s Supreme People’s Court upheld an injunction on its Gallium Nitride products. This ruling blocks related sales in mainland China and closes a long running patent dispute with Innoscien
2026-06-26
natlawreview.com
2026-06-26
The National Law Review
Five Reputable Semiconductor Process Material Manufacturers in China 2026: Advancing Semiconductor Material Innovation
Five Reputable Semiconductor Process Material Manufacturers in China 2026: Advancing Semiconductor Material Innovation
Press Release Date 06-26-2026
Logo for Semicera
Focusing on advancements in semiconductor process materials, including purity control, process optimiz
2026-06-26
www.tradingview.com
2026-06-26
TradingView
News
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Reuters
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Synaptics Upon Termination Of Merger Under Specified Circumstances, Co To Pay Onsemi Termination Fee Of $235 Million - SEC Filing
Synaptics Upon Termination Of Merger Under Specified Circumstances, Co To Pay Onsemi Termination Fee Of $235 Million - SEC Filing
RefinitivLess than 1 min read
SYNA
−0.01%
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2026-06-26
www.proactiveinvestors.com
2026-06-26
Proactive financial news
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Written by:
Emily Jarvie
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Onsemi shares slide on $7B Synaptics deal
Published: 10:05 26 Jun 2026 EDT
Onsemi (NASDAQ:ON) shares fell about 19% on Thursday after the semiconductor company announced an agreement to acqui
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The AI boom now has a price tag — and Micron just sent the bill: Chart of the Day
Jared Blikre
Fri, June 26, 2026 at 3:00 AM PDT 3 min read
MU
+15.81%
AAPL
-6.15%
^GSPC
-0.01%
NVDA
-1.59%
AMZN
-3.14%
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Trading disclosure
Micron's blowout earnings did not just revive the AI trade. They showed how expensive it is becoming.
The memory chipmaker is getting paid first because
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Nvidia once explored a $100B chip deal with OpenAI. Now OpenAI is building its own chips from scratch
Joseph Zeballos-Roig
Fri, June 26, 2026 at 3:00 AM PDT 5 min read
NVDA
-1.59%
AVGO
-0.83%
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Trading disclosure
OpenAI is now a chipmaker. That could cause headaches for Nvidia, another major chipmaking firm that cultivated close ties with OpenAI as a top chip supplier.
O
2026-06-26
biz.chosun.com
2026-06-26
Chosunbiz
By
Jeong Du-yong
Published 2026.06.26. 18:53
Samsung Electronics' Seocho office building in Seocho-gu, Seoul./Courtesy of News1
Samsung Electronics plans to significantly boost the energy efficiency of high bandwidth memory (HBM) and server solid-state drives (SSD) to meet rising power demand at artificial intelligence (AI) data centers. The overall employee turnover rate last year fell to singl
2026-06-26
www.bisinfotech.com
2026-06-26
Bisinfotech
www.bisinfotech.com
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2026-06-26
ca.finance.yahoo.com
2026-06-26
Yahoo! Finance Canada
Wall St futures fall as chip stocks resume slide after Micron-led rally
1 / 10
Wall St futures fall as chip stocks resume slide after Micron-led rally
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., June 24, 2026. REUTERS/Brendan McDermid
Reuters
Fri, June 26, 2026 at 2:47 a.m. PDT 3 min read
MU
+15.81%
^IXIC
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AAPL
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INTC
+0.73%
NVDA
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June