Semiconductor News & Analysis Feed
1130 articles
2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
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Agentic AI is here. Systems can plan, act and adapt autonomously. Transforming our experiences with always-on in
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
On the Move
Qualcomm goes all-in on data center infrastructure; Microsoft, Meta revealed as early customers
Jun 24, 2026, 3:20 PM ETQUALCOMM Incorporated (QCOM) Stock, META Stock, MSFT StockBy: Brandon Evans, SA News Editor
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Cheng Chia Huang/Getty Images News
Qualcomm (QCOM) laid out a comprehensive plan and portfolio to break into the data center and AI i
2026-06-25
news.google.com
2026-06-25
Yahoo Finance
2026-06-25
investinglive.com
2026-06-25
investingLive
A year ago, when Micron reported Q3 FY2025 results, it posted revenue of $9.30B and non-GAAP EPS of $1.91 per share. The stock was trading around ~$120-130/share at that time.
The price has since moved to a all-time high at $1213.56 reached on Monday's trade. The current price is trading at $1043 down $8.50 on the day. Looking at the table below, earnings and revenues have been growing at an expo
2026-06-25
news.google.com
2026-06-25
Investor's Business Daily
2026-06-24
www.tikr.com
2026-06-24
TIKR.com
Key Stats for Texas Instruments Stock
Current Price: $304.36
Target Price (Mid): ~$520
Street Target: ~$294
Potential Total Return: ~71%
Annualized IRR: ~13% / year
Earnings Reaction: +19.43% (April 22, 2026)
Max Drawdown: 30.70% (November 20, 2025)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Texas Instrument
2026-06-24
www.datacenterdynamics.com
2026-06-24
Data Center Dynamics
The government of South Korea has held discussions with Samsung and SK Hynix regarding future chip investments in the country.
Per a report from Reuters, the planned investments relate to semiconductor production facilities, with a government official adding that an announcement about a new chip cluster would be made soon.
– Getty Images
In comments reported by Reuters, presidential policy advi
2026-06-24
www.axios.com
2026-06-24
Axios
www.axios.com
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2026-06-24
news.google.com
2026-06-24
Idaho Statesman
2026-06-24
www.weex.com
2026-06-24
WEEX
SK hynix is a major South Korean memory semiconductor company. It produces DRAM, NAND flash, and high-bandwidth memory products used in servers, smartphones, PCs, storage systems, and AI accelerators. For investors in 2026, the key part of the SK hynix story is HBM, or high-bandwidth memory.
HBM is important because AI processors need extremely fast memory to move large amounts of data during tra
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.weex.com
2026-06-24
WEEX
Qualcomm (NASDAQ: QCOM) has done something unusual in 2026: it has rallied past where most of Wall Street thinks it should trade. As of June 23, 2026, QCOM changed hands near $222, yet the consensus 12-month price target sits around $184 — meaning the stock is priced above the average analyst forecast. That inversion is the whole story. QCOM is no longer a sleepy handset-and-royalty name trading a
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
digitimes.com
2026-06-24
South Korea's government is in talks with Samsung Electronics and SK Hynix over a potential new phase of large-scale semiconductor investments, as the two chipmakers review plans that could include front-end fabrication plants and packaging facilities across the country's Honam and Chungcheong regions. Both companies say no final decisions have been made.
2026-06-24
digitimes.com
2026-06-24
Taiwan's economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across the semiconductor, memory, and server supply chains. Industry analysts and government officials increasingly believe growth could surpass earlier expectations as AI infrastructure spending continues to expand worldwid
2026-06-24
www.costar.com
2026-06-24
CoStar
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2026-06-24
www.executivegov.com
2026-06-24
ExecutiveGov
PNNL, Fervo Energy and NVIDIA are developing an AI-powered digital twin platform for geothermal energy operations
The Enhanced Geothermal System Twin aims to give operators near real-time visibility into underground reservoir performance
The EGS-Twin platform will combine geothermal field data with advanced AI and simulation technologies
The Department of Energy’s Pacific Northwest National Labor
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
__fail__
2026-06-23
gizmodo.com
2026-06-23
Gizmodo
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