Semiconductor News & Analysis Feed
1130 articles
2026-06-23
thequantuminsider.com
2026-06-23
The Quantum Insider
PRESS RELEASE — Zapata Quantum (OTCQB: ZPTA) (“Zapata” or the “Company”) today announced it is applying agentic AI to accelerate quantum algorithm development by automating quantum resource estimation (“QRE”) workflows, in collaboration with NVIDIA. The effort initially targets applications in quantum chemistry, including drug discovery, energy, and advanced materials development.
“We believe tha
2026-06-23
tomshardware.com
2026-06-23
Bruno Ferreira
LG's large OLED panels get Intertek certification for "perfect" color and brightness, showing a clear picture even with extreme ambient light.
2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Wonders How Many Times Alphabet (GOOG) Has Announced NVIDIA Chip Competitors
Ramish Cheema
Mon, June 22, 2026 at 11:57 PM PDT 2 min read
GOOGL
-0.98%
NVDA
-4.13%
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Trading disclosure
We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Alphabet Inc. (NASDAQ:GOOG) is one of the stocks discussed by Jim Cramer.
Tech
2026-06-23
www.igorslab.de
2026-06-23
igor´sLAB
INTEL • LATEST NEWS
Leak: Intel-NVIDIA-SoC “Serpent Lake” is said to arrive in early 2028 – so far, only the RTX chiplet is confirmed
23. June 2026 06:00Samir Bashir
📖 Reading time: approx. 7 minutes · 1,380 words · 8,851 characters
Intel processor, NVIDIA graphics, and perhaps a handheld device around it as well — apparently nothing more is needed to keep the rumor mill supplied for two years. A
2026-06-23
www.igorslab.de
2026-06-23
igor´sLAB
INTEL • LATEST NEWS
Leak: Intel-NVIDIA-SoC “Serpent Lake” is said to arrive in early 2028 – so far, only the RTX chiplet is confirmed
23. June 2026 06:00Samir Bashir
📖 Reading time: approx. 7 minutes · 1,380 words · 8,851 characters
Intel processor, NVIDIA graphics, and perhaps a handheld device around it as well — apparently nothing more is needed to keep the rumor mill supplied for two years. A
2026-06-23
www.bloomberg.com
2026-06-23
Bloomberg.com
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Get the most important global
2026-06-23
digitimes.com
2026-06-23
China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation (SAMR), YMTC Holdings, the parent company of Yangtze Memory Technologies (YMTC), will sell its 39% stake in Wuhan Xinxin Semiconductor Manufacturing (XMC) to Wuhan Optics Valley Semiconductor Industry Investment.
2026-06-23
digitimes.com
2026-06-23
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and third-generation semiconductors. The rollout covers simultaneous construction and capacity ramp projects at Erlin, Zhengzhou, and Zhunan to align production
2026-06-23
digitimes.com
2026-06-23
The Indian government plans to disburse INR71 billion in semiconductor incentives in fiscal year 2027 to expand its local chip supply chain, according to anonymous government officials cited by Mint.
2026-06-23
digitimes.com
2026-06-23
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding
2026-06-23
www.digitimes.com
2026-06-23
digitimes
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and...
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2026-06-23
www.fool.com
2026-06-23
The Motley Fool
Few stocks have been as exciting to invest in as Micron Technology (
MU
13.08%
) has over the past few months. Sky-high demand for memory chips has driven Micron's revenue and earnings to swell, resulting in unprecedented business growth. On June 24, investors will get another update on the strength of the business, and the odds are good that Micron will report even greater demand for memory chips
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Google and Amazon Just Launched a Full-Frontal Assault Against Nvidia
Danny Vena, CPA, The Motley Fool
Mon, June 22, 2026 at 10:45 AM PDT 4 min read
NVDA
-4.13%
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Trading disclosure
Nvidia's (NASDAQ:NVDA) rise to superstardom in the artificial intelligence (AI) chip space has been nothing short of spectacular. The company pivoted from its focus on gaming chips and adapted i
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
From Sleepy Chip Shops to AI Infrastructure Pillars
Ten years ago, Marvell Technology (NASDAQ: MRVL | MRVL Price Prediction) was a fabless chipmaker leaning on declining hard-drive controllers. Micron Technology (NASDAQ: MU) was a cyclical memory producer wrestling with DRAM oversupply. Both looked like value traps. Neither looked like a future artificial intelligence (AI) darling.
Video Muted
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Had You Invested $1,000 in Marvell or Micron a Decade Ago, Here’s What You’d Have Now
Trey Thoelcke
Mon, June 22, 2026 at 9:55 AM PDT 3 min read
MU
-13.18%
MRVL
-9.36%
SPY
-1.45%
NVDA
-4.13%
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Trading disclosure
Quick Read
Marvell (MRVL) turned $1,000 into ~$33,000 over a decade while Micron (MU) turned the same into ~$94,000 through pivots to AI infrastructure.
Both cru
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
Positive Q2 results expected from ASML and other chip equipment makers: Wells Fargo
Jun 22, 2026, 12:14 PM ETASML Holding N.V. (ASML) Stock, AMAT Stock, KLAC Stock, LRCX StockBy: Ravikash Bakolia, SA News Editor
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cmart7327
Wells Fargo expects continued positive second quarter results for chip equipment makers, including for ASML (ASML), while raising its Wafer
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Why Micron Stock Keeps Going Up
Rich Smith, The Motley Fool
Mon, June 22, 2026 at 8:41 AM PDT 3 min read
MU
-13.77%
NVDA
-3.82%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) stock extended its three-day winning streak on Monday, rising 4.5% through 10:40 a.m. ET on a raft of good news for the computer memory stock.
This morning, Micron announced it has signed a "strategic" de