Semiconductor News & Analysis Feed
1686 articles
2026-06-25
digitimes.com
2026-06-25
Global helium supply is under renewed strain. Nippon Sanso, Japan's largest industrial gas supplier, announced it will raise prices across its helium product line by an average of more than 30% starting July 2026, citing persistent tightness in global supply driven in part by rising geopolitical risks in the Middle East.
2026-06-25
digitimes.com
2026-06-25
The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing close market attention to how the rivalry with ASE and Amkor will reshape market share. ASE Chief Operating Officer Tien Wu said he is "optimistic," stating that strong demand from US customers and the need to divers
2026-06-25
digitimes.com
2026-06-25
Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.
2026-06-25
digitimes.com
2026-06-25
Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Texas Instruments (TXN) Stock After Capacity Expansion Push Is The Price Still Justified
Bailey Pemberton
Wed, June 24, 2026 at 2:12 PM PDT 6 min read
TXN
-0.41%
Trade TXN on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
If you are wondering whether Texas Instruments stock still offers value at
2026-06-25
www.qualcomm.com
2026-06-25
Qualcomm
Qualcomm Technologies, Inc. (NASDAQ: QCOM) today announced the expansion of its strategic relationship with Hugging Face to advance open, developer-driven artificial intelligence (AI) from devices to cloud infrastructure. This collaboration is intended to unite Qualcomm Technologies’ industry-leading device to data center platforms with Hugging Face’s global AI community, model ecosystem, and deve
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
’s revenue more than quadrupled in the fiscal third quarter, the company said on Wednesday, as the memory maker continued to benefit from soaring demand tied to the artificial intelligence boom. The stock rose 15% in extended trading.
Revenue increased from $9.3 billion a year earlier, Micron said in a statement. For the current quarter, the company said it expects revenue of about $50 bil
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
’s revenue more than quadrupled in the fiscal third quarter, the company said on Wednesday, as the memory maker continued to benefit from soaring demand tied to the artificial intelligence boom. The stock rose over 16% at one point in extended trading.
Here’s how the memory maker did versus LSEG consensus estimates:
Revenue increased from $9.3 billion a year earlier, Micron said in a stat
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Chipmaker Nvidia (
NVDA
0.93%
) stands at the center of the artificial intelligence (AI) infrastructure supercycle. The world's most valuable company supplies essential hardware and software that enables the training, inference, and scaling of ever more sophisticated AI models.
Insatiable demand for the company's Blackwell GPU architecture, record capital spending by the hyperscalers, and the deb
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has gone vertical. The stock is up 268.68% year to date and 763.64% over the past year, riding an AI memory super-cycle that has reshaped the company’s earnings power. Our proprietary model says the rally has run ahead of the fundamentals.
Video Muted
Our 24/7 Wall St. price target for Micron is $731, which implies 30.5% downside from $1,051.77
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Price Prediction: The Forecast Flags a Big Pullback
Vandita Jadeja
Wed, June 24, 2026 at 11:14 AM PDT 4 min read
MU
-0.31%
NVDA
-0.50%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron (MU) trades near $1,052 but our model flags a SELL at 90% confidence, targeting $731 and implying 30% downside.
CEO Mehrotra sold shares at prices ranging from $942 to $979 across 30 transacti
2026-06-25
news.google.com
2026-06-25
Yahoo Finance
2026-06-25
www.msn.com
2026-06-25
MSN
Apple plans to raise prices on its products to offset increasing memory and storage chip costs, chief executive Tim Cook has told the Wall Street Journal.
A surge in AI-driven demand for data centres has forced consumer electronics companies into fierce competition for dwindling supplies of key components, driving prices sharply higher.
Groups representing car makers, retailers, electroni
2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is expanding its chip-design services to China as it is reportedly in early talks with ByteDance.
Custom-chip designs are picking up momentum across the tech industry, and a report by Reuters suggests that Qualcomm might be assisting ByteDance, a leading Chinese firm, with chip-design services.
Although the talks between Qualcomm and ByteDance are still early, if they succeed, then that
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
2026-06-24
kotaku.com
2026-06-24
Kotaku
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2026-06-24
www.ad-hoc-news.de
2026-06-24
Ad-hoc-news.de
Infineon, Accelerates
Infineon Accelerates €5 Billion Factory Launch and Price Hikes, but Tech Slowdown Looms
24.06.2026 - 17:16:19 | boerse-global.de
Infineon opens its largest-ever factory three months early to meet surging AI and EV chip demand, but shares dip 2.7% as investors question return on massive capacity.
Infineon - Infineon Accelerates €5 Billion Factory Launch and Price Hikes, but
2026-06-24
www.aol.com
2026-06-24
AOL.com
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
VANDITA JADEJA
Wed, June 24, 2026 at 10:59 PM GMT+8
0
wellesenterprises / iStock Editorial via Getty Images
Quick Read
QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus IoT gr
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
Vandita Jadeja
Wed, June 24, 2026 at 7:59 AM PDT 4 min read
QCOM
-4.82%
Trade QCOM on Coinbase
Trading disclosure
Quick Read
QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus
2026-06-24
www.barrons.com
2026-06-24
Barron's
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