Semiconductor News & Analysis Feed
10739 articles
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Apple faces price hikes for iPhone 18 Pro amid global memory chip shortage
AI-driven demand for memory chips is pushing component costs up by as much as 75%, and Tim Cook says absorbing those increase
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
eetimes.com
2026-06-25
Qualcomm takes the data center by storm with networking, AI accelerators, and both custom and standard CPUs.
2026-06-25
www.indexbox.io
2026-06-25
IndexBox
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2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
Can engineers trust AI to get everything right in semiconductor design and verification?
Semiconductor Engineering sat down to discuss the pros and cons of using agentic AI in chip design and verification, with Cindy Cui, vice president of global customer success at ChipAgents; Wally Rhines, CEO of Silvaco; Shelly Henry, CEO of Moores Lab AI; Dave Kelf, CEO of Breker Verification Systems; Vince W
2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
A fine-tuned model brings frontier-level AI performance to chip design.
By Tanay Biradar, Surya Gunukula, Tengxiao Liu, and Kexun Zhang
ChipAgents has introduced Renoir, an agentic large language model (LLM) whose name means “renew.” In early chip design benchmarks, Renoir outperforms the base model it was trained on and cuts costs by more than half. Furthermore, it can run entirely on-premises,
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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Get the most important global
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Will Nvidia Continue to Dominate in AI? This One Number Offers a Strikingly Clear Answer.
Adria Cimino, The Motley Fool
Thu, June 25, 2026 at 12:15 AM PDT 5 min read
NVDA
-0.50%
INTC
-0.48%
AMD
-0.02%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) has built an artificial intelligence (AI) empire, offering graphics processing units (GPUs) that power essential tasks like the tr
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Nvidia (
NVDA
0.93%
) has built an artificial intelligence (AI) empire, offering graphics processing units (GPUs) that power essential tasks like the training of AI models and providing a wide range of related products and services. All of this has sent earnings soaring in recent years -- and the stock price has followed.
Customers flock to Nvidia for these top AI products, and the company has co
2026-06-25
www.scmp.com
2026-06-25
South China Morning Post
Semiconductors
TechTech War
US chip giant Micron validates growth of China’s CXMT and YMTC amid tight memory market
The two Chinese firms are gaining market share in DRAM and NAND, although high-bandwidth memory remains dominated by global leaders
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FURTHER READING
Alibaba chip unit T-Head triples capital amid AI hardware bet
China’s JCET to build
2026-06-25
www.mlex.com
2026-06-25
MLex
By MLex Staff ( June 25, 2026, 06:33 GMT | Insight) -- China's top court has signaled it will generally uphold patent injunctions issued after a trial court finds infringement, using its decision to keep sales bans on certain Infineon Technologies gallium nitride products in place to guide future cases. China's top court has signaled it will generally uphold patent injunctions issued after a trial
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
What Makes Taiwan Semiconductor Manufacturing Company (TSM) One of the Best AI Chip Stock to Buy for the Long Term
Catherine Talavera
Wed, June 24, 2026 at 11:23 PM PDT 2 min read
2330.TW
0.00%
AMKR
-4.57%
TSM
+1.02%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. The stock jump
2026-06-25
tomshardware.com
2026-06-25
The Editors of Tom's Hardware
Find the very best PC hardware deals during Amazon Prime Day.
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
NVIDIA (NVDA) in Spotlight for Facilitating France’s AI Advancement Efforts
Muhammad Ali Khalid
Wed, June 24, 2026 at 11:01 PM PDT 2 min read
NVDA
-0.50%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 best robotics and automation stocks to invest in.
On June 17, NVIDIA Corp. (NASDAQ:NVDA) shared developments around the continued expansion of France's arti
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
No Stopping Micron For Now: Top Analysts Break Down Biggest Takeaways From Blowout Q3
Yuvraj Malik
Wed, June 24, 2026 at 11:00 PM PDT 4 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
MU stock rallied 15% in overnight trading ahead of Thursday.
Analysts praised Micron's comments on the durability of memory chip demand, while retail traders said the results confirmed what was already f
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today
Hello, this is Hui Jie writing to you from Singapore, and Leonie Kidd in London. Welcome to another edition of CNBC’s Daily Open.
Semiconductor giant Micron has claimed an unlikely crown: Wall Street’s new margin king, ahead of Nvidia and Meta.
But a new challenger has also entered the fray: South Korea’s SK Hy
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Micron
(
MU
1.32%
)
did it again.
The memory chip superstar blew past results in its third-quarter earnings report, sending the stock up 15% after hours on Wednesday as the company both smashed third-quarter expectations and gave much better guidance than expected.
The results showed that the AI boom isn't slowing down and that memory shortages are expected to persist at least through 2028. Manage