Semiconductor News & Analysis Feed
988 articles
2026-07-01
wccftech.com
2026-07-01
Wccftech
At the SAFE Forum 2026, Samsung announced that the development of its 1.4nm process is going smoothly, but the company also unveiled a new surprise: the company is working on an improved iteration called 1.4nm+, or SF1.4+. Additionally, a new 2nm roadmap was shared by the Korean giant during the conference as Samsung gets serious about sharing the competition pool with TSMC and Intel.
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, Intel, AMD stock surge Q2 2026 AI chip rally
Micron, Intel, AMD stock surge Q2 2026 AI chip rally · Quartz · I-HWA CHENG/AFP via Getty Images
Cris Tolomia
Wed, July 1, 2026 at 4:58 AM PDT 2 min read
MU
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INTC
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Micron Technology, Intel, and Advanced Micro Devices added roughly $2 trillion in combined market cap
2026-07-01
pro.thestreet.com
2026-07-01
TheStreet Pro
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MARKET-COMMENTARY
Semi Shocker; Micron, Intel, AMD Hit Home Runs; Warsh Gets to Work
Let’s pop open the hood and look at the market in June and Q2 to zero in on the winners; also, why we must watch the new Fed head closely today.
Stephen Guilfoyle·Jul 1, 2026, 7:55 AM EDT
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Alpha & Omega Semiconductor (AOSL) Launches Multiphase Controllers for Next-Gen Intel Processors
Maham Fatima
Wed, July 1, 2026 at 3:21 AM PDT 1 min read
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Alpha & Omega Semiconductor Limited (NASDAQ:AOSL) is one of the best tech stocks to buy for the next 5 years. On May 18, Alpha & Omega Semiconductor/AOS introduced a new famil
2026-07-01
www.trendforce.com
2026-07-01
TrendForce
[News] Intel Reportedly Breaks Ground on Santa Clara Expansion for Next-Gen EUV Mask Capacity
2026-07-01 Semiconductors editor
News
Please note that this article cites information from Wccftech, Tom’s Hardware, San Francisco Business Times and CNBC.
As interest in Intel’s foundry services continues to grow among a broader range of tech giants like Apple and NVIDIA, the chipmaker is accel
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, Intel and AMD add $2 trillion in value in Q2 rally
Vlad Schepkov
June 30, 2026 1 min read
INTC
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Investing.com -- Three major chipmakers gained about $2 trillion in combined market value during the second quarter as investors expanded their artificial intelligence holdings beyond Nvidia.
Micron Technology rose over
2026-07-01
www.investing.com
2026-07-01
Investing.com
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2026-07-01
www.cnbc.com
2026-07-01
CNBC
Chipmakers not named Nvidia
soared in the second quarter as investors widened their artificial intelligence portfolios, with Micron
and Intel
more than tripling in value and Advanced Micro Devices
not far behind.
Those three companies gained about $2 trillion in combined market cap in the period and are now the 10th, 11th and 12th most valuable U.S. tech companies.
While AI chipmaker Nvidia
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Artificial intelligence (AI) compute workloads in data centers are now shifting toward inference. Deloitte estimates that inference workloads will account for two-thirds of AI-focused computational workloads in data centers this year, up from 50% in 2025.
This has led to a strong jump in demand for chips capable of executing inference workloads cost-effectively. Nvidia currently leads the market
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Nvidia, AMD, Intel Lead AI Chip Stock Rally as Wall Street Rebounds
Nauman Khan
June 30, 2026 1 min read
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This article first appeared on GuruFocus.
AI chip stocks rally as Nvidia, AMD and semiconductor equipment makers lift Wall Street
Artificial intelligence traded higher Tuesday, helping pu
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Why Intel (INTC) Stock Is Up Today
Why Intel (INTC) Stock Is Up Today
2 min read
INTC
−9.66%
What Happened?
Shares of computer processor maker Intel
INTC
jumped 7.2% in the afternoon session after a wave of positive sentiment swept through the semiconductor sector, fueled by analyst price target increases and optimism about artificial intelligence (AI) infrastructure spend
2026-07-01
wccftech.com
2026-07-01
Wccftech
Samsung Electronics is all set to tackle Intel 14A and TSMC A14 with its own 1.4nm process technology, which should be ready in 2029.
Intel and TSMC are one of the leading firms working on 1.4nm class process technologies. Although each technology is fundamentally different than one another, both are officially designated as 1.4nm products. TSMC's A14 fabs are expected to come online next year &
2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
AMD confirms plans to incorporate low-power CPU cores into next-generation heterogeneous CPUs to lower power consumption and improve energy efficiency.
2026-06-30
www.trendforce.com
2026-06-30
TrendForce
[News] Samsung, SK hynix 800 Trillion Won Expansion Strains Chipmaking Tool Supply, Potentially Pressures TSMC, Intel
2026-06-30 Semiconductors editor
News
Please note that this article cites information from The Elec, Chosun Biz, and Economic Daily News.
The global semiconductor industry is set to enter a new Warring States era, as Samsung Electronics and SK hynix unveiled a sweeping in
2026-06-30
digitimes.com
2026-06-30
Rumors in Taiwan's capital markets that United Microelectronics Corp. may deepen cooperation with Intel from 12nm to Intel 3 are drawing skepticism from DIGITIMESanalyst Luke Lin. He said the main obstacles are the technology gap and Intel's internal capacity allocation, which make a near-term move commercially difficult.
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-30
www.tradingview.com
2026-06-30
TradingView
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Micron and Intel Lead Chip Selloff
Micron and Intel Lead Chip Selloff
Less than 1 min read
MU
+0.94%
AMD
+6.61%
INTC
+1.54%
SOX
+2.17%
Micron
MU
and Intel (NASDAQ:INTC) led chip stocks lower Monday even as the broader market moved higher on easing U.S.-Iran tensions.
Micron fell 6% after a class-action lawsuit filed in California accused Micron, Samsung and SK Hynix of coord
2026-06-30
www.tradingview.com
2026-06-30
TradingView
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GuruFocus
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Micron, Intel Stocks Extend Selloff as $200 Billion Chip Sector Wipes Out
Micron, Intel Stocks Extend Selloff as $200 Billion Chip Sector Wipes Out
Less than 1 min read
MU
+0.94%
INTC
+1.54%
AMD
+6.61%
MRVL
+1.62%
Micron Technology
MU
and Intel
INTC
led semiconductor stocks lower on Monday as the sector continued its downward trend following last week's selloff.
The broade