Semiconductor News & Analysis Feed
990 articles
2026-06-27
tomshardware.com
2026-06-27
Kunal Khullar
A power-hungry flagship awaits.
2026-06-27
ca.finance.yahoo.com
2026-06-27
Yahoo! Finance Canada
Will Intel Boom Fundamentally Challenge TSMC?
John Werner, Contributor
June 27, 2026 3 min read
INTC
+1.54%
2330.TW
+0.61%
SANTA CLARA, CALIFORNIA - JULY 16: The Intel logoGetty Images
With the unveiling of Intel's "18A" (18 angstrom) chip designs, some feel the industry is changing rapidly. Others previously frustrated by the slow pace of domestic development say it's about time.
The big pictur
2026-06-27
www.forbes.com
2026-06-27
Forbes
INNOVATION
AI
Will Intel Boom Fundamentally Challenge TSMC?
ByJohn Werner,
Contributor.
I am an MIT Senior Fellow & Lecturer, 5x-founder & VC investing in AI
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Jun 27, 2026, 09:59am EDT
Summary
Intel's new "18A" chip designs are positioning the company as a potential challenger to TSMC, which has long dominated the AI chip foundry market. While Intel's current production volume of
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The chip industry is splitting between traditional giants and niche disruptors. Choosing between Intel (
INTC
5.61%
) and Navitas Semiconductor (
NVTS
12.52%
) depends on whether you prefer turnaround potential or specialty growth.
Intel is a legacy titan reinventing itself as a foundry, while Navitas focuses on next-generation power materials like gallium nitride. Investors compare them to decid
2026-06-27
www.theglobeandmail.com
2026-06-27
The Globe and Mail
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company dominates the extreme ultraviolet (EUV) lithography market and leads the commercialization of next-generation high-NA EUV systems, technologies that are essential
2026-06-27
www.tradingview.com
2026-06-27
TradingView
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Zacks
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Here's How Artificial Intelligence Powers ASML's Growth Story
Here's How Artificial Intelligence Powers ASML's Growth Story
2 min read
ASML
+6.79%
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Here's How Artificial Intelligence Powers ASML's Growth Story
Tanuka De
Fri, June 26, 2026 at 10:25 AM PDT 3 min read
ASML.AS
+6.79%
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company dominates the extreme ultravi
2026-06-27
www.bizjournals.com
2026-06-27
The Business Journals
www.bizjournals.com
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2026-06-27
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2026-06-27
Zacks Investment Research
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Delivered Great News for Intel, AMD, Arm, and Qualcomm Stock Investors
Jeremy Bowman, The Motley Fool
Fri, June 26, 2026 at 9:05 AM PDT 4 min read
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Trading disclosure
Micron (NASDAQ: MU) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earning
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron (
MU
+1.12%
) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earnings per share growing by more than tenfold.
The third-quarter report makes clear that the memory shortage is only getting more severe as Micron's gross margin jumped to 85%, and it reported an operating margin of 80%, meaning it kept 80% of its revenue as before-
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?
David Moadel
Fri, June 26, 2026 at 7:16 AM PDT 4 min read
ON
+6.74%
SYNA
+5.84%
AMD
+7.68%
INTC
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MU
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Quick Read
ON Semiconductor plunged 20% to $95 after announcing a $7 billion all-stock Synaptics deal, wiping out most of its 119% year-to-date rally.
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Shares of ON Semiconductor (NASDAQ:ON | ON Price Prediction) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases a meaningful slice of ON stock’s recent rally.
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ON Semiconductor stock entered the session up 119% year to date (YTD), so today’s air pocket lands on a name that had been runn
2026-06-26
tomshardware.com
2026-06-26
Hassam Nasir
We tested both CPUs across gaming, rendering, encoding, efficiency, and pricing to see if the Ryzen 7 5800X3D can keep up with the newer Core i7-14700K with DDR4.
2026-06-26
www.myeverydaytech.com
2026-06-26
My Everyday Tech
Consumer News & Events
Cadence works out new partnership with Intel Foundry to advance Team Blue’s 14A process
5 hours ago Calvin Liew
Cadence has announced an expanded multi-year collaboration agreement with Intel Foundry to advance Design Technology Co-Optimization targeting Intel’s next-generation process technologies, beginning with Intel 14A.
Both companies are working together to devel
2026-06-26
nasilemaktech.com
2026-06-26
Nasi Lemak Tech
nasilemaktech.com
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2026-06-26
www.tech-critter.com
2026-06-26
Tech Critter
Cadence has announced a deeper, multi-year partnership with Intel Foundry to accelerate Team Blue’s development in next-generation 14A manufacturing process.
The collaboration expands beyond existing work by combining Cadence’s AI-powered electronic design automation (EDA) tools and design IP portfolio with Intel’s process technology and packaging expertise, giving chip designers a more optimized
2026-06-26
digitimes.com
2026-06-26
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity could affect data centers, automotive suppliers, and power equipment buyers worldwide.
2026-06-26
digitimes.com
2026-06-26
SK Hynix is pairing a potentially record-scale Nasdaq ADR offering with an aggressive push to expand chip production for artificial intelligence, as the South Korean memory maker prepares to nearly double DRAM wafer input capacity by 2030–2031, The Elecreported.
2026-06-26
digitimes.com
2026-06-26
Onsemi has agreed to buy Synaptics in an all-stock transaction valued at about US$7 billion, a deal that could reshape the edge AI landscape across automotive, industrial, and connected devices. If completed, the merger aims to broaden global access to intelligent systems, software, and wireless technology.