Semiconductor News & Analysis Feed
22161 articles
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
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2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Shares of chipmaker Nvidia (
NVDA
1.39%
) have been the purest way to bet on the artificial intelligence (AI) boom. So when one of its largest customers shows up with a chip of its own, investors pay attention.
On June 24, OpenAI and Broadcom (
AVGO
2.47%
) pulled the wrapper off Jalapeño, OpenAI's first custom AI chip. Designed by the maker of ChatGPT and built with Broadcom, it's the first piec
2026-06-27
www.barchart.com
2026-06-27
Barchart.com
3d illustration inflation and deflation graph by Deepadesigns via Shutterstock
AI is no longer just changing technology; it is changing the how we invest, too.
Over the past year, investors have continued to reward companies connected to artificial intelligence, especially those helping build the systems behind it. For income investors seeking AI-related growth, the question is not only which co
2026-06-27
www.asiae.co.kr
2026-06-27
아시아경제
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2026-06-27
www.allaboutcircuits.com
2026-06-27
All About Circuits
www.allaboutcircuits.com
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2026-06-27
www.tweaktown.com
2026-06-27
TweakTown
Valve engineers claim release cadence for future Steam Machine versions will be shorter than the Steam Deck
Valve engineers claim that the release cycle between the Steam Machine and the Steam Machine 2 will be shorter than between the Steam Deck and Steam Deck 2.
VIEW GALLERY - 3
Aaron Klotz
Tech Reporter
Published Jun 26, 2026 5:45 PM CDT
2-minute read time
TL;DR: Valve engineers state future
2026-06-27
www.msn.com
2026-06-27
MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips.
Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-27
www.msn.com
2026-06-27
MSN
Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the next five years and reshaping several key technology markets in the process.
“The chip industry took ~50 years to generate its first $1Tn in sales,” analysts led by Vivek Arya wrote. “We expect AI to help add another $1Tn in j
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Is Down 16.2% After Modular Deal And AI CPU Push - Has The Bull Case Changed?
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this week, Qualcomm Technologies announced an expanded collaboration with Hugging Face, launched its Dragonfly C1000 data center CPU and High Bandwidth Compute architecture, and conf
2026-06-27
www.renaissancecapital.com
2026-06-27
renaissancecapital.com
Three IPOs priced this past week, joined by four SPACs.
The biggest news of the week came from the pipeline, with Korea-listed SK hynix (SKHY) finally filing publicly for its US cross-listing. The memory chip giant is currently valued at over $1 trillion and is reportedly planning to raise about $29 billion, which would make it the second largest IPO of all time.
Engine products manufacturer DPC
2026-06-27
ieu-monitoring.com
2026-06-27
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2026-06-27
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2026-06-27
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Texas Instruments (TXN) Declines More Than Market: Some Information for Investors
Texas Instruments (TXN) Declines More Than Market: Some Information for Investors · Zacks
Zacks Equity Research
June 26, 2026 3 min read
TXN
+3.56%
^GSPC
+0.72%
^DJI
+0.29%
Trade TXN on Coinbase
Trading disclosure
Texas Instruments (TXN) closed at $285.43 in the latest trading session, marking a -8.46% move from the
2026-06-27
sg.finance.yahoo.com
2026-06-27
Yahoo Finance Singapore
Texas Instruments (TXN) Declines More Than Market: Some Information for Investors
Texas Instruments (TXN) Declines More Than Market: Some Information for Investors · Zacks
Zacks Equity Research
26 June 2026 3 min read
TXN
-1.79%
^GSPC
+0.00%
^DJI
+1.14%
Texas Instruments (TXN) closed at $285.43 in the latest trading session, marking a -8.46% move from the prior day. This change lagged the S&P 500
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
D.A. Davidson technology research head Gil Luria explains why Micron is a different company due to memory's essential role in A.I. on 'Making Money.'
D.A. Davidson technology research head Gil Luria details Micron's transformation, asserting it's a completely different company now. Memory's crucial function in AI, enabling GPUs to produce models more effectively, drives this change. With limited
2026-06-27
sg.finance.yahoo.com
2026-06-27
Yahoo Finance Singapore
ASML (ASML) Declines More Than Market: Some Information for Investors
ASML (ASML) Declines More Than Market: Some Information for Investors · Zacks
Zacks Equity Research
26 June 2026 3 min read
ASML.AS
+3.59%
^GSPC
+0.00%
^DJI
+1.14%
^IXIC
-0.80%
ASML
-4.00%
ASML (ASML) ended the recent trading session at $1,794.62, demonstrating a -2.53% change from the preceding day's closing price. The stock f
2026-06-27
www.gurufocus.com
2026-06-27
GuruFocus
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2026-06-27
www.gurufocus.com
2026-06-27
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2026-06-27
investorplace.com
2026-06-27
InvestorPlace
Micron Was Yesterday’s Win — Here’s How to Find Tomorrow’s
By Jeff Remsburg, Editor, Investing Insider Jun 26, 2026, 5:00 pm EDT
Listen to the audio version of this article (generated by AI).
The problem is simple – by the time a stock becomes an AI darling and shows up on the radar of the average investor, the biggest gains are often already behind it.
That’s the lesson legendary investor Loui
2026-06-27
eetimes.com
2026-06-27
Silicon photonics has spent years waiting for its moment. According to Lightmatter CEO Nick Harris, that moment has finally arrived.