Semiconductor News & Analysis Feed
7125 articles
2026-06-25
digitimes.com
2026-06-25
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
2026-06-25
digitimes.com
2026-06-25
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.
2026-06-25
www.cnbc.com
2026-06-25
CNBC
As Micron
customers try and adjust to a new reality of constantly rising memory prices, investors in the company are enjoying historic profit margins.
Alongside its better-than-expected earnings report on Wednesday, Micron disclosed a gross margin, or the profit left after accounting for the cost of goods sold, of 84.9%, up from 74.9% in the prior period and 39% a year earlier.
That’s the highe
2026-06-25
asia.nikkei.com
2026-06-25
Nikkei Asia
CEO says every AI foundational model company in China are customers
Qualcomm CEO Cristiano Amon speaks in front of audience in New York on June 24. (Photo by Yifan Yu)
NEW YORK -- Qualcomm unveiled its data center chip lineup on Wednesday, becoming the latest chipmaker to enter the AI processor race in an attempt to challenge market leader Nvidia.
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
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 12:30 PM PDT 3 min read
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Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi
2026-06-25
www.kitguru.net
2026-06-25
KitGuru
Nvidia “Blackwell-Next” GPUs mentioned in Linux kernel patch
João Silva 12 hours ago Graphics
A new Linux kernel patch for the NVGrace-GPU VFIO driver has revealed references to Nvidia's upcoming “Blackwell-Next” graphics architecture.
Spotted by Phoronix (via VideoCardz), this change adds a readiness check for the supposed new architecture via CXL (Compute Express Link) DVSEC-based (Designated
2026-06-25
www.gurufocus.com
2026-06-25
GuruFocus
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2026-06-25
www.gurufocus.com
2026-06-25
GuruFocus
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2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
Video Muted
The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
Nvidia
CEO Jensen Huang told shareholders on Wednesday that if a commercial opportunity conflicts with U.S. national security, the company would prioritize American interests.
″National security comes first,” Huang said in a session shortly after the company’s annual stockholder meeting concluded.
He added that if a company wanted to smuggle Nvidia’s chips or systems into countries with export
2026-06-25
www.trefis.com
2026-06-25
Trefis
Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
June 24th, 2026 by Trefis Team
SMH
VanEck Semiconductor ETF
The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it’s worth paying attention.
The VanEck Semiconductor ETF (SMH) has returned a notable +138% over the past year, a figure that grabs your attention. But price is a trailing in
2026-06-25
www.techtimes.com
2026-06-25
Tech Times
By Jerry Owens
Published: Jun 24 2026, 13:22 PM EDT
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logo of US Semiconductor company Qualcomm in the Alpine resort of Davos during the World Economic Forum (WEF) annual meeting. The World Economic Forum takes place in Davos from January 19 to January 23, 2026. INA FASSBENDER/GETTY IMAGES
Qualc
2026-06-25
news.google.com
2026-06-25
Investor's Business Daily
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.fool.com
2026-06-24
The Motley Fool
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2026-06-24
www.marketwatch.com
2026-06-24
MarketWatch
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2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
www.cnbc.com
2026-06-24
CNBC
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