Semiconductor News & Analysis Feed
575 articles
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Qualcomm (QCOM) Dips More Than Broader Market: What You Should Know
Qualcomm (QCOM) Dips More Than Broader Market: What You Should Know · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 2:45 PM PDT 3 min read
QCOM
-3.05%
^GSPC
-0.57%
^DJI
+0.64%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm (QCOM) closed the most recent trading day at $214.07, moving -3.05% from the previous trading sessio
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
The S&P 500 (
^GSPC
0.57%
) fell 0.57% to 7,511.35, and the Nasdaq Composite (
^IXIC
1.15%
) dropped 1.15% to 26,376.34 on tech and chip weakness. The Dow Jones Industrial Average (
^DJI
+0.64%
) rose 0.64% to 51,999.67, closing a four-day winning streak at a fresh record high.
Market movers
Artificial intelligence (AI) infrastructure player CoreWeave jumped almost 10% today on bullish analyst s
2026-06-17
www.aol.com
2026-06-17
AOL.com
Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026
MANALI PRADHAN, CFA, THE MOTLEY FOOL
Wed, June 17, 2026 at 2:17 AM GMT+8
0
Key Points
Credo's stock has significantly outperformed Nvidia and Broadcom in 2026.
The company's high-speed cables and optical products help large AI clusters run more reliably and efficiently.
Credo's fiscal 2027 outlook remains strong, but its ri
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Key Points
Credo's stock has significantly outperformed Nvidia and Broadcom in 2026.
The company’s high-speed cables and optical products help large AI clusters run more reliably and efficiently.
Credo’s fiscal 2027 outlook remains strong, but its rich valuation and customer concentration make it a high-risk AI stock.
10 stocks we like better than Credo Technology Group ›
Chip designers Nvidi
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026
Manali Pradhan, CFA, The Motley Fool
Tue, June 16, 2026 at 11:17 AM PDT 4 min read
NVDA
-2.37%
CRDO
-7.80%
AVGO
-4.37%
Explore stocks on Coinbase
Trading disclosure
Chip designers Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) have been two of the biggest beneficiaries of the artificial intelligence (AI) infrastructure bui
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Chip designers Nvidia (
NVDA
2.16%
) and Broadcom (
AVGO
4.24%
) have been two of the biggest beneficiaries of the artificial intelligence (AI) infrastructure build-out. Yet in 2026, a much smaller semiconductor company, Credo Technology (
CRDO
7.80%
), is leaving both behind in share price gains.
Image source: Getty Images.
Shares of Credo are up about 74% year to date as of June 13, while Nvi
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States
/Software
/NYSE:QBTS
CHIPS Act Funding And Gate-Model Roadmap Could Be A Game Changer For D-Wave Quantum (QBTS)
June 16, 2026
Simply Wall St
D-Wave Quantum Inc. recently outlined an expanded gate-model roadmap targeting up to 100 logical qubits by 2032 and highlighted its dual-platform approach, alongside securing a letter of intent for up to US$100 million in CHIPS and Science Act f
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States/Software/NYSE:QBTS
CHIPS Act Funding And Gate-Model Roadmap Could Be A Game Changer For D-Wave Quantum (QBTS)
June 17, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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D-Wave Quantum Inc. recently outlined an expanded gate-model roadmap targeting up to 100 logical qubits by 2032 and highlighted its dual-platform approach, alongside securing a letter of intent for up to
2026-06-16
www.cnbc.com
2026-06-16
CNBC
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2026-06-16
www.oregonlive.com
2026-06-16
OregonLive.com
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2026-06-16
digitimes.com
2026-06-16
Samsung Electronics has secured key technology for a 5nm-class magnetoresistive random-access memory cell, according to Korean financial daily Sedaily, moving ahead just four months after presenting what it described as the world's first 8nm-class MRAM at an international conference.
2026-06-16
digitimes.com
2026-06-16
Austria's AT&S plans to invest up to EUR2 billion (approx. US$2.32 billion) to expand its Kulim plant and a previously unused building at the second site in Kulim, Malaysia, as part of a broader push to capitalize on AI demand. The company said the investments will be fully supported and financed by long-term customer commitments, and it expects to represent at least five leading US tech partners.
2026-06-16
digitimes.com
2026-06-16
TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in glass substrate technology. The company is also signaling that next-generation packaging competition is shifting from CoWoS toward CoPoS as it builds out a fuller ecosystem ahead of rivals.
2026-06-16
digitimes.com
2026-06-16
South Korea has begun planning a large-scale research and development program for next-generation power semiconductors as part of its broader "Ultra-Innovation Economy Project," according to a report by the Seoul Economic Daily.
2026-06-16
digitimes.com
2026-06-16
China has achieved mass production of ultra-pure silicon, according to the state-owned China National Nuclear Corporation (CNNC) — an essential material for building silicon-based quantum computers. The breakthrough builds on a government push to sharpen its quantum research edge and reduce its reliance on foreign technology supply chains more broadly.
2026-06-16
www.benzinga.com
2026-06-16
Benzinga
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2026-06-16
www.proactiveinvestors.com
2026-06-16
Proactive financial news
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Written by:
Angela Harmantas
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Tower Semiconductor shares jump on IQE supply deal
Published: 12:59 15 Jun 2026 EDT
Tower Semiconductor (NASDAQ:TSEM) shares surged nearly 9% after the company signed a multi-year indium phosphide epiwafer supply agreement with IQE, targeting the fast-growing AI data center optical connecti
2026-06-15
digitimes.com
2026-06-15
Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics announced that its Exynos 2600 mobile application processor delivered more than double the on-device AI performance of the Exynos 2500, according to benchmark results released in June 2026. The company said the chip, manufactured on a 2nm foundry process and slated for Galaxy S26 standard and Plus models in early 2026, showed broad gains across natural language processing and i