Semiconductor News & Analysis Feed
25348 articles
2026-06-27
www.taipeitimes.com
2026-06-27
Taipei Times
Samsung Electronics Co and SK Hynix Inc are preparing to announce hundreds of billions of dollars worth in new investments on Monday, according to South Korean media reports this week.
Samsung Group is set to unveil a 1,000 trillion won (US$646 billion) spending package over the next decade, Maeil Business Newspaper reported yesterday, in what would be the largest such plans in the country’s hist
2026-06-26
marketwise.com
2026-06-26
MarketWise
marketwise.com
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2026-06-26
www.chosun.com
2026-06-26
조선일보
By Sung Ho-chul
Published 2026.06.27. 00:52
Updated 2026.06.29. 09:34
Taiwan Semiconductor Manufacturing Co. (TSMC), a leading semiconductor company, is currently constructing a 3-nanometer (nm) semiconductor factory in Japan, not in its home country. The site is located in Kikuyomachi, Kumamoto Prefecture, a small city with a population of 44,000 in southern Kyushu, Japan. This follows the comp
2026-06-26
futurumgroup.com
2026-06-26
The Futurum Group
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2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
www.phoronix.com
2026-06-26
Phoronix
How NVIDIA GB10 CPU Performance Compares To Vera
Written by Michael Larabel in Processors on 26 June 2026 at 11:50 AM EDT. Page 1 of 4. 3 Comments.
Since delivering NVIDIA Vera CPU benchmarks one month ago and follow-ups like how the ARM Linux server performance has evolved in 8 years or how Vera compares to Ampere Altra that is still quite common in the marketplace, another frequent discussion p
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
BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue
Fiona Craig
Fri, June 26, 2026 at 8:44 AM PDT 3 min read
BAC
-1.55%
Trade BAC on Coinbase
Trading disclosure
Artificial intelligence applications ©Shutterstock
Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the
2026-06-26
www.cnbc.com
2026-06-26
CNBC
ON Semiconductor
CEO Hassane El-Khoury defended the company’s core business, and shares notched their worst day since March 2020, after the sensing solutions company announced its largest acquisition ever.
The maker of components for the automotive industry on Thursday announced plans to buy edge AI and wireless connectivity solutions company Synaptics
in an all-stock deal to capitalize on phys
2026-06-26
www.gurufocus.com
2026-06-26
GuruFocus
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2026-06-26
news.google.com
2026-06-26
Yahoo Finance
2026-06-26
sg.finance.yahoo.com
2026-06-26
Yahoo Finance Singapore
Why Is Synopsys (SNPS) Down 5.3% Since Last Earnings Report?
Why Is Synopsys (SNPS) Down 5.3% Since Last Earnings Report? · Zacks
Zacks Equity Research
Fri, 26 June 2026 at 8:30 am GMT-7 4 min read
SNPS
-0.27%
^GSPC
+0.79%
It has been about a month since the last earnings report for Synopsys (SNPS). Shares have lost about 5.3% in that time frame, underperforming the S&P 500.
Will the recent nega
2026-06-26
simplywall.st
2026-06-26
simplywall.st
United States/Software/NasdaqGS:SNPS
Synopsys (SNPS) Launches Multiphysics Fusion, Is The Stock Fully Priced?
June 26, 2026
Simply Wall St
Synopsys (SNPS) has just moved its AI driven Multiphysics Fusion platform into customer deployment, tying its electronic design automation tools directly to Ansys analysis at a moment of strong industry focus on advanced chip design.
See our latest analysis f
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
tomshardware.com
2026-06-26
Jowi Morales
The U.S. government wants to ensure that its latest, most advanced AI tools can't be used against it.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron Stock Slipped on Friday
Rich Smith, The Motley Fool
Fri, June 26, 2026 at 8:14 AM PDT 2 min read
MU
+0.79%
NVDA
+2.63%
Explore stocks on Coinbase
Trading disclosure
The rollercoaster ride that is investing in Micron (NASDAQ: MU) stock took another turn Friday, as shares of the computer memory maker slid 4% through 10:40 a.m. ET.
You can blame OpenAI for that.
Missed Nvidia in 2009? T
2026-06-26
tomshardware.com
2026-06-26
Hassam Nasir
A small victory in the face of a gargantuan problem.
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
The rollercoaster ride that is investing in Micron (
MU
+1.12%
) stock took another turn Friday, as shares of the computer memory maker slid 4% through 10:40 a.m. ET.
You can blame OpenAI for that.
Image source: Micron.
Easy come, less easy go
Micron (
MU
+1.12%
) blew past earnings estimates yesterday, setting a new all-time high share price and predicting even more gains in store in Q4. The
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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