Semiconductor News & Analysis Feed
5307 articles
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
There are four major competitors in the artificial intelligence (AI) chip game: Nvidia (
NVDA
1.86%
), AMD (
AMD
+2.18%
), Broadcom (
AVGO
1.02%
), and Marvell (
MRVL
+1.49%
). These four can be split up into two groups: designers of broad-purpose computing chips and designers of narrow-purpose custom AI chips. Nvidia and AMD both make GPUs, which fall into the broad-purpose category, while Broadc
2026-06-26
www.tradingview.com
2026-06-26
TradingView
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Reuters
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Onsemi to buy Synaptics in $7 billion all-stock deal
Onsemi to buy Synaptics in $7 billion all-stock deal
RefinitivLess than 1 min read
ON
+2.59%
SYNA
−3.45%
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2026-06-26
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Onsemi to buy Synaptics in $7 billion all-stock deal
An Onsemi logo appears in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration
26 Jun 2026 04:28AM
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June 25
2026-06-26
ca.investing.com
2026-06-26
Investing.com Canada
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
AI Stock Face-Off: Is Nvidia or AMD the Smarter Long-Term Buy?
Geoffrey Seiler, The Motley Fool
Thu, June 25, 2026 at 1:25 PM PDT 5 min read
NVDA
-1.59%
AMD
+2.60%
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Two of the biggest stock winners of the past decade are Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD), which are up over 16,320% and 9,770%, respectively. The two chip riva
2026-06-26
www.reuters.com
2026-06-26
Reuters
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Onsemi to buy Synaptics in $7 billion all-stock deal
Illustration shows Onsemi logo · Reuters
Reuters
Thu, June 25, 2026 at 1:22 PM PDT 1 min read
ON
+2.56%
SYNA
-3.49%
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Trading disclosure
June 25 (Reuters) - Onsemi said on Thursday it had agreed to acquire Synaptics in an all-stock deal valued at about $7 billion, potentially broadening the chipmaker's presence in th
2026-06-26
www.quiverquant.com
2026-06-26
Quiver Quantitative
Accelerates onsemi’s evolution, building on its strength in power and sensing to become a leading provider of intelligent systems — expanding from AI data centers into Physical AI
Increases onsemi’s total addressable market by $30 billion to $243 billion by 2030
Positions onsemi at the intersection of Power, Sense, Connected Compute and Control — the four pillars of Physical AI — which enable mach
2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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2026-06-26
www.fool.com
2026-06-26
The Motley Fool
The current AI boom is propelling many technology stocks into the stratosphere, and two leading semiconductor companies garnering significant investor attention are Intel (
INTC
+0.65%
) and Taiwan Semiconductor Manufacturing (
TSM
1.61%
). Intel's stock has soared 535% over the past year, while TSMC, as it is better known, shares have jumped 110%, as of this writing.
With both companies benefiti
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Intel vs. TSMC: Which is the Better Semiconductor Stock to Buy Right Now?
Chris Neiger, The Motley Fool
Thu, June 25, 2026 at 1:08 PM PDT 5 min read
INTC
+0.73%
2330.TW
0.00%
NVDA
-1.59%
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Trading disclosure
The current AI boom is propelling many technology stocks into the stratosphere, and two leading semiconductor companies garnering significant investor attention are I
2026-06-26
tradersunion.com
2026-06-26
Traders Union
Cadence Design Systems says Jilin University students are using Cadence Fidelity CFD to design award-winning race cars. The company describes the technology as helping to optimize aerodynamics and accelerate every iteration.
Cadence Design Systems shares a video on how hands-on CFD is shaping future engineers. Details are available in the linked content.
CDNS is trading at $368.42, sitting below
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
U.S. stocks struggle to end positively despite great Micron's 3Q results, in-line inflation
Jun 25, 2026, 4:05 PM ETDow Jones Industrial Average Index (DJI), COMP:IND, SP500MU, US10Y, US2Y
, US30Y
By: Monica L. Correa, SA News Editor
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Wall Street's major averages closed mixed even after blockbuster fiscal third-quarter results from Micron (MU) that failed t
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Stock market today: Dow rises, S&P 500 and Nasdaq slip as Micron soars, Apple drags Big Tech lower
Amalya Dubrovsky and Karen Friar
Updated Thu, June 25, 2026 at 1:02 PM PDT 2 min read
^DJI
+0.14%
MU
+15.81%
AAPL
-6.15%
^GSPC
-0.01%
^IXIC
-0.46%
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Stocks were mixed on Thursday as blowout earnings from Micron (MU) failed to deter a sell-off in Big Tech,
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Seventy percent. That's the share of global memory chip production that artificial intelligence (AI) data centers are expected to absorb in 2026. Set aside what that means for the companies supplying it for a moment and consider what it means for everything else in the tech realm. Smartphones, laptops, cars, medical devices, and televisions are all competing for the remaining 30% of a supply base
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Microsoft stock tumbles, Micron sparks memory chip rally, Qualcomm's data center venture
Yahoo Finance and Josh Lipton
Thu, June 25, 2026 at 12:27 PM PDT
MSFT
-3.45%
MU
+15.81%
QCOM
+3.84%
SNDK
+21.53%
WDC
+4.81%
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Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (M
2026-06-26
tradersunion.com
2026-06-26
Traders Union
Texas Instruments (TXN) stock is trading at $312.98, reflecting a daily gain of 3.25%. The price is positioned above its key moving averages, highlighting notable strength relative to recent trend levels.
Guyasuta Investment Advisors Inc. has reduced its holdings in Texas Instruments by 19.9% during the first quarter, which may indicate portfolio rebalancing or a changed view on TXN, according to
2026-06-26
ts2.tech
2026-06-26
TechStock²
25 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:AMAT·STOCK MARKET·TECHNOLOGY
2 MINS READ
APPLIED MATERIALS (NASDAQ:AMAT) GAINS $50 BILLION AS AI MEMORY TRADE PUSHES PAST STREET FORECASTS
BY IWONA MAJKOWSKA
NEW YORK, June 25, 2026, 14:07 EDT
Applied Materials shares jumped 10.7% to $652.07 at 1:52 p.m. EDT, pushing its market value up by around $50.4 billion.
The stock was 18.7% over the average an
2026-06-26
www.tradingkey.com
2026-06-26
TradingKey
Texas Instruments Inc (TXN) moved up by 3.53%. The Technology Equipment sector is up by 1.62%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 17.98%; SanDisk Corporation (SNDK) up 20.50%; NVIDIA Corp (NVDA) down 2.14%.
Texas Instruments experienced notable upward movement accompanied by significant intraday volatility, driven primarily
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The Supply-Chain Bet That Underpins The NVIDIA Stock Story
Trefis Team
Thu, June 25, 2026 at 10:56 AM PDT 3 min read
AMD
+2.21%
INTC
+0.61%
NVDA
-1.82%
AVGO
-1.05%
MRVL
+1.61%
Explore stocks on Coinbase
Trading disclosure
Image by Cristian Ibarra from Pixabay
While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete pla