Semiconductor News & Analysis Feed
848 articles
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Investors in ON Semiconductor (
ON
+6.93%
), or onsemi, went to sleep last night thinking they were holding a power and sensing chip company whose core automotive and industrial end markets were inflecting, while its AI data center revenue was booming and becoming significant for the company.
However, they woke up facing the prospect of becoming a technically integrated provider of power, sensing
2026-06-27
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2026-06-27
The Motley Fool
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the movement toward a new generation of 800-volt direct current (VDC) data centers set to launch in 2027.
The change in architecture will have ramifications for AI data center infrastructure companies and, according to Barclays a
2026-06-27
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2026-06-27
The Motley Fool
The memory market is in the grip of what may be its worst supply shortage ever. Contract prices for conventional DRAM soared as much as 95% in the first quarter of 2026, and NAND flash prices have jumped sharply quarter after quarter, all because the artificial intelligence (AI) build-out is devouring every chip the industry can make.
When investors look for a way to play this tailwind, they usua
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
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.fool.com
2026-06-26
The Motley Fool
In this video, I will cover Micron's (
MU
5.68%
) latest earnings report and explain what the results mean for the stock and how I am managing my own position. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of June. 25, 2026. The video was published on June. 25, 2026.
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Investors are now fully aware of just how successful Nvidia (
NVDA
+2.66%
) has become. What was once an enterprise focused on PC gaming has become a dominant artificial intelligence (AI) business with a market capitalization of $4.8 trillion. This is the most valuable company on the face of the planet.
Despite trading 15.6% off their peak (as of June 23), Nvidia shares are up 6.7% so far in 2026
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
There are many ways to invest in artificial intelligence (AI), but overall, there is no business better positioned to compete than Taiwan Semiconductor Manufacturing (
TSM
1.36%
). It produces chips for Nvidia, Apple, and other leading tech companies. It's a wide-moat business that provides broad exposure to the AI chip market with one stock, making it the smartest way to invest in AI infrastructu
2026-06-26
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2026-06-26
The Motley Fool
Since Nvidia (
NVDA
1.64%
) started its monster rise at the beginning of 2023, there have been countless investors who proclaimed the stock to be in a bubble. Time and time again, those investors were proven wrong.
There may be a handful of people who are still saying Nvidia is in a bubble right now, although I'd argue that the opposite is true: I think it's undervalued.
I think investors are un
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.86%
) had a market capitalization of $360 billion at the beginning of 2023, which was right before the artificial intelligence (AI) boom started gathering momentum. The company has since sold millions of its graphics processing units (GPUs) for data centers, which are the primary chips used in AI training and inference workloads, propelling its market cap to $4.8 trillion.
But des
2026-06-26
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2026-06-26
The Motley Fool
Semiconductor chip export restrictions to China have cost Nvidia (
NVDA
1.86%
) billions in revenue. In a recent interview, CEO Jensen Huang admitted that Nvidia's chip market share in China has been wiped out. Speaking about Nvidia's share of the artificial intelligence (AI) chip market, Huang said, "Nvidia had ... 90-some-odd percent of the world's market share. Today in China, we have now dropp
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
For much of the AI boom, Nvidia (
NVDA
1.86%
) has been the stock market darling.
The stock started soaring shortly after the release of ChatGPT in Nov. 2022 as it was primed to benefit from demand for its GPUs, which are used for AI training.
Since then, the stock has gained more than 1,000%, and Nvidia has become the most valuable company in the world, with a market cap of nearly $5 trillion.
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Shares of Micron Technology (
MU
+14.50%
) surged on Thursday after the memory chip leader delivered a blockbuster earnings report.
Image source: The Motley Fool.
An AI bonanza
Micron's revenue rose a staggering 346% year over year to $41.5 billion in its fiscal third quarter, which ended on May 28.
The AI boom and the massive data sets it requires are creating enormous demand for the high-per
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (
MU
+14.50%
) just posted a quarter big enough to do exactly that -- and the read-through may matter most for investors in Nvidia (
NVDA
1.86%
), whose artificial intelligence (AI) accelerators are built around the very memory Micron is scrambling to supply.
Micron's stock jumped about 16% as of this
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Companies want an alternative to Nvidia's data center technology.
Hyperscalers are increasingly investing in proprietary chip technology.
*Stock prices used were the afternoon prices of June 23, 2026. The video was published on June 25, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of the
2026-06-26
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2026-06-26
The Motley Fool
Shares of Qualcomm (
QCOM
+3.65%
) rose on Thursday after the chipmaker unveiled its new artificial intelligence (AI)-fueled growth targets.
Image source: The Motley Fool.
Entering the data center arena
Qualcomm has long been a dominant supplier of processors for smartphones. It's a large and lucrative market, but its pace of expansion pales in comparison to explosive growth markets like AI dat
2026-06-26
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2026-06-26
The Motley Fool
Qualcomm (
QCOM
+3.65%
) is best known for the chips and wireless technology inside smartphones. At its Investor Day in New York City, the company made the case that its next major growth engine could come from a very different market: AI data centers.
That message ran through much of the event. Qualcomm is not walking away from handsets, but management wants investors to look at a wider set of g
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
The Motley Fool
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2026-06-26
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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
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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