Semiconductor News & Analysis Feed
849 articles
2026-06-21
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2026-06-21
The Motley Fool
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2026-06-21
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2026-06-21
The Motley Fool
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2026-06-21
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2026-06-21
The Motley Fool
It's no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers' spending plans, it's likely to do so for years to come.
That said, the nature of AI spending will shift, with inference spending set to surpass that for data center infrastructure in a few years. That's why a stock like power semiconductor company ON Semiconductor (
ON
2026-06-21
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2026-06-21
The Motley Fool
Memory stock prices have soared this year amid a shortage driven by artificial intelligence (AI). If you're looking for an easy way to invest in these stocks, a recently launched exchange-traded fund (ETF), the Roundhill Memory ETF (
DRAM
+5.23%
), holds the biggest names.
The ETF trades for about $72 as of June 17, so $100 is enough for more than 1.25 shares if your broker offers fractional trad
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Big tech companies, including Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle, are committing hundreds of billions of dollars to capital expenditures in 2026. Most of it will go toward artificial intelligence (AI) infrastructure, with semiconductor chips a big part of that.
If you want a single ETF to capture that trend, the VanEck Semiconductor ETF (
SMH
+1.37%
) is the one to own. Year
2026-06-20
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2026-06-20
The Motley Fool
Nvidia's (
NVDA
1.13%
) dominance has created a strange problem for its competitors, yet building a competing artificial intelligence (AI) chip is no longer enough to catch up. Even if a rival develops a faster processor at a lower price -- already extremely difficult-- it still faces a much bigger challenge: convincing developers to leave Nvidia's ecosystem.
That's because Nvidia's most importan
2026-06-20
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2026-06-20
The Motley Fool
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2026-06-20
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2026-06-20
The Motley Fool
Nvidia (
NVDA
1.13%
) may be the world's largest company by market value, but there is plenty of upside left in its stock. Most of Nvidia's gains will come from the enormous spending on data centers, and no company appears to be slowing down in that area anytime soon.
I think there's a huge amount of potential left in Nvidia's stock, and it may shock investors as to where I believe the stock pric
2026-06-20
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2026-06-20
The Motley Fool
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2026-06-20
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2026-06-20
The Motley Fool
For more than a year, the shortage of memory and storage chips has been a one-way windfall. As artificial intelligence (AI) data centers soaked up the world's supply, prices for these chips have about doubled over the past year, and the companies that make them -- Micron (
MU
+6.34%
) among them -- have been some of the biggest winners of the AI boom. Now those rising costs are landing on the comp
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (
NVDA
1.13%
), the world's leading producer of data center GPUs. Those chips, which most of the world's top AI companies use, are still the best picks and shovels for the AI gold rush.
However, the AI market's growth is also generating strong tailwinds for optical networking companies, which manufacture optical
2026-06-20
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2026-06-20
The Motley Fool
Micron Technology (
MU
+6.34%
) has been one of the more exciting stocks on the market so far in 2026. Its share price is up over 293% so far, and it may not be done yet. Micron reports earnings on June 24, and it could mark another spate of movement for the stock.
Expectations are high entering the announcement, and what management says could allow the rise to continue or make the stock plummet.
2026-06-19
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2026-06-19
The Motley Fool
2026-06-19
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2026-06-19
The Motley Fool
Without a doubt, Nvidia (
NVDA
1.13%
) has been one of the best-performing stocks in the market, as its shares have climbed 1,050% in the past five years (as of June 17). Positioned at the center of the artificial intelligence (AI) boom, this business continues to register incredible demand for its powerful data center graphics processing units.
But many investors might not be aware that this AI
2026-06-19
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2026-06-19
The Motley Fool
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2026-06-19
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2026-06-19
The Motley Fool
Some investors fear that Nvidia's (
NVDA
1.13%
) amazing run since the start of the artificial intelligence (AI) boom may come to an end relatively soon, perhaps because demand for its market-leading GPUs (Graphics Processing Units) will cool down, or other companies will continue developing alternative AI chips in-house and decrease their reliance on Nvidia's products.
That's likely partly why,
2026-06-19
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2026-06-19
The Motley Fool
Nvidia (
NVDA
1.13%
) and Advanced Micro Devices (
AMD
+2.58%
) both are winning in this artificial intelligence (AI) revolution. These companies each make the graphics processing units (GPUs) needed to power the most crucial of AI tasks, such as the training of models. And this has translated into spectacular earnings growth and stock performance.
For example, in the latest quarter, Nvidia and A
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Few stocks have ridden the artificial intelligence (AI) boom quite like Micron Technology (
MU
+6.19%
). The memory chipmaker's stock has more than tripled in 2026, up nearly 300% year to date as of this writing and trading around $1,134 after a fresh run to record highs. The company is now valued at close to $1.3 trillion.
That sets a high bar heading into Wednesday. When Micron reports its fisc
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
For years, Amazon (
AMZN
3.94%
) has designed its own artificial intelligence (AI) chips and kept them to itself, renting out the computing power through Amazon Web Services (AWS) rather than selling the chips themselves. A new report, however, suggests that this could be changing. Bloomberg reported that Amazon is in talks to sell its custom Trainium accelerators for use inside other companies' d
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Micron Technology (
MU
+5.27%
) has been around for nearly 50 years, fine-tuning its expertise in memory and storage and delivering progressive earnings growth. But over the past few quarters, this well-established market giant has seen revenue and its stock price take off -- in the style of a young start-up.
In the most recent quarter, Micron's revenue soared 196%, and this year, the stock has s