Semiconductor News & Analysis Feed
376 articles
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.87%
) and AMD (
AMD
+1.34%
) are the two largest producers of discrete GPUs. They both produce data center GPUs for the booming AI market.
However, Nvidia often attracts more attention than AMD because it controls more than 90% of the discrete GPU market. AMD, which tries to compete against Nvidia with its cheaper chips, only holds a single-digit share. Nvidia also generates most
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Sandisk, Western Digital, and others soar as Micron results 'justify elevated valuations'
Ines Ferré · Senior Business Reporter
Updated Thu, June 25, 2026 at 7:50 AM PDT 1 min read
MU
+13.02%
AMD
+0.11%
NVDA
-1.45%
INTC
-1.24%
MRVL
-0.50%
Explore stocks on Coinbase
Trading disclosure
What happened: Memory and storage stocks rallied on Thursday. Shares of Sandisk (SNDK) and Western Digital (WDC) g
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
To continue, please click the box below to let us know you're not a robot.
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy.
For inquiries related to this message please contact our support team and provide the reference ID below.
Get the most important global
2026-06-25
digitimes.com
2026-06-25
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Synopsys (SNPS) Stock After Recent Pullback Is The Valuation Now More Reasonable
Bailey Pemberton
Wed, June 24, 2026 at 9:13 AM PDT 5 min read
SNPS
+1.09%
Trade SNPS on Coinbase
Trading disclosure
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
If you are wondering whether Synopsys stock is offering fair value right now, the key
2026-06-24
investinglive.com
2026-06-24
investingLive
It was a rough day in the stock market as a selloff in South Korea left that market down 9.9% and raised concerns about the ongoing mania in chip stocks, particularly memory names.
Much of the intense panic concentrated on Micron (MU), which cratered more than 13% today. This massive pre-earnings flush comes just 24 hours before they report their fiscal Q3 earnings on Wednesday. Despite a major m
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock Weighs AI Growth Story Against Mixed Valuation Signals
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Share
Copy Link
With NVIDIA such a focal point for growth stories, many investors are asking a simple question: does the current share price still make sense if you care about value, not just headlines?
The stock last clos
2026-06-23
www.eejournal.com
2026-06-23
EEJournal
June 23, 2026
Infineon launches cloud-based virtual platform powered by AWS to accelerate automotive microcontroller evaluation
Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) is collaborating with Amazon Web Services (AWS) to accelerate microcontroller (MCU) evaluation to shorten development cycles for automotive systems. As part of this collaboration, Infineon is launching a cloud-based pla
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Stock After 48% Gain And Mixed Valuation Signals
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Share
Copy Link
If you are wondering whether QUALCOMM at around US$221.90 is priced for opportunity or already reflecting high expectations, the valuation picture is the place to start.
The stock has gained 48.0% over the past year an
2026-06-23
tomshardware.com
2026-06-23
Luke James
SK hynix overtook Samsung Electronics on Monday to become South Korea’s most valuable listed company.
2026-06-23
www.tomshardware.com
2026-06-23
Tom's Hardware
Tech Industry
SK hynix passes Samsung as South Korea's most valuable company — memory company surpasses valuation milestone on the back of HBM
News
By Luke James published 19 hours ago
It's the first time since 2000 that Samsung hasn't topped the Korean market.
(Image credit: Getty / Bloomberg)
Share this article
0
Join the conversation
Follow us
Add us as a preferred source on Google
Newsletter
2026-06-23
www.autocarpro.in
2026-06-23
Autocar Professional
Infineon, AWS Launch Cloud Platform for MCU Evaluation
Infineon and AWS have jointly launched a new cloud-based platform for virtual evaluation of automotive microcontrollers, cutting evaluation cycles from weeks to minutes, with select Infineon customers gaining access from the third quarter of 2026.
By Sarthak Mahajan 23 Jun 2026 247 Views
Share -
Infineon Technologies AG (FSE: IFX / OTCQX:
2026-06-23
www.elektroniknet.de
2026-06-23
elektroniknet
Infineon Technologies is collaborating with Amazon Web Services (AWS) to accelerate microcontroller (MCU) evaluation to shorten development cycles for automotive systems.
As part of this collaboration, Infineon is launching a cloud-based platform for virtual evaluation of Infineon automotive MCUs, powered by AWS. The new platform removes dependency on physical hardware, helps to reduce evaluation
2026-06-23
tech.yahoo.com
2026-06-23
Yahoo Tech
TechComputing
Infineon launches AWS-based platform for automotive MCU evaluation
Just Auto
GlobalData
Add us on Google
UpdatedTue, June 23, 2026 at 2:11 AM GMT+8
Two workflows are available through the system. Credit: Infineon Technologies AG
Infineon Technologies has introduced a cloud-based platform for virtual evaluation of its automotive microcontroller units (MCUs), powered by Amazon Web Ser
2026-06-23
tomshardware.com
2026-06-23
Etiido Uko
Access to Fable 5 and Mythos 5 barred for foreign nationals immediately following security evaluation
2026-06-23
www.just-auto.com
2026-06-23
Just Auto
__fail__
2026-06-22
www.eletimes.ai
2026-06-22
ELE Times
__fail__
2026-06-22
www.reuters.com
2026-06-22
Reuters
__fail__
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 US Semiconductor Stocks With Earnings Growth And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
The latest rebound in technology and semiconductor stocks has put chip companies back in the spotlight, with the sector moving sharply after Intel’s rally on news of a new U.S. chip partnership with Apple. Combined wi
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ICHR
3 US AI Semiconductor Stocks For Memory Demand And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
Micron’s upcoming fiscal Q3 earnings on June 24 sit at the center of a powerful story in AI-focused semiconductors, with its stock up roughly 8x in 12 months and expectations running extremely high. Strong demand for