Semiconductor News & Analysis Feed
6965 articles
2026-06-25
www.kitguru.net
2026-06-25
KitGuru
Nvidia “Blackwell-Next” GPUs mentioned in Linux kernel patch
João Silva 12 hours ago Graphics
A new Linux kernel patch for the NVGrace-GPU VFIO driver has revealed references to Nvidia's upcoming “Blackwell-Next” graphics architecture.
Spotted by Phoronix (via VideoCardz), this change adds a readiness check for the supposed new architecture via CXL (Compute Express Link) DVSEC-based (Designated
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Is Up 800% in a Year, and This Money Manager Says the Next Pullback Is Your Entry
Omor Ibne Ehsan
Wed, June 24, 2026 at 11:45 AM PDT 4 min read
MU
-0.31%
SNDK
-2.50%
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Sethi argues a 20. 25% pullback in Micron, up 882% in a year and still beating numbers, is fast money exiting. Not a trend reversal.
SanDisk, up nearly 4,800% in a year
2026-06-25
news.google.com
2026-06-25
CNBC
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
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The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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2026-06-25
www.androidheadlines.com
2026-06-25
Android Headlines
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2026-06-25
www.thedailystar.net
2026-06-25
The Daily Star
Editor's Pick
Can Pakistan fix its problems at home?
7 HOUR(S) AGO
GEOPOLITICAL INSIGHTS
Should political parties be publicly funded?
24 JUNE 2026, 08:43 AM
BIG PICTURE
Reading Bengal beyond religious boundaries
23 JUNE 2026, 08:46 AM
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Starmer’s resignation signals constraint, not virtue
24 JUNE 2026, 11:00 AM
VIEWS
A bigger ADP, but can Bangladesh make it work?
24 JUNE 2026, 09:00 AM
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2026-06-25
www.benzinga.com
2026-06-25
Benzinga
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2026-06-25
businesschief.com
2026-06-25
Business Chief
A South Korean chipmaker nearly collapsed under debt 20 years ago. Today it has overtaken Samsung Electronics to become the world's most valuable memory chip company.
SK Hynix shares closed up 5.6% on Monday 22 June, lifting its market capitalisation to 2,080.4tn won (US$1.35tn). Samsung's stock eased 0.14% to give it a market value of 2,066.7tn won (US$1.34tn), excluding preferred shares.
The s
2026-06-25
tomshardware.com
2026-06-25
Luke James
PremiumChina's LineShine supercomputer has taken the top spot on the 67th TOP500 list, posting 2.198 exaflops on the High Performance Linpack benchmark.
2026-06-24
www.businessinsider.com
2026-06-24
Business Insider
After the AI trade took a tumble on Tuesday led by losses in chip stocks, the market is bracing for Micron earnings.
AI stocks have been fueling record highs, with the bull market proving resilient despite ongoing macro uncertainties like the war in Iran, inflation, and Federal Reserve policy.
After Tuesday's pullback, Micron's quarterly reports looms. As one of the top stock performers in 2026,
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
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2026-06-24
www.investopedia.com
2026-06-24
Investopedia
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2026-06-24
engineerlive.com
2026-06-24
Engineer Live
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2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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The artificial intelligence boom has created winners across the semiconductor industry, but few areas have benefited more recently than memory chips. Every AI server needs vast amounts of high-bandwidth memory (HBM) and DRAM to feed increasingly powerful processors from Nvidia (NASDAQ:NVDA | NVDA Price Prediction), Advanced Micro Devices (NASDAQ:AMD), and others. Without memory, even
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Time to Dump Micron? SK hynix to Begin Trading on Nasdaq July 10
Rich Duprey
Wed, June 24, 2026 at 7:36 AM PDT 5 min read
000660.KS
+0.98%
MU
-0.37%
NVDA
-0.54%
AMD
-0.15%
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SK hynix controls 57% of the HBM market but U.S. investors couldn't easily access it until its July 10 Nasdaq ADR listing.
Micron surged 726% over the past year as the o
2026-06-24
www.juve-patent.com
2026-06-24
JUVE Patent
Munich Regional Court issued several judgments in favour of Infineon against Chinese semiconductor manufacturer Innoscience and its European distributors. The rulings, based on a German patent and a related utility model, mark the second and third victories for Infineon in its ongoing campaign to defend its gallium nitride portfolio in Germany.
The 21st Civil Chamber of Munich Regional Court, und
2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
www.tradingview.com
2026-06-24
TradingView
News
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Reuters
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Anxious investors await Micron earnings as chip sector whipsaws
Anxious investors await Micron earnings as chip sector whipsaws
Refinitiv2 min read
MU
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