Semiconductor News & Analysis Feed
6964 articles
2026-06-27
www.semafor.com
2026-06-27
Semafor
Qualcomm, the chipmaker supplying smartphones and wearable devices, said it plans to use the new chip technology it created for data centers in smartphones — ultimately allowing AI to run better on mobile devices, said Executive Vice President Durga Malladi in an interview.
When Qualcomm announced its data-center chips this week, it launched itself into the highly competitive data-center chip ind
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NYSE:TSM
TSMC (NYSE:TSM) Is Raising 7nm Chip Prices Up To 10% As Expansion Builds
June 27, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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TSMC is reported to be raising prices by 5% to 10% on 7nm and below chip manufacturing processes.
The price changes target leading edge capacity used in AI, datacenter, and high performance computing chips.
The comp
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Grew 10X in 12 Months. Can It Do It Again?
Rich Duprey
Fri, June 26, 2026 at 9:23 AM PDT 4 min read
MU
+0.79%
NVDA
+2.63%
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$MU's profits surged 15x in 12 months while the stock grew tenfold, yet it still trades at just 8x forward earnings.
Tim Cook called the memory price surge a '100-year flood' as Micron's HBM production sells out
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
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The market has rarely seen a technological revolution like the one the artificial intelligence boom has unleashed. Semiconductor companies, in particular, have been rewarded at a pace few investors have ever witnessed.
Last year, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) dominated headlines as demand for AI accelerators exploded. This year, the spotlight has shifted to a differen
2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
Texas Instruments Inc (TXN) moved down by 3.84%. The Technology Equipment sector is down by 2.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 3.74%; SanDisk Corporation (SNDK) down 7.45%; NVIDIA Corp (NVDA) down 0.72%.
On June 26, 2026, Texas Instruments experienced notable downward pressure and significant intraday volatility,
2026-06-27
www.taipeitimes.com
2026-06-27
Taipei Times
Samsung Electronics Co and SK Hynix Inc are preparing to announce hundreds of billions of dollars worth in new investments on Monday, according to South Korean media reports this week.
Samsung Group is set to unveil a 1,000 trillion won (US$646 billion) spending package over the next decade, Maeil Business Newspaper reported yesterday, in what would be the largest such plans in the country’s hist
2026-06-26
marketwise.com
2026-06-26
MarketWise
marketwise.com
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2026-06-26
www.phoronix.com
2026-06-26
Phoronix
How NVIDIA GB10 CPU Performance Compares To Vera
Written by Michael Larabel in Processors on 26 June 2026 at 11:50 AM EDT. Page 1 of 4. 3 Comments.
Since delivering NVIDIA Vera CPU benchmarks one month ago and follow-ups like how the ARM Linux server performance has evolved in 8 years or how Vera compares to Ampere Altra that is still quite common in the marketplace, another frequent discussion p
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue
Fiona Craig
Fri, June 26, 2026 at 8:44 AM PDT 3 min read
BAC
-1.55%
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Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the
2026-06-26
www.tradingview.com
2026-06-26
TradingView
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Can ASE Technology Benefit From Expanding AI Infrastructure?
Can ASE Technology Benefit From Expanding AI Infrastructure?
3 min read
3711
+3.24%
ASE Technology Holding Co., Ltd. ASX is emerging as a key beneficiary of the global artificial intelligence (AI) infrastructure buildout. As demand for AI accelerators, high-bandwidth memory and advanced chip packaging grows, the company i
2026-06-26
www.thecentersquare.com
2026-06-26
The Center Square
More semiconductor, nuclear energy expansion in central Texas
By Bethany Blankley | The Center Square contributor Jun 26, 2026
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Steam rises from cooling towers at a nuclear power plant. Photo: Kyle Miller / Pexels
(The Center Squar) – More semiconductor and nuclear energy research efforts are expanding in central Texas with the support of taxpayer dollars.
The latest Tex
2026-06-26
aimagazine.com
2026-06-26
AI Magazine
Memory chips have historically been treated as basic commodities, allowing electronics companies to easily switch suppliers.
This forces prices down, trapping the industry in an extreme boom-bust cycle that previous long-term contracts failed to fix.
Even with the current AI boom, these new agreements only hold if demand remains real, as any slowdown or market doubt will likely send buyers rus
2026-06-26
www.cnbc.com
2026-06-26
CNBC
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2026-06-26
stockstory.org
2026-06-26
StockStory
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2026-06-26
tomshardware.com
2026-06-26
Luke James
Apple will release a base M6 chip for entry-level Macs this year but skip the Pro and Max versions of that generation, jumping instead to an accelerated M7 family.
2026-06-26
www.benzinga.com
2026-06-26
Benzinga
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2026-06-26
www.investing.com
2026-06-26
Investing.com
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2026-06-26
www.weex.com
2026-06-26
WEEX
The AI memory crisis—driven by shortages in high-bandwidth memory (HBM) for data centers and premium mobile DRAM like LPDDR5X—has flipped the usual smartphone playbook. This article explains how tightening supply impacts Apple Stock versus Samsung, why memory pricing matters to margins, how AI phones and PCs change bill-of-materials (BOM) math, and what scenarios could play out through 2027. You’l
2026-06-26
www.ad-hoc-news.de
2026-06-26
Ad-hoc-news.de
HPSP, KR7403870009
HPSP focuses on semiconductor equipment expansion, shares on KRX in a volatile chip market
26.06.2026 - 15:10:11 | ad-hoc-news.de
HPSP Co Ltd, a South Korean supplier of advanced semiconductor equipment, remains tied to the volatile KRX chip trade as investors watch capacity plans and global foundry capex. The company’s stock continues to move with broader wafer fab investment
2026-06-26
tomshardware.com
2026-06-26
Hassam Nasir
We tested both CPUs across gaming, rendering, encoding, efficiency, and pricing to see if the Ryzen 7 5800X3D can keep up with the newer Core i7-14700K with DDR4.