Semiconductor News & Analysis Feed
4439 articles
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
www.cnbc.com
2026-07-01
CNBC
Semiconductor stocks are about to complete their best quarter ever. And yet, the biggest chipmaker of them all — Nvidia
— has largely sat out the rally. To reignite its stock, Jim Cramer said Nvidia needs to open its checkbook and return more cash to investors.
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2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
techcrunch.com
2026-07-01
TechCrunch
Nvidia AI chip competitor Etched issued a progress report on Tuesday, after TSMC successfully manufactured its chip earlier this year. The startup says it has already booked $1 billion in contract orders for its product: full systems powered by those chips.
Etched is currently in the process of testing that first product with customers. It calls these systems “frontier inference clusters,” bundle
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
After China, OpenAI Chips Away at Nvidia: So Why is NVDA Stock Up?
Lockridge Okoth
June 30, 2026 3 min read
NVDA
+0.71%
AVGO
-0.83%
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Trading disclosure
Nvidia OpenAI inference costs. Photo by BeInCrypto
China just built a major AI model without Nvidia chips. Now OpenAI has found ways to run on far fewer of them, cutting inference costs by more than half. Even so, Nvidia
2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
AMD confirms plans to incorporate low-power CPU cores into next-generation heterogeneous CPUs to lower power consumption and improve energy efficiency.
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip manufacturers with widely different manufacturing systems.
ASML Holding has a solid dominance in extreme ultraviolet (EUV) lithography systems. Lam Research supplies wafer fabrication equipment and services to the semiconductor industry.
Both these companies have become crucial to AI-c
2026-07-01
www.pcmag.com
2026-07-01
PCMag
UPDATE 7/1: Supermicro denies that its offices in Taiwan were raided by local authorities. But the company says four Supermicro Taiwan employees were held for questioning.
"Let me also correct one point that has been widely misreported: Supermicro’s offices in Taiwan were not raided by any government authorities. Rather, this week’s events reflect our ongoing collaboration with Taiwanese authorit
2026-07-01
www.wsj.com
2026-07-01
WSJ
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
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2026-07-01
quantumzeitgeist.com
2026-07-01
Quantum Zeitgeist
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2026-06-30
www.institutmontaigne.org
2026-06-30
Institut Montaigne
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CHIPDIPLO Brussels Conference: "Semiconductors Under Geopolitical Stress: From Global Shocks to the European Chips Act 2.0"
9 JULY 2026
Thon Hotel EU, Wetstraat/Rue de la loi 75 , 1040, Brussels, Belgium
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Semiconductors have become one of the central arenas of geopolitical competition. Growing tensions between the United States (US) and China are in
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML vs. LRCX: Which Semiconductor Chipmaker Stock Has More Upside?
Tanuka De
June 30, 2026 5 min read
ASML.AS
-7.28%
LRCX
-6.87%
ASML
-4.26%
Explore stocks on Coinbase
Trading disclosure
ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip manufacturers with widely different manufacturing systems.
ASML Holding has a solid dominance in e
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Qualcomm's (
QCOM
1.88%
) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence of Qualcomm's late entry into the artificial intelligence (AI) chip race.
But Qualcomm just shared some news that changes the entire investment thesis for the company, turning it into one of
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Qualcomm Is the Most Underrated AI Chipmaker to Buy
Marc Guberti, The Motley Fool
June 30, 2026 4 min read
QCOM
-1.88%
NVDA
+0.71%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
Qualcomm's (NASDAQ: QCOM) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence o
2026-06-30
en.tempo.co
2026-06-30
Tempo.co English
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2026-06-30
news.google.com
2026-06-30
Stock Titan
2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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2026-06-30
www.quiverquant.com
2026-06-30
Quiver Quantitative
ASML Holding N.V. (ASML) is up 4.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied mainly to another wave of AI-driven enthusiasm across semiconductor shares, which has been lifting equipment makers alongside memory and chip designers. ASML also continues to benefit from investor confidence that demand for advanced lithography tools wil