Micron’s $250 Billion Bet Could Reshape the AI Memory Race

Micron Technology is accelerating a $250 billion domestic fabrication commitment, pouring concrete ahead of schedule at its new Clay, New York mega-fab. The company is securing raw silicon supply through a $500 million strategic agreement with GlobalWafers and aims to capture market share from SK Hynix by achieving faster HBM4 yield ramps. This localized U.S. manufacturing ecosystem provides geopolitical security and positions Micron to dominate the AI memory supercycle.

07/10/2026, 12:22 PM • Investing

Broadcom vs. Navitas Semiconductor: Which AI Chip Maker Stock Is a Better Buy in 2026?

Broadcom and Navitas Semiconductor represent two contrasting approaches to AI chip investing. Broadcom dominates with $63.9B in revenue, strong profitability, and 66% projected growth in 2026, while Navitas pursues a risky pivot toward GaN power chips for data centers and EVs, currently unprofitable with declining revenue. The article recommends Broadcom as the safer choice with better valuation metrics and proven execution.

07/02/2026, 12:11 PM • The Motley Fool

GlobalFoundries Announces Conference Call to Review Second Quarter 2026 Financial Results

GlobalFoundries announced it will host a conference call on August 5, 2026, at 8:30 a.m. ET to discuss its second quarter 2026 financial results. The semiconductor manufacturer serves automotive, aerospace, defense, data center, and IoT markets with operations across the U.S., Europe, and Asia.

07/01/2026, 7:00 AM • GlobeNewswire

Intel vs. Navitas: Which Semiconductor Stock Is a Better Buy in 2026?

Intel and Navitas Semiconductor represent different semiconductor strategies: Intel is pivoting to a foundry model for chip manufacturing while Navitas specializes in next-generation power materials like gallium nitride for AI and EVs. Intel shows stronger near-term momentum with revenue growth acceleration, while Navitas faces recovery risks after exiting its Chinese consumer business to focus on AI markets.

06/27/2026, 8:12 AM • The Motley Fool

Graphene Chip Market Size to Hit USD 19.78 Billion by 2035 | Research by SNS Insider

The global graphene chip market, valued at USD 4.41 billion in 2025, is expected to grow to USD 19.78 billion by 2035 at a CAGR of 16.20%. Growth is driven by rising demand for AI computing, advanced nanoelectronics, and high-performance semiconductors. Asia Pacific leads with 38.45% market share, while transistors and electronics applications dominate segments. Key players include Samsung, Intel, TSMC, and NVIDIA.

06/27/2026, 7:30 AM • GlobeNewswire

GlobalFoundries qualifies SLATE™ advanced packaging technology on 9SW platform for next-generation radio frequency applications

GlobalFoundries announced production readiness of its SLATE wafer-to-wafer bonding technology on the 9SW RF-SOI platform, enabling advanced 3D integration for compact cellular front-ends. The technology can reduce die size by up to 45% and is expected to ramp to volume production by H2 2027 at GF's Singapore facility. SLATE represents a significant advancement in RF integration for 5G and satellite communications applications.

06/23/2026, 8:49 AM • GlobeNewswire

Applied Materials Unveils SENZ™, a Fully Integrated Visual System for Next-Gen Smart Glasses

Applied Materials unveiled SENZ™, an integrated ambient visual platform combining waveguide optics, light engine, sensing, and vision correction technology for next-generation smart glasses. The solution aims to reduce time-to-market and manufacturing complexity through strategic partnerships with GlobalFoundries, Qualcomm Technologies, and EssilorLuxottica.

06/17/2026, 10:00 AM • GlobeNewswire

Google Rejects Quantum Funding Over Government Equity Strings

Google declined a $2 billion federal quantum computing grant due to conditions requiring government equity stakes, which would have slowed research timelines. The rejection divides the quantum sector into two camps: funded companies (IBM, GlobalFoundries, Rigetti, D-Wave, Infleqtion) gaining government validation and infrastructure, versus unfunded tech giants (Google, Microsoft, IONQ) retaining autonomy. IBM targets its first scalable quantum system by 2029, while Google's Willow chip demonstrates quantum advantage through independent development.

06/12/2026, 6:03 AM • Investing

Diraq Appoints Scott A. McGregor as New Chairman Amid U.S. Expansion

Quantum computing company Diraq announced the appointment of Scott A. McGregor, former CEO of Broadcom, as Chairman of the Board. The company also secured a $38 million Letter of Intent from the U.S. Department of Commerce under the CHIPS Act to scale its silicon-based quantum processors. Diraq aims to deliver its first quantum computing product by 2029.

06/08/2026, 3:00 PM • GlobeNewswire

GlobalFoundries completes acquisition of Synopsys' Processor IP Solutions Business, delivering a holistic technology platform for Physical AI

GlobalFoundries has completed its acquisition of Synopsys' ARC Processor IP Solutions business. Combined with MIPS, this creates a comprehensive software-to-silicon platform for Physical AI applications. The combined entity offers RISC-V processor IP, custom design, and advanced manufacturing capabilities targeting automotive, industrial robotics, and embedded systems markets.

06/02/2026, 8:30 AM • Benzinga

Broadcom Stock Attracts A Billionaire Buyer As AI Momentum Accelerates

Hedge fund billionaire Daniel Loeb's Third Point LLC opened a new 50,000-share position in Broadcom during Q1 FY26, while reducing NVIDIA and Taiwan Semiconductor holdings. Broadcom beat earnings expectations with $19.31B in revenue and projects $22B for Q2, with AI chip revenue expected to exceed $100B in 2027. Multiple analysts raised price targets citing strong AI business momentum and secured supply chain through 2028.

05/29/2026, 12:52 PM • Benzinga

The U.S. Government Just Bet $2 Billion on 9 Quantum Computing Companies. Here's What It Means for Investors.

The U.S. Department of Commerce announced $2.01 billion in CHIPS Act funding for nine quantum computing companies, with IBM receiving $1 billion for a new quantum chip foundry. While IBM stock jumped 12%, smaller quantum companies like D-Wave, Rigetti, and Infleqtion surged over 30% despite minimal revenues and significant losses. The article cautions that these are letters of intent, not finalized deals, and warns investors that smaller quantum companies remain highly speculative with valuations far exceeding their current financial performance.

05/26/2026, 3:07 PM • The Motley Fool

The U.S. Government Is Investing $2 Billion in the Quantum Computing Space, But Did It Miss the Best Stock to Buy?

The U.S. government announced over $2 billion in incentives for quantum computing companies under the CHIPS and Science Act, with major investments going to IBM's Anderon startup ($1 billion) and GlobalFoundries ($375 million). However, the article argues the government may have overlooked IonQ, which possesses superior trapped ion technology achieving 99.99% two-qubit gate fidelity and is acquiring SkyWater Technology to become the only vertically integrated quantum computing company.

05/25/2026, 12:15 PM • The Motley Fool

Prediction: Quantum Computing Is 2026's Most Underrated Tech Trend

The U.S. Department of Commerce announced $2.01 billion in federal incentives under the CHIPS and Science Act to support nine quantum computing companies. IBM receives $1 billion and GlobalFoundries $375 million to build quantum foundries, while six other companies receive up to $100 million each. The global quantum computing market is expected to expand at 20.5% CAGR from 2025-2030, with applications in AI, supply chains, drug development, and cybersecurity.

05/23/2026, 1:29 PM • The Motley Fool

D-Wave Quantum Is Skyrocketing Today -- Is the Stock a Buy Right Now?

D-Wave Quantum's stock surged 17.2% following news of a $100 million funding commitment from the U.S. Department of Commerce under the CHIPS and Science Act. TD Cowen named D-Wave one of the top three beneficiaries of the government's quantum computing investment initiative. However, the funding will involve stock dilution as D-Wave creates new shares to sell to the government. While the investment signals confidence in the company, D-Wave remains a highly speculative investment trading at 263x expected sales.

05/22/2026, 1:38 PM • The Motley Fool