Semiconductor News & Analysis Feed
897 articles
2026-06-18
tspasemiconductor.substack.com
2026-06-18
semivision
7 Key AI Hardware Keywords to Watch in 2026
Original Article By SemiVision Research [Reading time: 17 mins]
SEMIVISION
JUN 18, 2026
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7 Key AI Hardware Keywords to Watch in 2026
At first glance, AI competition appears to be a battle of models. Whose model is smarter? Whose reasoning capability is stronger? Whose agent is better at coding, searching for information, and making deci
2026-06-18
qz.com
2026-06-18
qz.com
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Apple $AAPL +0.70% CEO Tim Cook says the tech giant will raise prices on its products to offset surging memory and storage chip costs, saying price increases are "unavoidable."
"We're doing our
2026-06-18
www.euronews.com
2026-06-18
Euronews.com
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
The iShares Semiconductor ETF Is Obliterating the S&P 500 in 2026, but Is It Still a Buy? The Answer Might Surprise You.
Anthony Di Pizio, The Motley Fool
Thu, June 18, 2026 at 1:42 AM PDT 5 min read
NVDA
+2.95%
^GSPC
+1.08%
MU
+8.70%
AMD
+4.86%
Explore stocks on Coinbase
Trading disclosure
The iShares Semiconductor ETF (NASDAQ: SOXX) is an exchange-traded fund (ETF) that exclusively invests in A
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
The iShares Semiconductor ETF (
SOXX
+6.62%
) is an exchange-traded fund (ETF) that exclusively invests in American companies that design and manufacture chips and components, but it's particularly focused on those involved in the artificial intelligence (AI) segment of the market.
As a result, the fund has large positions in stocks like Micron Technology, Advanced Micro Devices, and Nvidia, whic
2026-06-18
www.indexbox.io
2026-06-18
IndexBox
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Is Applied Materials (AMAT) One of the Most Profitable American Stocks to Buy in 2026?
Sultan Khalid
Wed, June 17, 2026 at 6:13 PM PDT 3 min read
AMAT
+4.35%
Trade AMAT on Coinbase
Trading disclosure
With a net profit margin of 29.31%, Applied Materials, Inc. (NASDAQ:AMAT) is included among the 12 Most Profitable American Stocks to Buy in 2026.
Is Applied Materials (AMAT) One of the Most Profita
2026-06-18
au.finance.yahoo.com
2026-06-18
Yahoo Finance Australia
NVIDIA (NVDA) – Among the 12 Most Profitable American Stocks to Buy in 2026
Sultan Khalid
Wed 17 June 2026 at 6:09 pm GMT-7 2 min read
NVDA
-1.33%
With a net profit margin of 62.97%, NVIDIA Corporation (NASDAQ:NVDA) is included among the 12 Most Profitable American Stocks to Buy in 2026.
NVIDIA (NVDA) - Among the 12 Most Profitable American Stocks to Buy in 2026
A pioneer in accelerated computi
2026-06-18
digitimes.com
2026-06-18
Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.
2026-06-18
digitimes.com
2026-06-18
Following the announcement in April 2026 that the AI5 chip design had been finalized, Tesla CEO Elon Musk introduced a new benchmark, stating that under yield considerations, the AI6 chip is expected to set a new record for maximum usable computing power per wafer.
2026-06-18
digitimes.com
2026-06-18
Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may be achieved given current trends. He pointed to stronger-than-expected exports from the AI supply chain and traditional industries such as machinery.
2026-06-18
digitimes.com
2026-06-18
Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin platform prepares for volume shipments in the second half of 2026. Industry sources said Winbond will align NOR flash shipments with customer rollout schedules and is expected to win a major share on the Vera Rubin pla
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-18
digitimes.com
2026-06-18
Backlight module maker Darwin held its shareholders' meeting on June 17, 2026, and said it remains cautiously optimistic about 2026 revenue as its new businesses continue to gain traction. The company cited fresh commercial display orders in the US market and said organ-chip partner Anivance AI is also listed on an "Nvidia backdrop," adding momentum to its medical technology push.
2026-06-18
digitimes.com
2026-06-18
Taiwan's electronics industry is stepping up its global ambitions as AI, data center infrastructure, and advanced manufacturing reshape supply chains. Speaking at the Chinese National Association of Industry and Commerce (CNAIC) on June 18, 2026, Foxconn chairman and Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) chairman Young Liu outlined a strategy that combines overseas in
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Micron Technology and Sandisk have delivered stunning gains to investors in 2026, driven by favorable memory market dynamics where demand is significantly outpacing supply.
Artificial intelligence (AI) data centers have been quickly cornering the available supply of memory chips, creating a substantial shortage for other applications such as smartphones, vehicles, personal computers, and gaming c
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Investors in the semiconductor capital equipment sector often face a structural question about where value is created in the supply chain. The largest equipment manufacturers—companies such as Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) and Lam Research (NYSE:LRCX)—design and sell complete semiconductor manufacturing systems. Surrounding these firms is a large ecosystem of suppliers th
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Nvidia Is Down Over 10% From Its Record High. Is This the Ultimate "Buy the Dip" Moment of 2026?
Keithen Drury, The Motley Fool
Wed, June 17, 2026 at 10:18 AM PDT 3 min read
NVDA
-0.00%
^GSPC
-0.08%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) was one of the top stocks to own in 2023, 2024, and 2025. In 2026, it hasn't been so rewarding. Although it's up around 10% so far, th
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia (
NVDA
0.15%
) was one of the top stocks to own in 2023, 2024, and 2025. In 2026, it hasn't been so rewarding. Although it's up around 10% so far, the S&P 500 (
^GSPC
0.07%
) is up by nearly 9%. So, its shareholders are barely beating the market despite the chipmaker's growth rate and its dominance in one of the most critical parts of the artificial intelligence (AI) build-out. Nvidia is al
2026-06-17
news.google.com
2026-06-17
Quiver Quantitative