Semiconductor News & Analysis Feed
848 articles
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
www.aol.com
2026-06-21
AOL.com
Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign?
DANIEL SPARKS, THE MOTLEY FOOL
Sun, June 21, 2026 at 10:33 AM GMT+8
0
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 b
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign?
Daniel Sparks, The Motley Fool
Sat, June 20, 2026 at 7:33 PM PDT 5 min read
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Trading disclosure
Wall Street has found a new way to bet on artificial intelligence (AI): lending money to the companies building it. Over the past fe
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
__fail__
2026-06-21
investorplace.com
2026-06-21
InvestorPlace
Why Settle for Nvidia When This AI Stock Has 1,000% Upside?
1d ago · By sdesimoni and Thomas Yeung
Source: shutterstock.com/ex_artist
Listen to the audio version of this article (generated by AI).
Tom Yeung here.
Last week, InvestorPlace Senior Analyst Eric Fry highlighted how one of his latest picks now has even more upside than Nvidia Corp. (NVDA). Though Nvidia still has room to grow, sma
2026-06-21
hothardware.com
2026-06-21
HotHardware
SK Hynix Fires Back In The AI Memory Race With Next Gen 48GB HBM4E
by Zak Killian — Saturday, June 20, 2026, 02:28 PM EDT
Comments
SK hynix just announced the delivery of its 12-layer HBM4E memory samples to major hardware clients, intensifying the competition to supply the memory backbone for future AI accelerators. The new fat stacks of RAM represent a significant leap in data density and thro
2026-06-21
wccftech.com
2026-06-21
Wccftech
TSMC is aggressively working on CoPoS (Panel-Level) packaging to replace CoWoS for growing compute demand as Glass Core Substrates take center stage.
The ever-growing AI and compute demand requires next-generation packaging technologies. Intel and TSMC are aggressively working towards that goal, and glass core substrates are going to be a major part of their trajectories moving forward.
In a rec
2026-06-21
wccftech.com
2026-06-21
Wccftech
TSMC is aggressively working on CoPoS (Panel-Level) packaging to replace CoWoS for growing compute demand as Glass Core Substrates take center stage.
The ever-growing AI and compute demand requires next-generation packaging technologies. Intel and TSMC are aggressively working towards that goal, and glass core substrates are going to be a major part of their trajectories moving forward.
In a rec
2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon’s, Infrastructure
Infineon’s Infrastructure Rally Faces a Reality Check as Goldman Trims Its Bet
20.06.2026 - 17:55:47 | boerse-global.de
Infineon's AI infrastructure pivot fuels 113% stock surge; Goldman Sachs cut stake below 5% after a one-day flip, signaling caution amid stretched valuations and macro risks.
Infineon’s - Infineon’s Infrastructure Rally Faces a Reality Check as Goldma
2026-06-20
tomshardware.com
2026-06-20
Jowi Morales
Beijing says the Space Computing Industry Innovation Center will bring together rocket and satellite manufacturers, chip manufacturers, and AI labs to develop a space-based data center system.
2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.
2026-06-20
cryptobriefing.com
2026-06-20
Crypto Briefing
Apple faces price hikes for iPhone 18 Pro as AI-fueled chip shortage bites
Memory chip costs have nearly quadrupled, and Tim Cook says price increases are now unavoidable for Apple's flagship products
2026-06-20
tomshardware.com
2026-06-20
Bruno Ferreira
ACE CPU extensions bring an efficient AI-oriented instruction set to x86 — new design makes matrix multiplication more power- and density-efficient
2026-06-20
www.moomoo.com
2026-06-20
Moomoo
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2026-06-20
www.msn.com
2026-06-20
MSN
Record PS5 upgrade cost: SanDisk’s new officially licensed PS5 SSDs cost up to $2,959.99 for the 8TB model, far exceeding the price of the console itself.
Chip shortage pressure: Global NAND flash and DRAM shortages, fuelled by AI infrastructure demand, are keeping SSD prices high across consumer markets.
Price relief outlook: Analysts see only modest SSD price drops in late 2026, with high-capa
2026-06-20
www.marktechpost.com
2026-06-20
MarkTechPost
Artificial IntelligenceAI InfrastructureTech NewsAI Paper SummaryTechnologyAI ShortsApplicationsEditors PickLanguage ModelLarge Language ModelMachine LearningNew ReleasesOpen SourceSoftware EngineeringStaff
NVIDIA AI Introduce SpatialClaw: A Training-Free Agent That Treats Code as the Action Interface for Spatial Reasoning
By Asif Razzaq -
June 19, 2026
Add as a preferred
source on Google
NVIDIA
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Communications/NasdaqGS:CSCO
Cisco (NasdaqGS:CSCO) Faces A First As Nvidia Passes It In Data Center Switching
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia has surpassed Cisco in data center Ethernet switching revenue for the first time.
The shift reflects rising demand for AI-focused networking gear across data centers.
The change raises questions about Cisco's po