Semiconductor News & Analysis Feed
903 articles
2026-06-20
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2026-06-20
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Key facts: NVIDIA speeds AI chip cycles; prices $25B bonds
Key facts: NVIDIA speeds AI chip cycles; prices $25B bonds
Less than 1 min read
NVDA
−0.97%
NVIDIA (NVDA) sped up AI chip product cycles; CEO Jensen Huang leads faster hardware releases as the firm nears record corporate profit—key points for traders: product cadence and profit trajectory.
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NVIDIA (NVDA) trades near
2026-06-20
eetimes.com
2026-06-20
Canada sharpens its defense and tech edge with policies to boost homegrown chip power.
2026-06-20
news.google.com
2026-06-20
EE Times
2026-06-20
www.aol.com
2026-06-20
AOL.com
Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
ALEX SIROIS
Fri, June 19, 2026 at 10:56 PM GMT+8
0
Quick Read
TSM trades at 27x forward earnings despite management guiding above 30% revenue growth for 2026 and eight consecutive earnings beats.
SOXX surged 97% year-to-date while TSM gained only 41%, making it the cheapest pure-play foundry seat in the semiconductor sector
2026-06-20
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2026-06-20
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ASML Faces Fresh China Export Scrutiny
ASML Faces Fresh China Export Scrutiny
Less than 1 min read
ASML
−0.02%
AAPL
−0.34%
ASML
−0.12%
ASML
ASML
is facing fresh U.S. scrutiny after a report said CommerceSecretary Howard Lutnick raised concerns that one of its top EUV chipmaking machines may have been diverted to China.
Bloomberg reported that Lutnick outlined the concerns in
2026-06-20
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2026-06-20
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ASML Drops 2.7% as US Raises New China EUV Concerns
ASML Drops 2.7% as US Raises New China EUV Concerns
Less than 1 min read
ASML
−0.02%
ASML
−0.12%
ASML Holding
ASML
shares came under pressure in Amsterdam after US Commerce Secretary Howard Lutnick reportedly raised concerns with senior executives that one of the company's EUV lithography machines may have reached China desp
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Qualcomm Inc (QCOM) moved up by 6.17%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
Broad sector momentum and the upcoming June 24, 2026 Investor Day are the primary catalysts fueling Qualcomm's recent upward tr
2026-06-20
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2026-06-20
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Nvidia Locks In $25B
Nvidia Locks In $25B
Less than 1 min read
NVDA
−0.97%
Nvidia (NVDA, Financials) is not slowing down. The company raised $25 billion through a large debt offering, with bonds that come due between 2028 and 2056.
For a business already producing huge cash flow, the move may seem surprising at first. But for investors, it looks more like a company giving itse
2026-06-20
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2026-06-20
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ASML Draws Fresh China Scrutiny
ASML Draws Fresh China Scrutiny
Less than 1 min read
ASML
−0.12%
ASML Holding (ASML, Financials) is back in the middle of the chip trade dispute between the U.S. and China. According to Bloomberg, U.S. officials recently raised concerns with ASML about whether one of its advanced EUV chipmaking machines may have reached China despite export restr
2026-06-20
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2026-06-20
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Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Less than 1 min read
MU
+6.82%
Micron
MU
stock could stay in focus after Stifel and Wedbush lifted their price targets on expectations that memory pricing and AI demand will keep improving.
Stifel raised i
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Texas Instruments Inc (TXN) moved up by 6.95%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The sharp upward momentum and pronounced intraday volatility in Texas Instruments shares are primarily driven by a powe
2026-06-19
kalkinemedia.com
2026-06-19
Kalkine Media
Is Analog Devices (NASDAQ:ADI) Leading The Analog Chip Recovery?
S&P 500
ADI
3 min read | June 19, 2026 08:56 AM PDT | By Anmol Khazanchi
Google News:
Image source: shutterstock
Recent News
Devon Energy (NYSE:DVN): A Value Stock Story Taking Shape?
Why Bank of America (NYSE:BAC) Is Back on The Radar As A Value Stock?
Is Cheniere Energy (NYSE:LNG) The Energy Value Stock To Watch Now?
Why Vist
2026-06-19
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2026-06-19
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HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
Less than 1 min read
HBM
0
Record Q1 net sales of EUR 2 billion (+4.9% YoY) driven by strong international and like-for-like growth, with adjusted EBIT stable. Margin pressure from logistics an
2026-06-19
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2026-06-19
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Can ASE Technology Sustain Its Recent Margin Expansion?
Can ASE Technology Sustain Its Recent Margin Expansion?
3 min read
3711
+9.95%
ASE Technology ASX has delivered meaningful margin expansion over the past year, but the bigger question for investors is whether those gains are sustainable. First-quarter 2026 results suggest the answer is increasingly tied to the company's fast-g
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
Alex Sirois
Fri, June 19, 2026 at 7:56 AM PDT 4 min read
2330.TW
+4.15%
NVDA
-0.97%
SOXX
+2.43%
TSM
+1.20%
Explore stocks on Coinbase
Trading disclosure
Quick Read
TSM trades at 27x forward earnings despite management guiding above 30% revenue growth for 2026 and eight consecutive earnings beats.
SOXX surged 97% year-to-dat
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
I keep buying Taiwan Semiconductor and I am not going to stop, because every dip the market hands me looks like a gift I refuse to refuse. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) is the one foundry that virtually every advanced chip designer on earth has to call before they can ship silicon, and I am tired of pretending that fact is priced in. When Reddit panicked on J
2026-06-19
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2026-06-19
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Google Takes Aim at Nvidia
Google Takes Aim at Nvidia
Less than 1 min read
GOOG
−5.08%
Alphabet Inc. (GOOG, Financials) is getting more aggressive in the AI chip race. Google is reportedly using a Nvidia-style strategy to grow demand for its Tensor Processing Units, or TPUs. Instead of just offering chips, Google is pairing hardware with cloud services, software tools and custo
2026-06-19
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2026-06-19
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Washington Warns ASML
Washington Warns ASML
Less than 1 min read
ASML
−0.02%
ASML
−0.12%
ASML
ASML
fell 1.79% intraday after Bloomberg reported that US Commerce Secretary Howard Lutnick told senior ASML leaders in a series of meetings that Washington is concerned one of its extreme ultraviolet lithography machines may have reached China in violation of US-led export controls.
2026-06-19
www.tradingpedia.com
2026-06-19
TradingPedia
Micron Earnings Test Strength of AI-Fueled Market Rally
Written by Michael Fisher, | Updated: June 19, 2026
Key Moments
Micron Technology’s upcoming June 24 earnings release is viewed as a key barometer of AI-related chip demand and data center spending.
Major U.S. equity indexes are trading near record levels, with the Philadelphia SE Semiconductor index recently hitting an all-time high and up 7
2026-06-19
stockstory.org
2026-06-19
StockStory
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