Semiconductor News & Analysis Feed
906 articles
2026-06-18
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2026-06-18
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Texas Instruments Inc (TXN) moved up by 5.14%. The Technology Equipment sector is up by 4.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 8.22%; NVIDIA Corp (NVDA) up 2.40%; Intel Corp (INTC) up 8.22%.
Texas Instruments has experienced a strong upward move accompanied by notable intraday volatility, largely driven by the ongoing ar
2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
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Can onsemi's Treo Platform Unlock New Automotive Opportunities?
Can onsemi's Treo Platform Unlock New Automotive Opportunities?
3 min read
ON
+7.18%
onsemi's ON Treo platform is gaining momentum as automakers transition toward software-defined vehicles, creating a significant opportunity for it to expand automotive footprint. During the first-quarter 2026 earnings call, management
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Micron Technology shares rose nearly 5% to approach historical highs on June 18, Eastern Time, driven by sustained demand for AI-linked HBM and high-end DRAM. Following a 253% year-to-date rally, the firm has joined the trillion-dollar market cap club. Major investment banks maintain bullish ratings, with UBS setting a $1,625 target. Investors are now focused on the June 24, Eastern Time, earnings
2026-06-18
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2026-06-18
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TXN vs. LRCX: Which Semiconductor Stock Is the Better Buy Right Now?
TXN vs. LRCX: Which Semiconductor Stock Is the Better Buy Right Now?
5 min read
TXN
+2.36%
LRCX
+2.07%
Texas Instruments Incorporated TXN and Lam Research Corporation LRCX are both important players in the semiconductor industry, but they operate in different parts of the supply chain. Texas Instruments focuses on
2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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2026-06-18
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2026-06-18
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Apple has officially partnered with Intel for US-based chip design and manufacturing, a move endorsed by President Trump to bolster domestic supply chains. For Apple, this reduces reliance on TSMC amid global capacity constraints, enhancing supply chain security. For Intel, securing Apple as a client marks a pivotal milestone in its transformation and validates its 18A process. This development fo
2026-06-18
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2026-06-18
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
4 min read
IFX
−0.05%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-06-18
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2026-06-18
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2026-06-18
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dorsaVi Finalises RRAM-CMOS Validation Chip Design for Ultra-Edge AI
dorsaVi Finalises RRAM-CMOS Validation Chip Design for Ultra-Edge AI
2 min read
DVL
0
dorsaVi
DVL
has finalised the design package for its first integrated resistive random access memory-complementary metal-oxide semiconductor (RRAM-CMOS) validation chip.
The company has developed the chip with NTU Singapo
2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
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
Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers tighten supply across the global component market. But the Japanese supplier is resisting the kind of broad price increases now spreading through parts of the industry.
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
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Nvidia supplier SK Hynix ships samples of next-generation chips to major customers
Nvidia supplier SK Hynix ships samples of next-generation chips to major customers
RefinitivLess than 1 min read
000660
+4.20%
005930
+0.72%
MU
+2.20%
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2026-06-18
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Apple to raise prices due to memory chip shortage, CEO tells WSJ
Apple to raise prices due to memory chip shortage, CEO tells WSJ
RefinitivLess than 1 min read
AAPL
−1.10%
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2026-06-18
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Apple to raise prices due to memory chip shortage, CEO Cook tells WSJ
Apple to raise prices due to memory chip shortage, CEO Cook tells WSJ
Refinitiv1 min read
AAPL
−0.34%
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Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
2 min read
AMAT
+4.35%
What Happened?
Shares of semiconductor machinery manufacturer Applied Materials
AMAT
jumped 6.7% in the afternoon session after multiple analysts raised their price targets on the stock following the company's unveiling of