Semiconductor News & Analysis Feed
10711 articles
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Over the last four years, no trend has played a bigger role in lifting Wall Street's major stock indexes to new heights than the artificial intelligence (AI) revolution. Arguably, no companies have been more foundational to the evolution of AI than Nvidia (
NVDA
1.13%
) and Google parent Alphabet (
GOOGL
4.98%
)(
GOOG
5.07%
).
But quarterly Form 13F filings with regulators tell a different story.
2026-06-22
stockinvest.us
2026-06-22
StockInvest.us
stockinvest.us
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2026-06-22
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2026-06-22
Semafor
Rising chip demand is boosting secondary players in the semiconductor industry.
TSMC, the world’s biggest manufacturer, is at production capacity, and Samsung has seen a surge in customers: BYD and Google are both talking to the South Korean company. Samsung’s chips lag behind TSMC’s in manufacturing quality, but needs must, one executive told Nikkei.
TSMC, Intel, and Samsung are the only chipma
2026-06-22
www.barrons.com
2026-06-22
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2026-06-22
www.benzinga.com
2026-06-22
Benzinga
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2026-06-22
www.etvbharat.com
2026-06-22
ETV Bharat
ETV Bharat / Technology
AI Powers Trillion-Dollar Semiconductor Boom: Can India Evolve From Design Leader To Manufacturing Giant?
India’s semiconductor ecosystem is booming with AI demand and strong design talent, but faces energy, manufacturing, and market access challenges to become a global hub.
Key gaps include manufacturing, advanced packaging, equipment making, energy infrastructure, and sk
2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
Yahoo Finance
The AI Boom Is Entering A New Phase -- And Nvidia May Not Be The Biggest Winner
Leo Sun, The Motley Fool
Mon, June 22, 2026 at 3:21 AM PDT 3 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large
2026-06-22
www.benzinga.com
2026-06-22
Benzinga
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2026-06-22
united24media.com
2026-06-22
UNITED24 Media
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Ukrainian Missiles Hit Voronezh Semiconductor Plant Behind Pantsir and Iskander-K Components
Jun 22, 2026 13:17
Updated Jun 22, 2026 13:56
2 min read
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Authors
DARIIA MYKHAILENKO
News Writer
Cruise missiles hit Voronezh semiconductor plant on June 22, 2026. (Source: Exilenova+)
A series of explosions was reported on June 22, in
2026-06-22
news.az
2026-06-22
Latest news from Azerbaijan
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2026-06-22
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2026-06-22
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2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Nvidia (
NVDA
1.13%
), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large language models (LLMs), and it locks in its customers with its proprietary software.
From fiscal 2022 to fiscal 2026 (which ended this January), Nvidia's revenue and EPS grew at CAGRs of 68% and 89%, respe
2026-06-22
www.barrons.com
2026-06-22
Barron's
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2026-06-22
ts2.tech
2026-06-22
TechStock²
22 JUNE 2026
EARNINGS REPORTS·NASDAQ:MU·STOCK MARKET
3 MINS READ
MICRON TECHNOLOGY (NASDAQ: MU) GAINS AHEAD OF EARNINGS; STREET EYES $20.57 EPS BAR
BY MATEUSZ KACZMAREK
NEW YORK, June 22, 2026, 5:02 a.m. ET
Micron Technology (NASDAQ: MU) traded at $1,168.46 before the bell Monday, gaining $34.47 or 3.04% from its last close at $1,133.99.
Traders are shifting positions ahead of Micron’s fiscal
2026-06-22
www.citybiz.co
2026-06-22
citybiz
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Former Nvidia Leaders’ EverGreen Backs AI Startups Linked to Chipmaker
JUNE 22, 2026
A community of former Nvidia employees has launched EverGreen, a platform for mentoring a
2026-06-22
www.thelec.net
2026-06-22
thelec.net
HanWool Semiconductor's MLCC inspection equipment, the HVS-AM100CIB. (Source: HanWool Semiconductor)
HanWool Semiconductor said on June 22 that it is advancing the development of its artificial intelligence (AI)-based inspection equipment and is currently in discussions with global multilayer ceramic capacitor (MLCC) manufacturers regarding equipment supply agreements.
The company was selected a
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Micron reports its Q3 earnings on June 24, 2026.
The company appears to be set to deliver jaw-dropping growth.
10 stocks we like better than Micron Technology ›
Even with a recent pullback, Micron Technology's (NASDAQ: MU) stock remains sizzling hot. Shares of the memory chipmaker have soared roughly 750% over the past 12 months. Micron is up more than 250% year to date, ranking it
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Cisco expands AI infrastructure collaboration with Equinix and Nvidia
The trio is deploying Cisco's Secure AI Factory across Equinix's global network of over 280 data centers, targeting the gap betwee