Semiconductor News & Analysis Feed
10728 articles
2026-06-20
eastasiaforum.org
2026-06-20
East Asia Forum
Listen to this article
US semiconductor export controls on China are both reducing China’s access to chipmaking equipment and changing the geography through which that access is organised. Several key parts of the semiconductor equipment supply chain are becoming more deeply rooted in Southeast Asia. China’s procurement network is becoming more regionalised, more compliance-sensitive and more dep
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
A security researcher has added another dimension to smart lightbulbs by stealthily adding what they call a 'cyberpunk digital dead drop' full of 'banned books.'
2026-06-20
www.msn.com
2026-06-20
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
The 2026 AI memory supercycle has driven historic gains across the sector. SK Hynix leads in HBM market share (58%), while Samsung and Micron remain key competitors. NAND providers Kioxia and SanDisk have seen exponential growth following valuation re-ratings. HDD manufacturers, including Seagate and Western Digital, benefit from persistent cold storage demand. Despite strong Q1 performance and su
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments Shares - AI optimism fuels strong move
20.06.2026 - 11:01:12 | ad-hoc-news.de
Texas Instruments shares have rallied sharply this week as investors reposition around the chipmaker’s role in AI and data-center power, while Saturday’s focus falls on the long-term business model behind the stock.
Texas Instruments, US8825081040
Edited by ad hoc news
2026-06-20
tvbrics.com
2026-06-20
TV BRICS
New national committee will coordinate policies to strengthen high-technology industries and develop skilled personnel
The government of Thailand has established the National Semiconductor and Advanced Electronics Policy Committee to support the development of the country’s semiconductor sector and reinforce its ambition of becoming a regional manufacturing hub within ASEAN. The initiative is aim
2026-06-20
fourweekmba.com
2026-06-20
FourWeekMBA
AI Memory Profit Supercycle: HBM Operating Income to Hit $94.5 Billion by 2029
AI News / By Gennaro Cuofano / June 20, 2026
AI chatbots like ChatGPT and Claude triggered a scramble for high-bandwidth memory (HBM). The result: a profit supercycle that will take memory chip makers from $42 billion to $94.5 billion in operating income by 2029. The substrate layer of the AI economy is printing money.
2026-06-20
www.tradingview.com
2026-06-20
TradingView
News
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TradingView
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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.
1
NVIDIA (NVDA) trades near
2026-06-20
www.aol.com
2026-06-20
AOL.com
Taiwan Semiconductor Manufacturing: A Strong Contender in the Chip Industry
MOTLEY FOOL YOUTUBE, THE MOTLEY FOOL
Sat, June 20, 2026 at 7:20 AM GMT+8
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Taiwan Semiconductor Manufacturing: A Strong Contender in the Chip Industry
Explore the exciting world of Taiwan Semiconductor Manufacturing (NYSE: TSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the vid
2026-06-20
www.forbes.com
2026-06-20
Forbes
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2026-06-20
www.igorslab.de
2026-06-20
igor´sLAB
LATEST NEWS
SK hynix ships 48 GB HBM4E samples: 16 Gbit/s per pin and improved thermals for upcoming AI chips
20. June 2026 06:00Samir Bashir
📖 Reading time: approx. 6 minutes · 1,176 words · 7,386 characters
In the HBM market, the key question is no longer simply who announces the fastest memory. What matters is who can deliver functional samples to NVIDIA, AMD, Google, or other developers of ma
2026-06-20
letsdatascience.com
2026-06-20
Let's Data Science
FUNDING & BUSINESS
micron
semiconductors
ai investing
earnings
Micron Earnings Test AI-Driven Chip Rally Momentum
5 sources
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June 20, 2026
5.8
Relevance Score
Photo: img.etimg.com · rights & takedowns
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Investors are treating Micron Technology's quarterly report on June 24 as a key test of AI-driven semiconductor demand, Reuters reports. Micron's shares have risen about 298% thi
2026-06-20
www.digitimes.com
2026-06-20
digitimes
The Trump administration has confronted ASML with concerns that one of the Dutch company's most advanced chip-making machines may have made its way into China in violation of US-led export restrictions, Bloomberg reported, citing people familiar with the...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time the
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Electronic Equipment and Components/NYSE:GLW
Corning (GLW) Is Up 8.8% After AI Fiber Deals With Nvidia, Meta, Amazon - What's Changed
June 20, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Corning highlighted multibillion-dollar risk-sharing fiber agreements with Nvidia, Meta, and Amazon, alongside stronger-than-expected first-quarter results support
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Stock Could Be 21% Overvalued After AI Product Launches
June 20, 2026
Simply Wall St
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Applied Materials (AMAT) is back in focus after unveiling its SENZ platform for AI-powered smart glasses, launching two new AI chipmaking systems, and deepening its partnership with EssilorLuxottica around augmented reality optics