Semiconductor News & Analysis Feed
10734 articles
2026-06-19
seekingalpha.com
2026-06-19
Seeking Alpha
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2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
www.bbntimes.com
2026-06-19
BBN Times
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2026-06-19
siliconangle.com
2026-06-19
SiliconANGLE
CoreWeave Inc. wants to step in before the infrastructure stack buckles under the weight of agentic artificial intelligence.
The company recently announced the industry’s first validation of Nvidia Vera Rubin NVL72 on CoreWeave Cloud. This suggests that AI infrastructure is entering a new stage, according to Rob Strechay, principal analyst for theCUBE Research, who sees CoreWeave as one of multip
2026-06-19
www.benzinga.com
2026-06-19
Benzinga
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2026-06-19
wccftech.com
2026-06-19
Wccftech
Chip manufacturing giant Intel has partnered up with Taiwan's second-largest contract chip manufacturer, United Microelectronics Corporation (UMC), for advanced manufacturing process technology, suggests a report from FundaAI. Intel, under its CEO Lip-Bu Tan, is seeking to compete with Taiwan's TSMC in the contract chip manufacturing industry. According to the details, UMC is seeking to team up wi
2026-06-19
www.businessreport.com
2026-06-19
Baton Rouge Business Report
THURSDAY, JUNE 18, 2026
Amazon weighs direct sales of AI chips in challenge to Nvidia’s dominance
By Daily Report Staff
Amazon is exploring a major expansion of its artificial intelligence chip business by considering direct sales of its custom AI processors to outside companies, Bloomberg reports.
The initiative centers on Trainium, a family of chips designed to provide a lower-cost alternativ
2026-06-19
seekingalpha.com
2026-06-19
Seeking Alpha
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2026-06-19
techxplore.com
2026-06-19
Tech Xplore
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2026-06-19
eetimes.com
2026-06-19
Record investment is accelerating autonomous military tech, putting edge AI and drones at the center of modern conflict.
2026-06-19
www.timothysykes.com
2026-06-19
timothysykes.com
Entegris Inc. surged as transformative semiconductor materials breakthroughs fueled optimism, and its stocks have been trading up by 11.24 percent.
Live Update At 14:32:53 EDT: On Thursday, June 18, 2026 Entegris Inc. stock [NASDAQ: ENTG] is trending up by 11.24%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
Entegris (ENTG) has bee
2026-06-19
www.jonpeddie.com
2026-06-19
Jon Peddie Research
The Kendryte K210 is the chip that first proved RISC-V could run AI inference at the edge and it did it in 2018, before most of the industry was paying attention. It is the world’s first RISC-V-based edge AI chip, with 0.8 TOPS KPU, 0.3 W, TSMC 28 nm, dual-core 64-bit, and built-in audio and vision accelerators. The Sipeed Maix boards that followed put it in the hands of a million developers. Then
2026-06-19
www.investors.com
2026-06-19
Investor's Business Daily
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2026-06-19
www.bizjournals.com
2026-06-19
The Business Journals
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2026-06-19
www.tradingview.com
2026-06-19
TradingView
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Micron Technology (MU) Stock Sees Fair Value Lift As AI Memory Demand Drives Analyst Optimism
Bailey Pemberton
Thu, June 18, 2026 at 12:07 PM PDT 4 min read
MU
+4.34%
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Micron Technology's fair value estimate has been
2026-06-19
www.theglobeandmail.com
2026-06-19
The Globe and Mail
Teradyne TER and Applied MaterialsAMAT are major players in the semiconductor market. While Teradyne focuses on semiconductor test equipment and automation solutions, Applied Materials specializes in semiconductor manufacturing equipment used to fabricate advanced chips.
So, TER or AMAT — Which of these Semiconductor stocks has the greater upside potential? Let’s find out.
2026-06-19
au.investing.com
2026-06-19
Investing.com Australia
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2026-06-19
zamin.uz
2026-06-19
Zamin.uz
Amazon Prepares to Compete with NVIDIA in the AI Chip Market
23:28 / 18.06.2026
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Technology
Amazon Web Services (AWS), the world's largest cloud service provider, plans to launch a serious challenge to NVIDIA's dominance in the semiconductor market. The company is considering not only keeping its proprietary Trainium chips for its own servers but also selling them to other companies. This
2026-06-19
techcrunch.com
2026-06-19
TechCrunch
If Amazon Web Services has its way, the cloud giant is going to push even deeper into Nvidia’s market, in what might be one of the biggest challenges to Nvidia’s AI chip dominance we’ve seen so far.
Amazon’s AI chief Peter DeSantis told Bloomberg that AWS is in talks to sell its AI chip Trainium to other companies for use in data centers. DeSantis declined to specify which companies could be the