Semiconductor News & Analysis Feed
194 articles
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
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2026-06-19
www.foxbusiness.com
2026-06-19
Fox Business
Mayflower Advisors co-founder Larry Glazer discusses the AI boom's impact on Micron, with demand for chips outstripping supply. He cites Apple CEO Tim Cook's comments on chip shortages, signaling robust AI infrastructure buildout.
Mayflower Advisors co-founder Larry Glazer explains how Micron (MU) stands to benefit from the AI boom's demand for advanced chips and data center infrastructure. He re
2026-06-19
openthemagazine.com
2026-06-19
Open Magazine
Apple could increase prices across some of its product lineup as the company grapples with rising memory and storage chip costs fueled by the global artificial intelligence boom. Speaking to The Wall Street Journal, outgoing Apple CEO Tim Cook said the company has absorbed significant cost pressures for as long as possible, but mounting expenses are making that increasingly difficult.
Apple is fa
2026-06-18
www.bizjournals.com
2026-06-18
The Business Journals
www.bizjournals.com
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2026-06-18
www.fastcompany.com
2026-06-18
Fast Company
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2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion market cap built on a near monopoly in AI accelerators, 85.23% revenue growth last quarter, and a CEO calling the AI buildout “the largest infrastructure expansion in human history.” But NVIDIA the stock and NVIDIA the
2026-06-17
www.igorslab.de
2026-06-17
igor´sLAB
LATEST NEWS
SK hynix plans Nasdaq listing: HBM specialist aims to tap the AI boom directly on Wall Street
17. June 2026 06:00Samir Bashir
📖 Reading time: approx. 5 minutes · 922 words · 5,526 characters
Sometimes the state of a market can be seen in who suddenly no longer just wants to sell chips, but instead wants to move closer to Wall Street. According to Reuters reports, SK hynix is planning
2026-06-17
www.igorslab.de
2026-06-17
igor´sLAB
LATEST NEWS
SK hynix plans Nasdaq listing: HBM specialist aims to tap the AI boom directly on Wall Street
17. June 2026 06:00Samir Bashir
📖 Reading time: approx. 5 minutes · 922 words · 5,526 characters
Sometimes the state of a market can be seen in who suddenly no longer just wants to sell chips, but instead wants to move closer to Wall Street. According to Reuters reports, SK hynix is planning
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
1 Under-the-Radar Stock Riding the AI Boom (Hint: It's Not Nvidia)
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 8:18 PM PDT 5 min read
AMKR
+1.30%
NVDA
-2.37%
INTC
-8.45%
2330.TW
-0.63%
Explore stocks on Coinbase
Trading disclosure
Artificial intelligence (AI) investors usually start with Nvidia. That makes sense. The chipmaker sells the graphics processing units (GPUs) that have become t
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
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2026-06-16
www.digitimes.com
2026-06-16
digitimes
Nvidia launched a sale of US$25 billion worth of high-grade bonds on June 15, ultimately garnering up to US$85 billion in orders, or more than triple the bond's original size. This is one of several debt offerings this year from tech giants, which are...
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2026-06-16
digitimes.com
2026-06-16
Nvidia launched a sale of US$25 billion worth of high-grade bonds on June 15, ultimately garnering up to US$85 billion in orders, or more than triple the bond's original size. This is one of several debt offerings this year from tech giants, which are responding to investor excitement and a need for cash to capitalize on the AI boom.
2026-06-16
digitimes.com
2026-06-16
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial intelligence (AI) boom is reshaping Japan's corporate landscape.
2026-06-16
crypto.news
2026-06-16
crypto.news
Nvidia taps $20B debt market as AI boom reshapes Bitcoin mining
By Lawrence Mondal
Jun 16, 2026 at 07:58 AM GMT+8
Edited by Lawrence Mondal
NEWS
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Nvidia has raised the stakes in the artificial intelligence infrastructure race with plans to borrow at least $20 billion from debt markets, a move that comes as Bitcoin miners increasingly reposition themselves as AI and high-performance computi
2026-06-16
www.cnbc.com
2026-06-16
CNBC
Nvidia
is aiming to raise at least $20 billion in debt, according to sources with knowledge of the matter, in the chipmaker’s first bond sale since the start of the AI boom.
In a filing with the SEC on Monday, Nvidia disclosed plans for the capital raise but didn’t include the dollar amount. Earlier this year, the chipmaker said it could raise up to $25 billion through issuance of unsecured comm
2026-06-15
www.reuters.com
2026-06-15
Reuters
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2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
NEWS
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Published on June 11, 2026 at 9:32 am by JABRAN KUNDI in News
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Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory also demand cutting-edge packaging simulation techniques a
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
CDNS
-0.63%
INTC
+7.49%
Explore stocks on Coinbase
Trading disclosure
Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory als
2026-06-11
digitimes.com
2026-06-11
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
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GuruFocus
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AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
Less than 1 min read
TSM
−4.11%
2330
−2.17%
Taiwan Semiconductor Manufacturing Co
TSM
reported a 30.1 percent rise in May revenue, supported by strong demand for AI chips and advanced semiconductors/
TSMC said monthly sales reached NT$416.98 billion (