Semiconductor News & Analysis Feed
598 articles
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
11 Words From Nvidia CFO Colette Kress That Should Have AMD and Intel Investors Worried
Adam Spatacco, The Motley Fool
Thu, June 18, 2026 at 6:40 AM PDT 5 min read
NVDA
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AMD
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INTC
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Nvidia (NASDAQ: NVDA) has dominated the artificial intelligence (AI) revolution through its industry-leading suite of graphics processing units (GPUs) --
2026-06-18
www.tweaktown.com
2026-06-18
TweakTown
SK Hynix and Samsung race to build the memory powering NVIDIA and AMD's next AI monsters
SK Hynix confirms it has delivered its first HBM4E samples to its partners, marking the first delivery of next-gen data center components.
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Jak Connor
Tech and Science Editor
Published Jun 18, 2026 3:31 AM CDT
1 minute & 30 seconds read time
TL;DR: SK Hynix has delivered its first HBM4E memor
2026-06-18
www.tweaktown.com
2026-06-18
TweakTown
AMD, Google, Tesla, and Groq turn to Samsung Foundry as TSMC runs out of capacity
TSMC's leading-edge capacity is locked up with NVIDIA, Apple, and Broadcom, making Samsung's available slots attractive despite trailing on yields.
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Hassam Nasir
Tech Reporter
Published Jun 17, 2026 9:45 PM CDT
2 minutes & 15 seconds read time
TL;DR: With TSMC's advanced chip production fully booked
2026-06-18
www.tradingview.com
2026-06-18
TradingView
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AMD, Intel Rise as TSMC Capacity Tightens
AMD, Intel Rise as TSMC Capacity Tightens
Less than 1 min read
AMD
+3.49%
INTC
+4.40%
Advanced Micro Devices (AMD, Financials) and Intel moved higher as investors reacted to fresh signs that advanced chipmaking capacity remains tight. AMD rose about 3% in premarket trading. Intel gained roughly 4%.
The move followed a report that Samsu
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Jim Cramer Says His Favorite Is NVIDIA “But AMD Is Fantastic”
Syeda Seirut Javed
Wed, June 17, 2026 at 9:38 AM PDT 3 min read
AMD
+2.97%
NVDA
-0.20%
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Trading disclosure
Advanced Micro Devices, Inc. (NASDAQ:AMD) was among Jim Cramer's stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year's IPOs. A caller inquired if they should
2026-06-17
tomshardware.com
2026-06-17
Zak Killian
We now have the first confirmed details about AMD's Zen 6-based Threadripper CPUs, code-named Mustang Peak.
2026-06-17
www.cnbc.com
2026-06-17
CNBC
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2026-06-17
tomshardware.com
2026-06-17
Anton Shilov
Nvidia may be ahead of AMD and Intel with PCIe Gen6-supporting platform for client PCs due to its client agentic AI ambitions, and that roadmap has suppliers like Silicon Motion paying attention.
2026-06-17
tomshardware.com
2026-06-17
Etiido Uko
AMD engineer shuts down discussions on the issue
2026-06-17
news.financial
2026-06-17
news.financial
June 17th, 2026 | 06:45 CEST
THE 500% CHIP RALLY AND TAKEOVERS: AMD, INFINEON, A.H.T. SYNGAS, AND AIXTRON IN THE SPOTLIGHT
SYNGAS
HYDROGEN
TECHNOLOGY
DIGITIZATION
SOFTWARE
CHIPS
Photo credits: Pixabay
Global demand for computing power is growing rapidly, driven primarily by increasingly sophisticated applications in the field of artificial intelligence (AI). According to current forecasts
2026-06-17
www.investing.com
2026-06-17
Investing.com
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2026-06-17
asia.nikkei.com
2026-06-17
Nikkei Asia
Demand for AI infrastructure strains advanced capacity of market leader TSMC
Samsung's advanced chipmaking services are gaining more attention as the AI boom strains rivals' production capacity. (Nikkei montage/Source photos by Ken Kobayashi and Reuters)
TAIPEI/HONG KONG/SEOUL -- BYD, Google, AMD, Tesla and others are looking increasingly to Samsung Electronics for contract chipmaking services a
2026-06-17
digitimes.com
2026-06-17
Global chip buyers, including BYD, Google, AMD, and Tesla, are turning to Samsung Electronics as TSMC's advanced production lines remain fully booked, Nikkei Asiareported. The shift underscores how AI demand and supply-chain risk are reshaping where cutting-edge chips are made.
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
Top News
AMD isn't trying to 'kill Nvidia' but is challenging its business model
Jun 16, 2026, 10:11 AM ETAdvanced Micro Devices, Inc. (AMD) Stock, AMD:CA Stock, NVDA Stock, NVDA:CA StockRXTBy: Sara Sethiya, SA News Editor
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Robert Way
Nvidia (NVDA)'s AI empire wasn't built just on chips; it was built on the recurring demand for those chips. That's why Adva
2026-06-16
eetimes.com
2026-06-16
AMD acquires MEXT to slash AI memory costs and break the memory wall.
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Next-generation data center processors from AMD and Intel with 16 DDR5 memory channels are even bigger than today’s designs.
2026-06-16
www.moomoo.com
2026-06-16
Moomoo
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2026-06-16
news.futunn.com
2026-06-16
富途牛牛
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2026-06-16
tomshardware.com
2026-06-16
Etiido Uko
A Reddit user has shown SteamOS running on an Intel Arc B580 desktop GPU, but the early proof of concept required a Radeon-assisted install workaround and Resizable BAR to recover performance.
2026-06-16
www.digitimes.com
2026-06-16
digitimes
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC...
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