Semiconductor News & Analysis Feed
618 articles
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-11.17%
ANTH.PVT
SNDK
-12.79%
WDC
-8.11%
000660.KS
-12.47%
Explore stocks on Coinbase
Trading disclosure
What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-22
www.trtworld.com
2026-06-22
TRT World
The market value of South Korean chipmaker SK Hynix briefly topped that of peer Samsung Electronics on Monday to make it the country's most valuable firm.
Shares of SK Hynix, now the world's most valuable memory chipmaker, traded up 5.7 percent to bring the company's market capitalisation to 2,082.5 trillion won ($1.35 trillion) as of 0347 GMT, compared with gains of 0.4 percent in Samsung Electr
2026-06-22
www.tradingview.com
2026-06-22
TradingView
News
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Quartr
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LPK: Leadership in advanced packaging and LIDE technology drives growth amid ongoing restructuring
LPK: Leadership in advanced packaging and LIDE technology drives growth amid ongoing restructuring
Less than 1 min read
LPK
−6.05%
The conference highlighted leadership in laser-based advanced packaging, with LIDE technology driving defect-free glass structuring for next-gen chips. D
2026-06-22
www.datacenterdynamics.com
2026-06-22
Data Center Dynamics
A new GPU-as-a-Service provider has launched in the US.
Dubbed Mantle DC, the company launched its offering last week, announcing it had 144 Blackwell GPUs "live and ready" on LinkedIn.
– Mantle DC via LinkedIn
According to the company, its offering has been in the works for just five months.
"In January, we assembled the engineering team. In February, we finalized the data center design. In M
2026-06-22
news.futunn.com
2026-06-22
富途牛牛
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2026-06-22
www.gurufocus.com
2026-06-22
GuruFocus
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2026-06-22
www.gamingonlinux.com
2026-06-22
GamingOnLinux
The open source NVIDIA Vulkan driver (NVK) now has experimental DLSS support
22 Jun 2026 at 7:22 am UTC
By Liam Squires-Hand
1 comments
The open source community-made NVIDIA Vulkan driver (NVK) for Linux now has experimental support for DLSS.
Something that has been in progress for a while, started off by Valve contractor Autumn with a Mesa merge request that was sent back in October 2025. That
2026-06-22
tomshardware.com
2026-06-22
The Editors of Tom's Hardware
Find the very best PC hardware deals during Amazon Prime Day.
2026-06-22
www.msn.com
2026-06-22
MSN
Confirmed price hikes: Tim Cook says rising memory costs make Apple product price increases 'unavoidable,' ending months of shielding customers.
Big iPhone jump: Analysts see iPhone 18 Pro starting at $1,299–$1,399, up $200–$300, with Ultra model potentially near $2,000.
AI-driven shortage: Global DRAM and NAND supplies are strained by AI data centers, pushing up costs and impacting the entire s
2026-06-22
www.msn.com
2026-06-22
MSN
Cook confirms hikes: Tim Cook says price increases are 'unavoidable' as memory costs soar, ending Apple’s ability to shield consumers.
iPhone 18 Pro impact: Analysts project a $1,299–$1,399 starting price for the iPhone 18 Pro, up to $300 more than the iPhone 17 Pro.
Industry-wide pressure: AI-driven demand for memory chips could raise global smartphone prices by up to 20%, hitting low-end devic
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Nvidia sees huge growth ahead for the industry.
Nvidia doesn't always trade at this cheap a valuation.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as much as some of its peers. In fact, the mar
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Nvidia sees huge growth ahead for the industry.
Nvidia doesn't always trade at this cheap a valuation.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as much as some of its peers. In fact, the mar
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
1 Mind-Boggling Metric That Makes Nvidia Stock a Screaming Buy
Keithen Drury, The Motley Fool
Sun, June 21, 2026 at 7:20 PM PDT 3 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as muc
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Nvidia (
NVDA
1.13%
) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as much as some of its peers. In fact, the market isn't prepared at all for a 2027 where Nvidia sees strong growth.
If your investment horizon spans more than a few months (as it should for an individu
2026-06-22
digitimes.com
2026-06-22
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansio
2026-06-22
digitimes.com
2026-06-22
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume
2026-06-22
digitimes.com
2026-06-22
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip manufacturing. According to a Nikkei Asiareport, the company aims to support future-generation semiconductor processes in the 1nm range, extending a
2026-06-22
digitimes.com
2026-06-22
The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price gains show no sign of slowing amid tight supply from upstream vendors. Overall increases could reach 30% to 40%, after second-quarter 2026 contract prices already climbed 40%. As market prices continue to stack higher in the second half, profits at the top three memo
2026-06-22
www.gurufocus.com
2026-06-22
GuruFocus
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2026-06-22
ts2.tech
2026-06-22
TechStock²
21 JUNE 2026
CRYPTOCURRENCY·NASDAQ:AAPL·NASDAQ:DOMH·NASDAQ:NVDA·STOCK MARKET·TECHNOLOGY
2 MINS READ
WHAT DONALD TRUMP AND HIS FAMILY ARE INVESTING IN: NVIDIA, TRUMP MEDIA AND BITCOIN STOCKS
BY JERZY LEWANDOWSKI
Washington, June 21, 2026, 12:46 (EDT)
Trump’s accounts disclosed $220 million to $750 million of transactions, including large purchases of Nvidia, Apple and an S&P 500 index fund, whi