Semiconductor News & Analysis Feed
11842 articles
2026-06-20
247wallst.com
2026-06-20
24/7 Wall St.
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors are paying across the group cannot all be right at t
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Danielle Liverance
Fri, June 19, 2026 at 10:36 AM PDT 4 min read
INTC
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AAPL
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MU
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Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno
2026-06-20
www.barrons.com
2026-06-20
Barron's
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2026-06-20
www.zacks.com
2026-06-20
Zacks Investment Research
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In ad
2026-06-20
news.google.com
2026-06-20
Seeking Alpha
2026-06-19
www.ad-hoc-news.de
2026-06-19
AD HOC NEWS
TSMCs, Capacity
TSMC's Capacity Conundrum: Record Earnings Mask the CoWoS Squeeze Forcing Clients to Samsung
19.06.2026 - 17:56:59 | boerse-global.de
Despite 58% profit surge, TSMC's advanced packaging capacity is fully booked through 2026, forcing Google, BYD, AMD, and Tesla to turn to Samsung. TSMC partners Amkor for US expansion; stock near all-time high.
TSMCs - TSMC's Capacity Conundrum: Re
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
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NVDA
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AMD
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Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
Video Muted
The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
www.tradingview.com
2026-06-19
TradingView
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HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
Less than 1 min read
HBM
0
Record Q1 net sales of EUR 2 billion (+4.9% YoY) driven by strong international and like-for-like growth, with adjusted EBIT stable. Margin pressure from logistics an
2026-06-19
au.finance.yahoo.com
2026-06-19
Yahoo Finance Australia
Nvidia (NVDA) Down 4% Since Last Earnings Report: Can It Rebound?
Zacks Equity Research
Fri 19 June 2026 at 8:30 am GMT-7 5 min read
NVDA
-0.97%
^GSPC
-0.37%
It has been about a month since the last earnings report for Nvidia (NVDA). Shares have lost about 4% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nv
2026-06-19
www.tradingview.com
2026-06-19
TradingView
News
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Zacks
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Can ASE Technology Sustain Its Recent Margin Expansion?
Can ASE Technology Sustain Its Recent Margin Expansion?
3 min read
3711
+9.95%
ASE Technology ASX has delivered meaningful margin expansion over the past year, but the bigger question for investors is whether those gains are sustainable. First-quarter 2026 results suggest the answer is increasingly tied to the company's fast-g
2026-06-19
www.sharecast.com
2026-06-19
Sharecast.com
Benjamin Chiou
Sharecast News
19 Jun, 2026 16:14
19 Jun, 2026 16:14
ASML denies US allegations of EUV machine shipments to China
ASML
Company photo / ASML
ASML Holding
€1,655.82
16:40 22/06/26
-0.12%
-€1.98
Chip equipment giant ASML has denied allegations that it has shipped an extreme ultraviolet lithography (EUV) machine to China amid concerns in Washington that the Dutch firm violated US expor
2026-06-19
dallasexpress.com
2026-06-19
Dallas Express
Gov. Greg Abbott announced that the state has awarded a $3.9 million grant through the Texas Semiconductor Innovation Fund (TSIF) to Schunk Xycarb Technology Inc. to support an expansion of its Georgetown production facility.
State officials said the project is expected to create 25 new jobs and generate more than $42 million in capital investment.
Abbott said the expansion will help strengthen
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Texas Awards $3.9 Million Semiconductor Grant To Xycarb Expansion In Georgetown
Dallas Express
Fri, June 19, 2026 at 8:00 AM PDT 2 min read
Worker at Schunk Xycarb Technologies Inc. in Georgetown Image by Schunk Xycarbwebsite
Gov. Greg Abbott announced that the state has awarded a $3.9 million grant through the Texas Semiconductor Innovation Fund (TSIF) to Schunk Xycarb Technology Inc. to support
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
U.S. politicians are thinking about how they can ensure that the American people can benefit from AI.
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Micron Stock
Current Price: $1,133.99 (June 18, 2026 close)
Target Price (Mid): ~$1,740
Street Target (TIKR mean): ~$930
Potential Total Return: ~54%
Annualized IRR: ~ 22% / year
Max Drawdown: 30.31% on 3/30/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Micron Technology (MU) is no longer the c
2026-06-19
www.tomshardware.com
2026-06-19
Tom's Hardware
Tech Industry Manufacturing Semiconductors
ASML denies US government report that its EUV chipmaking tool was shipped to China — says 'rumors' are 'inaccurate and damaging to our reputation'
News
By Anton Shilov published June 19, 2026
ASML denies it has ever shipped an EUV scanner to China.
(Image credit: ASML)
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2026-06-19
tomshardware.com
2026-06-19
Anton Shilov
U.S. Commerce Secretary Lutnick expresses concerns in a conversation with ASML executives that China has an EUV lithography system as ASML denies shipping such scanners to the PRC.
2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
www.indexbox.io
2026-06-19
IndexBox
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