Semiconductor News & Analysis Feed
9888 articles
2026-06-22
digitimes.com
2026-06-22
According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been added to its internal product roadmap and is expected to launch in the first quarter of 2028, potentially making its public debut at CES 2028.
2026-06-22
www.digitimes.com
2026-06-22
digitimes
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...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time the
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Shanghai Iluvatar CoreX Semiconductor (SEHK:9903) Stock Looks Fully Valued After A 42% Monthly Jump
Shanghai Iluvatar CoreX Semiconductor (SEHK:9903) Stock Looks Fully Valued After A 42% Monthly Jump · Simply Wall St.
Simply Wall St
Sun, June 21, 2026 at 3:06 PM PDT 3 min read
9903.HK
+1.24%
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 mill
2026-06-22
ppc.land
2026-06-22
PPC Land
NVIDIA GPU chip launches ad automation arrows for bidding, creative, and measurement
AI
NVIDIA's ad tech partners show what GPU automation looks like at Cannes Lions
At Cannes Lions 2026, NVIDIA partners Criteo, Taboola, Alembic, and KERV detail GPU-powered infrastructure for autonomous ad bidding, creative, and measurement.
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Alembic will become
2026-06-22
simplywall.st
2026-06-22
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United States/Semiconductors/NasdaqGS:ALGM
3 US Semiconductor Stocks With Earnings Growth And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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The latest rebound in technology and semiconductor stocks has put chip companies back in the spotlight, with the sector moving sharply after Intel’s rally on news of a new U.S. chip partnership with Apple. Combined wi
2026-06-22
wccftech.com
2026-06-22
Wccftech
The Linux 7.2 Kernel Patches have seen the addition of a next-gen NVIDIA GPU architecture, cleverly listed as "Blackwell-Next".
NVIDIA's GPU architectures are not a mystery since the company has been outlining them in roadmaps for years now. We knew that Rubin was going to replace Blackwell years before its launch, and now we know that Feynman will replace Rubin. NVIDIA has only started volume pr
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron Q3 earnings, new home sales, Fed's preferred inflation data: What to watch this week
Yahoo Finance Video and Josh Lipton
Sun, June 21, 2026 at 1:00 PM PDT
MU
+6.82%
Trade MU on Coinbase
Trading disclosure
Yahoo Finance's Josh Lipton takes a look at the top stories for investors to watch this week, including Micron (MU) earnings, Cerebras (CBRS) earnings, Carnival (CCL) earnings, home sales
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ICHR
3 US AI Semiconductor Stocks For Memory Demand And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron’s upcoming fiscal Q3 earnings on June 24 sit at the center of a powerful story in AI-focused semiconductors, with its stock up roughly 8x in 12 months and expectations running extremely high. Strong demand for
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
hbm memory
hyperscalers
semiconductor supply
cloud infrastructure
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers
2 sources
|
June 21, 2026
5.2
Relevance Score
Photo: image.cnbcfm.com · rights & takedowns
QUICK SUMMARY
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Jim Cramer wrote in his Sunday column for CNBC that the AI trade has boosted memory and semiconductor-equipment stocks while putting the major clo
2026-06-22
www.newelectronics.co.uk
2026-06-22
New Electronics
www.newelectronics.co.uk
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2026-06-22
www.ad-hoc-news.de
2026-06-22
AD HOC NEWS
Infineon, Awards
Infineon: Awards and Patent Win Support Rally, But a Shooting Star Casts a Shadow
21.06.2026 - 20:24:37 | boerse-global.de
Infineon's 113% YTD rally shows a shooting star bearish signal. Yet, strong fundamentals, GaN patent win, and €2.5B AI revenue target by 2027 support upside. Analysts mostly positive but cautious.
Infineon - Infineon: Awards and Patent Win Support Rally, But
2026-06-22
news.google.com
2026-06-22
Barron's
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
May revenue surge sparks optimism: Social media chatter highlights Taiwan Semiconductor's impressive May 2026 revenue of $13.2 billion, marking a 30.1% year-over-year jump, as participants link the gains directly to surging demand for advanced chips in AI applications.
Technical signals fuel momentum: Traders point to continued bullish indicators on daily charts, including a MACD golden cross, wi
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
Earnings anticipation builds: Discussions on social media highlight anticipation around Micron Technology's upcoming quarterly results, with analysts pointing to potential beats on guidance amid robust AI-driven memory demand. Observers note the stock's recent surge and question whether momentum will sustain through the report. Several posts reference elevated price targets from major firms as a s
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
2026-06-22
www.timminstoday.com
2026-06-22
TimminsToday.com
www.timminstoday.com
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2026-06-22
www.ad-hoc-news.de
2026-06-22
AD HOC NEWS
Infineon’s, Patent
Infineon’s Patent Victory Meets a Technical Warning as the Stock Hovers Near Record Highs
21.06.2026 - 18:10:24 | boerse-global.de
Infineon shares doubled after German court patent win, but shooting star pattern signals potential correction; RSI 59.8, key support €65.95.
Infineon’s - Infineon’s Patent Victory Meets a Technical Warning as the Stock Hovers Near Record Highs 21.0
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Spending on artificial intelligence (AI) is not slowing down. Companies that are addressing the growing demand for computing hardware and software are reporting strong revenue and earnings.
Three companies that recently delivered strong earnings results -- Hewlett Packard Enterprise (
HPE
+2.09%
), Micron Technology (
MU
+6.34%
), and Palantir Technologies (
PLTR
7.08%
) -- all exceeded Wall Stre
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
What Will Nvidia Stock's Price Be in 1 Year?
Beth McKenna, The Motley Fool
Sun, June 21, 2026 at 8:20 AM PDT 6 min read
NVDA
-0.97%
^GSPC
-0.37%
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Nvidia (NASDAQ: NVDA) stock has richly rewarded investors. Shares of the artificial intelligence (AI) chip and technology infrastructure leader have returned 18,300% over the last decade, transforming a modest
2026-06-21
wccftech.com
2026-06-21
Wccftech
Samsung has proven that it can develop cutting-edge lithography, with its upcoming Exynos 2700 serving as an excellent example, as the company has been reported to be progressing well with its next flagship SoC. However, as far as its 2nm GAA process goes, a rumor states that when comparing Power, Performance, and Area (PPA) metrics, TSMC’s 2nm N2P is ahead in the race. This may explain why, along