Semiconductor News & Analysis Feed
9899 articles
2026-06-21
www.foreignpolicyjournal.com
2026-06-21
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has attracted renewed investor attention following a sustained period of share price strength across short and longer-term horizons.
The stock has posted an 11.65% return over the past 30 days, a 74.06% gain over the past 90 days, and a one-year total shareholder return of 52.57%.
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That combination of short and medium-term momentum has d
2026-06-21
memeburn.com
2026-06-21
Memeburn
TL;DR
Amazon may sell Trainium chips directly outside AWS.
Trainium has reached a $20 billion annual revenue run rate.
OpenAI, Anthropic, and Uber have made major Trainium commitments.
Amazon claims Trainium3 can match Nvidia Blackwell at lower cost.
Google’s external TPU push signals a wider shift toward custom AI chips.
Nvidia still leads the AI accelerator market, but hyperscaler silicon is ga
2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
news.google.com
2026-06-21
TradingKey
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
2026-06-21
www.barchart.com
2026-06-21
Barchart.com
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) is forcing investors to revisit a familiar question from tech history. The company now trades at a valuation above its late 1990s peak, when internet enthusiasm drove many technology stocks to unsustainable levels before the “Dot Com” bubble finally burst.
This time, though, the setup is more grounded in
2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Texas Instruments Inc (TXN) moved up by 6.95%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The substantial upward movement in Texas Instruments shares is primarily driven by a dramatic shift in market perceptio
2026-06-20
www.tipranks.com
2026-06-20
TipRanks
www.tipranks.com
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2026-06-20
tomshardware.com
2026-06-20
Jowi Morales
Beijing says the Space Computing Industry Innovation Center will bring together rocket and satellite manufacturers, chip manufacturers, and AI labs to develop a space-based data center system.
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Cadence Design Systems, US12541W1027
Cadence Design Systems Stock - Long-term moat in AI design tools
20.06.2026 - 16:35:07 | ad-hoc-news.de
Cadence Design Systems stands at the center of the semiconductor design cycle as demand for AI and advanced chips grows. A long-term view of its business model, margins and competitive moat explains why Wall Street treats the stock as a core holding.
Cadenc
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Elmos, DE0005677108
Elmos Semiconductor Stock - long-term strategy and automotive chip focus
20.06.2026 - 16:27:56 | ad-hoc-news.de
Elmos Semiconductor Stock is shaped by its niche in automotive mixed-signal chips and a long-term strategy centered on driver-assistance, comfort and safety electronics. On this quiet news day, the focus turns to its business model and positioning.
Elmos, DE00056771
2026-06-20
news.google.com
2026-06-20
foreignpolicyjournal.com
2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Applied Materials Inc (AMAT) opened up by 4.08%. The Technology Equipment sector is up by 5.07%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The upward movement in Applied Materials shares was primarily propelled by sector-wide momentum and a series of hig
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
Taiwan Semiconductor Manufacturing Company (TSMC) experienced a significant upward surge, driven b
2026-06-20
tomshardware.com
2026-06-20
Luke James
A developer has created a Chromium browser-based tool that turns Valve's second-gen Steam Controller into a self-propelled RC car.
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
NVIDIA is currently undergoing a technical correction within an established uptrend, with shares finding support near the $211.20 Fibonacci level. Analysts view this pullback as profit-taking rather than a reversal, supported by an RSI of 45.34 and thinning volume. The company’s fiscal Q1 2027 performance remains robust, featuring 85% revenue growth and a 75% gross margin. Strategic focus remains