Semiconductor News & Analysis Feed
9901 articles
2026-06-20
digitimes.com
2026-06-20
Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses longstanding power and security limitations in programmable logic devices.
2026-06-20
digitimes.com
2026-06-20
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.
2026-06-20
digitimes.com
2026-06-20
The Trump administration has confronted ASML with concerns that one of the Dutch company's most advanced chip-making machines may have made its way into China in violation of US-led export restrictions, Bloomberg reported, citing people familiar with the matter.
2026-06-20
www.marktechpost.com
2026-06-20
MarkTechPost
Artificial IntelligenceAI InfrastructureTech NewsAI Paper SummaryTechnologyAI ShortsApplicationsEditors PickLanguage ModelLarge Language ModelMachine LearningNew ReleasesOpen SourceSoftware EngineeringStaff
NVIDIA AI Introduce SpatialClaw: A Training-Free Agent That Treats Code as the Action Interface for Spatial Reasoning
By Asif Razzaq -
June 19, 2026
Add as a preferred
source on Google
NVIDIA
2026-06-20
cbsaustin.com
2026-06-20
KEYE
GEORGETOWN, Texas — The Texas Semiconductor Innovation Fund (TSIF) will award a grant of $3.9 million to Schunk Xycarb Technology (Xycarb) to support the expansion of their Georgetown production facility, Governor Greg Abbott announced Friday.
The project is estimated to represent over $42 million in capital investment and will double Xycarb facility's square footage, increase production and clea
2026-06-20
news.google.com
2026-06-20
EE Times
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Why QUALCOMM (QCOM) Is Up 6.8% After New AI Chip Deals And Spatial Computing Push
June 20, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Qualcomm has accelerated its push beyond smartphones by launching a custom AI data center silicon program with a leading hyperscaler, unveiling its Snapdragon Reality Elite platform for spatial computin
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Communications/NasdaqGS:CSCO
Cisco (NasdaqGS:CSCO) Faces A First As Nvidia Passes It In Data Center Switching
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia has surpassed Cisco in data center Ethernet switching revenue for the first time.
The shift reflects rising demand for AI-focused networking gear across data centers.
The change raises questions about Cisco's po
2026-06-20
tomshardware.com
2026-06-20
Jake Roach
AMD says it will reinstate firmware memory encryption (TSME) on non-PRO Ryzen 9000 desktop CPUs through a BIOS update in July, following the feature's removal through an earlier firmware update.
2026-06-20
www.aol.com
2026-06-20
AOL.com
Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
ALEX SIROIS
Fri, June 19, 2026 at 10:56 PM GMT+8
0
Quick Read
TSM trades at 27x forward earnings despite management guiding above 30% revenue growth for 2026 and eight consecutive earnings beats.
SOXX surged 97% year-to-date while TSM gained only 41%, making it the cheapest pure-play foundry seat in the semiconductor sector
2026-06-20
urgentcomm.com
2026-06-20
Urgent Communications
urgentcomm.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a0ff58d0bf5dd6f8
Performance and Security by Cloudflare
Privacy
2026-06-20
www.foreignpolicyjournal.com
2026-06-20
foreignpolicyjournal.com
Commerce Secretary Howard Lutnick has raised concerns directly with senior leaders at ASML Holding NV (AMS: ASML) that one of the company’s most advanced machines may have entered China in violation of US-led export restrictions, Bloomberg reported.
In a series of recent meetings, Lutnick told ASML executives that he was concerned about the company’s extreme ultraviolet lithography, or EUV, machi
2026-06-20
www.msn.com
2026-06-20
MSN
ASML has told Tom's Hardware that claims one of its extreme ultraviolet (EUV) lithography systems has ended up in China despite export restrictions is both inaccurate and damaging to its reputation. It follows a report that Commerce Secretary Howard Lutnick questions senior leadership, concerned that one of the machines had ended up in China in breach of export restrictions.
The company is refuti
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
+5.19%
NVDA
-0.97%
AMD
+2.65%
AAPL
-0.34%
MU
+6.82%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno
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
www.quiverquant.com
2026-06-20
Quiver Quantitative
AI Component Demand Surges: Social media discussions are centering on Vishay Intertechnology's exposure to high-growth areas like MLCCs used in AI servers, where analysts project more than 100 percent year-over-year expansion in total addressable market.
Semiconductor Setup Builds: Recent posts note the stock forming bases after strong prior moves, with traders watching for breakouts alongside pe
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Qualcomm Inc (QCOM) moved up by 6.17%. 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%.
Broad sector momentum and the upcoming June 24, 2026 Investor Day are the primary catalysts fueling Qualcomm's recent upward tr
2026-06-20
www.techspot.com
2026-06-20
TechSpot
INDUSTRY
ELECTRONICS
SEMICONDUCTOR
ASML
The Trump administration suspects an ASML chipmaking machine made it into China. ASML says that's impossible.
The Dutch chip equipment giant says it can track every EUV system in the world in real time
By Skye Jacobs June 19, 2026 at 12:15 PM 45 comments
Serving tech enthusiasts for over 25 years.
TechSpot means tech analysis and advice you can trust.
2026-06-20
boisedev.com
2026-06-20
BoiseDev
boisedev.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a0ff61744bea081a
Performance and Security by Cloudflare
Privacy
2026-06-20
news.google.com
2026-06-20
Seeking Alpha