Semiconductor News & Analysis Feed
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2026-06-17
www.telegraphherald.com
2026-06-17
TelegraphHerald.com
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Artificial Intelligence Nvidia
Jeffrey McWhorter - FR170451 AP Jun 16, 2026 Updated 12 hrs ago
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Micron Technology is a widely followed artificial intelligence (AI) infrastructure stock, as it supplies a critical component in the form of memory chips that go into a variety of AI accelerator chips.
The company's revenue and earnings have been growing rapidly, driven by an acute shortage of memory chips. Micron is poised to release its fiscal 2026 third-quarter results on June 24, and there is
2026-06-16
www.mk.co.kr
2026-06-16
매일경제
사진 확대
Employees of KT's partner companies are packing set-top boxes. KT
As demand for high-bandwidth memory (HBM) for artificial intelligence (AI) servers has soared, the price of general-purpose memory in set-top boxes is also soaring. Accordingly, KT is the first telecommunications company to pay advance payments to its partners to stabilize the supply chain.
KT announced on the 16th that it re
2026-06-16
www.mk.co.kr
2026-06-16
매일경제
Preemptive response to a 7-fold jump in memory values
Set-top box costs also doubled
Funding first-time carrier materials purchases
"Prevent supply chain disruptions and stabilize supply chains"
사진 확대
The manufacturing site of KT's set-top box partner. KT
As demand for high-bandwidth memory (HBM) for artificial intelligence (AI) servers has soared, the price of general-purpose memory in set-top b
2026-06-16
digitimes.com
2026-06-16
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial intelligence (AI) boom is reshaping Japan's corporate landscape.
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since the mainstream adoption of the technology began nearly four years ago, and that's not surprising, as its chips have played an instrumental role in training popular AI models.
However, the AI infrastructure ecosystem has expanded beyond Nvidia. Several companies are witnessing phenomenal growth in the
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
This Artificial Intelligence (AI) Infrastructure Stock Has Been Crushing Nvidia on the Market. Its Latest Deal Could Send the Stock Even Higher
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 2:18 PM PDT 4 min read
NVDA
-2.37%
APLD
-0.43%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia)
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 8:07 AM PDT 6 min read
NVDA
-2.37%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
The artificial intelligence (AI) trade has thus far been largely restric
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years.
Nvidia (
NVDA
+2.88%
) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp
2026-06-15
news.google.com
2026-06-15
The Motley Fool
2026-06-15
digitimes.com
2026-06-15
Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof. The drivetrain systems maker expects trial production at the new plant before the end of 2026, as demand tied to artificial intelligence and advanced chips reshapes sourcing patterns worldwide.
2026-06-12
digitimes.com
2026-06-12
Hanmi Semiconductor plans to invest KRW50 billion (US$32.81 million) in SpaceX, highlighting how space, satellites, and artificial intelligence infrastructure are increasingly linked. For global readers, the deal signals how semiconductor suppliers are positioning themselves around next-generation supply chains, customer demand, and the expansion of AI-driven industrial ecosystems.
2026-06-12
digitimes.com
2026-06-12
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC.
2026-06-12
digitimes.com
2026-06-12
The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every layer of the infrastructure stack, from power generation to chip manufacturing to data center construction. That was the assessment of Sachin Hindupur, global strategy and operations leader at AMD, in a presentation
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Semiconductor stocks were routed last Friday, June 5, with the sector losing a whopping $1.4 trillion in market cap in a single day. The PHLX Semiconductor Sector index shed more than 10% of its value in a single session, driven by a stronger-than-expected jobs report that has led to an increase in the odds of the Federal Reserve raising interest rates this year.
Not surprisingly, major semicondu
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
AMD has a ton of future growth priced into it.
However, Nvidia's growth rates far outpace AMD's.
10 stocks we like better than Nvidia ›
In 2026, some stocks have overtaken Nvidia(NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD(NASDAQ: AMD).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in t
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Better Artificial Intelligence (AI) Stock Buy in June: AMD vs. Nvidia (The Winner Might Surprise You)
Keithen Drury, The Motley Fool
Thu, June 11, 2026 at 1:35 AM PDT 4 min read
NVDA
-3.73%
AMD
-4.86%
INTC
-0.82%
Explore stocks on Coinbase
Trading disclosure
In 2026, some stocks have overtaken Nvidia (NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longt
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
In 2026, some stocks have overtaken Nvidia (
NVDA
3.39%
) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD (
AMD
4.63%
).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in the dust. For longtime Nvidia bulls like myself who have championed Nvidia's stock over AMD's, this is disappointing. However, a change in market sent
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
digitimes.com
2026-06-11
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.