Semiconductor News & Analysis Feed
40 articles
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
1 Semiconductor Stock Worth Your Attention and 2 We Brush Off
Adam Hejl
Mon, June 15, 2026 at 1:44 AM PDT 4 min read
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1 Semiconductor Stock Worth Your Attention and 2 We Brush Off
Semiconductors are the picks and shovels of modern technology. Compute-intensive AI workloads are also priming them for the n
2026-06-15
stockstory.org
2026-06-15
StockStory
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2026-06-15
digitimes.com
2026-06-15
Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago.
2026-06-12
news.financial
2026-06-12
news.financial
June 12th, 2026 | 08:15 CEST
PAY ATTENTION! SOMETHING IS BREWING HERE: IS HPQ SILICON UNDERVALUED? ARE INFINEON AND SIEMENS ENERGY OVERVALUED?
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The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers a
2026-06-12
digitimes.com
2026-06-12
TSMC has been drawn into a patent infringement complaint in the US by Ireland-based patent licensing firms Longitude Licensing and Marlin Semiconductor. The companies have claimed that the US government could block imports to the US of chips made by TSMC as a result of the case, and have enlisted several members of Congress to support their position, drawing market attention.
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-10
www.trefis.com
2026-06-10
Trefis
Should You Pay Attention To NVIDIA Stock’s Momentum?
June 10th, 2026 by Trefis Team
-3.86%
Downside
208
Market
200
Trefis
NVDA
NVIDIA
NVIDIA (NVDA) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough?
Why Bet On NVDA Now?
The p
2026-06-09
digitimes.com
2026-06-09
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn.
2026-06-08
digitimes.com
2026-06-08
ChangXin Memory Technologies (CXMT) is gaining attention as a potential new force in the global DRAM market, but memory module vendors say the Chinese chipmaker is not offering the low-cost DDR5 supply many in the PC sector had hoped for.
2026-06-06
kalkinemedia.com
2026-06-06
Kalkine Media
Advanced Micro Faces Fresh AI Chip Market Attention
NASDAQ COMPOSITE
AMD
6 min read | June 06, 2026 01:20 AM PDT | By Anmol Khazanchi
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2026-06-05
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2026-06-05
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2026-06-05
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2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-05
news.google.com
2026-06-05
The Motley Fool
2026-06-04
news.google.com
2026-06-04
Yahoo Finance
2026-06-04
www.mk.co.kr
2026-06-04
매일경제
"The very question facing the AI semiconductor industry is changing... From the perspective of faster HBM and larger GPUs, attention is shifting toward inference and Agentic AI stages" "The challenge is no longer who can make the better GPU, but how AI systems should operate"
사진 확대
Jungim Park, CEO of K-Freedom Asset Management. [K-Freedom Asset Management]
As resolving bottlenecks in memory semi
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-03
semiengineering.com
2026-06-03
Semiconductor Engineering
Researchers from Arizona State University and Intel Foundry have published “Graph Attention-Based Virtual Metrology for Film Deposition Processes in Semiconductor Manufacturing”.
Abstract “Artificial intelligence-driven semiconductor manufacturing increasingly operates at nanometer and angstrom scales, where precise process control depends on accurate and timely metrology. However, physical metro
2026-05-31
simplywall.st
2026-05-31
simplywall.st
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2026-05-30
www.trefis.com
2026-05-30
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