Semiconductor News & Analysis Feed
468 articles
2026-06-17
tomshardware.com
2026-06-17
Jake Roach
Dell's $699 XPS 13 laptop ($599 for students) has the MacBook Neo in its sights, and it's now available sporting one of Intel's new entry-level Wildcat Lake CPUs.
2026-06-16
www.tradingview.com
2026-06-16
TradingView
2026-06-16
www.citybiz.co
2026-06-16
citybiz
2026-06-16
tomshardware.com
2026-06-16
Jowi Morales
Will Finland be successful in convicting a crew suspected of damaging its undersea infrastructure this time?
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
CoPoS may enable larger chips, but CoWoS is still better.
2026-06-16
tomshardware.com
2026-06-16
Bruno Ferreira
Oracle's Project Jupiter is targeting a New Mexico desert already struggling with water consumption, but the company assures residents that the data center's water usage is "negligible."
2026-06-16
tomshardware.com
2026-06-16
Etiido Uko
A Reddit user has shown SteamOS running on an Intel Arc B580 desktop GPU, but the early proof of concept required a Radeon-assisted install workaround and Resizable BAR to recover performance.
2026-06-16
www.notebookcheck.net
2026-06-16
Notebookcheck
2026-06-16
digitimes.com
2026-06-16
ASML, TSMC, and imec have demonstrated a major advance in the effort to bring two-dimensional (2D) semiconductor materials from research laboratories into high-volume semiconductor manufacturing. At the 2026 IEEE/JSAP Symposium on VLSI Technology and Circuits, the partners unveiled a 300mm wafer integration flow that produced both n-type and p-type 2D-material transistors at a 50nm contacted poly
2026-06-16
digitimes.com
2026-06-16
Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible for running deployed models and generating revenue.
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
tomshardware.com
2026-06-16
Anton Shilov
AMD acquires MEXT to get Predictive Memory Engine that offloads infrequently accessed data from DRAM to NAND storage.
2026-06-16
wccftech.com
2026-06-16
Wccftech
Memory manufacturer Micron could benefit from high DRAM and HBM prices in 2026 and 2027, believes financial firm Aletheia Capital. Micron, like SK hynix and Samsung, has benefited from the strong demand for AI chips in the current buildout as memory production constraints have pushed prices up. The financial firm believes that the value of memory chips in the AI ecosystem will become the most impo
2026-06-16
mashable.com
2026-06-16
Mashable
The RTX Spark laptop platform is a big deal for AI developers and power users working with giant models on Windows, but its impact on the PC market will be longer-term. PCMag's John Burek explains.
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What we learned at Microsoft Build: Autopilots, MAI-Thinking-1, and Nv
2026-06-16
wccftech.com
2026-06-16
Wccftech
The compact space inside smartphones makes it difficult to adopt High Bandwidth Memory (HBM), not to mention the thermal problem, but a rumor claims that Chinese smartphone brands have a custom-made Low Latency Wide DRAM (LLW) that adopts a similar integrated design as the aforementioned technology. While the design isn’t “true HBM,” it aims to resolve the performance bottleneck issue that LPDDR R
2026-06-16
www.aol.com
2026-06-16
AOL.com
Forget ASML Holding: 1 Unstoppable AI Cash-Flow Machine to Buy Hand Over Fist After the Pullback
ALEX SIROIS
Updated Mon, June 15, 2026 at 11:48 PM GMT+8
0
Quick Read
NVIDIA generated $97 billion in free cash flow last year and trades at 31x earnings, which is roughly half ASML's multiple, after a 9% pullback.
ASML burned $3 billion in free cash flow in Q1 2026 while trading at 62x earnings with
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
Every retail trader on social media is currently fixated on ASML Holding (NASDAQ:ASML | ASML Price Prediction), the Dutch lithography monopoly whose shares have ripped 138.9% over the past year on Elon Musk’s Terafab buzz and an AI capex narrative that refuses to quit. But here’s what you should actually be watching.
Video Muted
ASML now trades at 62x trailing earnings with a price-to-sales rati
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Forget ASML Holding: 1 Unstoppable AI Cash-Flow Machine to Buy Hand Over Fist After the Pullback
Alex Sirois
Mon, June 15, 2026 at 6:25 AM PDT 3 min read
ASML.AS
-0.45%
NVDA
+3.49%
ASML
+2.45%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVIDIA generated $97 billion in free cash flow last year and trades at 31x earnings, which is roughly half ASML's multiple, after a 9% pullback.
ASM
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
__fail__
2026-06-15
www.foxbusiness.com
2026-06-15
Fox Business
Gatestone Institute senior fellow Gordon Chang criticizes NVIDIA's plan to sell Vera CPUs to Chinese clients.
Gatestone Institute senior fellow Gordon Chang calls NVIDIA's sales pitch of Vera CPUs to Chinese clients 'incomprehensible.' He argues China's military-civil fusion policy guarantees military access to these advanced chips, directly aiding the PLA. Chang emphasizes that this decision hel