Semiconductor News & Analysis Feed
5393 articles
2026-06-16
www.pymnts.com
2026-06-16
PYMNTS.com
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2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
China, GaN
China GaN Ban Tests Infineon's AI Data Center Momentum as Forward P/ E Hits 34x
15.06.2026 - 21:05:17 | boerse-global.de
Infineon accelerates €5B Dresden fab to 2026, but patent dispute in China forces halt of GaN sales. AI power chip revenue forecast to grow, stock up 111% YTD.
China - China GaN Ban Tests Infineon's AI Data Center Momentum as Forward P/E Hits 34x 15.06.2026 - Bild: ü
2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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2026-06-16
easternherald.com
2026-06-16
The Eastern Herald
The Phone That Cost Twice as Much to Build: How the Chip Crisis Landed on Your Next Smartphone Bill
From Nvidia's AI supply agreements to the EU's Chips Act 2.0, the forces reshaping smartphone pricing are structural — and far from resolved.
BY TECHNOLOGY DESK
JUNE 15, 2026
Silicon carbide (SiC) chips, a key component in modern semiconductors, are at the centre of a structural global shortage. [I
2026-06-16
wccftech.com
2026-06-16
Wccftech
US-based AI company, Tensordyne, has announced the successful tape-out of its Napier chip, which it claims to demolish NVIDIA's Blackwell & Rubin chips with leading token throughput and efficiency.
The Napier chip will be the core component of the Tensordyne Napier TDN system, which is designed in collaboration with Broadcom and HPE Juniper Networks. The Napier platform has one goal: to unify AI
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is up 8% and just printed an intraday record near $558, pushing the company’s market value above $900 billion for the first time.
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NVIDIA (NASDAQ:NVDA) shares are climbing 4% to roughly $214, while Intel (NASDAQ:INTC) stock is up 3% to $128 and ch
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge
David Moadel
Mon, June 15, 2026 at 9:22 AM PDT 4 min read
AMD
-7.30%
NVDA
-2.37%
INTC
-8.45%
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AMD hit a record $558 and crossed $900B in market cap Monday; NVIDIA and Intel shares advanced as a U.S.-Iran peace deal fueled broad chip buying.
AMD's Ryzen A
2026-06-16
www.techpowerup.com
2026-06-16
TechPowerUp
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2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It seems like every big tech firm with enough money to spend wants to build its own custom silicon, and it makes a lot of sense, especially since how much money is flowing into Nvidia’s pockets for its GPUs. With a likely
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock
Joey Frenette
Mon, June 15, 2026 at 9:12 AM PDT 4 min read
META
+5.30%
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Custom silicon from Meta and Google is pressuring Nvidia's GPU dominance, with hyperscalers potentially selling AI compute to third parties.
Zuckerberg's wartime AI approach and MTIA's six-month in
2026-06-16
www.msn.com
2026-06-16
MSN
Chip stocks rose broadly on Monday following an agreement to end the U.S.-Iran war. MicronMU stock and shares of Advanced Micro DevicesAMD led the gainers.
In morning trades on the stock market today, the Philadelphia semiconductor index, known as SOX, crossed the 14,000 level for the first time and hit a record high. In recent trades, the SOX was up more than 4%.
The SOX includes the 30 largest
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
2026-06-16
www.msn.com
2026-06-16
MSN
Nvidia stock was gaining Monday after the chip maker said it would offer investment-grade corporate bonds for the first time since 2021.
The company issued a prospectus for a multipart offering of senior unsecured notes on Monday. It didn’t detail how much debt it will issue or at what price, but Bloomberg reported Nvidia aims to raise at least $20 billion, citing people familiar with the matter.
2026-06-16
eetimes.com
2026-06-16
The company said it can consume an order of magnitude less power per token versus GPU alternatives.
2026-06-16
www.houstonchronicle.com
2026-06-16
Houston Chronicle
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2026-06-16
norfolkdailynews.com
2026-06-16
The Norfolk Daily News
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2026-06-16
www.einnews.com
2026-06-16
EIN News
www.einnews.com
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2026-06-16
chargedevs.com
2026-06-16
Charged EVs
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2026-06-15
www.investors.com
2026-06-15
Investor's Business Daily
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2026-06-15
www.theinformation.com
2026-06-15
The Information
Amazon’s Jassy Raised Concerns About Anthropic Model Before Trump Crackdown
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