Semiconductor News & Analysis Feed
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Why This Semiconductor ETF Is the Only Bet You Need Before the Next AI Wave
Omor Ibne Ehsan
Mon, June 15, 2026 at 7:55 AM PDT 4 min read
NVDA
+2.94%
AVGO
+2.49%
SOXQ
+4.40%
SOXX
+4.51%
QQQ
+2.92%
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Trading disclosure
Quick Read
SOXQ has surged 86% this year and returned 329% over five years by concentrating assets in AI chipmakers like NVIDIA and Broadcom.
SOXQ's 0.19% e
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
www.gurufocus.com
2026-06-15
GuruFocus
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2026-06-15
tomshardware.com
2026-06-15
Luke James
China's Supreme People's Court on Friday upheld an injunction prohibiting Infineon from selling disputed GaN products in mainland China.
2026-06-15
www.tomshardware.com
2026-06-15
Tom's Hardware
Tech Industry
China's supreme court bans Infineon from selling GaN power chips in China — market-leader Innoscience secures major victory in multi-region patent war
News
By Luke James published 37 minutes ago
Two suppliers building Nvidia's 800V AI-rack power chips now block each other from key markets.
(Image credit: Getty / Pla2na)
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2026-06-15
www.msn.com
2026-06-15
MSN
Semiconductor stocks surged Monday, powering the information technology sector (XLK) to the top of the S&P 500 (SP500) sector leaderboard as investors embraced a renewed appetite for growth-oriented assets following news of a peace agreement between the United States and Iran.
The easing of geopolitical tensions helped fuel a broad risk-on rally across Wall Street, with chipmakers emerging as one
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
ON Semiconductor Shares Climb After Citi Highlights Potential Upside Ahead of Analyst Day (ON)
Fiona Craig
Mon, June 15, 2026 at 7:10 AM PDT 2 min read
ON
+4.41%
Trade ON on Coinbase
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chip semiconductor pcb 4 NEW SIZE ©Adobe Stock Images
ON Semiconductor (NASDAQ:ON) shares gained 5% on Monday after Citi raised its price target on the chipmaker and placed the stock on its Upside
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
www.designworldonline.com
2026-06-15
Design World
www.designworldonline.com
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2026-06-15
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2026-06-15
Stock Titan
2026-06-15
www.citybiz.co
2026-06-15
citybiz
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CHARLOTTE RALEIGH, GLOBAL PEOPLE, GENERAL BUSINESS
Wolfspeed Names Semiconductor Industry Veteran Dan Whalen Vice President of Investor Relations
JUNE 15, 2026
Dan Whalen
Wolfspeed, Inc. (NYSE: WOLF) has appointed Daniel “Dan” Whalen as Vice President of Investor Relations, effective June 15, as the silicon carbide technology company seeks to strengthen engagement
2026-06-15
eetimes.com
2026-06-15
As Rapidus signs an MoU with the UK Semiconductor Centre (UKSC), EE Times speaks exclusively with the UKSC's new CEO, Andy McLean.
2026-06-15
www.msn.com
2026-06-15
MSN
Citi raised the price targets on Texas Instruments (TXN) and ON Semiconductor (ON), while separately highlighting the implications of the 800V Direct Current, or DC, transition for its analog and connector coverage.
"We are most constructive on TXN, driven by expected share gains in data center power starting in 2H26, and continue to favor MPWR on sustained share gains in Enterprise Data and Comm
2026-06-15
www.engineering.com
2026-06-15
Engineering.com
www.engineering.com
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2026-06-15
www.timothysykes.com
2026-06-15
timothysykes.com
Marvell Technology Inc. stocks have been trading up by 5.16 percent amid bullish sentiment on its expanding AI and data-center opportunities.
Live Update At 09:18:38 EDT: On Monday, June 15, 2026 Marvell Technology Inc. stock [NASDAQ: MRVL] is trending up by 5.16%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
MRVL has been trading
2026-06-15
irei.com
2026-06-15
Institutional Real Estate, Inc.
irei.com
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2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday’s and Friday’s highs after getting hard hit last Friday. The host of Stock Market Today With IBD said the ETF contains a lot of chips that are well into new high territory that really just didn’t stop at all. If you waited for confirmation, confirmation