Semiconductor News & Analysis Feed
4437 articles
2026-06-20
news.google.com
2026-06-20
foreignpolicyjournal.com
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
While Nvidia's AI-focused processors get all the attention, the company's software ecosystem could be an even more important asset.
CUDA helps create powerful switching costs.
Nvidia's moat increasingly resembles an ecosystem rather than a semiconductor business.
10 stocks we like better than Nvidia ›
Nvidia's (NASDAQ: NVDA) dominance has created a strange problem for its competito
2026-06-20
cryptobriefing.com
2026-06-20
Crypto Briefing
Apple faces price hikes for iPhone 18 Pro as AI-fueled chip shortage bites
Memory chip costs have nearly quadrupled, and Tim Cook says price increases are now unavoidable for Apple's flagship products
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
While Nvidia's AI-focused processors get all the attention, the company's software ecosystem could be an even more important asset.
CUDA helps create powerful switching costs.
Nvidia's moat increasingly resembles an ecosystem rather than a semiconductor business.
10 stocks we like better than Nvidia ›
Nvidia's (NASDAQ: NVDA) dominance has created a strange problem for its competito
2026-06-20
news.google.com
2026-06-20
AOL.com
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
The Most Important Nvidia Product Isn't a Chip. It's This.
Lawrence Nga, The Motley Fool
Sat, June 20, 2026 at 6:10 AM PDT 4 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia's (NASDAQ: NVDA) dominance has created a strange problem for its competitors, yet building a competing artificial intelligence (AI) chip is no longer enough to catch up. Even if a rival develops a faste
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
Nvidia's (
NVDA
1.13%
) dominance has created a strange problem for its competitors, yet building a competing artificial intelligence (AI) chip is no longer enough to catch up. Even if a rival develops a faster processor at a lower price -- already extremely difficult-- it still faces a much bigger challenge: convincing developers to leave Nvidia's ecosystem.
That's because Nvidia's most importan
2026-06-20
sg.finance.yahoo.com
2026-06-20
Yahoo Finance Singapore
After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...'
Namrata Sen
Sat, 20 June 2026 at 5:02 am GMT-7 6 min read
INTC
+5.19%
AAPL
-0.34%
TSLA
+1.14%
NVDA
-0.97%
President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and lauded his efforts to bring chip production ba
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...'
Namrata Sen
Sat, June 20, 2026 at 5:02 AM PDT 6 min read
INTC
+5.19%
AAPL
-0.34%
TSLA
+1.14%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and l
2026-06-20
eastasiaforum.org
2026-06-20
East Asia Forum
Listen to this article
US semiconductor export controls on China are both reducing China’s access to chipmaking equipment and changing the geography through which that access is organised. Several key parts of the semiconductor equipment supply chain are becoming more deeply rooted in Southeast Asia. China’s procurement network is becoming more regionalised, more compliance-sensitive and more dep
2026-06-20
www.msn.com
2026-06-20
MSN
ASML has told Tom's Hardware that claims one of its extreme ultraviolet (EUV) lithography systems has ended up in China despite export restrictions is both inaccurate and damaging to its reputation. It follows a report that Commerce Secretary Howard Lutnick questions senior leadership, concerned that one of the machines had ended up in China in breach of export restrictions.
The company is refuti
2026-06-20
www.cnbc.com
2026-06-20
CNBC
Few workers can say that their bonuses have been so large that the country’s central bank takes notice.
But in South Korea, that phenomenon is playing out as workers from tech industries receive bonuses worth millions of won, prompting the Bank of Korea to warn of the upward pressure to inflation.
In a June 17 report, the central bank wrote that inflation this year has been largely powered by en
2026-06-20
www.tradingview.com
2026-06-20
TradingView
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Key facts: NVIDIA speeds AI chip cycles; prices $25B bonds
Key facts: NVIDIA speeds AI chip cycles; prices $25B bonds
Less than 1 min read
NVDA
−0.97%
NVIDIA (NVDA) sped up AI chip product cycles; CEO Jensen Huang leads faster hardware releases as the firm nears record corporate profit—key points for traders: product cadence and profit trajectory.
1
NVIDIA (NVDA) trades near
2026-06-20
www.aol.com
2026-06-20
AOL.com
Taiwan Semiconductor Manufacturing: A Strong Contender in the Chip Industry
MOTLEY FOOL YOUTUBE, THE MOTLEY FOOL
Sat, June 20, 2026 at 7:20 AM GMT+8
0
Taiwan Semiconductor Manufacturing: A Strong Contender in the Chip Industry
Explore the exciting world of Taiwan Semiconductor Manufacturing (NYSE: TSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the vid
2026-06-20
www.huaweicentral.com
2026-06-20
Huawei Central
NEWS
US suspects an advanced chip-making EUV tool has reached China
Published
3 days ago
on
June 20, 2026
By
Emiko Matsui
Discover more
Chip
Huawei Mate Series
Mobile Phone Accessories
US is worried as it believes China has an advanced EUV chip-making tool. A new report suggests that the American authorities suspect that cutting-edge tech equipment may have reached the rival country,
2026-06-20
www.igorslab.de
2026-06-20
igor´sLAB
LATEST NEWS
SK hynix ships 48 GB HBM4E samples: 16 Gbit/s per pin and improved thermals for upcoming AI chips
20. June 2026 06:00Samir Bashir
📖 Reading time: approx. 6 minutes · 1,176 words · 7,386 characters
In the HBM market, the key question is no longer simply who announces the fastest memory. What matters is who can deliver functional samples to NVIDIA, AMD, Google, or other developers of ma
2026-06-20
letsdatascience.com
2026-06-20
Let's Data Science
FUNDING & BUSINESS
micron
semiconductors
ai investing
earnings
Micron Earnings Test AI-Driven Chip Rally Momentum
5 sources
|
June 20, 2026
5.8
Relevance Score
Photo: img.etimg.com · rights & takedowns
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Investors are treating Micron Technology's quarterly report on June 24 as a key test of AI-driven semiconductor demand, Reuters reports. Micron's shares have risen about 298% thi
2026-06-20
telecom.economictimes.indiatimes.com
2026-06-20
ET Telecom
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2026-06-20
MSN
Record PS5 upgrade cost: SanDisk’s new officially licensed PS5 SSDs cost up to $2,959.99 for the 8TB model, far exceeding the price of the console itself.
Chip shortage pressure: Global NAND flash and DRAM shortages, fuelled by AI infrastructure demand, are keeping SSD prices high across consumer markets.
Price relief outlook: Analysts see only modest SSD price drops in late 2026, with high-capa