Semiconductor News & Analysis Feed
46 articles
2026-06-16
letsdatascience.com
2026-06-16
Let's Data Science
FUNDING & BUSINESS
micron
hbm
market analysis
semiconductors
Micron's Sold-Out HBM Capacity Creates June 24 Catalyst
1 sources
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June 15, 2026
5.5
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A Market Analysis highlights that Micron Technology Inc has sold out its HBM capacity and identifies June 24 as a make-or-break catalyst. The analysis also covers
2026-06-13
letsdatascience.com
2026-06-13
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INFRASTRUCTURE
hardware pricing
gpus
nvidia
market trends
Nvidia raises RTX Pro 6000 Blackwell price
2 sources
|
June 13, 2026
5.5
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Per Tom's Hardware, Nvidia's official Marketplace now lists the RTX Pro 6000 Blackwell Workstation Edition at $13,250, a 55% increase over its MSRP compared with a year earlier. T
2026-06-12
letsdatascience.com
2026-06-12
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FUNDING & BUSINESS
tsmc
foundry
institutional holdings
semiconductors
Harvard Increases Stake in Taiwan Semiconductor (TSM)
5 sources
|
June 12, 2026
6.8
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Harvard Management significantly increased its holding in Taiwan Semiconductor Manufacturing Co. (TSM), reporting 686,796 shares valued at $232.1 million as of Q1 2026, pe
2026-06-11
letsdatascience.com
2026-06-11
Let's Data Science
FUNDING & BUSINESS
nvidia
ai infrastructure
earnings
datacenter
Nvidia Reports Strong AI-driven Revenue and Guidance
1 sources
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June 11, 2026
8.0
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Seeking Alpha reports that Nvidia posted Q1 revenues up 85% year-over-year to $81.6B, with gross margins at 75%, driven by robust demand for AI infrastructure. The a
2026-06-08
letsdatascience.com
2026-06-08
Let's Data Science
PRODUCTS & TOOLS
nvidia
gpus
supply chain
Nvidia GPU Demand Remains Strong as Blackwell Tightens
1 sources
|
June 8, 2026
7.2
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Per Wedbush, Nvidia demand for `Grace Blackwell` GPUs is straining supply as memory tightens. `Grace Blackwell` GPUs have become more difficult to acquire, per Wedbush.
Scoring Rationale
High-demand Nvid
2026-06-08
letsdatascience.com
2026-06-08
Let's Data Science
INFRASTRUCTURE
samsung
nvidia
hbm
Samsung, Nvidia Discuss Next-Generation HBM Cooperation
1 sources
|
June 8, 2026
6.9
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The head of Samsung Electronics' memory business met Monday with Nvidia CEO Jensen Huang to discuss
2026-06-07
letsdatascience.com
2026-06-07
Let's Data Science
INFRASTRUCTURE
nvidia
sk hynix
ai infrastructure
dram
Nvidia Secures SK Hynix DRAM for Vera Data-Center CPU
1 sources
|
June 7, 2026
6.9
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Bloomberg reporting, as summarized by Seeking Alpha, says Nvidia's newly unveiled Vera data-center CPU will incorporate memory supplied by SK Hynix. The coverage frames the an
2026-06-07
letsdatascience.com
2026-06-07
Let's Data Science
INFRASTRUCTURE
nvidia
rtx spark
arm pc
unified memory
Nvidia Unveils RTX Spark for Windows AI PCs
13 sources
|
June 7, 2026
8.1
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Per NVIDIA's press release and Computex announcement, RTX Spark is a new Arm-based system-on-chip that combines a 20-core CPU, a Blackwell GPU with 6,144 CUDA cores, and up to 128GB of unified m
2026-06-06
letsdatascience.com
2026-06-06
Let's Data Science
FUNDING & BUSINESS
broadcom
ai semiconductors
customer concentration
vmware
Broadcom Posts AI Revenue Surge, Triggers Investor Reassessment
7 sources
|
June 5, 2026
7.0
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Broadcom reported record fiscal Q2 revenue of $22.2 billion, up 48% year over year, with AI semiconductor revenue of $10.8 billion, up 143%, ac
2026-06-04
news.google.com
2026-06-04
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2026-06-04
letsdatascience.com
2026-06-04
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INFRASTRUCTURE
dram
hbm
micron
ai infrastructure
Micron Benefits From AI-Driven Memory Demand Surge
1 sources
|
June 4, 2026
6.8
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According to a Seeking Alpha analysis published Jun 4, 2026, the author argues that Micron Technology is a frontrunner in the AI-driven memory supercycle as demand for DRAM and HBM pr
2026-06-03
letsdatascience.com
2026-06-03
Let's Data Science
INFRASTRUCTURE
amkor
advanced packaging
osat
chips act
Amkor Technology Trades Cheap Despite AI Packaging Importance
1 sources
|
June 3, 2026
6.9
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Seeking Alpha reports that Amkor Technology (AMKR) trades at about 2.35x forward revenue and, in the article's thesis, is growing at 27.5% year-over-year, positioning
2026-06-02
letsdatascience.com
2026-06-02
Let's Data Science
INFRASTRUCTURE
nvidia
rtx spark
pc chips
mediatek
Nvidia Unveils RTX Spark Targeting PC Chip Market
14 sources
|
June 1, 2026
8.0
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Nvidia unveiled the RTX Spark superchip at GTC Taipei on May 31, 2026, positioning the product as a Windows PC processor purpose-built for local AI agents, creators and gamers, according to
2026-06-01
letsdatascience.com
2026-06-01
Let's Data Science
INFRASTRUCTURE
intel
crescent island
ai inference
lpddr5
Intel plans Crescent Island AI GPU launch
3 sources
|
June 1, 2026
7.2
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According to the Financial Times, Intel plans to start shipping its new "Crescent Island" AI inference GPU in limited quantities by the end of 2026, after an 18-month development proce
2026-06-01
letsdatascience.com
2026-06-01
Let's Data Science
POLICY & REGULATION
export controls
nvidia
semiconductors
china
U.S. Tightens Controls on Nvidia AI Chip Exports
8 sources
|
June 1, 2026
8.2
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The U.S. Department of Commerce posted weekend guidance clarifying that export license requirements for advanced AI semiconductors apply to entities headquartered in China eve
2026-05-27
letsdatascience.com
2026-05-27
Let's Data Science
INFRASTRUCTURE
broadcom
furiosaai
ai accelerators
advanced packaging
Broadcom Adds FuriosaAI for Custom AI Accelerators
2 sources
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May 27, 2026
6.8
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Broadcom has added South Korea's FuriosaAI to its roster of partners building AI accelerators on Broadcom's packaging and networking technology, The Register reports
2026-05-27
letsdatascience.com
2026-05-27
Let's Data Science
INFRASTRUCTURE
texas instruments
analog power
ai infrastructure
semiconductors
Texas Instruments Reports AI-Driven Revenue Inflection
1 sources
|
May 27, 2026
6.8
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Seeking Alpha reports that Texas Instruments saw a Q1 demand revival driven by AI data-center spending and traditional end markets. According to Seek
2026-05-27
letsdatascience.com
2026-05-27
Let's Data Science
FUNDING & BUSINESS
micron
memory hbm
roundhill etf
semiconductor etfs
Micron Rally Boosts AI Memory ETFs and Funds
4 sources
|
May 26, 2026
6.9
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Micron Technology's 2026 surge in AI memory demand is lifting semiconductor ETFs and AI-infrastructure funds, according to coverage from 247wallst and Yahoo Finance. The newly
2026-05-26
letsdatascience.com
2026-05-26
Let's Data Science
FUNDING & BUSINESS
nvidia
michael burry
ai demand
chip market
Michael Burry Warns Nvidia Stock Faces Aggressive Fall
4 sources
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May 26, 2026
6.6
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In Substack posts, investor Michael Burry warned that Nvidia stock is vulnerable to an "aggressive fall," saying "The conditions for an aggressive fall are as strong as they ha
2026-05-26
letsdatascience.com
2026-05-26
Let's Data Science
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