Semiconductor News & Analysis Feed
8161 articles
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Electronic Equipment and Components/NYSE:GLW
Corning (GLW) Is Up 8.8% After AI Fiber Deals With Nvidia, Meta, Amazon - What's Changed
June 20, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Corning highlighted multibillion-dollar risk-sharing fiber agreements with Nvidia, Meta, and Amazon, alongside stronger-than-expected first-quarter results support
2026-06-20
www.msn.com
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
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Stock Could Be 8.6% Undervalued After IQE Silicon Photonics Deal
June 20, 2026
Simply Wall St
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Tower Semiconductor (TSEM) has drawn fresh attention after IQE plc agreed to supply Indium Phosphide epiwafers under a multi-year deal related to AI data center optical connectivity and the expansion of silicon photonic
2026-06-20
www.marktechpost.com
2026-06-20
MarkTechPost
Artificial IntelligenceAI InfrastructureTech NewsAI Paper SummaryTechnologyAI ShortsApplicationsEditors PickLanguage ModelLarge Language ModelMachine LearningNew ReleasesOpen SourceSoftware EngineeringStaff
NVIDIA AI Introduce SpatialClaw: A Training-Free Agent That Treats Code as the Action Interface for Spatial Reasoning
By Asif Razzaq -
June 19, 2026
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NVIDIA
2026-06-20
eetimes.com
2026-06-20
Canada sharpens its defense and tech edge with policies to boost homegrown chip power.
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Why QUALCOMM (QCOM) Is Up 6.8% After New AI Chip Deals And Spatial Computing Push
June 20, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Qualcomm has accelerated its push beyond smartphones by launching a custom AI data center silicon program with a leading hyperscaler, unveiling its Snapdragon Reality Elite platform for spatial computin
2026-06-20
tomshardware.com
2026-06-20
Jake Roach
AMD says it will reinstate firmware memory encryption (TSME) on non-PRO Ryzen 9000 desktop CPUs through a BIOS update in July, following the feature's removal through an earlier firmware update.
2026-06-20
simplywall.st
2026-06-20
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Joins NVIDIA On AI Memory While HBM4E Samples Reach Customers
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
SK hynix (KOSE:A000660) has entered a multiyear co-development partnership with NVIDIA to create advanced AI memory solutions for next-generation platforms.
The company has shipped HBM4E DRAM samples to major custome
2026-06-20
www.aol.com
2026-06-20
AOL.com
Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
ALEX SIROIS
Fri, June 19, 2026 at 10:56 PM GMT+8
0
Quick Read
TSM trades at 27x forward earnings despite management guiding above 30% revenue growth for 2026 and eight consecutive earnings beats.
SOXX surged 97% year-to-date while TSM gained only 41%, making it the cheapest pure-play foundry seat in the semiconductor sector
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Q1 Earnings Highs And Lows: Entegris (NASDAQ:ENTG) Vs The Rest Of The Semiconductor Manufacturing Stocks
Adam Hejl
Fri, June 19, 2026 at 1:04 PM PDT 5 min read
ENTG
+2.93%
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Trading disclosure
Q1 Earnings Highs And Lows: Entegris (NASDAQ:ENTG) Vs The Rest Of The Semiconductor Manufacturing Stocks
As the Q1 earnings season comes to a close, it's time to take stock of this quar
2026-06-20
liliputing.com
2026-06-20
Liliputing
More than two years after introducing a hacker-friendly smart speaker, Pine64 is now taking orders for its answer to the Amazon Echo, Google Home, and Apple HomePod line of devices.
The PineVoice* smart speaker has a lot of the features you’d expect from mainstream models. But it’s powered by a RISC-V processor and designed to work with the open source Home Assistant platform rather than propriet
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 PM PDT 2 min read
NVDA
-0.97%
MU
+6.82%
SNDK
+4.07%
Explore stocks on Coinbase
Trading disclosure
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation
2026-06-20
ca.finance.yahoo.com
2026-06-20
Yahoo! Finance Canada
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 p.m. PDT 3 min read
MU
+6.82%
SNDK
+4.07%
NVDA
-0.97%
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation NVDA over the past year. The company recent
2026-06-20
www.foreignpolicyjournal.com
2026-06-20
foreignpolicyjournal.com
Commerce Secretary Howard Lutnick has raised concerns directly with senior leaders at ASML Holding NV (AMS: ASML) that one of the company’s most advanced machines may have entered China in violation of US-led export restrictions, Bloomberg reported.
In a series of recent meetings, Lutnick told ASML executives that he was concerned about the company’s extreme ultraviolet lithography, or EUV, machi
2026-06-20
www.zacks.com
2026-06-20
Zacks Investment Research
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2026-06-20
www.barrons.com
2026-06-20
Barron's
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2026-06-20
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2026-06-20
Zacks Investment Research
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2026-06-20
news.google.com
2026-06-20
Seeking Alpha
2026-06-19
www.ad-hoc-news.de
2026-06-19
AD HOC NEWS
TSMCs, Capacity
TSMC's Capacity Conundrum: Record Earnings Mask the CoWoS Squeeze Forcing Clients to Samsung
19.06.2026 - 17:56:59 | boerse-global.de
Despite 58% profit surge, TSMC's advanced packaging capacity is fully booked through 2026, forcing Google, BYD, AMD, and Tesla to turn to Samsung. TSMC partners Amkor for US expansion; stock near all-time high.
TSMCs - TSMC's Capacity Conundrum: Re
2026-06-19
kalkinemedia.com
2026-06-19
Kalkine Media
Is Analog Devices (NASDAQ:ADI) Leading The Analog Chip Recovery?
S&P 500
ADI
3 min read | June 19, 2026 08:56 AM PDT | By Anmol Khazanchi
Google News:
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