Semiconductor News & Analysis Feed
5427 articles
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
NVIDIA Corporation $NVDA is Hayek Kallen Investment Management's 6th Largest Position
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Hayek Kallen Investment Management trimmed its NVIDIA stake by 6.2% in the fourth quarter, but NVDA still represented 4.1% of the fund’s portfolio and remained its 6th largest holding.
Wall Street sentiment remains bullish, with anal
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
www.tradingview.com
2026-06-22
TradingView
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TradingView
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Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Less than 1 min read
NVDA
−0.97%
Bank of America keeps NVIDIA (NVDA) as a top pick with a $350 target, citing AI compute and networking leadership; risks include uneven AI deployments, gaming cyclicality, and power/access limits.
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Reports say NVIDIA’s R
2026-06-22
www.tradingview.com
2026-06-22
TradingView
News
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TradingView
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Key facts: Micron Q3 Call June 24; Targets Raised to $1.2K/$1.3K
Key facts: Micron Q3 Call June 24; Targets Raised to $1.2K/$1.3K
Less than 1 min read
MU
+6.82%
Micron (MU) reports fiscal Q3 results and hosts an earnings call June 24, 2026. Traders watch revenue, AI/data-center demand and high-bandwidth memory orders for near-term trend clues.
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Analysts bigly raised
2026-06-22
www.marketscreener.com
2026-06-22
marketscreener.com
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2026-06-22
eetimes.com
2026-06-22
In an environment of cloud platforms and AI models, security must be embedded into defense systems from the outset.
2026-06-22
en.yna.co.kr
2026-06-22
Yonhap News Agency
SEOUL, June 22 (Yonhap) -- SK hynix Inc. on Monday surpassed Samsung Electronics Co. in market capitalization, to become South Korea's most valuable listed company.
Shares of SK hynix closed 5.61 percent higher, lifting the company's market capitalization to 2,080.37 trillion won (US$1,350.98 billion), compared with Samsung Electronics' 2,066.66 trillion won after its stock slipped 0.14 percent.
2026-06-22
www.bloomberg.com
2026-06-22
Bloomberg.com
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2026-06-22
broadbandbreakfast.com
2026-06-22
Broadband Breakfast
AI
In Interview with AP, Nvidia's Jensen Huang Urges Americans to Use AI More
Society has no choice but to change in the advent of AI, although Huang has been optimistic about the technology’s potential.
Associated Press
Jun 21, 2026 — 6 min read
SHERMAN, Texas, June 21, 2026 (AP) — Nvidia CEO Jensen Huang — whose work helped propel artificial intelligence — stressed in an Associated Press inte
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
Hotter Than a Hot Tub: The 45°C Breakthrough to Cool AI’s Biggest Machines
NVIDIA’s latest AI servers can run on coolant warmer than a hot tub — and that counterintuitive choice is one of the biggest efficiency leaps in data center history.
June 21, 2026 by Josh Parker
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Hot tubs sit at about 38 to 40 degrees Celsius, warm enough that most people can only soak for about 15 minutes. NVIDIA
2026-06-22
www.tweaktown.com
2026-06-22
TweakTown
NVIDIA's AI agents taught robots to install GPUs into motherboards without any human help
Three AI coding agents, including Claude Code and Codex, trained on real hardware, achieving 99% success on tasks like GPU installation and pin sorting.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jun 21, 2026 11:08 PM CDT
2-minute read time
TL;DR: NVIDIA's ENPIRE framework enables AI coding agent
2026-06-22
www.digitimes.com
2026-06-22
digitimes
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip...
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2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
CSOP lifts options cap for its $12.8B SK Hynix leveraged ETF, the world’s largest
The Hong Kong-based fund manager is raising the options allocation ceiling from 40% to 49% of net asset value for its
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
www.msn.com
2026-06-22
MSN
Confirmed price hikes: Tim Cook says rising memory costs make Apple product price increases 'unavoidable,' ending months of shielding customers.
Big iPhone jump: Analysts see iPhone 18 Pro starting at $1,299–$1,399, up $200–$300, with Ultra model potentially near $2,000.
AI-driven shortage: Global DRAM and NAND supplies are strained by AI data centers, pushing up costs and impacting the entire s
2026-06-22
www.msn.com
2026-06-22
MSN
Cook confirms hikes: Tim Cook says price increases are 'unavoidable' as memory costs soar, ending Apple’s ability to shield consumers.
iPhone 18 Pro impact: Analysts project a $1,299–$1,399 starting price for the iPhone 18 Pro, up to $300 more than the iPhone 17 Pro.
Industry-wide pressure: AI-driven demand for memory chips could raise global smartphone prices by up to 20%, hitting low-end devic
2026-06-22
www.bloomberg.com
2026-06-22
Bloomberg.com
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2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of