Semiconductor News & Analysis Feed
5431 articles
2026-06-22
startupfortune.com
2026-06-22
Startup Fortune
Micron goes into its June 24 earnings report with a memory business Wall Street no longer knows how to value. The old commodity-cycle playbook doesn't explain 81% gross margin guidance, HBM contracts signed years ahead, or a stock that has already run hard into the print.
Micron's next earnings call is not a routine update. It is a test of whether investors should still treat the company like a b
2026-06-22
wccftech.com
2026-06-22
Wccftech
The Linux 7.2 Kernel Patches have seen the addition of a next-gen NVIDIA GPU architecture, cleverly listed as "Blackwell-Next".
NVIDIA's GPU architectures are not a mystery since the company has been outlining them in roadmaps for years now. We knew that Rubin was going to replace Blackwell years before its launch, and now we know that Feynman will replace Rubin. NVIDIA has only started volume pr
2026-06-22
www.chosun.com
2026-06-22
조선일보
By Lee Hai-woon
Published 2026.06.22. 05:30
Updated 2026.06.22. 11:25
“If a super buyer like Apple has to purchase memory at high prices, who could be stronger than that? It’s Samsung Electronics, SK Hynix, and Micron, the companies selling memory.”
On June 22, the YouTube channel ‘Chosun Money,’ produced by the Chosun Ilbo’s economic department, featured ‘Wall Tech Man,’ a U.S. enterprise anal
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
hbm memory
hyperscalers
semiconductor supply
cloud infrastructure
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers
2 sources
|
June 21, 2026
5.2
Relevance Score
Photo: image.cnbcfm.com · rights & takedowns
QUICK SUMMARY
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Jim Cramer wrote in his Sunday column for CNBC that the AI trade has boosted memory and semiconductor-equipment stocks while putting the major clo
2026-06-21
thenewstack.io
2026-06-21
The New Stack
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2026-06-21
letsdatascience.com
2026-06-21
Let's Data Science
PRODUCTS & TOOLS
nvidia
openclaw
ai agents
enterprise ai
Nvidia Endorses OpenClaw, Advances Agent Blueprints for Enterprise Agents
4 sources
|
June 21, 2026
5.8
Relevance Score
Photo: cdn.thenewstack.io · rights & takedowns
QUICK SUMMARY
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Nvidia's Nader Khalil spoke with The New Stack about the company's backing of the open-source OpenClaw agent framework and its Agent Toolkit blueprints. Kha
2026-06-21
tomshardware.com
2026-06-21
Hassam Nasir
Turns out, an ice machine can cool a GPU perfectly fine as long as you're willing to modify it to the extreme and are patient enough to deal with the leaks.
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia makes the computer chips that power artificial intelligence.
The chipmaker is doing well right now, but competition is fierce, and technology is changing rapidly.
This healthcare company is an industry leader, and every new product it sells comes with an annuity-like income stream.
10 stocks we like better than Intuitive Surgical ›
Nvidia(NASDAQ: NVDA) is at the forefront of
2026-06-21
cryptobriefing.com
2026-06-21
Crypto Briefing
Micron Technology receives 57 buy ratings as analysts push targets near $1,500
Wall Street's overwhelming bullish consensus on Micron reflects the AI memory boom that has quadrupled the stock in 2026
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
__fail__
2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
GMKtec's dramatically redesigned EVO-X3 'Strix Halo' Mini PC gets Lisa Su’s signature of approval.
2026-06-21
www.tomshardware.com
2026-06-21
Tom's Hardware
Tech Industry
Samsung and SK hynix bonuses for chip workers flagged as a national inflation risk — Bank of Korea projects full-year inflation significantly above its 2% target
News
By Luke James published 2 days ago
Memory boom payouts worth up to $455,000 per worker are now a variable in the central bank's price outlook.
(Image credit: Samsung)
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2026-06-21
tomshardware.com
2026-06-21
Luke James
The Bank of Korea has named performance bonuses at Samsung Electronics and SK hynix as a risk to the country's inflationary stability.
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon’s, Patent
Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness
21.06.2026 - 13:34:40 | boerse-global.de
Infineon shares rocket 114% as patent victory protects GaN chip dominance, targeting €12B AI revenue, but near-term revenue dips 9%.
Infineon’s - Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness 21.06.2026 -
2026-06-21
startupfortune.com
2026-06-21
Startup Fortune
Nvidia's stock boom is doing more than rewarding employees. It's giving former insiders the money, credibility and contacts to build AI startups before the rest of the market even gets a meeting.
The PayPal Mafia was built after an exit. The Nvidia version is being built while the mothership is still climbing. That difference matters. Former employees aren't waiting for an IPO window or a buyer t
2026-06-21
tomshardware.com
2026-06-21
Jowi Morales
Dr. James Ries says that his Razer Naga V2 MMO gaming mouse helps him treat patients by keeping relevant medical responses at his fingertips.
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Goldman Sachs lifts target on power-chip demand
21.06.2026 - 13:17:45 | ad-hoc-news.de
Infineon stock gets renewed analyst backing as Goldman Sachs raises its price target on the German chipmaker, citing strong demand for power semiconductors and automotive applications. A look at the call, the broader analyst backdrop and the business behind the shares.
I
2026-06-21
news.az
2026-06-21
Latest news from Azerbaijan
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2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
People seem all-too-ready to anthropomorphize LLMs and AI chatbots like ChatGPT, Claude, and Gemini, reckons a Microsoft AI researcher.
2026-06-21
www.fxempire.com
2026-06-21
FXEmpire
U.S. equities moved higher last week despite a more hawkish message from the Federal Reserve. The Dow Jones Industrial Average closed at 51,564.71, gaining 0.71% for the week. The S&P 500 ended at 7,500.58, up 0.93%, while the Nasdaq Composite advanced 2.43% to close at 26,517.93.
The primary focus this week will be inflation data, particularly the May Personal Consumption Expenditures (PCE) repo