Semiconductor News & Analysis Feed
5435 articles
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Danielle Liverance
Fri, June 19, 2026 at 10:36 AM PDT 4 min read
INTC
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MU
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Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno
2026-06-20
www.tradingview.com
2026-06-20
TradingView
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Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Less than 1 min read
MU
+6.82%
Micron
MU
stock could stay in focus after Stifel and Wedbush lifted their price targets on expectations that memory pricing and AI demand will keep improving.
Stifel raised i
2026-06-20
www.gurufocus.com
2026-06-20
GuruFocus
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2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
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The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
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Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
dallasexpress.com
2026-06-19
Dallas Express
Gov. Greg Abbott announced that the state has awarded a $3.9 million grant through the Texas Semiconductor Innovation Fund (TSIF) to Schunk Xycarb Technology Inc. to support an expansion of its Georgetown production facility.
State officials said the project is expected to create 25 new jobs and generate more than $42 million in capital investment.
Abbott said the expansion will help strengthen
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Texas Awards $3.9 Million Semiconductor Grant To Xycarb Expansion In Georgetown
Dallas Express
Fri, June 19, 2026 at 8:00 AM PDT 2 min read
Worker at Schunk Xycarb Technologies Inc. in Georgetown Image by Schunk Xycarbwebsite
Gov. Greg Abbott announced that the state has awarded a $3.9 million grant through the Texas Semiconductor Innovation Fund (TSIF) to Schunk Xycarb Technology Inc. to support
2026-06-19
wccftech.com
2026-06-19
Wccftech
Imitation remains the highest form of flattery. After Samsung won plaudits for the Exynos 2600's novel Heat Path Block (HPB) thermal technology, Qualcomm, whose recent chips iterations have resembled a veritable inferno when it comes to their runaway heat issues, now appears to be flattering Samsung by copying its HPB tech for the upcoming Snapdragon 8 Elite Gen 6 Pro, albeit sloppily so.
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Micron Stock
Current Price: $1,133.99 (June 18, 2026 close)
Target Price (Mid): ~$1,740
Street Target (TIKR mean): ~$930
Potential Total Return: ~54%
Annualized IRR: ~ 22% / year
Max Drawdown: 30.31% on 3/30/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Micron Technology (MU) is no longer the c
2026-06-19
communityimpact.com
2026-06-19
Community Impact | News
Schunk Xycarb Technology Inc., a production facility that manufactures components used in semiconductor wafer processing, received a $3.9 million Texas Semiconductor Innovation Fund grant, according to a June 18 state news release.
Learn more
The TSIF grant will help Xycarb expand its Georgetown facility, which will create 25 new jobs and invest $42 million in capital, according to the release.
2026-06-19
www.tomshardware.com
2026-06-19
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Post-silicon era gets closer as industry giants crack the 2D transistor scaling bottleneck with breakthrough tech — imec, ASML, and TSMC fab complementary 2D-material transistors at 50nm pitch on a 300mm wafer
News-analysis
By Luke James published June 19, 2026
EUV-printed 28nm gates and 94% working devices, all on standard production tooling.
(Imag
2026-06-19
www.thefpsreview.com
2026-06-19
The FPS Review
AMD Radeon RX 9070 GRE vs NVIDIA GeForce RTX 5070 Performance Review
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AMD RX 9000 SERIES
AMD RX 9070 SERIES
NVIDIA RTX 5000 SERIES
NVIDIA RTX 5070 SERIES
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Brent Justice
June 19, 2026
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Table of Contents:
Page 1: Introduction
Page 2: Test Setup
Page 3: G
2026-06-19
simplywall.st
2026-06-19
simplywall.st
United States/Semiconductors/NasdaqGS:ON
How ON’s New Elite Pairing Studio For SiC Design Workflows Has Changed Its Investment Story
June 19, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In early June 2026, onsemi launched its cloud-based Elite Pairing Studio, an online tool that helps engineers more easily match silicon carbide (SiC) MOSFETs with gate drivers for power-hungry a
2026-06-19
www.insidermonkey.com
2026-06-19
Insider Monkey
NEWS
Nvidia (NVDA) Announces Artificial Intelligence Partnerships with 6 Major South Korean Companies
Published on June 19, 2026 at 8:19 am by MUHAMMAD ALI KHALID in News
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NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 best electric and autonomous driving stocks to buy according to hedge funds.
On June 8, following a four-day visit to South Korea, Nvidia Corp.’s (NASDAQ:NVDA) Chief Executive O
2026-06-19
english.dotdotnews.com
2026-06-19
點新聞
Apple CEO Tim Cook. (File photo)
Apple CEO Tim Cook has revealed that the company plans to raise prices on its products to offset soaring memory chip costs, which have been driven higher by the rapid expansion of artificial intelligence (AI) infrastructure.
According to an interview with Cook published by The Wall Street Journal on June 17, the Apple chief executive said price increases for Appl
2026-06-19
eetimes.com
2026-06-19
The world’s largest hyperscaler wants to seize the semiconductor moment by selling AI accelerators at scale.
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
A Chinese AI lab is allegedly catching up with Anthropic.
2026-06-19
www.cnbc.com
2026-06-19
CNBC
Imagine this: you’re wearing a pair of glasses with a built-in camera and a visual display.
You’re walking down the road and you remember you need to make a reservation at a restaurant. Instead of using your smartphone to research recommended spots, you talk to your digital assistant who manages to get it done, across various apps, and sends you a booking confirmation.
This is the new world of A
2026-06-19
tomshardware.com
2026-06-19
Luke James
Wired has identified SK Telecom as the South Korean telecom company whose access to Anthropic's Claude Mythos model the White House ordered revoked over alleged ties to China.
2026-06-19
theedgemalaysia.com
2026-06-19
The Edge Malaysia
(June 19): Chip-equipment maker ASML said on Friday it had never shipped an extreme ultraviolet (EUV) lithography machine to China, after a report that US officials were concerned one of the company's most advanced tools may have reached the country.
"ASML has never shipped an EUV machine to China nor have we shipped to China any component, module or equipment specially designed to be used in an