Semiconductor News & Analysis Feed
1131 articles
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon’s, Infrastructure
Infineon’s Infrastructure Rally Faces a Reality Check as Goldman Trims Its Bet
20.06.2026 - 17:55:47 | boerse-global.de
Infineon's AI infrastructure pivot fuels 113% stock surge; Goldman Sachs cut stake below 5% after a one-day flip, signaling caution amid stretched valuations and macro risks.
Infineon’s - Infineon’s Infrastructure Rally Faces a Reality Check as Goldma
2026-06-20
www.tomshardware.com
2026-06-20
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Rare ASML Special Edition Monopoly board unearthed in social media trade — enthusiast swaps 2007 employee gift for High-NA EUV Lego kit
News
By Mark Tyson published 3 days ago
No-cash deal looks set to go ahead, subject to regulatory approval, and no one changing their minds.
(Image credit: Monopoly Fandom Wiki)
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2026-06-20
www.msn.com
2026-06-20
MSN
ASML has told Tom's Hardware that claims one of its extreme ultraviolet (EUV) lithography systems has ended up in China despite export restrictions is both inaccurate and damaging to its reputation. It follows a report that Commerce Secretary Howard Lutnick questions senior leadership, concerned that one of the machines had ended up in China in breach of export restrictions.
The company is refuti
2026-06-20
www.msn.com
2026-06-20
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Goldman lifts target as robotics push and patent win draw attention
20.06.2026 - 10:11:10 | ad-hoc-news.de
Infineon stock is back in the analyst spotlight after Goldman Sachs raised its price target and the chipmaker detailed its humanoid robotics ambitions and a fresh patent victory in GaN power chips. Saturday’s focus: long-term strategy and business mode
2026-06-20
www.igorslab.de
2026-06-20
igor´sLAB
LATEST NEWS
SK hynix ships 48 GB HBM4E samples: 16 Gbit/s per pin and improved thermals for upcoming AI chips
20. June 2026 06:00Samir Bashir
📖 Reading time: approx. 6 minutes · 1,176 words · 7,386 characters
In the HBM market, the key question is no longer simply who announces the fastest memory. What matters is who can deliver functional samples to NVIDIA, AMD, Google, or other developers of ma
2026-06-20
www.igorslab.de
2026-06-20
igor´sLAB
INTEL • LATEST NEWS
Intel makes Advanced Packaging its own foundry focus: former SK hynix chief to scale EMIB-T and HBI
20. June 2026 06:00Samir Bashir
📖 Reading time: approx. 7 minutes · 1,308 words · 8,649 characters
A modern AI chip is no longer simply a single piece of silicon. It is a densely packed system of compute chiplets, HBM, I/O dies, networking components, and power delivery. Anyone
2026-06-20
www.igorslab.de
2026-06-20
igor´sLAB
INTEL • LATEST NEWS
Intel makes Advanced Packaging its own foundry focus: former SK hynix chief to scale EMIB-T and HBI
20. June 2026 06:00Samir Bashir
📖 Reading time: approx. 7 minutes · 1,308 words · 8,649 characters
A modern AI chip is no longer simply a single piece of silicon. It is a densely packed system of compute chiplets, HBM, I/O dies, networking components, and power delivery. Anyone
2026-06-20
www.msn.com
2026-06-20
MSN
ASML has told Tom's Hardware that claims one of its extreme ultraviolet (EUV) lithography systems has ended up in China despite export restrictions is both inaccurate and damaging to its reputation. It follows a report that Commerce Secretary Howard Lutnick questions senior leadership, concerned that one of the machines had ended up in China in breach of export restrictions.
The company is refuti
2026-06-20
boisedev.com
2026-06-20
BoiseDev
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2026-06-19
www.tradingview.com
2026-06-19
TradingView
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HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
Less than 1 min read
HBM
0
Record Q1 net sales of EUR 2 billion (+4.9% YoY) driven by strong international and like-for-like growth, with adjusted EBIT stable. Margin pressure from logistics an
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Texas Instruments Stock
Current Price: $322.86
Target Price (Mid): ~$510
Street Target: ~$294
Potential Total Return: ~58%
Annualized IRR: ~11% / year
Earnings Reaction: 19.43% (April 22, 2026)
Max Drawdown: 30.70% (November 20, 2025)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Texas Instruments
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Texas Instruments Stock
Current Price: $322.86
Target Price (Mid): ~$510
Street Target: ~$294
Potential Total Return: ~58%
Annualized IRR: ~11% / year
Earnings Reaction: 19.43% (April 22, 2026)
Max Drawdown: 30.70% (November 20, 2025)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Texas Instruments
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.tomshardware.com
2026-06-19
Tom's Hardware
Tech Industry Manufacturing Semiconductors
ASML denies US government report that its EUV chipmaking tool was shipped to China — says 'rumors' are 'inaccurate and damaging to our reputation'
News
By Anton Shilov published June 19, 2026
ASML denies it has ever shipped an EUV scanner to China.
(Image credit: ASML)
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2026-06-19
tomshardware.com
2026-06-19
Anton Shilov
U.S. Commerce Secretary Lutnick expresses concerns in a conversation with ASML executives that China has an EUV lithography system as ASML denies shipping such scanners to the PRC.
2026-06-19
www.tradingview.com
2026-06-19
TradingView
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GuruFocus
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Google Takes Aim at Nvidia
Google Takes Aim at Nvidia
Less than 1 min read
GOOG
−5.08%
Alphabet Inc. (GOOG, Financials) is getting more aggressive in the AI chip race. Google is reportedly using a Nvidia-style strategy to grow demand for its Tensor Processing Units, or TPUs. Instead of just offering chips, Google is pairing hardware with cloud services, software tools and custo
2026-06-19
wccftech.com
2026-06-19
Wccftech
US Commerce Secretary Howard Lutnick has repeatedly pressed ASML's management with concerns that the firm's advanced chip manufacturing machines have made it to China. The machines, which rely on extreme ultraviolet light to print circuits on a semiconductor wafer, have been targeted by the US government for being sold to China. However, according to Bloomberg, Secretary Lutnick has raised the iss
2026-06-19
tomshardware.com
2026-06-19
Zhiye Liu
As part of an experiment, an enthusiast has written one petabyte of data on a legacy Sandisk P4 SATA II SSD that was released 16 years ago.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
13 Words From Jensen Huang That Spell Good News for Nvidia Shareholders
Prosper Junior Bakiny, The Motley Fool
Fri, June 19, 2026 at 2:50 AM PDT 3 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Some investors fear that Nvidia's (NASDAQ: NVDA) amazing run since the start of the artificial intelligence (AI) boom may come to an end relatively soon, perhaps because demand for its ma