Semiconductor News & Analysis Feed
13810 articles
2026-06-14
www.theglobeandmail.com
2026-06-14
The Globe and Mail
Key Points
Nvidia's revenue growth accelerated again in its most recent quarter.
The company's data center business makes up the vast majority of its sales.
Management's guidance assumes no data center compute revenue from China.
10 stocks we like better than Nvidia ›
Few companies have ever defined a technology shift the way Nvidia(NASDAQ: NVDA) has defined the rise of artificial intelligenc
2026-06-14
www.theglobeandmail.com
2026-06-14
The Globe and Mail
Key Points
Nvidia's revenue growth accelerated again in its most recent quarter.
The company's data center business makes up the vast majority of its sales.
Management's guidance assumes no data center compute revenue from China.
10 stocks we like better than Nvidia ›
Few companies have ever defined a technology shift the way Nvidia(NASDAQ: NVDA) has defined the rise of artificial intelligenc
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Is Nvidia Stock a Buy?
Daniel Sparks, The Motley Fool
Sat, June 13, 2026 at 7:21 PM PDT 4 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
Few companies have ever defined a technology shift the way Nvidia (NASDAQ: NVDA) has defined the rise of artificial intelligence (AI). Its chips sit at the center of nearly every major AI project, and the stock has been one of the market's best
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Few companies have ever defined a technology shift the wayNvidia(NVDA+0.15%)has defined the rise of artificial intelligence (AI). Its chips sit at the center of nearly every major AI project, and the stock has been one of the market's best performers over the past few years. A run like that keeps one question permanently in the air: at nearly $5 trillion in market value, is there still room for th
2026-06-14
www.smartkarma.com
2026-06-14
Smartkarma
www.smartkarma.com
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2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-14
www.digitimes.com
2026-06-14
digitimes
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0...
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2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.koreaherald.com
2026-06-14
The Korea Herald
SK hynix headquarters in Icheon, Gyeonggi Province (Yonhap)
SK hynix Inc. added more than 2,000 positions last year amid the global artificial intelligence boom, which has led to a sharp rise in demand for memory chips, industry sources said Sunday.
The hiring is noteworthy as it comes amid the overall slowdown in the country's job market.
According to the sources, the number of employees at SK
2026-06-14
sg.finance.yahoo.com
2026-06-14
Yahoo Finance Singapore
SharonAI Holdings (SHAZ) Stock After NVIDIA AI Deal A Fresh Look At A 11.3x P/B Valuation
Simply Wall St
Sat, 13 June 2026 at 5:16 pm GMT-7 3 min read
SHAZ
-12.85%
NVDA
+0.16%
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SharonAI Holdings (SHAZ) has drawn fresh attention
2026-06-14
digitimes.com
2026-06-14
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive a
2026-06-14
digitimes.com
2026-06-14
The global power semiconductor supply chain is undergoing another reshuffling, after Chinese chipmaker Nexperia triggered disruptions in 2025 and, more recently, China's Yangjie Technology was added to the European Union sanctions list.
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Why Tower Semiconductor (TSEM) Is Up 11.7% After Securing $1.3 Billion Silicon Photonics Deals
Simply Wall St
Sat, June 13, 2026 at 4:12 PM PDT 3 min read
TSEM
+1.77%
Trade TSEM on Coinbase
Trading disclosure
In the past week, Tower Semiconductor reported strong first-quarter results, raised guidance, and announced about US$1.30 billion of silicon photonics contracts for 2027 with customer prepay
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Tests Recurring AI Data Center Model With Australian GPU Expansion
Simply Wall St
Sat, June 13, 2026 at 4:12 PM PDT 4 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
NVIDIA (NasdaqGS:NVDA) has entered a new capital-efficient AI data
2026-06-14
news.google.com
2026-06-14
Pulse 2.0
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Micron Reports Earnings June 24. Here's the One Number That May Make or Break the Stock.
Daniel Sparks, The Motley Fool
Sat, June 13, 2026 at 2:56 PM PDT 5 min read
MU
-1.43%
NVDA
+0.16%
Explore stocks on Coinbase
Trading disclosure
Memory specialist Micron Technology (NASDAQ: MU) is scheduled to report its fiscal third-quarter results on Wednesday, June 24, after the market closes. And expectati
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Stock After 22% YTD Rise Is The Price Still Reasonable
June 14, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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If you are wondering whether QUALCOMM at around US$211.72 is still reasonably priced or already stretched, the key is to look closely at what the current valuation actually reflects.
The stock is up 22.4% year to
2026-06-14
www.thelec.net
2026-06-14
thelec.net
I was recently shocked while trying to replace my laptop. High-end models that cost around the upper-1 million won range last year are now well above 3 million won. Prices have effectively doubled or tripled in just one year.
It is not only laptops. Prices of electronics containing large amounts of semiconductors have risen across the board. The shortage of semiconductors triggered by the artific
2026-06-14
www.thelec.net
2026-06-14
thelec.net
Nvidia's AI data center network infrastructure. (Photo: Nvidia)
South Korean materials, components and equipment companies are gaining traction in the co-packaged optics (CPO) market.
According to industry sources on June 12, Korean optical communication-related companies including RF Materials and Sungho Electronics are supplying key CPO-related components and equipment to global companies.
CP
2026-06-14
www.thelec.net
2026-06-14
thelec.net
Jun Young-hyun, vice chairman and head of the Device Solutions division at Samsung Electronics. (Photo: THE ELEC)
Samsung Electronics may participate in production of some components for Google's next-generation artificial intelligence semiconductor "Icefish," according to a report.
US technology media outlet The Information reported on June 11 local time that Google is discussing plans to have