Semiconductor News & Analysis Feed
10755 articles
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.manilatimes.net
2026-06-23
The Manila Times
Production-ready 3DI technology supports more compact FEMs for advanced 5G devices
MALTA, N.Y., June 23, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced the production readiness of its SLATE™ wafer-to-wafer bonding technology on its industry-leading 9SW radio-frequency silicon-on-insulator (RF-SOI) platform, delivering advanced 3D integration (3DI) for compact, high-pe
2026-06-23
blogs.nvidia.com
2026-06-23
NVIDIA Blog
How Businesses Are Building Specialized AI They Can Trust
With NVIDIA Agent Toolkit — an open foundation comprising models, tools, skills and a secure runtime for AI agents — enterprises are building specialized AI tuned for domain-specific workflows.
June 23, 2026 by Justin Boitano
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Companies are asking how to build specialized AI that fits with the way their workflows actually run.
T
2026-06-23
gf.com
2026-06-23
GlobalFoundries
gf.com
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2026-06-23
www.prnewswire.com
2026-06-23
PR Newswire
SandboxAQ Launches Virtual Screening Solution for GPCR Drug Discovery, Accelerated by NVIDIA BioNeMo
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Jun 23, 2026, 09:00 ET
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PALO ALTO, Calif., June 23, 2026 /PRNewswire/ -- SandboxAQ today announced a new virtual screening solution that helps drug developers identify promising candidates faster and at lower cost for G protein-coupled receptor
2026-06-23
www.theverge.com
2026-06-23
The Verge
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Valve confirms it’s working with Intel and Nvidia on SteamOS for more GPUs
Some people have already gotten SteamOS running on Intel.
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Jay Peters
Jun 23, 2026, 9:00 PM GMT+8
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A YouTuber got SteamOS running on an MSI Claw 8 AI Plus like this one. Photo by Sean H
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
fortune.com
2026-06-23
Fortune
For one day at least, South Korea had a new most valuable company.
SK Hynix, one of the world’s largest producers of memory chips, surpassed Samsung Electronics in market capitalization on Monday. After a 5.6% surge in its share price, SK Hynix was worth over 2.1 quadrillion won ($1.35 trillion), just ahead of Samsung at $1.34 trillion.
Samsung retook the top spot on Tuesday, after SK Hynix’s sh
2026-06-23
www.tradingpedia.com
2026-06-23
TradingPedia
Piper Bullish on Synopsys as Intel Foundry Improves Now
Written by Michael Fisher, | Updated: June 23, 2026
Key Moments
Piper Sandler upgraded Synopsys to Overweight from Neutral and lifted its price target to $550 from $450, citing a stronger outlook for the IP business.
The firm highlighted improved sentiment around Intel’s 18A-P and future 14A nodes, along with potential Apple and Google projec
2026-06-23
www.tradingview.com
2026-06-23
TradingView
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GuruFocus
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Micron Stock Sinks as Global Chip Selloff Sparks AI Demand Panic
Micron Stock Sinks as Global Chip Selloff Sparks AI Demand Panic
Less than 1 min read
MU
−13.18%
KOSPI
+3.26%
Micron stock
MU
plunged sharply in premarket trading Tuesday as a broad selloff in South Korea's semiconductor giants spilled over into global memory-chip names.
Micron
MU
dropped about 7% ahead of th
2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
ASML exhibits strong growth potential, driven by strategic partnerships with Tesla and SpaceX’s Terafab project, which may require over 100 EUV lithography machines. With FY2026 revenue projected between €36 billion and €40 billion, ASML is positioned for double-digit year-over-year growth. Supported by robust demand from legacy semiconductor giants and an improving 53% gross margin, the company c
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
www.nextplatform.com
2026-06-23
The Next Platform
AMD And Nvidia Are Neck In HPC Supercomputing
Timothy Prickett Morgan
Co-Editor, Co-Founder, The Next Platform
Published Tue 23 Jun 2026 // 13:25 UTC
Necessity is always the mother of invention, and if you are trying to create an indigenous compute engine design and manufacturing capability, as China certainly is, then it stands to reason that the Middle Kingdom’s eight national computing centers
2026-06-23
tomshardware.com
2026-06-23
The Editors of Tom's Hardware
The best Amazon Prime Day 2026 monitor sales, live round-the-clock coverage of all the best deals.
2026-06-23
eetimes.com
2026-06-23
Spain is turning Europe’s theoretical talk of digital sovereignty into practical reality.
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
simplywall.st
2026-06-23
simplywall.st
Netherlands/Semiconductors/ENXTAM:ASML
ASML (ENXTAM:ASML) Denies Ever Shipping EUV Machines To China
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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ASML Holding (ENXTAM:ASML) has publicly denied ever shipping extreme ultraviolet (EUV) lithography systems to China.
The company reiterated this position amid renewed media and governmental scrutiny around export controls and
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
tomshardware.com
2026-06-23
Etiido Uko
Oracle cut 21,000 jobs in fiscal year 2026 as AI automation and AI cloud expansions reshape its workforce and spending strategy.