Semiconductor News & Analysis Feed
10821 articles
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.tomshardware.com
2026-06-21
Tom's Hardware
PC Components GPUs GPU Drivers
Open-source Vulkan driver NVK gains experimental DLSS support — bringing Nvidia’s upscaling tech to Linux via imported CUDA binaries
News
By Luke James published 2 days ago
Depends on compatible bytecode being available for your GPU.
(Image credit: Nvidia)
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2026-06-21
www.gurufocus.com
2026-06-21
GuruFocus
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2026-06-21
www.marketwatch.com
2026-06-21
MarketWatch
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2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The robust upward surge and notable intraday volatility of Taiwan Semiconductor Manufacturing Comp
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
uk.finance.yahoo.com
2026-06-21
Yahoo Finance UK
JPMorgan Sees Growing Fragility in Semiconductor Sector as Positioning Reaches Extremes
Fiona Craig
Sun, 21 June 2026 at 6:00 am GMT-7 1 min read
JPM
+1.92%
Semiconductor ©Adobe Stock Images
JPMorgan believes the semiconductor sector is becoming increasingly vulnerable to bouts of sharp volatility as investor positioning reaches elevated levels and valuations continue to stretch.
In a research n
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
JPMorgan Warns Crowded Semiconductor Trade Faces Rising Risk of Sharp Selloffs
Fiona Craig
Sun, June 21, 2026 at 6:00 AM PDT 2 min read
JPM
+1.92%
Trade JPM on Coinbase
Trading disclosure
Semiconductor ©Adobe Stock Images
JPMorgan's quantitative strategists have cautioned that mounting volatility and heavy investor positioning in semiconductor stocks are increasing the likelihood of abrupt market
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Don't Ignore The Insider Selling In Applied Materials
June 21, 2026
Simply Wall St
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We wouldn't blame Applied Materials, Inc. (NASDAQ:AMAT) shareholders if they were a little worried about the fact that Gary Dickerson, the President recently netted about US$49m selling shares at an average price of US$593. However, it's crucial to note tha
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Technology (MU) Stock Could Be 123% Overvalued Before Its June 24 Earnings
June 21, 2026
Simply Wall St
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Micron Technology (MU) is back in the spotlight as investors weigh intense AI driven demand, a structural memory shortage, and fully committed high bandwidth memory capacity against an upcoming earnings report that could reset expe
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.insidermonkey.com
2026-06-21
Insider Monkey
NEWS
Wells Fargo Maintains an “Overweight” rating on ON Semiconductor Corporation (ON)
Published on June 21, 2026 at 7:41 am by FATIMA GULZAR in News
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ON Semiconductor Corporation (NASDAQ:ON) is among the 10 Best EV Stocks to Invest In According to Hedge Funds.
On June 9, Wells Fargo raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $140 from $115. The analyst maintaine
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
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
2026-06-21
news.google.com
2026-06-21
Seeking Alpha
2026-06-21
tomshardware.com
2026-06-21
Jowi Morales
This app would crowdsource drone detection and help map their location and direction long before they reach their targets.