Semiconductor News & Analysis Feed
10838 articles
2026-06-20
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2026-06-20
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ASML Faces Fresh China Export Scrutiny
ASML Faces Fresh China Export Scrutiny
Less than 1 min read
ASML
−0.02%
AAPL
−0.34%
ASML
−0.12%
ASML
ASML
is facing fresh U.S. scrutiny after a report said CommerceSecretary Howard Lutnick raised concerns that one of its top EUV chipmaking machines may have been diverted to China.
Bloomberg reported that Lutnick outlined the concerns in
2026-06-20
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2026-06-20
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ASML Drops 2.7% as US Raises New China EUV Concerns
ASML Drops 2.7% as US Raises New China EUV Concerns
Less than 1 min read
ASML
−0.02%
ASML
−0.12%
ASML Holding
ASML
shares came under pressure in Amsterdam after US Commerce Secretary Howard Lutnick reportedly raised concerns with senior executives that one of the company's EUV lithography machines may have reached China desp
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Qualcomm Inc (QCOM) moved up by 6.17%. 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%.
Broad sector momentum and the upcoming June 24, 2026 Investor Day are the primary catalysts fueling Qualcomm's recent upward tr
2026-06-20
www.techspot.com
2026-06-20
TechSpot
INDUSTRY
ELECTRONICS
SEMICONDUCTOR
ASML
The Trump administration suspects an ASML chipmaking machine made it into China. ASML says that's impossible.
The Dutch chip equipment giant says it can track every EUV system in the world in real time
By Skye Jacobs June 19, 2026 at 12:15 PM 45 comments
Serving tech enthusiasts for over 25 years.
TechSpot means tech analysis and advice you can trust.
2026-06-20
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2026-06-20
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Nvidia Locks In $25B
Nvidia Locks In $25B
Less than 1 min read
NVDA
−0.97%
Nvidia (NVDA, Financials) is not slowing down. The company raised $25 billion through a large debt offering, with bonds that come due between 2028 and 2056.
For a business already producing huge cash flow, the move may seem surprising at first. But for investors, it looks more like a company giving itse
2026-06-20
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2026-06-20
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ASML Draws Fresh China Scrutiny
ASML Draws Fresh China Scrutiny
Less than 1 min read
ASML
−0.12%
ASML Holding (ASML, Financials) is back in the middle of the chip trade dispute between the U.S. and China. According to Bloomberg, U.S. officials recently raised concerns with ASML about whether one of its advanced EUV chipmaking machines may have reached China despite export restr
2026-06-20
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2026-06-20
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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
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2026-06-20
GuruFocus
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2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Texas Instruments Inc (TXN) moved up by 6.95%. 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 sharp upward momentum and pronounced intraday volatility in Texas Instruments shares are primarily driven by a powe
2026-06-20
news.google.com
2026-06-20
Seeking Alpha
2026-06-19
www.ad-hoc-news.de
2026-06-19
AD HOC NEWS
TSMCs, Capacity
TSMC's Capacity Conundrum: Record Earnings Mask the CoWoS Squeeze Forcing Clients to Samsung
19.06.2026 - 17:56:59 | boerse-global.de
Despite 58% profit surge, TSMC's advanced packaging capacity is fully booked through 2026, forcing Google, BYD, AMD, and Tesla to turn to Samsung. TSMC partners Amkor for US expansion; stock near all-time high.
TSMCs - TSMC's Capacity Conundrum: Re
2026-06-19
kalkinemedia.com
2026-06-19
Kalkine Media
Is Analog Devices (NASDAQ:ADI) Leading The Analog Chip Recovery?
S&P 500
ADI
3 min read | June 19, 2026 08:56 AM PDT | By Anmol Khazanchi
Google News:
Image source: shutterstock
Recent News
Devon Energy (NYSE:DVN): A Value Stock Story Taking Shape?
Why Bank of America (NYSE:BAC) Is Back on The Radar As A Value Stock?
Is Cheniere Energy (NYSE:LNG) The Energy Value Stock To Watch Now?
Why Vist
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The three Amazon workers claim that they've been intimidated during the Zoom meetings and were being monitored while at work.
2026-06-19
moneymorning.com
2026-06-19
Money Morning
TECHNOLOGY
Intel Jumped 10% on an Apple Deal. Here's Why the Whole Semiconductor Sector Just Hit a Record.
Money Morning Team
June 19, 2026
Intel (INTC) surged 10.64% yesterday, closing at $133.99. That single-day move pushed the stock up more than 500% year-over-year. The catalyst: Trump announced on social media that Apple and Intel will partner to design and manufacture chips domestically in
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
AMZN
-4.75%
NVDA
-0.97%
AMD
+2.65%
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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
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2026-06-19
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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
au.finance.yahoo.com
2026-06-19
Yahoo Finance Australia
Nvidia (NVDA) Down 4% Since Last Earnings Report: Can It Rebound?
Zacks Equity Research
Fri 19 June 2026 at 8:30 am GMT-7 5 min read
NVDA
-0.97%
^GSPC
-0.37%
It has been about a month since the last earnings report for Nvidia (NVDA). Shares have lost about 4% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nv
2026-06-19
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2026-06-19
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Can ASE Technology Sustain Its Recent Margin Expansion?
Can ASE Technology Sustain Its Recent Margin Expansion?
3 min read
3711
+9.95%
ASE Technology ASX has delivered meaningful margin expansion over the past year, but the bigger question for investors is whether those gains are sustainable. First-quarter 2026 results suggest the answer is increasingly tied to the company's fast-g
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.