Semiconductor News & Analysis Feed
11160 articles
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
www.aol.com
2026-06-21
AOL.com
Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign?
DANIEL SPARKS, THE MOTLEY FOOL
Sun, June 21, 2026 at 10:33 AM GMT+8
0
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 b
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign?
Daniel Sparks, The Motley Fool
Sat, June 20, 2026 at 7:33 PM PDT 5 min read
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ORCL
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-4.75%
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Trading disclosure
Wall Street has found a new way to bet on artificial intelligence (AI): lending money to the companies building it. Over the past fe
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
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2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
ASML’s, Two-Front
ASML’s Two-Front Challenge: Deflecting a US Smuggling Probe While Managing an EUV Production Squeeze
21.06.2026 - 03:13:29 | boerse-global.de
ASML shares surge 68% YTD on AI demand, but a US smuggling accusation and production constraints pose risks. Analysts remain bullish with price targets up 40%.
ASML’s - ASML’s Two-Front Challenge: Deflecting a US Smuggling Probe While Man
2026-06-21
medium.com
2026-06-21
Medium
Member-only story
Getting Started With NVIDIA DGX Spark: Unboxing, First Boot, Dashboard, and Running Gemma Locally
A hands-on first-day setup guide for NVIDIA DGX Spark, from cables and first boot to running a Gemma model with Ollama and watching GPU utilization spike in the DGX Dashboard.
Adnan Masood, PhD.
Follow
16 min read
·
2 days ago
2
TL;DR: Just got my NVIDIA DGX Spark and wanted to se
2026-06-21
news.google.com
2026-06-21
NASCAR.com
2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
ASMLs, Rally
ASML's Rally Encounters a Washington Smog and a CEO's Capacity Caveat
21.06.2026 - 00:20:54 | boerse-global.de
ASML denies illegally supplying EUV machines to China, but faces a potential DUV export ban threatening 20% of 2026 revenue, while CEO warns of capacity constraints amid surging demand.
ASMLs - ASML's Rally Encounters a Washington Smog and a CEO's Capacity Caveat 21.06.2026
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:LSCC
Is Lattice Semiconductor (LSCC) Balancing Low‑Power AI Ambitions With Its Valuation And Profitability Pressures?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Lattice Semiconductor outlined its participation at the past FPGA Conference Europe, showcasing low-power FPGA advances in physical AI, advanced connectivity, security, an
2026-06-21
www.benzinga.com
2026-06-21
Benzinga
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2026-06-21
mottcapitalmanagement.com
2026-06-21
Mott Capital Management
MICRON EARNINGS PREVIEW WHY OPTIONS POSITIONING MAY MATTER MORE THAN RESULTS
JUNE 20, 2026
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Micron reports after the close on June 24, and the setup looks a lot like it did back in March — when the stock fell hard in the days after results, even though the numbers were good. What matters most this time isn’t really whether ear
2026-06-21
wccftech.com
2026-06-21
Wccftech
TSMC is aggressively working on CoPoS (Panel-Level) packaging to replace CoWoS for growing compute demand as Glass Core Substrates take center stage.
The ever-growing AI and compute demand requires next-generation packaging technologies. Intel and TSMC are aggressively working towards that goal, and glass core substrates are going to be a major part of their trajectories moving forward.
In a rec
2026-06-21
wccftech.com
2026-06-21
Wccftech
TSMC is aggressively working on CoPoS (Panel-Level) packaging to replace CoWoS for growing compute demand as Glass Core Substrates take center stage.
The ever-growing AI and compute demand requires next-generation packaging technologies. Intel and TSMC are aggressively working towards that goal, and glass core substrates are going to be a major part of their trajectories moving forward.
In a rec
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
www.ksl.com
2026-06-21
KSL.com
KEY TAKEAWAYS
Micron's earnings report on June 24 will help gauge AI-driven chip demand.
Investors seek signs of AI rally sustainability amid high stock valuations.
AI spending is projected to exceed $700 billion this year, boosting tech stocks.
NEW YORK — Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Mic
2026-06-21
news.google.com
2026-06-21
TradingKey
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
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 substantial upward movement in Texas Instruments shares is primarily driven by a dramatic shift in market perceptio