Semiconductor News & Analysis Feed
11109 articles
2026-06-16
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2026-06-16
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Google's Samsung Talks Highlight TSMC Capacity Crunch
Google's Samsung Talks Highlight TSMC Capacity Crunch
Less than 1 min read
GOOG
+2.61%
Alphabet (GOOG, Financials) may be looking beyond Taiwan Semiconductor Manufacturing for part of its future AI chip production, and that says a lot about how tight the market has become.
Google is reportedly in talks with Samsung to make
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
TSMC, TW0002330008
AI packaging push: how TSMC’s CoWoS advanced packaging is scaling for the next wave
15.06.2026 - 19:54:24 | ad-hoc-news.de
TSMC’s CoWoS advanced packaging platform is at the center of the AI accelerator boom. Capacity for the 2.5D chip-on-wafer-on-substrate technology is ramping hard, with the foundry targeting well over 100,000 wafers per month as hyperscaler demand keeps clim
2026-06-16
www.investing.com
2026-06-16
Investing.com
www.investing.com
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2026-06-16
www.benzinga.com
2026-06-16
Benzinga
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2026-06-16
www.tradingkey.com
2026-06-16
TradingKey
Texas Instruments Inc (TXN) moved up by 3.85%. The Technology Equipment sector is up by 3.71%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 9.52%; NVIDIA Corp (NVDA) up 3.49%; SanDisk Corporation (SNDK) up 6.20%.
Texas Instruments shares experienced significant upward movement today, driven by a confluence of positive company-specifi
2026-06-16
wccftech.com
2026-06-16
Wccftech
The datacenter segment is preparing for the first wave of next-gen 800V HDVC systems that will power NVIDIA & Google infrastructure this year.
As Datacenters continue to outstrip electricity generation, the need for more power-efficient & versatile solutions has become essential. This is why major companies like NVIDIA & Google have invested heavily in 800V DC or HVDC (High-Voltage Direct Current
2026-06-16
www.msn.com
2026-06-16
MSN
Nvidia (NVDA) is looking to raise at least $20 billion in the bond market, turning the AI chip giant into the latest company to tap Wall Street for the boom it helped create.
The company is marketing bonds in seven parts, with maturities running from two years to 30 years, according to Bloomberg. It would be Nvidia's first corporate bond sale since 2021.
This is not a distress signal. Nvidia is
2026-06-16
developer.nvidia.com
2026-06-16
NVIDIA Developer
Mixture-of-experts (MoE) models have quickly become a foundational component of modern, large-scale AI systems. They are widely adopted because they enable substantially larger model capacity while activating only a subset of parameters for each token, offering an unparalleled approach for scaling performance within a practical compute budget. As model scales continue to grow, the optimization of
2026-06-16
qz.com
2026-06-16
qz.com
MARKETS
Nvidia is joining the AI borrowing frenzy
Nvidia is joining a broad wave of technology companies borrowing in bond markets to finance spending tied to the AI buildout
By
Colleen Cabili
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Published 3 hours ago
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Updated 2 hours ago
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Nvidia $NVDA +3.36% is selling at least $2
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Nvidia joins Wall Street's AI funding wave
Jared Blikre
Mon, June 15, 2026 at 9:32 AM PDT 2 min read
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Nvidia (NVDA) is looking to raise at least $20 billion in the bond market, turning the AI chip giant into the latest company to tap Wall Street for the boom it helped create.
The company is marketing bonds in seve
2026-06-16
www.tradingview.com
2026-06-16
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NXP Semiconductors and Texas Instruments Stocks Trade Up, What You Need To Know
NXP Semiconductors and Texas Instruments Stocks Trade Up, What You Need To Know
2 min read
NXPI
−4.11%
TXN
−2.44%
What Happened?
A number of stocks jumped in the afternoon session after the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz, s
2026-06-16
qz.com
2026-06-16
qz.com
BUSINESS NEWS
Nvidia is selling $20 billion in bonds for the first time since 2021
The chipmaker is joining Alphabet, Amazon, and other tech giants in tapping debt markets to fund the AI buildout
By
Colleen Cabili
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Published 23 minutes ago
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Nvidia $NVDA +3.61% is selling at least
2026-06-16
www.aol.com
2026-06-16
AOL.com
Forget ASML Holding: 1 Unstoppable AI Cash-Flow Machine to Buy Hand Over Fist After the Pullback
ALEX SIROIS
Updated Mon, June 15, 2026 at 11:48 PM GMT+8
0
Quick Read
NVIDIA generated $97 billion in free cash flow last year and trades at 31x earnings, which is roughly half ASML's multiple, after a 9% pullback.
ASML burned $3 billion in free cash flow in Q1 2026 while trading at 62x earnings with
2026-06-16
www.mercurynews.com
2026-06-16
The Mercury News
BUSINESS
News
Nvidia joins AI debt boom with bond sale targeting $20 billion
Chipmaking giant Nvidia Corp. is looking to sell at least $20 billion of bonds on Monday, joining a wave of companies that are borrowing as they pay for investments in the artificial intelligence boom
By BLOOMBERG | wordpress@medianewsgroup.com | Bloomberg
PUBLISHED: June 15, 2026 at 9:09 AM PDT | UPDATED: June 15, 2026 a
2026-06-16
www.barrons.com
2026-06-16
Barron's
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2026-06-16
chargedevs.com
2026-06-16
Charged EVs
chargedevs.com
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2026-06-15
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2026-06-15
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onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
6 min read
ON
+6.89%
onsemi ON has quietly become one of the semiconductor sector’s strongest performers in 2026. The stock has surged 115.7% year to date, significantly outperforming the Zacks Semiconductor – Analog and Mixed industry’s 65% gain and the S&P 500’s 8.6
2026-06-15
www.trefis.com
2026-06-15
Trefis
Applied Materials Stock And The Tell Hiding In Its Margins
June 15th, 2026 by Trefis Team
-56.38%
Downside
567
Market
247
Trefis
AMAT
Applied Materials
Before the stock took flight, its top-line growth looked sleepy, but its profitability was already telling a powerful story about the coming AI boom.
If you’re kicking yourself for missing the 230.7% run in Applied Materials (AMAT) stock, take a
2026-06-15
news.google.com
2026-06-15
TradingView
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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