Semiconductor News & Analysis Feed
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2026-06-15
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2026-06-15
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If Jensen Huang Is Right About This One Thing, NVIDIA Stock Is a Steal at $200
JOEY FRENETTE
Mon, June 15, 2026 at 7:04 PM GMT+8
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Jensen Huang predicts AI hardware supply will trail demand for several years.
NVDA trades at 31x trailing P/E despite 70%+ sales growth, a surprisingly modest multiple compared to most other Magnificent Seven stocks.
Bears like Michael Burry hold put opti
2026-06-15
tomshardware.com
2026-06-15
Luke James
The FBI, Google, and Lumen Technologies say they’ve dismantled a China-based phishing-as-a-service operation called Outsider Enterprise.
2026-06-15
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2026-06-15
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Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity
Jun 15, 2026, 7:09 AM ETQUALCOMM Incorporated (QCOM) Stock, QCOM:CA Stock
The Curious Analyst
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I rate Qualcomm a buy with a $299 price target, reflecting 42% upside potential from the current level.
My main growth drivers are
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang is a great man to listen to if you’re looking for a preview of what’s to come from the future of the AI revolution. Indeed, it wasn’t all too long ago that Mr. Huang was sounding upbeat about the AI boom at a time when the average investor could not even begin to fathom what AI was. Indeed, the launch of OpenAI’s ChatGPT seemingly chang
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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Cambridge GaN Devices (CGD) has joined forces with NXP Semiconductors to accelerate time to market in data centre and automotive markets.
These high-growth markets represent a huge opportunity for GaN. The International Energy Agency expects the energy used by data centres to double by 2030, making energy efficiency improvements a key imperative. It is forecasted that the data centre power semico
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
news.instant-gaming.com
2026-06-15
Instant Gaming News
The NVIDIA RTX PRO 6000 Blackwell professional GPU now costs over $13,000
June 15, 2026 6:03 PM, by Thibaut
No one can escape the soaring prices of computer components. Graphics card prices have skyrocketed in recent months, both those for consumer and professional use.
As a result, NVIDIA is now selling its RTX PRO 6000 Blackwell for $13,250, up from $8,000 at launch, a price increase of around
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI
Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI
4 min read
Trust3 AI/ Key word(s): Agreement/Product Launch
Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI
15.06.2026 / 12:05 CET/CEST
The issuer is solely responsible for the content of this a
2026-06-15
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2026-06-15
Investing Daily -
A Smarter Way to Bet on a Reversal in Semiconductor Stocks
By JIM PEARCE • June 15, 2026 • STOCKS TO WATCH
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Editor’s Note: In January 2025, Jim Pearce closed Personal Finance’s NVIDIA position after a 975% gain in 28 months. His reasoning then: “the combined market cap of AI stocks far exceeds the total addressable market for AI over the remainder of this decade. There isn’t any r
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
South China Morning Post
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Chinese compound chip stocks surge after Supreme Court blocks Infineon in GaN patent case
A decision by China’s Supreme People’s Court on Friday upheld a lower court’s injunction issued against the German company in May
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Ann Caoin Shanghai
Published: 6:00pm, 15 Jun 2026
A Chinese ban on German chip giant Infineon Te
2026-06-15
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2026-06-15
South China Morning Post
Semiconductors
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Chinese compound chip stocks surge after Supreme Court blocks Infineon in GaN patent case
A decision by China’s Supreme People’s Court on Friday upheld a lower court’s injunction issued against the German company in May
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Ann Caoin Shanghai
Published: 6:00pm, 15 Jun 2026Updated: 10:26pm, 15 Jun 2026
A Chinese ban on
2026-06-15
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2026-06-15
TrendForce
[News] TSMC CoWoS Supply-Demand Gap Reportedly Seen Narrowing from 20% to 10% by End-2026
2026-06-15 Semiconductors editor
News
Please note that this article cites information from Economic Daily News, Reuters. and Commercial Times.
TSMC continues to accelerate its advanced packaging capacity expansion, helping move the industry closer to supply-demand balance. According to Economic Dail