Semiconductor News & Analysis Feed
22528 articles
2026-06-23
news.google.com
2026-06-23
Business Wire
2026-06-23
www.theglobeandmail.com
2026-06-23
The Globe and Mail
What Happened?
A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.
NVIDIA introduced it as a platform for "wo
2026-06-23
techcrunch.com
2026-06-23
TechCrunch
What does an AI company do after one of those not-acqui-hire deals, where a rival pays investors a hefty IP “licensing” fee while poaching its critical talent? For AI chipmaker Groq, the answer appears to be raise more money from investors — who were said to have profited handsomely after a deal with Nvidia in December — hire more talent, and pivot.
On Monday, Groq announced a new $650 million fu
2026-06-23
www.ynetnews.com
2026-06-23
Ynetnews
__fail__
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-13.18%
ANTH.PVT
SNDK
-13.64%
WDC
-8.45%
000660.KS
-12.47%
Explore stocks on Coinbase
Trading disclosure
What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-23
techcrunch.com
2026-06-23
TechCrunch
Nvidia just announced a warm-water cooling system that it says can dramatically reduce the amount of water a data center uses — eliminating “pretty much all water usage” inside the data center, according to an Nvidia executive in a press release.
“The water consumption challenge for data centers is largely solved,” Josh Parker, chief sustainability officer at Nvidia, recently told Axios.
But t
2026-06-23
markets.financialcontent.com
2026-06-23
FinancialContent
Semtech and onsemi Shares Are Soaring, What You Need To Know
By:
StockStory
June 22, 2026 at 16:06 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the
2026-06-23
ca.finance.yahoo.com
2026-06-23
Yahoo! Finance Canada
This is a paid press release. Contact the press release distributor directly with any inquiries.
MKS Celebrates Opening of Supercenter Factory in Malaysia, Strengthening Semiconductor Manufacturing Capabilities
MKS Inc.
Mon, June 22, 2026 at 1:00 p.m. PDT 8 min read
MKSI
-7.46%
MKS Inc.
ANDOVER, Mass. and KUALA LUMPUR, Malaysia, June 22, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
Few stocks have been as exciting to invest in as Micron Technology (
MU
13.08%
) has over the past few months. Sky-high demand for memory chips has driven Micron's revenue and earnings to swell, resulting in unprecedented business growth. On June 24, investors will get another update on the strength of the business, and the odds are good that Micron will report even greater demand for memory chips
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
__fail__
2026-06-23
www.tastylive.com
2026-06-23
tastylive
Micron stock has surged over 756% in the past year, making MU one of the best-performing large-cap stocks of 2026, fueled entirely by insatiable AI infrastructure demand for its memory chips.
Both Micron and SK Hynix have reported their entire 2026 HBM production is completely sold out, driven by the explosive memory requirements of next-generation AI accelerators like Nvidia's Blackwell B200 GPU
2026-06-23
sourceability.com
2026-06-23
Sourceability
While AI-demand-driven shortages have primarily impacted advanced processors and memory, the rapid expansion of supporting infrastructure is also increasing pressure on semiconductor packaging technologies and essential passive components. As companies race to increase their AI capabilities, the industry is working in parallel to address these emerging constraints.
But the news is not all bad. Re
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Could Be 15.5% Overvalued After Its Strong Run
June 23, 2026
Simply Wall St
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Taiwan Semiconductor Manufacturing (NYSE:TSM) is drawing fresh attention after recent performance data highlighted sizeable 1 year and multi year total returns, prompting investors to reassess what the current share p
2026-06-23
news.google.com
2026-06-23
PCWorld
2026-06-23
www.businessreport.com
2026-06-23
Baton Rouge Business Report
MONDAY, JUNE 22, 2026
How Nvidia aims to make humanoid robots safe for the workplace
By Daily Report Staff
Nvidia is working on new safety and reliability systems aimed at making humanoid robots capable of safely operating in close proximity to people in real-world environments like warehouses, factories and eventually homes, Bloomberg reports.
The central challenge the company is addressing is
2026-06-23
www.ad-hoc-news.de
2026-06-23
Ad-hoc-news.de
Infineon
,
Surges
Infineon Surges 5.6% as Bernstein Upgrade and GaN Patent Ruling Double-Down on Rally
22.06.2026 - 21:13:05 | boerse-global.de
Infineon shares jumped 5.57% after Bernstein hiked price target to €102 on 'CPU renaissance' and Munich court banned rival Innoscience from selling GaN products in Germany.
Infineon - Infineon Surges 5.6% as Bernstein Upgrade and GaN Patent Ruling Double-D
2026-06-23
www.cnbc.com
2026-06-23
CNBC
Shares of Nvidia have been faltering recently — and Kalshi traders predict that what the company can charge for chips is also declining.
While the artificial intelligence chipmaker is up about 12% in 2026, shares have been skidding in the past month, losing roughly 3%. In comparison, the VanEck Semiconductor ETF (SMH)
is up 84% this year, and the fund has advanced 15% in the past month.
Nvidia
2026-06-23
www.aol.com
2026-06-23
AOL.com
Synopsys Eyes 23% Upside Despite Recent Pullback
VANDITA JADEJA
Tue, June 23, 2026 at 2:49 AM GMT+8
0
Quick Read
SNPS carries a 90% confidence BUY rating with a $561.40 price target, implying 23% upside from its current price of $455.51.
Despite Q2 revenue surging 42% YoY to $2.3B, SNPS has drifted 3% YTD, creating the fundamental disconnect driving the bullish call.
The $35B Ansys acquisition
2026-06-23
news.alphastreet.com
2026-06-23
AlphaStreet
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Texas Instruments (TXN) Has a 300mm-and-Free-Cash-Flow Story Bigger Than a Chip-Cycle Label
ANALYSIS
Texas Instruments (TXN) Has a 300mm-and-Free-Cash-Flow Story Bigger Than a Chip-Cycle Label
$TXN
June 22, 2026
6 min read
X
in
f
Texas Instruments is still frequently discussed as if it were just another semiconductor-cycle stock: demand softens, inventory corrects, utilization d
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Should You Buy, Hold, or Sell Micron Stock Ahead of Q3 Earnings?
Tirthankar Chakraborty
Mon, June 22, 2026 at 12:00 PM PDT 3 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
As Micron Technology, Inc. MU prepares to unveil its fiscal third-quarter 2026 results after the market close on June 24, investors will get a valuable insight into the trends in the memory market and the artificia