Semiconductor News & Analysis Feed
122 articles
2026-06-30
www.expressnews.com
2026-06-30
San Antonio Express-News
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2026-06-30
tradersunion.com
2026-06-30
Traders Union
Cadence Design Systems announced that registration is now open for CadenceLIVE Singapore 2026. The event is set for July 13.
Attendees can experience 'Design for AI and AI for Design' in action. The event offers opportunities to connect with industry leaders, experts, and innovators and to explore the latest trends shaping the future of electronic design.
CDNS is currently trading at $375.65, wh
2026-06-30
tomshardware.com
2026-06-30
Hassam Nasir
Valve has asked Dbrand to stop selling its Portal 2-themed Companion Cube cases for the Steam Machine, since it never asked the company permission to begin with.
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Earnings Beat: Social media discussions centered on Micron Technology's recent quarterly results that exceeded expectations, with observers noting robust demand for high-bandwidth memory driven by AI applications. Many highlighted the company's raised outlook amid persistent supply constraints in the sector. The stock experienced an initial rally followed by some profit-taking in subsequent sessio
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Year-to-Date Surge: Social media conversations emphasize Western Digital's standout 240% gain in 2026, ranking it among leading technology names driven by robust memory and storage demand tied to artificial intelligence applications.
Sharp Market Reaction: Recent posts focus on the stock's more than 13% drop amid broader semiconductor sector pressure, with observers noting profit-taking following
2026-06-27
tradersunion.com
2026-06-27
Traders Union
Nvidia (NVDA) stock is trading at $194.43 after a modest decline on the session. The price currently sits below its key moving averages and shows limited momentum within the day's range.
At Nvidia’s June 25, 2026 shareholder meeting, CEO Jensen Huang emphasized that the company would prioritize U.S. national security over commercial opportunities should any conflict arise from ongoing export rest
2026-06-26
www.marketwatch.com
2026-06-26
MarketWatch
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2026-06-26
www.union-bulletin.com
2026-06-26
Union-Bulletin
Wall Street drifts to a mixed finish after Micron soars and Apple drops
The U.S. stock market drifted to a mixed finish after several AI stocks veered back up the roller coaster, while Apple shares dropped after hiking prices on many of its products
By STAN CHOE
AP Business Writer Jun 25, 2026 0
1 of 7
People walk past a monitor showing Japan's Nikkei 225 index at a securities firm in Tokyo, Tue
2026-06-26
tradersunion.com
2026-06-26
Traders Union
Cadence Design Systems says Jilin University students are using Cadence Fidelity CFD to design award-winning race cars. The company describes the technology as helping to optimize aerodynamics and accelerate every iteration.
Cadence Design Systems shares a video on how hands-on CFD is shaping future engineers. Details are available in the linked content.
CDNS is trading at $368.42, sitting below
2026-06-26
tradersunion.com
2026-06-26
Traders Union
Texas Instruments (TXN) stock is trading at $312.98, reflecting a daily gain of 3.25%. The price is positioned above its key moving averages, highlighting notable strength relative to recent trend levels.
Guyasuta Investment Advisors Inc. has reduced its holdings in Texas Instruments by 19.9% during the first quarter, which may indicate portfolio rebalancing or a changed view on TXN, according to
2026-06-26
www.quiverquant.com
2026-06-26
Quiver Quantitative
New AI Systems Launched: Social media lit up as Applied Materials unveiled advanced chipmaking equipment designed to boost DRAM and packaging for AI applications. Investors highlighted the company's focus on overcoming the memory wall in high-performance computing. The announcement drove immediate gains in the stock.
Market Rally Ignites: Discussion turned sharply positive amid a broader semicond
2026-06-24
w.media
2026-06-24
W.Media
Selangor Industrial Corporation (SIC), a wholly owned subsidiary of the Selangor State Development Corporation (PKNS), has signed a Joint Venture Agreement with the Data Centre Union (DC Union) to develop a 65MW high-tech data center in Cyberjaya.
The data center project is valued at RM 2.5 billion (US$ 602.5 million) and will be developed by SIC Quantum Data Centre, a joint venture company estab
2026-06-23
www.wsj.com
2026-06-23
WSJ
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2026-06-22
www.venturesquare.net
2026-06-22
벤처스퀘어
Ingenious Jointly Develops AI Radar Healthcare Solution with Infineon and TESA
06/22/2026
Inzinious, an AI-based radar healthcare company, is partnering with a global semiconductor company to target overseas markets. Inzinious announced that it has signed a tripartite Memorandum of Understanding (MOU) with the German semiconductor company Infineon Technologies and the Thailand Embedded Systems As
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
Earnings anticipation builds: Discussions on social media highlight anticipation around Micron Technology's upcoming quarterly results, with analysts pointing to potential beats on guidance amid robust AI-driven memory demand. Observers note the stock's recent surge and question whether momentum will sustain through the report. Several posts reference elevated price targets from major firms as a s
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
May revenue surge sparks optimism: Social media chatter highlights Taiwan Semiconductor's impressive May 2026 revenue of $13.2 billion, marking a 30.1% year-over-year jump, as participants link the gains directly to surging demand for advanced chips in AI applications.
Technical signals fuel momentum: Traders point to continued bullish indicators on daily charts, including a MACD golden cross, wi
2026-06-22
www.timminstoday.com
2026-06-22
TimminsToday.com
www.timminstoday.com
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2026-06-21
tomshardware.com
2026-06-21
Hassam Nasir
Turns out, an ice machine can cool a GPU perfectly fine as long as you're willing to modify it to the extreme and are patient enough to deal with the leaks.
2026-06-20
www.quiverquant.com
2026-06-20
Quiver Quantitative
AI Component Demand Surges: Social media discussions are centering on Vishay Intertechnology's exposure to high-growth areas like MLCCs used in AI servers, where analysts project more than 100 percent year-over-year expansion in total addressable market.
Semiconductor Setup Builds: Recent posts note the stock forming bases after strong prior moves, with traders watching for breakouts alongside pe
2026-06-18
www.tweaktown.com
2026-06-18
TweakTown
NVIDIA launches ACE Game Agent SDK Beta for in-game AI companions that run on RTX GPUs
NVIDIA unveils the ACE Game Agent SDK Beta At Unreal Fest 2026, enabling developers to add AI companions to games running on GeForce RTX GPUs.
VIEW GALLERY - 3
Kosta Andreadis
Senior Editor
Published Jun 18, 2026 1:29 AM CDT
1 minute & 30 seconds read time
TL;DR: NVIDIA has released the Beta of its ACE Game Ag