Semiconductor News & Analysis Feed
7164 articles
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
Key Points
Nvidia and Micron are semiconductor companies whose chips are essential for artificial intelligence.
Nvidia's Grace Blackwell superchip is the fastest and most efficient AI accelerator on the market.
Micron is losing market share in NAND and DRAM memory to industry leaders Samsung and SK Hynix.
10 stocks we like better than Nvidia ›
To date, Nvidia(NASDAQ: NVDA) and Micron Technolo
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
__fail__
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Nvidia Stock vs. Micron Stock: Wall Street Says Buy One and Sell the Other
Trevor Jennewine, The Motley Fool
Thu, June 18, 2026 at 2:32 AM PDT 4 min read
NVDA
+2.95%
MU
+8.70%
Explore stocks on Coinbase
Trading disclosure
To date, Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) are two of the biggest winners from the artificial intelligence infrastructure build-out. The stocks have added
2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA or Marvell Technology: Which Stock Has More Upside?
June 18th, 2026 by Trefis Team
MRVL
Marvell Technology
Marvell Technology surged 15% during the past week. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives you more. NVIDIA (NVDA) stock of
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
To date, Nvidia (
NVDA
+3.08%
) and Micron Technology (
MU
+8.80%
) are two of the biggest winners from the artificial intelligence infrastructure build-out. The stocks have added 1,320% and 1,940%, respectively, since January 2023. But most Wall Street analysts think one of the two is overvalued.
Among 69 analysts, Nvidia has a median target price of $300 per share. That implies 44% upside from
2026-06-18
www.xtb.com
2026-06-18
XTB.com
SK Hynix announced that it has delivered the first HBM4E memory chips to major customers, marking the next stage in the rollout of a new generation of memory solutions for AI accelerators. The news was well received by investors, helping the company’s shares reach record highs. While at first glance this may appear to be a development relevant only to a memory manufacturer, its implications are mu
2026-06-18
www.inc.com
2026-06-18
inc.com
__fail__
2026-06-18
memeburn.com
2026-06-18
Memeburn
TL;DR
ByteDance is negotiating to buy 50,000+ AI chips from Shanghai-based Iluvatar CoreX, and is also considering a deal for Baidu's Kunlunxin chips
It's developing two of its own GPU types (one for training, one for inference) with TSMC manufacturing, aiming for mass production in 2026 and scaling to 350,000 units
Its 2025 AI budget is $12 billion, with 60% going to domestic suppliers like Huaw
2026-06-18
www.tweaktown.com
2026-06-18
TweakTown
SK Hynix and Samsung race to build the memory powering NVIDIA and AMD's next AI monsters
SK Hynix confirms it has delivered its first HBM4E samples to its partners, marking the first delivery of next-gen data center components.
VIEW GALLERY - 3
Jak Connor
Tech and Science Editor
Published Jun 18, 2026 3:31 AM CDT
1 minute & 30 seconds read time
TL;DR: SK Hynix has delivered its first HBM4E memor
2026-06-18
www.benzinga.com
2026-06-18
Benzinga
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2026-06-18
www.zacks.com
2026-06-18
Zacks Investment Research
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In ad
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
Chicago, IL – June 18, 2026 – Zacks Director of Research Sheraz Mian says, "Total Q2 earnings for the S&P 500 index are currently expected to be up +22.3% from the same period last year on +11.0% higher revenues."
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and foll
2026-06-18
au.finance.yahoo.com
2026-06-18
Yahoo Finance Australia
The Zacks Analyst Blog Highlights NVIDIA, Oracle, Home Depot, Catalyst Bancorp and Hour Loop
Zacks Equity Research
Wed 17 June 2026 at 11:56 pm GMT-7 5 min read
NVDA
+2.95%
ORCL
+0.41%
HD
+2.08%
CLST
+1.08%
HOUR
+8.42%
For Immediate Release
Chicago, IL – June 18, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the la
2026-06-18
news.google.com
2026-06-18
Yahoo Finance
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
2026-06-18
www.jpost.com
2026-06-18
The Jerusalem Post
ByWALLA! MONEY
JUNE 18, 2026 09:15
The chip giant Nvidia announced its intention to raise a massive sum of 25 billion dollars through a bond issuance in the United States. This marks the first time since 2021 that the leader of the artificial intelligence chip market has turned to the debt market in order to increase its liquidity. The current debt financing turned out to be significantly higher
2026-06-18
blogs.nvidia.com
2026-06-18
NVIDIA Blog
France Advances Europe’s AI Future With NVIDIA Technologies
From AI factories to open models, France is turning its AI ambitions into production reality.
June 17, 2026 by Nat Ives
0
Share
A year ago at NVIDIA GTC Paris at VivaTech, France laid out plans to advance local AI — from new AI factories and national compute capacity to open frontier models and industrial platforms.
Now, that AI infra
2026-06-18
sg.finance.yahoo.com
2026-06-18
Yahoo Finance Singapore
Zacks Earnings Trends Highlights: Nvidia and Micron
Zacks Equity Research
Wed, 17 June 2026 at 11:06 pm GMT-7 6 min read
NVDA
+2.95%
MU
+8.70%
^GSPC
+1.08%
For Immediate Release
Chicago, IL – June 18, 2026 – Zacks Director of Research Sheraz Mian says, "Total Q2 earnings for the S&P 500 index are currently expected to be up +22.3% from the same period last year on +11.0% higher revenues."
Making
2026-06-18
blogs.nvidia.com
2026-06-18
NVIDIA Blog
France Advances Europe’s AI Future With NVIDIA Technologies
From AI factories to open models, France is turning its AI ambitions into production reality.
June 17, 2026 by Nat Ives
0
Share
A year ago at NVIDIA GTC Paris at VivaTech, France laid out plans to advance local AI — from new AI factories and national compute capacity to open frontier models and industrial platforms.
Now, that AI infra
2026-06-18
www.somo.nl
2026-06-18
SOMO - The Centre for Research on Multinational Corporations
Some of the data collected by this provider is for the purposes of personalization and measuring advertising effectiveness.
Nvidia has become one of the biggest winners of the AI boom. Yet its influence extends far beyond the chips that power ChatGPT and other AI systems. Through a growing network of investments and partnerships, the company is shaping the future of the AI industry while increasi