Semiconductor News & Analysis Feed
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2026-06-23
finance.yahoo.com
2026-06-23
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Micron, Anthropic sign AI infrastructure supply agreement
Reuters
Mon, June 22, 2026 at 11:02 AM PDT 1 min read
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June 22 (Reuters) - Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply of memory and storage products, and a strategic investment in the IPO-bound AI company's
2026-06-23
www.just-auto.com
2026-06-23
Just Auto
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2026-06-23
eetimes.com
2026-06-23
GlobalFoundries and Qualinx deliver Europe's first fully secure chip supply chain.
2026-06-23
tomshardware.com
2026-06-23
Andrew E. Freedman
In a blog post, Valve explained its new randomized reservation systems, new tactics to stop scalpers, and why it has limited inventory.
2026-06-23
www.verdict.co.uk
2026-06-23
verdict.co.uk
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2026-06-23
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2026-06-23
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2026-06-22
qz.com
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2026-06-22
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2026-06-22
eciks.org
2026-06-22
eciks.org
Micron stock hits record as AI memory demand accelerates
Published on 22 June 2026 at 10:56 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 163 times
© Micron stock hits record as AI memory demand accelerates
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Micron Technology stock hit an all-time closing high of $1,133.99 on June 18, 2026, as artificial intelligence memory demand continues to accelerate far
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
Maharathi Basu
Mon, June 22, 2026 at 7:45 AM PDT 5 min read
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Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artifi
2026-06-22
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2026-06-22
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AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
4 min read
NVTS
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AAOI
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Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artificial intelli
2026-06-22
eciks.org
2026-06-22
eciks.org
Intel stock surges on Apple foundry partnership, hits all-time high
Published on 22 June 2026 at 10:41 am •
Written by Chris Martin
• ★★★★★ • Reading duration : 3 minutes · read 1071 times
© Intel stock surges on Apple foundry partnership, hits all-time high
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Intel stock reached an all-time high of $135.32 on June 18, 2026, surging more than 10% after President Trump announced th
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
OpenAI in Talks to Lease 10 GW Data Center in Ohio, Nvidia (NVDA) To Play an Important Role – Reuters
Talha Qureshi
Mon, June 22, 2026 at 7:12 AM PDT 2 min read
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NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in tal
2026-06-22
wccftech.com
2026-06-22
Wccftech
Micron and Anthropic have announced a strategic agreement to scale next-generation AI infrastructure that spans memory and storage for rising compute demands.
Press Release: Micron Technology today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron, and a strategic investment in Anthro
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
How Investors Are Reacting To Texas Instruments (TXN) New High-Cell-Count EV and AI Battery Monitor
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier in June 2026, Texas Instruments introduced the BQ79826Z-Q1, an industry-first high-cell-count battery monitor with integrated electrochemical impedance spectroscopy for electric
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
A Growing Supply Gap Has Analysts Eyeing Applied Materials (AMAT)
Sajjl Nooranne
Mon, June 22, 2026 at 6:11 AM PDT 2 min read
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With a forward P/E of 37.54, Applied Materials, Inc. (NASDAQ:AMAT) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 17, Citi analyst Atif Malik raised the firm's
2026-06-22
news.google.com
2026-06-22
Stock Titan
2026-06-22
news.google.com
2026-06-22
CNBC
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Applied Materials (AMAT) and EssilorLuxottica Sign Long-Term Deal, Reuters Reports
Published on June 22, 2026 at 8:09 am by NOOR UL AIN REHMAN in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the best AI memory stocks to buy in 2026. Reuters reported on June 16 the signing of a long-term deal between EssilorLuxottica and Applied Materials, Inc. (NASDAQ:AMAT) for the development