Semiconductor News & Analysis Feed
4484 articles
2026-06-21
www.techtimes.com
2026-06-21
Tech Times
By Kyle Belmonte
Published: Jun 21 2026, 06:29 AM EDT
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NVIDIA.COM
NVIDIA's consumer graphics division is operating under conditions that would have seemed implausible a year ago: GPU supply to its manufacturing partners has been cut by as much as 20 percent, two of its most capable mid-range ca
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
3 US AI Stocks With Profit Margins And Earnings Growth
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI is no longer just a story about experiments and cash burn; it is increasingly about companies that turn heavy AI investment into real earnings. With inflation, rates, and energy prices all in focus, many investors are looking
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Will Navitas Semiconductor's New High‑Voltage SiC Package Redefine Its Power Electronics Edge (NVTS)?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Navitas Semiconductor introduced its UHV-TO-247-4-ISO package for 1,200 V to 3,300 V GeneSiC SiC MOSFETs, combining over 12 mm creepage, more than 6,000 V integra
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Software/NasdaqGM:AIP
Arteris (AIP) Is Up 7.6% After Highlighting AI Chiplet Role And Rising Institutional Ownership
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, Arteris highlighted its role as a key provider of network-on-chip interconnect IP for increasingly complex AI-focused semiconductors and automotive systems, underlining how its technolog
2026-06-21
www.techinasia.com
2026-06-21
Tech in Asia
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Tech in Asia Indonesia
Copyright © 2026 Tech in Asia. Al
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Is NVIDIA’s Record US$25 Billion AI Bond Deal Altering The Investment Case For NVDA?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
NVIDIA recently completed a record US$25.00 billion multi‑tranche bond sale, its largest to date, to refinance existing notes and fund AI data center and infrastructure expansion tied to growing demand from hypersca
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Is Up 9.1% After Major AI Photonics Deal And IP Settlement - What's Changed
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In June 2026, IQE plc announced a multi-year deal to supply Indium Phosphide epiwafers for Tower Semiconductor’s advanced silicon photonics platforms, while both companies settled an intellectual p
2026-06-21
news.google.com
2026-06-21
NASCAR.com
2026-06-21
investorplace.com
2026-06-21
InvestorPlace
Why Settle for Nvidia When This AI Stock Has 1,000% Upside?
1d ago · By sdesimoni and Thomas Yeung
Source: shutterstock.com/ex_artist
Listen to the audio version of this article (generated by AI).
Tom Yeung here.
Last week, InvestorPlace Senior Analyst Eric Fry highlighted how one of his latest picks now has even more upside than Nvidia Corp. (NVDA). Though Nvidia still has room to grow, sma
2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:LSCC
Is Lattice Semiconductor (LSCC) Balancing Low‑Power AI Ambitions With Its Valuation And Profitability Pressures?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Lattice Semiconductor outlined its participation at the past FPGA Conference Europe, showcasing low-power FPGA advances in physical AI, advanced connectivity, security, an
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Software/NasdaqGS:NBIS
Nebius Group (NBIS) Launches £1.7b UK AI Buildout With Nvidia Robotics Lab
June 21, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nebius Group (NasdaqGS:NBIS) announced a £1.7b UK AI infrastructure expansion, including three advanced data centers.
The company is partnering with NVIDIA to create a Physical AI Living Lab for European robotics startups.
The ini
2026-06-21
wccftech.com
2026-06-21
Wccftech
TSMC is aggressively working on CoPoS (Panel-Level) packaging to replace CoWoS for growing compute demand as Glass Core Substrates take center stage.
The ever-growing AI and compute demand requires next-generation packaging technologies. Intel and TSMC are aggressively working towards that goal, and glass core substrates are going to be a major part of their trajectories moving forward.
In a rec
2026-06-21
wccftech.com
2026-06-21
Wccftech
TSMC is aggressively working on CoPoS (Panel-Level) packaging to replace CoWoS for growing compute demand as Glass Core Substrates take center stage.
The ever-growing AI and compute demand requires next-generation packaging technologies. Intel and TSMC are aggressively working towards that goal, and glass core substrates are going to be a major part of their trajectories moving forward.
In a rec
2026-06-21
gizmodo.com
2026-06-21
Gizmodo
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Cloudflare Ray ID: a10087350a6886d6 • Your IP: Click to reveal • Performance & security by Cloudflare
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
www.barchart.com
2026-06-21
Barchart.com
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) is forcing investors to revisit a familiar question from tech history. The company now trades at a valuation above its late 1990s peak, when internet enthusiasm drove many technology stocks to unsustainable levels before the “Dot Com” bubble finally burst.
This time, though, the setup is more grounded in
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:ON
ON Semiconductor (ON) Stock Has The Rally Run 17% Ahead Of Fair Value?
June 20, 2026
Simply Wall St
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ON Semiconductor (ON) continues to attract investor attention after its recent trading sessions, with the stock last closing at $121.62 and showing sizeable total returns over the past year and longer horizons.
See our latest analysis for ON
2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.