Semiconductor News & Analysis Feed
397 articles
2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
2026-06-18
digitimes.com
2026-06-18
Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may be achieved given current trends. He pointed to stronger-than-expected exports from the AI supply chain and traditional industries such as machinery.
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
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TSMC: Why Premium Multiples Don't Matter For The King Of Foundries
Jun 17, 2026, 4:17 PM ETTaiwan Semiconductor Manufacturing Company Limited (TSM) StockINTC
C Jessen
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Summary
Taiwan Semiconductor (TSM) remains the industry leader, delivering exceptional revenue and EPS growth, underpinned by dominant
2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
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2026-06-17
en.sedaily.com
2026-06-17
Seoul Economic Daily
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2026-06-17
digitimes.com
2026-06-17
Semiconductor materials suppliers are moving to rebuild depleted inventories and recover sharply higher costs from Samsung Electronics, SK Hynix and other memory chip customers after the 106-day US-Iran war strained supply chains for precursors, specialty gases and other key chipmaking inputs.
2026-06-17
drrobertcastellano.substack.com
2026-06-17
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
How AI Factories Are Creating New Winners Beyond Nvidia
DR. ROBERT CASTELLANO
JUN 17, 2026
∙ PAID
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What’s In This Article
The semiconductor equipment lesson Wall Street is missing
Table 1. AI Accelerators Have Become The Dominant Form Of Data Center Compute
Chart 1. Nvidia’s Share of AI Infrastructure Value Continues To Increase
From CPU-Centric Computing To AI Factories
Nvidia Is Becoming
2026-06-17
lufkindailynews.com
2026-06-17
The Lufkin Daily News
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US Marshals pepper spray protesters in clash in St. Paul, Mi…
Dozens of protesters gathered outside a federal courthouse i…
AP
Nvidia CEO Jensen Huang tries to quell fears on future of technology
Jun 16, 2026 Updated 5 hrs
2026-06-17
cryptobriefing.com
2026-06-17
Crypto Briefing
Nvidia’s AI inference chip market share rises to 74%, cementing dominance in fastest-growing AI sector
The chipmaker expanded its lead from 66% as the AI inference market races toward $100 billion, wi
2026-06-17
news.google.com
2026-06-17
Ottumwa Courier
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Here’s What Jefferies Thinks About NVIDIA Corporation (NVDA)
Talha Qureshi
Tue, June 16, 2026 at 11:49 AM PDT 2 min read
NVDA
-2.37%
STMPA.PA
-0.03%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the Top Stocks to Buy and Hold for the Long Term. On June 12 Jefferies released a research note saying that the reported delays in two key AI data center technolog
2026-06-17
tomshardware.com
2026-06-17
Kunal Khullar
The new G3-series peripherals focus on lightweight gaming and customization.
2026-06-16
newsroom.equinix.com
2026-06-16
Equinix Newsroom
Presidio deploys Cisco Secure AI Factory with NVIDIA at Equinix data center in complementary, partner-led lab environment
Endorsed architectures and live testing lab deliver faster path for enterprises from pilot to production AI
REDWOOD CITY, Calif., June 16, 2026 /PRNewswire/ -- Equinix, Inc. (Nasdaq: EQIX), the world's digital infrastructure company®, today unveiled an expanded collaboration
2026-06-16
www.eagletribune.com
2026-06-16
Eagle-Tribune
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Lionel Messi delivered his first World Cup hat trick and mat…
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The Latest: Trump-backed candidates secure GOP Senate nomina…
President Donald Trump’s preferred candidates are having mix…
AP
Murata kooperiert mit Synopsys, um Simulationsmodelle über die elektromagnetischen und thermisc
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Elon Musk Says He's Building a Chip '2-3x Better Than Nvidia' at 10% the Cost. Should Nvidia Investors Be Worried?
Keith Speights, The Motley Fool
Tue, June 16, 2026 at 2:04 AM PDT 4 min read
NVDA
-2.37%
SPCX
+4.83%
TSLA
-1.58%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to his stakes
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to his stakes in SpaceX (
SPCX
+4.36%
) and Tesla (
TSLA
1.55%
), Elon Musk's net worth now tops $1 trillion. Musk has pioneered innovations in electric vehicles. He has successfully commercialized rocket launches. And now he plans to take on Nvidia (
NVDA
2.16%
).
Musk told Baron Capital founder R
2026-06-16
briefglance.com
2026-06-16
BriefGlance
STMicroelectronics’ Deft $1.5B Maneuver in a Surging Chip Market
📊 KEY DATA
$1.5 billion convertible bond offering by STMicroelectronics
5.5% dip in share price following the announcement
200% stock surge this year, reflecting strong market position
🎯 EXPERT CONSENSUS
Experts would likely conclude that STMicroelectronics' $1.5 billion bond offering is a strategic move to fortify its financial fou