Semiconductor News & Analysis Feed
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2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
devops.com
2026-06-22
DevOps.com
NVIDIA Research Bets on Code, Not Tool Calls, to Fix AI Spatial Reasoning
BY: TOM SMITH ON JUNE 22, 2026
NVIDIA Research has released SpatialClaw, an open-source framework that rethinks how AI agents handle one of the hardest problems in computer vision: Determining where things are in physical space. The project, published by NVIDIA’s research labs and hosted on GitHub under the NVlabs account,
2026-06-22
www.indexbox.io
2026-06-22
IndexBox
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2026-06-22
www.semiconductor-today.com
2026-06-22
Semiconductor Today
Two researchers at China’s Shandong University have reported monolithic integration (Figure 1) of all-gallium nitride (GaN) circuits consisting of 2 transistors (2T), 1 capacitor (1C), a micro-light-emitting diode (μLED) and a photodetector (PD) [Yipin Gao and Chao Liu, ACS Photonics, published online 22 May 2026].
Figure 1: (a) Schematic, (b) equivalent circuit, and (c) microscope image of monol
2026-06-22
www.gamingonlinux.com
2026-06-22
GamingOnLinux
The open source NVIDIA Vulkan driver (NVK) now has experimental DLSS support
22 Jun 2026 at 7:22 am UTC
By Liam Squires-Hand
1 comments
The open source community-made NVIDIA Vulkan driver (NVK) for Linux now has experimental support for DLSS.
Something that has been in progress for a while, started off by Valve contractor Autumn with a Mesa merge request that was sent back in October 2025. That
2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
BSN CAPITAL PARTNERS Ltd Purchases Shares of 2,506,427 NVIDIA Corporation $NVDA
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
BSN CAPITAL PARTNERS Ltd disclosed a new fourth-quarter stake in NVIDIA, buying 2,506,427 shares valued at about $463.5 million. NVIDIA now makes up 20.7% of the fund’s holdings, making it its largest position.
Wall Street sentiment remain
2026-06-22
mezha.net
2026-06-22
mezha.net
SK Hynix overtakes Samsung to become South Korea’s most valuable public company
Monday, 22 June 2026, 10:10
A decades-old turnaround peaked as SK Hynix surged past Samsung, driven by soaring HBM demand from AI customers. The result unsettles chip industry leaders.
As mentioned by Reuters
SEOUL, June 22 – SK Hynix overtook Samsung Electronics and became South Korea’s most valuable public company
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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Key facts: Micron Q3 Call June 24; Targets Raised to $1.2K/$1.3K
Key facts: Micron Q3 Call June 24; Targets Raised to $1.2K/$1.3K
Less than 1 min read
MU
+6.82%
Micron (MU) reports fiscal Q3 results and hosts an earnings call June 24, 2026. Traders watch revenue, AI/data-center demand and high-bandwidth memory orders for near-term trend clues.
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Analysts bigly raised
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Less than 1 min read
NVDA
−0.97%
Bank of America keeps NVIDIA (NVDA) as a top pick with a $350 target, citing AI compute and networking leadership; risks include uneven AI deployments, gaming cyclicality, and power/access limits.
1
Reports say NVIDIA’s R
2026-06-22
www.digitimes.com
2026-06-22
digitimes
The race to commercialize glass core substrates in advanced semiconductor packaging is heating up — but the technology is moving faster in headlines than in production lines. DIGITIMES has been tracking the latest developments in TSMC's CoPoS...
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2026-06-22
www.marketscreener.com
2026-06-22
marketscreener.com
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2026-06-22
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2026-06-22
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2026-06-22
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2026-06-22
eetimes.com
2026-06-22
In an environment of cloud platforms and AI models, security must be embedded into defense systems from the outset.
2026-06-22
en.yna.co.kr
2026-06-22
Yonhap News Agency
SEOUL, June 22 (Yonhap) -- SK hynix Inc. on Monday surpassed Samsung Electronics Co. in market capitalization, to become South Korea's most valuable listed company.
Shares of SK hynix closed 5.61 percent higher, lifting the company's market capitalization to 2,080.37 trillion won (US$1,350.98 billion), compared with Samsung Electronics' 2,066.66 trillion won after its stock slipped 0.14 percent.
2026-06-22
www.semiconductor-today.com
2026-06-22
Semiconductor Today
Researchers in China report on tunnel-junction (TJ) blue micro light-emitting diodes (LEDs) reaching wall-plug efficiencies of 45.23% [Yao Wang et al, Optics Express, v34, p17683, 2026]. The researchers used a device structure that avoided the post-growth thermal annealing, which is normally applied to activate the magnesium doping needed to realize p-type gallium nitride (p-GaN).
“This work elim
2026-06-22
www.benzinga.com
2026-06-22
Benzinga
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2026-06-22
www.techzine.eu
2026-06-22
Techzine Global
2 MIN
INFRASTRUCTURE
SK Hynix now more valuable than Samsung
BERRY ZWETS
Jun 22, 2026, 2:55 PM GMT+8
SK Hynix has surpassed Samsung as South Korea’s most valuable publicly traded company. The manufacturer of high-bandwidth memory (HBM) is reaping the full benefits of the global AI boom. Its stock has risen more than 340 percent this year.
SK Hynix rose 5.7 percent on Monday, bringing its market
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
sk hynix
samsung electronics
hbms
memory chips
SK Hynix Overtakes Samsung in South Korea Market Value
8 sources
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June 22, 2026
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Reuters and multiple outlets reported that SK Hynix on June 22, 2026, briefly overtook Samsung Electronics to become South Korea's most valuable listed company, driven by
2026-06-22
www.sanjuandailystar.com
2026-06-22
San Juan Daily Star
Investors see Micron earnings as pulse check of AI rally momentum
The San Juan Daily Star
1 day ago
3 min read
Rated NaN out of 5 stars.
Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Micron Technology (MU.O), opens new tab earnings will check the pulse of chip demand to see if it is still accelerating.