Semiconductor News & Analysis Feed
2536 articles
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Elon Musk Just Delivered Fantastic News for ASML Stock Investors
Lee Samaha, The Motley Fool
Tue, June 16, 2026 at 1:39 PM PDT 3 min read
ASML.AS
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SPCX
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NVDA
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TSLA
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INTC
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Trading disclosure
Tesla (NASDAQ: TSLA) and Space Exploration Technologies (NASDAQ: SPCX), or SpaceX, CEO Elon Musk recently addressed ASML (NASDAQ: ASML) employees during
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Tesla (
TSLA
1.55%
) and Space Exploration Technologies (
SPCX
+4.36%
), or SpaceX, CEO Elon Musk recently addressed ASML (
ASML
4.53%
) employees during a fireside chat with ASML CEO Christophe Fouquet at the European company's technology conference. It's an important development, as it further validates Musk's intent with the Terafab initiative and ASML's role in facilitating it.
Terafab and AS
2026-06-17
simplywall.st
2026-06-17
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK hynix (KOSE:A000660) Stock After Huge AI-Driven Rally Is There Still Value?
June 17, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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If you are wondering whether SK hynix stock still offers value after its strong run, the key is to look closely at what the current price suggests about the company.
Over recent periods, the share price has
2026-06-17
news.google.com
2026-06-17
Insider Monkey
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
Micron Technology (MU) Skyrocketed on Explosive Demand For High-Bandwidth Memory
Soumya Eswaran
Tue, 16 June 2026 at 8:04 am GMT-7 3 min read
MU
-6.18%
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s insti
2026-06-16
uk.finance.yahoo.com
2026-06-16
Yahoo Finance UK
Micron Technology (MU) Skyrocketed on Explosive Demand For High-Bandwidth Memory
Soumya Eswaran
Tue, 16 June 2026 at 8:04 am GMT-7 3 min read
MU
-6.18%
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s insti
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Micron Technology is a widely followed artificial intelligence (AI) infrastructure stock, as it supplies a critical component in the form of memory chips that go into a variety of AI accelerator chips.
The company's revenue and earnings have been growing rapidly, driven by an acute shortage of memory chips. Micron is poised to release its fiscal 2026 third-quarter results on June 24, and there is
2026-06-16
wccftech.com
2026-06-16
Wccftech
Memory makers are now adopting domestically produced larger size DDR5 memory chips for their DDR5 modules.
Instead of depending on the three memory giants, such as Samsung, Micron, and SK Hynix, some memory vendors in China are now adopting domestically produced DDR5 chips. As per IT Home, two vendors known as Gloway and KingBank have introduced their latest DDR5 memory modules, using the 24 Gb m
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
__fail__
2026-06-16
www.kedglobal.com
2026-06-16
KED Global
From memory supplier to AI architect: SK Hynix deepens alliance with Nvidia
SK Group Chairman Chey Tae-won and Nvidia CEO Jensen Huang pose for a photo at SK Hynix’s exhibition booth during Computex 2026 in Taiwan on June 2, 2026 (Courtesy of Yonhap) SK Hynix Inc. is deepening its role with Nvidia Corp., moving from a key memory supplier to a full‑fledged strateg
2026-06-16
tomshardware.com
2026-06-16
Sarah Jacobsson Purewal
I test keyboards for a living, and these are the keyboards I keep coming back to.
2026-06-16
wccftech.com
2026-06-16
Wccftech
The memory requirements of experiencing the entire Siri AI features suite will eventually force Apple to introduce a minimum of 12GB LPDDR5X RAM for its iPhone 18 lineup, but more importantly, is how increased demand for these devices will contribute to the existing memory crisis while making a handful of suppliers wealthy in the process.
2026-06-16
www.thelec.net
2026-06-16
thelec.net
Genesem's Veloce G7 saw singulation equipment. (Photo: Genesem)
Genesem will supply semiconductor equipment, including saw singulation systems, worth about 7.37 billion won to SK hynix.
The company disclosed on June 15 that it signed a semiconductor back-end equipment supply contract with SK hynix's Chongqing subsidiary in China. The contract value is about 7.37 billion won, equivalent to roughl
2026-06-16
tomshardware.com
2026-06-16
Etiido Uko
A Reddit user has shown SteamOS running on an Intel Arc B580 desktop GPU, but the early proof of concept required a Radeon-assisted install workaround and Resizable BAR to recover performance.
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
finance.yahoo.com
2026-06-16
Yahoo Finance
The Zacks Analyst Blog Highlights SanDisk, Micron, Seagate Technology and Western Digital
The Zacks Analyst Blog Highlights SanDisk, Micron, Seagate Technology and Western Digital · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 1:28 AM PDT 8 min read
SNDK
-5.52%
MU
-6.18%
STX
+1.23%
WDC
+4.22%
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Trading disclosure
For Immediate Release
Chicago, IL – June 16, 2026 – Za