Semiconductor News & Analysis Feed
928 articles
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Intel vs. Qualcomm: Which Technology Stock Is a Better Buy in 2026?
Eric Trie, The Motley Fool
Thu, June 18, 2026 at 9:00 AM PDT 5 min read
INTC
+5.19%
QCOM
-1.86%
MBLY
-1.42%
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Semiconductors power everything from smartphones to artificial intelligence. As the global landscape shifts, choosing between Intel (NASDAQ:INTC) and Qualcomm (NASDAQ:QCOM) requ
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia (
NVDA
0.51%
) has a great investing track record, which makes sense considering its position in the tech world. Because of the central role it plays in the artificial intelligence (AI) industry, it has to interact with many companies to ensure that its products are compatible, and it even forms partnerships when the situation is right. One company it recently promoted was Marvell Technolog
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Marvell Technology Skyrocketed on a Stunning Nvidia Endorsement: Could It Be the Next Trillion-Dollar AI Stock?
Keithen Drury, The Motley Fool
Thu, June 18, 2026 at 8:49 AM PDT 4 min read
NVDA
-0.52%
MRVL
-1.47%
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Trading disclosure
Nvidia (NASDAQ: NVDA) has a great investing track record, which makes sense considering its position in the tech world. Because of the centra
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Semiconductors power everything from smartphones to artificial intelligence. As the global landscape shifts, choosing between Intel (
INTC
+3.10%
) and Qualcomm (
QCOM
0.37%
) requires a look at their very different paths toward growth.
Intel is transitioning from a traditional chipmaker to a massive manufacturing foundry. Qualcomm remains a leader in mobile connectivity and is expanding its reac
2026-06-18
simplywall.st
2026-06-18
simplywall.st
United States/Semiconductors/NasdaqGS:MRVL
Marvell Technology (MRVL) Stock Could Be 107% Overvalued After S&P 500 And Nvidia News
June 18, 2026
Simply Wall St
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Marvell Technology (MRVL) has been in focus after several catalysts converged, including its upcoming addition to the S&P 500, a deeper AI partnership with Nvidia, and a high profile CFO transition.
See our latest analysis
2026-06-18
www.venturesquare.net
2026-06-18
벤처스퀘어
Domestic GaN Semiconductor Surpasses 700GHz Barrier… Achieves World’s Highest Performance with IVWORKS Technology
06/18/2026
Domestic researchers have succeeded in achieving world-class ultra-high frequency performance in the field of next-generation compound semiconductors. Semiconductor materials company IVWorks announced that a gallium nitride (GaN)-based transistor utilizing its selective reg
2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA or Marvell Technology: Which Stock Has More Upside?
June 18th, 2026 by Trefis Team
MRVL
Marvell Technology
Marvell Technology surged 15% during the past week. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives you more. NVIDIA (NVDA) stock of
2026-06-18
www.cleanroomtechnology.com
2026-06-18
Cleanroom Technology
Applied Materials has opened a new $500m manufacturing and research campus in Singapore.
The new Tampines Campus, which is already operating at volume production, more than doubles the company's cleanroom footprint in Singapore and forms a key part of its Singapore 2030 growth strategy.
Designed to support chipmakers increasing production capacity for AI applications and advanced semiconductor
2026-06-18
www.cleanroomtechnology.com
2026-06-18
Cleanroom Technology
Micron Technology has selected Bechtel as the engineering, procurement and construction (EPC) partner for the first phase of its semiconductor manufacturing complex in Clay, New York.
The appointment marks the next phase of development at the site, where Micron broke ground on its first fabrication plant in January 2026.
Bechtel will immediately mobilise at the White Pine Commerce Park location
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Is Micron Technology, Inc. (MU) the Stock with the Best Earnings Growth for the Next 3 Years?
Rameen Kasana
Thu, June 18, 2026 at 1:08 AM PDT 2 min read
MU
+8.70%
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Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is among the stocks with the best earnings growth for the next 3 years. On June 11, TheFly reported that Daiwa significantly lifted the price target on Micron T
2026-06-18
www.thelec.net
2026-06-18
thelec.net
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2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
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2026-06-18
digitimes.com
2026-06-18
As AI chip technology advances, larger chip sizes and heterogeneous integration packaging are driving bigger package dimensions, pushing semiconductor makers to adopt FOPLP over FOWLP and improve manufacturing efficiency by "replacing round with square." DIGITIMESbelieves that panel makers have an edge because their existing glass substrates are larger than those used by OSATs, making FOPLP develo
2026-06-18
digitimes.com
2026-06-18
Backlight module maker Darwin held its shareholders' meeting on June 17, 2026, and said it remains cautiously optimistic about 2026 revenue as its new businesses continue to gain traction. The company cited fresh commercial display orders in the US market and said organ-chip partner Anivance AI is also listed on an "Nvidia backdrop," adding momentum to its medical technology push.
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-18
digitimes.com
2026-06-18
The global semiconductor and high-tech manufacturing landscape continues to undergo structural realignment. An increasing number of Chinese technology and semiconductor companies are adopting a dual-location strategy, establishing corporate entities in Singapore while locating manufacturing operations in Malaysia in an effort to reduce their association with the "Made in China" label.
2026-06-18
digitimes.com
2026-06-18
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co
2026-06-17
www.trefis.com
2026-06-17
Trefis
Micron Technology Stock On A Winning Streak: Time To Get In Or Book Profits?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
Micron Technology (MU) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But
2026-06-17
www.benzinga.com
2026-06-17
Benzinga
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Marvell Technology (NasdaqGS:MRVL) Gets Nvidia Backing And A $2 Billion Investment
Bailey Pemberton
Wed, June 17, 2026 at 2:11 AM PDT 4 min read
MRVL
+4.33%
NVDA
+0.00%
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Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Nvidia CEO Jensen Huang recently highlighted Marvell Technology