Semiconductor News & Analysis Feed
309 articles
2026-06-16
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2026-06-16
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Nvidia Taps Bond Market for the First Time in Five Years
Nvidia Taps Bond Market for the First Time in Five Years
Less than 1 min read
NVDA
+3.18%
GS
+1.75%
JPM
−0.08%
MS
+2.33%
Nvidia
NVDA
is preparing to sell investment-grade bonds for the first time since June 2021, targeting at least $20 billion across seven maturities from two to 30 years. The longest bonds are being mar
2026-06-16
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2026-06-16
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Google's Samsung Talks Highlight TSMC Capacity Crunch
Google's Samsung Talks Highlight TSMC Capacity Crunch
Less than 1 min read
GOOG
+2.61%
Alphabet (GOOG, Financials) may be looking beyond Taiwan Semiconductor Manufacturing for part of its future AI chip production, and that says a lot about how tight the market has become.
Google is reportedly in talks with Samsung to make
2026-06-16
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2026-06-16
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2026-06-15
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2026-06-15
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onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
6 min read
ON
+6.89%
onsemi ON has quietly become one of the semiconductor sector’s strongest performers in 2026. The stock has surged 115.7% year to date, significantly outperforming the Zacks Semiconductor – Analog and Mixed industry’s 65% gain and the S&P 500’s 8.6
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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Nvidia stock jumps after $20B bond offering report as AI chip stocks rally
Nvidia stock jumps after $20B bond offering report as AI chip stocks rally
2 min read
NVDA
+3.48%
Nvidia NVDA shares climbed more than 2% on Monday after a Reuters report said the artificial intelligence chip leader is preparing to raise $20 billion through a US bond offering, marking its return to the inve
2026-06-15
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2026-06-15
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Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement
Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement
Less than 1 min read
MU
+9.66%
NVDA
+2.92%
AMD
+7.86%
INTC
+3.10%
AI chip stocks climbed on Monday after a preliminary U.S.-Iran peace deal lifted market sentiment and eased worries about a wider energy shock.
Mic
2026-06-15
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2026-06-15
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Nvidia Hires Washington Veteran for Policy Push
Nvidia Hires Washington Veteran for Policy Push
Less than 1 min read
NVDA
+2.22%
INTC
+2.58%
Nvidia
NVDA
has tapped a veteran Washington insider to lead its government affairs operation, a move that comes as the AI giant faces growing scrutiny over trade policy, export controls and the future of U.S. technology leadership.
The
2026-06-15
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2026-06-15
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Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy?
Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy?
4 min read
MU
+8.29%
AMKR
+1.72%
Amkor Technology AMKR and Micron Technology MU are emerging as key beneficiaries of the accelerating AI infrastructure buildout. As AI workloads become increasingly compute-intensive, demand is rising not only for advan
2026-06-15
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2026-06-15
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TSMC and SoftBank Shares Jump as U.S.-Iran Peace Deal Ignites Tech Rally
TSMC and SoftBank Shares Jump as U.S.-Iran Peace Deal Ignites Tech Rally
Less than 1 min read
9984
+10.31%
2330
+2.81%
SoftBank Group (SFTBY) and Taiwan Semiconductor Manufacturing Co (TSMC) led gains in Asian technology shares on Monday after investors welcomed news of a peace deal between the U.S. and Ir
2026-06-15
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2026-06-15
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Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI
Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI
4 min read
Trust3 AI/ Key word(s): Agreement/Product Launch
Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI
15.06.2026 / 12:05 CET/CEST
The issuer is solely responsible for the content of this a
2026-06-15
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2026-06-15
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MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain
MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain
2 min read
MU
−1.43%
KEY POINTS:
The U.S. peace deal with Iran sent global markets higher on Monday.
MU stock gained 8% in the premarket, while the Roundhill Memory ETF (DRAM) advanced 6%.
Micro
2026-06-15
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2026-06-15
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Reuters
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OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9)
OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9)
RefinitivLess than 1 min read
NVDA
+0.16%
9984
+10.31%
APO
−0.02%
BX
+1.58%
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2026-06-15
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2026-06-15
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REG - IQE PLC - IQE plc: Tower Semiconductor InP supply agreement
REG - IQE PLC - IQE plc: Tower Semiconductor InP supply agreement
Refinitiv4 min read
IQE
+5.35%
TSEM
+1.77%
RNS Number : 1844I IQE PLC 15 June 2026
IQE plc
Cardiff, UK
15 June 2026
IQE and Tower Semiconductor announce multi-year InP epiwafer supply agreement
- Supporting planned growth in I
2026-06-15
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2026-06-15
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Sunrise Energy Metals Agrees To Strategic Investment In Advanced Alscn Memory Semiconductor Developer Agni Semiconductor
Sunrise Energy Metals Agrees To Strategic Investment In Advanced Alscn Memory Semiconductor Developer Agni Semiconductor
RefinitivLess than 1 min read
SRL
−3.82%
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2026-06-13
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2026-06-13
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Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
2 min read
LRCX
+1.18%
AMAT
+2.64%
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned military strikes on Iran and signaled a peace deal could be signed over the weekend.
I
2026-06-13
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2026-06-13
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Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
3 min read
MU
−1.43%
NVDA
+0.16%
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us thus see how both companies per
2026-06-12
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2026-06-12
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
4 min read
IFX
+3.89%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-06-12
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2026-06-12
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Can Synopsys' Design IP Business Rebound in Fiscal 2026?
Can Synopsys' Design IP Business Rebound in Fiscal 2026?
3 min read
SNPS
+1.13%
Synopsys’ SNPS Design IP segment faced pressure in the second quarter of fiscal 2026. Revenues declined to $454.2 million from $482 million in the year-ago quarter, while adjusted operating margin fell to 24% from 31%. The weakness was not limited
2026-06-12
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2026-06-12
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