Semiconductor News & Analysis Feed
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2026-06-22
www.prnewswire.com
2026-06-22
PR Newswire
Semiconductor Intellectual Property (IP) Market worth $18.64 billion by 2032 - Exclusive Report by MarketsandMarkets™
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MarketsandMarkets
Jun 22, 2026, 10:15 ET
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DELRAY BEACH, Fla., June 22, 2026 /PRNewswire/ -- According to MarketsandMarkets™, the Semiconductor Intellectual Property (IP) Market was estimated at USD 9.30 billion in 2025 and is projected t
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
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Semiconductor Intellectual Property (IP) Market worth $18.64 billion by 2032 - Exclusive Report by MarketsandMarkets™
PR Newswire
Mon, June 22, 2026 at 7:15 AM PDT 7 min read
DELRAY BEACH, Fla., June 22, 2026 /PRNewswire/ -- According to MarketsandMarkets™, the Semiconductor Intellectual Property (IP)
2026-06-22
ca.investing.com
2026-06-22
Investing.com Canada
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2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
How Investors Are Reacting To Texas Instruments (TXN) New High-Cell-Count EV and AI Battery Monitor
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier in June 2026, Texas Instruments introduced the BQ79826Z-Q1, an industry-first high-cell-count battery monitor with integrated electrochemical impedance spectroscopy for electric
2026-06-22
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2026-06-22
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2026-06-22
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Micron Q3 Earnings Preview: What to Expect From Upcoming Report
Micron Q3 Earnings Preview: What to Expect From Upcoming Report
Less than 1 min read
MU
−11.52%
Micron Technology
MU
is scheduled to release fiscal third-quarter results on June 24, with investors expected to focus on demand for artificial intelligence memory chips, margin trends and the company's outlook for the
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
news.google.com
2026-06-22
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2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
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Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?
Published on June 22, 2026 at 9:10 am by SAJJL NOORANNE in News
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With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is emerging as a potential beneficiary of t
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?
Sajjl Nooranne
Mon, June 22, 2026 at 6:10 AM PDT 2 min read
INTC
-5.21%
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With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
BOISE, Idaho, June 22, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. The agreement directly links the demands of frontier AI models to how infrastru
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
From Materials Simulation to Experimental Astronomy, New NVIDIA AI Software Unlocks Scientific Discoveries
NVIDIA CUDA-X libraries, microservices and reference code accelerate AI for science.
June 22, 2026 by Chris Porter
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At the ISC conference running in Hamburg this week, NVIDIA is introducing new software that speeds AI for science, from chemistry and materials discovery to the search
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
At ISC, JUPITER Shows What Exascale Science Looks Like
Europe’s first exascale supercomputer — running on NVIDIA Grace Hopper Superchips — is mapping the brain, modeling climate, advancing 6G AI and breaking records in quantum computing simulation.
June 22, 2026 by Chris Porter
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JUPITER, Europe’s first exascale supercomputer at Germany’s Forschungszentrum Jülich, runs on NVIDIA Grace Hop
2026-06-22
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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
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2026-06-22
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2026-06-22
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2026-06-22
Yahoo! Finance Canada
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Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
Micron Technology, Inc.
Mon, June 22, 2026 at 6:00 a.m. PDT 3 min read
MU
-11.00%
Micron Technology, Inc.
Collaboration spans memory and storage AI architecture design, supply agreement, enterprise AI adoption
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
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Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
Micron Technology, Inc.
Mon, June 22, 2026 at 6:00 AM PDT 3 min read
MU
-11.82%
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Micron Technology, Inc.
Collaboration spans memory and storage AI architecture design, su
2026-06-22
sg.finance.yahoo.com
2026-06-22
Yahoo Finance Singapore
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The Dell AI Factory with NVIDIA Advances Supercomputing-Class Infrastructure Powering the Next Generation of HPC and AI
Business Wire
Mon, 22 June 2026 at 6:00 am GMT-7 6 min read
DELL
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NVDA
-2.89%
Dell PowerEdge XE8812
New Dell PowerEdge server brings next-generation density and efficiency to t
2026-06-22
m.techflowpost.com
2026-06-22
深潮TechFlow
伯恩斯坦研报解读:明年 HBM 价格必翻 2 倍以上,存储成为 AI 的负担
2026.06.22
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伯恩斯坦研报解读:明年 HBM
价格必翻 2 倍以上,存储成…
HBM 长协锁价致盈利远低于普通 DRAM,伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍,并大幅上调三星、SK 海力士、美光目标价,存储行业迎来结构性重估。
2026.06.22 - 21:16:11
存储
专注Web3行业深度报道,洞察潮水流动的方向
HBM 长协锁价致盈利远低于普通 DRAM,伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍,并大幅上调三星、SK 海力士、美光目标价,存储行业迎来结构性重估。
撰文:小饼
HBM 还在按年度合同锁价,普通 DRAM 已经涨了 4.5 倍。同一家晶圆厂,造普通