Semiconductor News & Analysis Feed
7032 articles
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
__fail__
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
2026-06-21
www.barchart.com
2026-06-21
Barchart.com
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) is forcing investors to revisit a familiar question from tech history. The company now trades at a valuation above its late 1990s peak, when internet enthusiasm drove many technology stocks to unsustainable levels before the “Dot Com” bubble finally burst.
This time, though, the setup is more grounded in
2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Texas Instruments Inc (TXN) moved up by 6.95%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The substantial upward movement in Texas Instruments shares is primarily driven by a dramatic shift in market perceptio
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon, DE0006231004
Why Infineon’s XENSIV TLE4999I3 linear Hall sensor is built for fail-safe steering
20.06.2026 - 16:58:33 | ad-hoc-news.de
Infineon’s XENSIV TLE4999I3 linear Hall sensor aims at one of the toughest jobs in the car: precise, redundant position sensing for electric power steering and other ASIL D systems. What the tiny chip promises in safety and where the limits lie.
Infineo
2026-06-20
tomshardware.com
2026-06-20
Jowi Morales
Beijing says the Space Computing Industry Innovation Center will bring together rocket and satellite manufacturers, chip manufacturers, and AI labs to develop a space-based data center system.
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
TSMC’s, Booking
TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Clients Eye Samsung and CoWoS Expansion Ramps
20.06.2026 - 16:28:21 | boerse-global.de
TSMC's advanced nodes fully booked by Nvidia, Apple, and others; clients like BYD, AMD, and Google explore Samsung. Stock near €414 record, capital budget at $52-56B for 2026.
TSMC’s - TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Client
2026-06-20
ts2.tech
2026-06-20
TechStock²
20 JUNE 2026
AMS:ASML·SEMICONDUCTORS
3 MINS READ
DISPUTE OVER ASML CHINA EUV ORDERS PUTS U.S. EXPORT RULES TO THE TEST
BY IWONA MAJKOWSKA
AMSTERDAM, June 20, 2026, 16:02 CEST
Bloomberg said U.S. Commerce Secretary Howard Lutnick flagged to ASML that one of its main chipmaking machines might already be in China.
ASML said it has not shipped any extreme ultraviolet lithography machines or EUV-sp
2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.
2026-06-20
www.foxnews.com
2026-06-20
Fox News
ARTIFICIAL INTELLIGENCE
Jensen Huang says AI will reshape work like the Industrial Revolution and the US 'should absolutely lead'
Huang pointed to half a million jobs already created through AI infrastructure including data centers and chip plants
By Levi D'Amato Fox News
Published June 20, 2026 9:00am EDT
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Jensen
2026-06-20
news.google.com
2026-06-20
Fox News
2026-06-20
tomshardware.com
2026-06-20
Bruno Ferreira
ACE CPU extensions bring an efficient AI-oriented instruction set to x86 — new design makes matrix multiplication more power- and density-efficient
2026-06-20
wccftech.com
2026-06-20
Wccftech
The ARM-based ecosystem has been graced by another entrant in the form of NVIDIA’s RTX Spark, and with its arrival in laptops this fall, Qualcomm and Apple should feel a little hint of worry, mainly in one category, because they have had years to address a problem existing in these notebook SoCs and have failed to do so. Well, the clock is ticking for these two companies.
2026-06-20
economictimes.indiatimes.com
2026-06-20
The Economic Times
Synopsis
Intel has appointed former SK hynix and SK On CEO Lee Seok-hee as a senior vice president in its foundry business. Lee will lead advanced packaging and system integration efforts, a crucial area for Intel's push into next-generation AI systems. His extensive experience in high-scale technology and manufacturing is expected to bolster Intel's capabilities and customer commitments in this v
2026-06-20
www.aninews.in
2026-06-20
ANI News
Intel hires former SK hynix chief Lee Seok-hee to lead advanced packaging
ANI | Updated: Jun 20, 2026 17:01 IST
Seol [South Korea], June 20 (ANI): Intel has appointed former CEO of SK hynix and SK On Lee Seok-hee as a senior vice president in its foundry business, amid the US chipmaker's push into advanced semiconductor packaging.
According to a report by The Korea Herald, Intel announced Thursd
2026-06-20
tomshardware.com
2026-06-20
Hassam Nasir
Another person has fallen victim to Amazon's generous return policy, as they received a disc drive, a mousepad, and an AV receiver instead of the $700 RTX 5070 they ordered.
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv