Semiconductor News & Analysis Feed
933 articles
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
SG Trading Solutions LLC Invests $31.70 Million in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
SG Trading Solutions LLC bought a new stake in NVIDIA during the fourth quarter, acquiring 169,974 shares valued at about $31.7 million. The position makes NVIDIA the firm’s largest holding, at roughly 7.4% of its portfolio.
Institutional inte
2026-06-21
www.asiae.co.kr
2026-06-21
아시아경제
KERI Becomes First in the World to Identify Trapezoidal Defect Structure in SiC Power Semiconductors
Revealing the Cause of Yield Loss... Laying the Foundation for Mass Production of High-Quality Wafers
The identity of a representative "killer defect" that lowers the yield of silicon carbide (SiC) power semiconductors—key components in artificial intelligence (AI) data centers and electric vehicl
2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-21
news.google.com
2026-06-21
TradingKey
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
2026-06-20
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.tradingkey.com
2026-06-20
TradingKey
Applied Materials Inc (AMAT) opened up by 4.08%. The Technology Equipment sector is up by 5.07%. The company underperformed 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 upward movement in Applied Materials shares was primarily propelled by sector-wide momentum and a series of hig
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. 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%.
Taiwan Semiconductor Manufacturing Company (TSMC) experienced a significant upward surge, driven b
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
NVIDIA is currently undergoing a technical correction within an established uptrend, with shares finding support near the $211.20 Fibonacci level. Analysts view this pullback as profit-taking rather than a reversal, supported by an RSI of 45.34 and thinning volume. The company’s fiscal Q1 2027 performance remains robust, featuring 85% revenue growth and a 75% gross margin. Strategic focus remains
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
The 2026 AI memory supercycle has driven historic gains across the sector. SK Hynix leads in HBM market share (58%), while Samsung and Micron remain key competitors. NAND providers Kioxia and SanDisk have seen exponential growth following valuation re-ratings. HDD manufacturers, including Seagate and Western Digital, benefit from persistent cold storage demand. Despite strong Q1 performance and su
2026-06-20
www.tradingview.com
2026-06-20
TradingView
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Key facts: NVIDIA speeds AI chip cycles; prices $25B bonds
Key facts: NVIDIA speeds AI chip cycles; prices $25B bonds
Less than 1 min read
NVDA
−0.97%
NVIDIA (NVDA) sped up AI chip product cycles; CEO Jensen Huang leads faster hardware releases as the firm nears record corporate profit—key points for traders: product cadence and profit trajectory.
1
NVIDIA (NVDA) trades near
2026-06-20
eetimes.com
2026-06-20
Canada sharpens its defense and tech edge with policies to boost homegrown chip power.
2026-06-20
news.google.com
2026-06-20
EE Times
2026-06-20
www.aol.com
2026-06-20
AOL.com
Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
ALEX SIROIS
Fri, June 19, 2026 at 10:56 PM GMT+8
0
Quick Read
TSM trades at 27x forward earnings despite management guiding above 30% revenue growth for 2026 and eight consecutive earnings beats.
SOXX surged 97% year-to-date while TSM gained only 41%, making it the cheapest pure-play foundry seat in the semiconductor sector
2026-06-20
www.tradingview.com
2026-06-20
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ASML Faces Fresh China Export Scrutiny
ASML Faces Fresh China Export Scrutiny
Less than 1 min read
ASML
−0.02%
AAPL
−0.34%
ASML
−0.12%
ASML
ASML
is facing fresh U.S. scrutiny after a report said CommerceSecretary Howard Lutnick raised concerns that one of its top EUV chipmaking machines may have been diverted to China.
Bloomberg reported that Lutnick outlined the concerns in
2026-06-20
www.tradingview.com
2026-06-20
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ASML Drops 2.7% as US Raises New China EUV Concerns
ASML Drops 2.7% as US Raises New China EUV Concerns
Less than 1 min read
ASML
−0.02%
ASML
−0.12%
ASML Holding
ASML
shares came under pressure in Amsterdam after US Commerce Secretary Howard Lutnick reportedly raised concerns with senior executives that one of the company's EUV lithography machines may have reached China desp
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Qualcomm Inc (QCOM) moved up by 6.17%. 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%.
Broad sector momentum and the upcoming June 24, 2026 Investor Day are the primary catalysts fueling Qualcomm's recent upward tr
2026-06-20
www.tradingview.com
2026-06-20
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Nvidia Locks In $25B
Nvidia Locks In $25B
Less than 1 min read
NVDA
−0.97%
Nvidia (NVDA, Financials) is not slowing down. The company raised $25 billion through a large debt offering, with bonds that come due between 2028 and 2056.
For a business already producing huge cash flow, the move may seem surprising at first. But for investors, it looks more like a company giving itse
2026-06-20
www.tradingview.com
2026-06-20
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ASML Draws Fresh China Scrutiny
ASML Draws Fresh China Scrutiny
Less than 1 min read
ASML
−0.12%
ASML Holding (ASML, Financials) is back in the middle of the chip trade dispute between the U.S. and China. According to Bloomberg, U.S. officials recently raised concerns with ASML about whether one of its advanced EUV chipmaking machines may have reached China despite export restr
2026-06-20
www.tradingview.com
2026-06-20
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Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Less than 1 min read
MU
+6.82%
Micron
MU
stock could stay in focus after Stifel and Wedbush lifted their price targets on expectations that memory pricing and AI demand will keep improving.
Stifel raised i