Semiconductor News & Analysis Feed
10701 articles
2026-06-23
www.hitachienergy.com
2026-06-23
Hitachi Energy
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2026-06-23
aimagazine.com
2026-06-23
AI Magazine
Rising from the ashes of a crippling debt crisis, South Korean memory chipmaker SK Hynix has overtaken Samsung Electronics to become the world's most valuable memory chip manufacturer.
SK Hynix shares closed up 5.6% on 22 June, lifting its market capitalisation to 2,080.4tn won (US$1.35tn), according to market data.
Samsung Electronics stock eased 0.14% to give it a market value of 2,066.7tn won
2026-06-23
www.trefis.com
2026-06-23
Trefis
Own ON Semi For AI Power? NVIDIA Is Growing Faster And Costs Less.
June 23rd, 2026 by Trefis Team
ON
ON Semiconductor
For investors seeking exposure to the AI chip boom, NVIDIA’s proven hyper-growth surprisingly comes at a lower valuation than ON Semiconductor’s turnaround story.
If you own a semiconductor stock, you likely own it for one reason: the immense demand from the buildout of artificia
2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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2026-06-23
www.fool.com
2026-06-23
The Motley Fool
Nvidia (
NVDA
3.99%
) has been a cornerstone of the artificial intelligence boom since OpenAI released ChatGPT in November 2022. The stock has returned 1,340% since January 2023. Yet, it trades around 20 times forward earnings today, near the cheapest valuation in the past decade.
Nvidia is "too cheap to ignore," wrote Morningstar analyst Brian Colello on June 17, adding, "We don't foresee a slow
2026-06-23
www.techzine.eu
2026-06-23
Techzine Global
2 MIN
INFRASTRUCTURE
Micron invests in Anthropic and supplies memory for AI infrastructure
MELS DEES
Jun 23, 2026, 5:06 PM GMT+8
Micron Technology and Anthropic have announced a strategic partnership focused on AI infrastructure. The chipmaker will supply memory and storage technology for the systems on which Anthropic develops and deploys its AI models. In addition, Micron is participating in th
2026-06-23
en.sedaily.com
2026-06-23
Seoul Economic Daily
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2026-06-23
www.gurufocus.com
2026-06-23
GuruFocus
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2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.barrons.com
2026-06-23
Barron's
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2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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2026-06-23
focustaiwan.tw
2026-06-23
Focus Taiwan
Taipei, June 23 (CNA) Legislative Speaker Han Kuo-yu (韓國瑜) and a cross-party delegation of lawmakers visited contract chipmaker Taiwan Semiconductor Manufacturing Co.'s (TSMC) campus in Arizona on Monday, according to the Legislative Yuan.
In a statement, the Legislative Yuan said Tuesday Han, who departed for the U.S. on Sunday at the head of a cross-party legislative delegation, met with TSMC A
2026-06-23
www.techzine.eu
2026-06-23
Techzine Global
2 MIN
INFRASTRUCTURE
Qualcomm about to acquire AI infrastructure company Modular
MELS DEES
Jun 23, 2026, 3:23 PM GMT+8
Qualcomm is poised to take a new step in its AI strategy. According to sources familiar with the negotiations, the chipmaker is in exclusive talks to acquire Modular, a relatively young company that develops software for AI infrastructure. The proposed acquisition price is report
2026-06-23
www.benzinga.com
2026-06-23
Benzinga
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2026-06-23
www.mobileworldlive.com
2026-06-23
Mobile World Live
Network Tech Nvidia June 23, 2026
Nvidia rallies telcos around AI agents at DTW Ignite
By Michael Robuck
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Nvidia and telecom partners including SoftBank Corp and NTT Data plan to demonstrate a stack of data, models, simulation tools and secure runtimes at DTW Ignite 2026, aimed at helping operators move from task-based automation to fully autonomous network operations.
The company argues wh
2026-06-23
eu.36kr.com
2026-06-23
36 Kr
AI computing power is surging, making power semiconductors a "rigid demand"
芯联资本
2026-06-23 14:42
Corelink Integration Holding's subsidiary Corelink Power launches 3300V SiC MOSFET
On June 22nd, Xinlian Power, a subsidiary of Xinlian Integrated Holding Company, officially announced the launch of a 3300V SiC MOSFET device. This product fills a crucial gap in the application of domestic high-voltag
2026-06-23
eetimes.com
2026-06-23
AI's growth is hitting an architectural wall, not just compute—discover why integration trumps raw power in this exclusive interview.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Jim Cramer Discusses Qualcomm (QCOM) As A Value AI Play
Ramish Cheema
Mon, June 22, 2026 at 11:55 PM PDT 2 min read
QCOM
-8.01%
Trade QCOM on Coinbase
Trading disclosure
We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the stocks discussed by Jim Cramer.
QUALCOMM Inc. (NASDAQ:QCOM) is one of the largest sem