Semiconductor News & Analysis Feed
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2026-06-21
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2026-06-21
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2026-06-21
Mark Tyson
People seem all-too-ready to anthropomorphize LLMs and AI chatbots like ChatGPT, Claude, and Gemini, reckons a Microsoft AI researcher.
2026-06-21
www.koreaherald.com
2026-06-21
The Korea Herald
Nvidia CEO Jensen Huang (right) poses for photos with LG Group Chairman Koo Kwang-mo after their meeting at LG Twin Towers in Yeouido, Seoul, on June 8. (Yonhap)
Senior executives from LG Group will visit Nvidia’s headquarters in California this week for talks on physical AI and robotics, in a follow-up to a recent meeting between LG Chairman Koo Kwang-mo and Nvidia CEO Jensen Huang.
Industry so
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Nvidia (NVDA) Stock Weighs AI Momentum Against Mixed Valuation Signals After 46% One-Year Gain
Bailey Pemberton
Sun, June 21, 2026 at 3:08 AM PDT 6 min read
NVDA
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With NVIDIA now trading at US$210.69, many
2026-06-21
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2026-06-21
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Investors see Micron earnings as pulse check of AI rally momentum
Investors see Micron earnings as pulse check of AI rally momentum
Refinitiv2 min read
MU
+6.82%
SPX
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SOX
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2026-06-21
www.kedglobal.com
2026-06-21
KED Global
Samsung to advance mega-fab expansion by 6 months to get ahead in capacity race; SK Hynix follows suit
A researcher in a Samsung Electronics chip cleanroom Samsung Electronics Co. is accelerating construction of a new mega-fab at its Pyeongtaek semiconductor complex by at least six months as South Korea’s memory chipmakers and their global peers race to secure dominance in the booming arti
2026-06-21
letsdatascience.com
2026-06-21
Let's Data Science
FUNDING & BUSINESS
nvidia alumni
venture network
ai infrastructure
startup investing
Ex-Nvidia Leaders Form EverGreen to Back AI Startups
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June 21, 2026
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EverGreen, a global network of NVIDIA alumni formally launched in March 2026, received broader attention after Business Insider profiled the effort in Jun
2026-06-21
simplywall.st
2026-06-21
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United States/Semiconductors/NasdaqGS:NVDA
3 US AI Stocks With Profit Margins And Earnings Growth
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI is no longer just a story about experiments and cash burn; it is increasingly about companies that turn heavy AI investment into real earnings. With inflation, rates, and energy prices all in focus, many investors are looking
2026-06-21
www.arkansasonline.com
2026-06-21
The Arkansas Democrat-Gazette
SHERMAN, Texas -- Nvidia CEO Jensen Huang -- whose work helped propel artificial intelligence -- stressed in an Associated Press interview Tuesday that society needs to change with the advent of AI, arguing that a fuller embrace of the technology would improve people's lives.
Huang has been optimistic about AI's potential to rapidly transform society, creating faster economic growth and more scie
2026-06-21
www.nwaonline.com
2026-06-21
Northwest Arkansas Democrat-Gazette
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2026-06-21
simplywall.st
2026-06-21
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United States/Software/NasdaqGM:AIP
Arteris (AIP) Is Up 7.6% After Highlighting AI Chiplet Role And Rising Institutional Ownership
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, Arteris highlighted its role as a key provider of network-on-chip interconnect IP for increasingly complex AI-focused semiconductors and automotive systems, underlining how its technolog
2026-06-21
news.google.com
2026-06-21
The Motley Fool
2026-06-21
koreabizwire.com
2026-06-21
Koreabizwire
Samsung Focuses on HBM Expansion as AI Demand Reshapes Chip Market
Posted on June 21, 2026 by Korea Bizwire in Technology, Top News with 0 Comments
Physical samples of sixth-generation high-bandwidth memory, HBM4 and HBM3E, are on display at Samsung Electronics’ booth at the Semiconductor Exhibition (SEDEX) 2025, held at COEX in southern Seoul. (Yonhap)
SEOUL, June 21 (Korea Bizwire) — Samsung
2026-06-21
borneobulletin.com.bn
2026-06-21
Borneo Bulletin
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2026-06-21
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2026-06-21
AD HOC NEWS
Infineon’s, GaN
Infineon’s GaN Courtroom Victory and Robotics Foray Underscore Its AI Infrastructure Pivot
21.06.2026 - 08:06:14 | boerse-global.de
Infineon shares remain near €82 as a German court bans Chinese rival Innoscience's GaN products, while sector-wide EUV export fears trigger minor dip. The stock's 113% YTD rally shows stretched valuation.
Infineon’s - Infineon’s GaN Courtroom Victory
2026-06-21
simplywall.st
2026-06-21
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United States/Semiconductors/NasdaqGS:NVDA
Is NVIDIA’s Record US$25 Billion AI Bond Deal Altering The Investment Case For NVDA?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
NVIDIA recently completed a record US$25.00 billion multi‑tranche bond sale, its largest to date, to refinance existing notes and fund AI data center and infrastructure expansion tied to growing demand from hypersca
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
ON Semiconductor (ON) Launches GaNEXUS For AI Data Centers And Robotics
Bailey Pemberton
Sat, June 20, 2026 at 10:07 PM PDT 2 min read
ON
+8.16%
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ON Semiconductor (NasdaqGS:ON) launched its GaNEXUS gallium nitride pow
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Micron(NASDAQ: MU) is scheduled to report quarterly financial results with significant implications for stock market investors.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
*Stock prices used were the afternoon prices of June 18, 2026. The video was published on June 20, 2
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Is Up 9.1% After Major AI Photonics Deal And IP Settlement - What's Changed
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In June 2026, IQE plc announced a multi-year deal to supply Indium Phosphide epiwafers for Tower Semiconductor’s advanced silicon photonics platforms, while both companies settled an intellectual p
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Micron(NASDAQ: MU) is scheduled to report quarterly financial results with significant implications for stock market investors.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
*Stock prices used were the afternoon prices of June 18, 2026. The video was published on June 20, 2