Semiconductor News & Analysis Feed
10715 articles
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments Stock - Analyst sentiment and AI demand in focus
20.06.2026 - 22:05:53 | ad-hoc-news.de
Texas Instruments stock is drawing fresh attention as investors reassess its role in AI-related power semiconductors and digest updated analyst sentiment and consensus estimates for the chipmaker.
Texas Instruments, US8825081040
Edited by ad hoc news Long-Ter
2026-06-21
hothardware.com
2026-06-21
HotHardware
SK Hynix Fires Back In The AI Memory Race With Next Gen 48GB HBM4E
by Zak Killian — Saturday, June 20, 2026, 02:28 PM EDT
Comments
SK hynix just announced the delivery of its 12-layer HBM4E memory samples to major hardware clients, intensifying the competition to supply the memory backbone for future AI accelerators. The new fat stacks of RAM represent a significant leap in data density and thro
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Memory stock prices have soared this year amid a shortage driven by artificial intelligence (AI). If you're looking for an easy way to invest in these stocks, a recently launched exchange-traded fund (ETF), the Roundhill Memory ETF (
DRAM
+5.23%
), holds the biggest names.
The ETF trades for about $72 as of June 17, so $100 is enough for more than 1.25 shares if your broker offers fractional trad
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S
2026-06-21
www.foreignpolicyjournal.com
2026-06-21
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has attracted renewed investor attention following a sustained period of share price strength across short and longer-term horizons.
The stock has posted an 11.65% return over the past 30 days, a 74.06% gain over the past 90 days, and a one-year total shareholder return of 52.57%.
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That combination of short and medium-term momentum has d
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S
2026-06-21
memeburn.com
2026-06-21
Memeburn
TL;DR
Amazon may sell Trainium chips directly outside AWS.
Trainium has reached a $20 billion annual revenue run rate.
OpenAI, Anthropic, and Uber have made major Trainium commitments.
Amazon claims Trainium3 can match Nvidia Blackwell at lower cost.
Google’s external TPU push signals a wider shift toward custom AI chips.
Nvidia still leads the AI accelerator market, but hyperscaler silicon is ga
2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-21
www.ksl.com
2026-06-21
KSL.com
KEY TAKEAWAYS
Micron's earnings report on June 24 will help gauge AI-driven chip demand.
Investors seek signs of AI rally sustainability amid high stock valuations.
AI spending is projected to exceed $700 billion this year, boosting tech stocks.
NEW YORK — Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Mic
2026-06-21
www.manilatimes.net
2026-06-21
The Manila Times
THE government will fast-track projects and incentives that offer “a powerful draw” to semiconductor and artificial intelligence (AI) companies to invest in the Philippines, Malacañang said.
In his remarks during a visit to Texas Instruments facility in Clark, Pampanga on Friday, Executive Secretary Ralph Recto said the President has attached “a high national priority” to drawing these high-impac
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
mezha.net
2026-06-20
mezha.net
Wall Street awaits Micron report as investors test AI chip rally
Saturday, 20 June 2026, 18:09
Markets brace for Micron’s quarterly results, which will reveal whether AI-driven data center spending can sustain the semiconductor rally.
As reported by Reuters
Wall Street is gearing up for a new week: investors are looking for signals whether the stock market rally, fueled by AI spending, still ha
2026-06-20
www.tipranks.com
2026-06-20
TipRanks
www.tipranks.com
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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
Cadence Design Systems, US12541W1027
Cadence Design Systems Stock - Long-term moat in AI design tools
20.06.2026 - 16:35:07 | ad-hoc-news.de
Cadence Design Systems stands at the center of the semiconductor design cycle as demand for AI and advanced chips grows. A long-term view of its business model, margins and competitive moat explains why Wall Street treats the stock as a core holding.
Cadenc
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:ON
ON Semiconductor (ON) Stock Has The Rally Run 17% Ahead Of Fair Value?
June 20, 2026
Simply Wall St
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ON Semiconductor (ON) continues to attract investor attention after its recent trading sessions, with the stock last closing at $121.62 and showing sizeable total returns over the past year and longer horizons.
See our latest analysis for ON