Semiconductor News & Analysis Feed
10717 articles
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
2026-06-20
seekingalpha.com
2026-06-20
Seeking Alpha
__fail__
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.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
While Nvidia's AI-focused processors get all the attention, the company's software ecosystem could be an even more important asset.
CUDA helps create powerful switching costs.
Nvidia's moat increasingly resembles an ecosystem rather than a semiconductor business.
10 stocks we like better than Nvidia ›
Nvidia's (NASDAQ: NVDA) dominance has created a strange problem for its competito
2026-06-20
cryptobriefing.com
2026-06-20
Crypto Briefing
Apple faces price hikes for iPhone 18 Pro as AI-fueled chip shortage bites
Memory chip costs have nearly quadrupled, and Tim Cook says price increases are now unavoidable for Apple's flagship products
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
While Nvidia's AI-focused processors get all the attention, the company's software ecosystem could be an even more important asset.
CUDA helps create powerful switching costs.
Nvidia's moat increasingly resembles an ecosystem rather than a semiconductor business.
10 stocks we like better than Nvidia ›
Nvidia's (NASDAQ: NVDA) dominance has created a strange problem for its competito
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
eastasiaforum.org
2026-06-20
East Asia Forum
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US semiconductor export controls on China are both reducing China’s access to chipmaking equipment and changing the geography through which that access is organised. Several key parts of the semiconductor equipment supply chain are becoming more deeply rooted in Southeast Asia. China’s procurement network is becoming more regionalised, more compliance-sensitive and more dep
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
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
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
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
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
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
2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
A security researcher has added another dimension to smart lightbulbs by stealthily adding what they call a 'cyberpunk digital dead drop' full of 'banned books.'
2026-06-20
www.msn.com
2026-06-20
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
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.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments Shares - AI optimism fuels strong move
20.06.2026 - 11:01:12 | ad-hoc-news.de
Texas Instruments shares have rallied sharply this week as investors reposition around the chipmaker’s role in AI and data-center power, while Saturday’s focus falls on the long-term business model behind the stock.
Texas Instruments, US8825081040
Edited by ad hoc news
2026-06-20
tvbrics.com
2026-06-20
TV BRICS
New national committee will coordinate policies to strengthen high-technology industries and develop skilled personnel
The government of Thailand has established the National Semiconductor and Advanced Electronics Policy Committee to support the development of the country’s semiconductor sector and reinforce its ambition of becoming a regional manufacturing hub within ASEAN. The initiative is aim