Semiconductor News & Analysis Feed
10717 articles
2026-06-20
fourweekmba.com
2026-06-20
FourWeekMBA
AI Memory Profit Supercycle: HBM Operating Income to Hit $94.5 Billion by 2029
AI News / By Gennaro Cuofano / June 20, 2026
AI chatbots like ChatGPT and Claude triggered a scramble for high-bandwidth memory (HBM). The result: a profit supercycle that will take memory chip makers from $42 billion to $94.5 billion in operating income by 2029. The substrate layer of the AI economy is printing money.
2026-06-20
www.tradingview.com
2026-06-20
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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
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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.
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2026-06-20
www.aol.com
2026-06-20
AOL.com
Taiwan Semiconductor Manufacturing: A Strong Contender in the Chip Industry
MOTLEY FOOL YOUTUBE, THE MOTLEY FOOL
Sat, June 20, 2026 at 7:20 AM GMT+8
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Taiwan Semiconductor Manufacturing: A Strong Contender in the Chip Industry
Explore the exciting world of Taiwan Semiconductor Manufacturing (NYSE: TSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the vid
2026-06-20
www.forbes.com
2026-06-20
Forbes
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2026-06-20
www.igorslab.de
2026-06-20
igor´sLAB
LATEST NEWS
SK hynix ships 48 GB HBM4E samples: 16 Gbit/s per pin and improved thermals for upcoming AI chips
20. June 2026 06:00Samir Bashir
📖 Reading time: approx. 6 minutes · 1,176 words · 7,386 characters
In the HBM market, the key question is no longer simply who announces the fastest memory. What matters is who can deliver functional samples to NVIDIA, AMD, Google, or other developers of ma
2026-06-20
letsdatascience.com
2026-06-20
Let's Data Science
FUNDING & BUSINESS
micron
semiconductors
ai investing
earnings
Micron Earnings Test AI-Driven Chip Rally Momentum
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June 20, 2026
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Investors are treating Micron Technology's quarterly report on June 24 as a key test of AI-driven semiconductor demand, Reuters reports. Micron's shares have risen about 298% thi
2026-06-20
www.digitimes.com
2026-06-20
digitimes
The Trump administration has confronted ASML with concerns that one of the Dutch company's most advanced chip-making machines may have made its way into China in violation of US-led export restrictions, Bloomberg reported, citing people familiar with the...
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2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Electronic Equipment and Components/NYSE:GLW
Corning (GLW) Is Up 8.8% After AI Fiber Deals With Nvidia, Meta, Amazon - What's Changed
June 20, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Corning highlighted multibillion-dollar risk-sharing fiber agreements with Nvidia, Meta, and Amazon, alongside stronger-than-expected first-quarter results support
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Stock Could Be 21% Overvalued After AI Product Launches
June 20, 2026
Simply Wall St
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Applied Materials (AMAT) is back in focus after unveiling its SENZ platform for AI-powered smart glasses, launching two new AI chipmaking systems, and deepening its partnership with EssilorLuxottica around augmented reality optics
2026-06-20
news.google.com
2026-06-20
NAI500
2026-06-20
newatlas.com
2026-06-20
New Atlas
CONSUMER TECH
Nvidia RTX Spark platform is AI workhorse first, gamer's friend second
By Monica J. White
June 19, 2026
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RTX Spark is Nvidia’s attempt to define a new class of premium Windows machines built around local AI, creator workloads, and RTX graphicsNvidia
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Nvidia is fundamentally rethinking the portable P
2026-06-20
digitimes.com
2026-06-20
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.
2026-06-20
digitimes.com
2026-06-20
The Trump administration has confronted ASML with concerns that one of the Dutch company's most advanced chip-making machines may have made its way into China in violation of US-led export restrictions, Bloomberg reported, citing people familiar with the matter.
2026-06-20
digitimes.com
2026-06-20
Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses longstanding power and security limitations in programmable logic devices.
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Explore the exciting world of Taiwan Semiconductor Manufacturing(NYSE: TSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 19, 2026.
Should you buy stock in Taiwan Semico
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Explore the exciting world of Taiwan Semiconductor Manufacturing(NYSE: TSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 19, 2026.
Should you buy stock in Taiwan Semico
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Explore the exciting world of Taiwan Semiconductor Manufacturing(NYSE: TSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 19, 2026.
Should you buy stock in Taiwan Semico
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
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2026-06-20
news.google.com
2026-06-20
Barchart.com
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Microsoft vs. Nvidia: Which AI Giant Is the Better Dividend Stock for the Long Haul?
Rick Orford
Fri, June 19, 2026 at 4:00 PM PDT 5 min read
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Microsoft sign at the headquarters by VDB Photos via Shutterstock
The AI race isn't just about which company can say "artificial intelligence" the most. It's about which ones turn it into