Semiconductor News & Analysis Feed
10728 articles
2026-06-19
www.foxbusiness.com
2026-06-19
Fox Business
Mayflower Advisors co-founder Larry Glazer discusses the AI boom's impact on Micron, with demand for chips outstripping supply. He cites Apple CEO Tim Cook's comments on chip shortages, signaling robust AI infrastructure buildout.
Mayflower Advisors co-founder Larry Glazer explains how Micron (MU) stands to benefit from the AI boom's demand for advanced chips and data center infrastructure. He re
2026-06-19
news.google.com
2026-06-19
The Next Platform
2026-06-19
www.ad-hoc-news.de
2026-06-19
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Sector comparison after robust weekly gain
19.06.2026 - 14:53:34 | ad-hoc-news.de
Infineon stock ends the week with a solid advance, outpacing several European chip peers. A look at the recent move, the sector backdrop and how the DAX-listed semiconductor group is positioned going into the next reporting period.
Infineon, DE0006231004
Edited by ad hoc new
2026-06-19
news.google.com
2026-06-19
MarTech Cube
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Micron Earnings Seen as Key Test for AI-Driven Market Rally (MU)
Fiona Craig
Fri, June 19, 2026 at 5:40 AM PDT 3 min read
MU
+6.82%
Trade MU on Coinbase
Trading disclosure
Semiconductor ©Adobe Stock Images
Investors Look to Chipmaker for Signals on AI Demand
Investors are closely watching the upcoming earnings report from Micron Technology (NASDAQ:MU), viewing it as an important indicator of whet
2026-06-19
www.tradingview.com
2026-06-19
TradingView
News
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GuruFocus
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Google Takes Aim at Nvidia
Google Takes Aim at Nvidia
Less than 1 min read
GOOG
−5.08%
Alphabet Inc. (GOOG, Financials) is getting more aggressive in the AI chip race. Google is reportedly using a Nvidia-style strategy to grow demand for its Tensor Processing Units, or TPUs. Instead of just offering chips, Google is pairing hardware with cloud services, software tools and custo
2026-06-19
simplywall.st
2026-06-19
simplywall.st
United States/Semiconductors/NasdaqGS:ON
How ON’s New Elite Pairing Studio For SiC Design Workflows Has Changed Its Investment Story
June 19, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In early June 2026, onsemi launched its cloud-based Elite Pairing Studio, an online tool that helps engineers more easily match silicon carbide (SiC) MOSFETs with gate drivers for power-hungry a
2026-06-19
www.11alive.com
2026-06-19
11Alive.com
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2026-06-19
english.dotdotnews.com
2026-06-19
點新聞
Apple CEO Tim Cook. (File photo)
Apple CEO Tim Cook has revealed that the company plans to raise prices on its products to offset soaring memory chip costs, which have been driven higher by the rapid expansion of artificial intelligence (AI) infrastructure.
According to an interview with Cook published by The Wall Street Journal on June 17, the Apple chief executive said price increases for Appl
2026-06-19
eetimes.com
2026-06-19
The world’s largest hyperscaler wants to seize the semiconductor moment by selling AI accelerators at scale.
2026-06-19
www.tradingpedia.com
2026-06-19
TradingPedia
Micron Earnings Test Strength of AI-Fueled Market Rally
Written by Michael Fisher, | Updated: June 19, 2026
Key Moments
Micron Technology’s upcoming June 24 earnings release is viewed as a key barometer of AI-related chip demand and data center spending.
Major U.S. equity indexes are trading near record levels, with the Philadelphia SE Semiconductor index recently hitting an all-time high and up 7
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
A Chinese AI lab is allegedly catching up with Anthropic.
2026-06-19
www.ept.ca
2026-06-19
Electronic Products & Technology
Analysis from TechInsights finds AI is fundamentally reshaping semiconductor economics, supply chains and technology development
Artificial intelligence (AI) is driving unprecedented growth in the semiconductor industry, with global revenues projected to exceed $2 trillion by 2027, according to TechInsights. The sector recently surpassed the $1 trillion revenue mark, marking one of the fastest ex
2026-06-19
www.cnbc.com
2026-06-19
CNBC
Imagine this: you’re wearing a pair of glasses with a built-in camera and a visual display.
You’re walking down the road and you remember you need to make a reservation at a restaurant. Instead of using your smartphone to research recommended spots, you talk to your digital assistant who manages to get it done, across various apps, and sends you a booking confirmation.
This is the new world of A
2026-06-19
wccftech.com
2026-06-19
Wccftech
US Commerce Secretary Howard Lutnick has repeatedly pressed ASML's management with concerns that the firm's advanced chip manufacturing machines have made it to China. The machines, which rely on extreme ultraviolet light to print circuits on a semiconductor wafer, have been targeted by the US government for being sold to China. However, according to Bloomberg, Secretary Lutnick has raised the iss
2026-06-19
pandaily.com
2026-06-19
Pandaily
categories.technology
Silicon Carbide Enters the AI Era: Powering the Next Generation of Data Centers
Published:
June 19, 2026
Reading Time:
2 min read
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The silicon carbide device market is projected to reach $11 billion by 2031, driven by AI data center power demands, EV adoption, and renewable energy, with Chinese players rapidly expanding m
2026-06-19
www.investing.com
2026-06-19
Investing.com
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2026-06-19
www.reuters.com
2026-06-19
Reuters
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Investors see Micron earnings as pulse check of AI rally momentum
Laura Matthews
Fri, June 19, 2026 at 3:02 AM PDT 3 min read
MU
+6.82%
Trade MU on Coinbase
Trading disclosure
By Laura Matthews
NEW YORK, June 19 (Reuters) - Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Micron Technology earnings will chec
2026-06-19
ca.finance.yahoo.com
2026-06-19
Yahoo! Finance Canada
Investors see Micron earnings as pulse check of AI rally momentum
FILE PHOTO: The Wall St entrance to the NYSE is seen in New York · Reuters
Laura Matthews
Fri, June 19, 2026 at 3:02 a.m. PDT 3 min read
MU
+6.82%
By Laura Matthews
NEW YORK, June 19 (Reuters) - Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming