Semiconductor News & Analysis Feed
10728 articles
2026-06-19
tomshardware.com
2026-06-19
Bruno Ferreira
Tesco UK supermarket chain moves 40,000 servers off of VMWare infrastructure — mass exodus continues thanks to Broadcom's pricing shenanigans
2026-06-19
www.tradingview.com
2026-06-19
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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
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2026-06-19
memeburn.com
2026-06-19
Memeburn
TL;DR
Qualcomm is reportedly in talks to buy Tenstorrent for between $8 billion and $10 billion.
Tenstorrent is an AI chip design company with serious engineering talent, including well-known chip designer Jim Keller.
The deal would push Qualcomm into AI infrastructure, a space currently dominated by Nvidia.
Qualcomm’s strengths in mobile chips and 5G don’t automatically translate to AI infrastru
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The federal government wants more data centers to come online — as long as they do not impact the electricity supply.
2026-06-19
news.google.com
2026-06-19
The Times of India
2026-06-19
www.aircargonews.net
2026-06-19
Air Cargo News
www.aircargonews.net
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
AMD vs. NVDA: Which Artificial Intelligence (AI) Semiconductor Stock Dominates the Next Phase of CPUs, GPUs, and Robotics?
Adria Cimino, The Motley Fool
Fri, June 19, 2026 at 1:22 AM PDT 5 min read
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AMD
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Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) both are winning in this artificial intelligence (AI) revolution. The
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Nvidia (
NVDA
1.13%
) and Advanced Micro Devices (
AMD
+2.58%
) both are winning in this artificial intelligence (AI) revolution. These companies each make the graphics processing units (GPUs) needed to power the most crucial of AI tasks, such as the training of models. And this has translated into spectacular earnings growth and stock performance.
For example, in the latest quarter, Nvidia and A
2026-06-19
www.tradingview.com
2026-06-19
TradingView
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2026-06-19
seekingalpha.com
2026-06-19
Seeking Alpha
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2026-06-19
letsdatascience.com
2026-06-19
Let's Data Science
FUNDING & BUSINESS
infineon
power semiconductors
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Infineon Expands AI Investments, Targets Data Center Revenue Growth
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June 19, 2026
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TradingView reports that Infineon Technologies is increasing AI-related investment to about €2.7 billion in the current fiscal year, up from a p
2026-06-19
www.msn.com
2026-06-19
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
2026-06-19
www.thelec.net
2026-06-19
thelec.net
Lee Hyuk-jae, director of the Next-Generation Semiconductor Convergence University Consortium and professor at Seoul National University. (Photo: THE ELEC)
The Next-Generation Semiconductor Convergence University Consortium unveiled the results of its hands-on semiconductor training program for students without semiconductor-related academic backgrounds. The consortium said it plans to further st
2026-06-19
eetimes.com
2026-06-19
Small in size but outsized in influence, Taiwan has become a linchpin of the global semiconductor supply chain.
2026-06-19
news.google.com
2026-06-19
EE Times
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Taiwan Semiconductor Manufacturing Company (TSM) Does Not Rule Out Price Rises as Costs Increase
Fatima Gulzar
Fri, June 19, 2026 at 12:16 AM PDT 1 min read
2330.TW
+4.15%
TSM
+1.20%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Photonics Stocks.
On June 10, the BBC reported that Taiwan Semiconductor Manufacturing Compa
2026-06-19
www.electronicsforyou.biz
2026-06-19
Electronics For You BUSINESS
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2026-06-19
www.freemalaysiatoday.com
2026-06-19
Free Malaysia Today
www.freemalaysiatoday.com
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2026-06-19
www.techinasia.com
2026-06-19
Tech in Asia
Counterpoint Research, a Hong Kong-based market research firm, projected the global memory chip market would reach 1,500 trillion won (US$975 billion) in 2026.
The firm said the market would be 4.2 times larger than the estimated 360 trillion won (US$234 billion) in 2025, driven by growing AI infrastructure investment, particularly in North America.
Counterpoint said server memory products, incl
2026-06-19
en.sedaily.com
2026-06-19
Seoul Economic Daily
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