Semiconductor News & Analysis Feed
10730 articles
2026-06-19
digitimes.com
2026-06-19
US President Donald Trump said on June 18 that Apple has agreed to work with Intel to design and manufacture chips in the US, a claim he made in a post on his Truth Social platform.
2026-06-19
digitimes.com
2026-06-19
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.
2026-06-19
digitimes.com
2026-06-19
India's air-conditioner supply chain may be becoming an early test case for a broader electronics manufacturing challenge: how to trace products, components, process data, and defects across high-volume production networks.
2026-06-19
digitimes.com
2026-06-19
Samsung Electronics' foundry business has signed a strategic manufacturing collaboration with Claros, a US power-management startup, to produce semiconductors designed to cut energy waste inside AI data centers, according to a Claros announcement and a report by ZDNet Korea.
2026-06-19
digitimes.com
2026-06-19
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity, and surging demand from AI servers.
2026-06-19
digitimes.com
2026-06-19
Taiwan's semiconductor equipment, components, and solutions providers posted robust revenue growth through the first five months of 2026, with 34 of 43 tracked companies reporting positive accumulated year-on-year figures.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Is The AI Super-Cycle Real Enough To Bet On Micron Stock?
Trefis Team
Thu, June 18, 2026 at 4:52 PM PDT 5 min read
MU
+6.82%
WDC
-1.82%
INTC
+5.19%
QCOM
-1.86%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
Image from Pixabay
After a monumental run, the memory chip maker is posting record profits and spending billions on expansion, forcing you to decide if this AI-driven boom has truly
2026-06-19
www.trefis.com
2026-06-19
Trefis
Is The AI Super-Cycle Real Enough To Bet On Micron Stock?
June 18th, 2026 by Trefis Team
-68.88%
Downside
1134
Market
353
Trefis
MU
Micron Technology
After a monumental run, the memory chip maker is posting record profits and spending billions on expansion, forcing you to decide if this AI-driven boom has truly broken the industry’s old boom-and-bust habits.
After gaining 53.1%, Micron Technolog
2026-06-19
www.tweaktown.com
2026-06-19
TweakTown
Repair channel buys ASUS RTX 4090 for $222 and finds plastic die with fake NVIDIA markings
The card looked real until the thermal paste came off, revealing a plastic block with etched markings and a PCB full of non-functional scrap memory.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published Jun 18, 2026 6:18 PM CDT
2-minute read time
TL;DR: A Chinese repair channel bought a broken ASUS RTX 409
2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
www.techtimes.com
2026-06-19
Tech Times
By Scott McCain
Published: Jun 18 2026, 17:31 PM EDT
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Nvidia CEO Jensen Huang gives the keynote address at the company's annual GTC developers conference at the SAP Center in San Jose, California, on March 16, 2026. JOSH EDELSON/AFP VIA GETTY IMAGES
NVIDIA founder and CEO Jensen Huang put on a
2026-06-19
sg.finance.yahoo.com
2026-06-19
Yahoo Finance Singapore
Taiwan Semiconductor Manufacturing Company Limited (TSM) In Spotlight Amid Taiwan Chip Curbs on China
Neha Gupta
Thu, 18 June 2026 at 2:19 pm GMT-7 2 min read
TSM
+1.25%
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best growth stocks to buy, according to billionaire Ray Dalio’s Bridgewater Associates. On June 9, Taiwan Semiconductor Manufacturing Company Limited (NY
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Limited (TSM) In Spotlight Amid Taiwan Chip Curbs on China
Neha Gupta
Thu, June 18, 2026 at 2:19 PM PDT 2 min read
2330.TW
+4.15%
TSM
+1.13%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best growth stocks to buy, according to billionaire Ray Dalio's Bridgewater Associates. On June 9,
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
NVIDIA Corporation (NVDA) Invests in a $10B AI Buildout Initiative
Neha Gupta
Thu, June 18, 2026 at 2:18 PM PDT 2 min read
NVDA
-0.64%
VST
+1.99%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best growth stocks to buy, according to billionaire Ray Dalio's Bridgewater Associates. On June 11, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA) is on
2026-06-19
www.investors.com
2026-06-19
Investor's Business Daily
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2026-06-19
www.hpcwire.com
2026-06-19
HPCwire
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2026-06-19
seekingalpha.com
2026-06-19
Seeking Alpha
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2026-06-19
www.barrons.com
2026-06-19
Barron's
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2026-06-19
www.bbntimes.com
2026-06-19
BBN Times
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2026-06-19
siliconangle.com
2026-06-19
SiliconANGLE
CoreWeave Inc. wants to step in before the infrastructure stack buckles under the weight of agentic artificial intelligence.
The company recently announced the industry’s first validation of Nvidia Vera Rubin NVL72 on CoreWeave Cloud. This suggests that AI infrastructure is entering a new stage, according to Rob Strechay, principal analyst for theCUBE Research, who sees CoreWeave as one of multip