Semiconductor News & Analysis Feed
10741 articles
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
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Constraints Squeeze the Chip Market as Geopolitics and AI Impact Lead Times and Prices
PR Newswire
Thu, June 18, 2026 at 6:00 AM PDT 3 min read
Sourceability's upcoming Q2 Lead Time Report and webinar highlight continued memory allocation, AI-adjacent tightening, and raw-material cost pressure
AUSTIN
2026-06-18
www.prnewswire.com
2026-06-18
PR Newswire
Constraints Squeeze the Chip Market as Geopolitics and AI Impact Lead Times and Prices
NEWS PROVIDED BY
Sourceability
Jun 18, 2026, 09:00 ET
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Sourceability's upcoming Q2 Lead Time Report and webinar highlight continued memory allocation, AI-adjacent tightening, and raw-material cost pressure
AUSTIN, Texas, June 18, 2026 /PRNewswire/ -- Sourceability, a data-driven hybr
2026-06-18
www.barrons.com
2026-06-18
Barron's
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2026-06-18
www.fool.com
2026-06-18
The Motley Fool
SpaceX (
SPCX
3.44%
) held its initial public offering (IPO) on June 12, closing the session with a market capitalization of $2.11 trillion. With Broadcom falling since reporting earnings in early June, SpaceX is now the seventh-most-valuable company in the world, behind Nvidia, Alphabet, Apple, Microsoft, Amazon, and Taiwan Semiconductor Manufacturing.
However, long-term investors care more abou
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
SpaceX Joins Nvidia, Alphabet, Apple, Microsoft, Amazon, and Taiwan Semiconductor in the $2 Trillion Club. But Will It Last?
Daniel Foelber, The Motley Fool
Thu, June 18, 2026 at 5:43 AM PDT 6 min read
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NVDA
+2.95%
GOOGL
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Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal
2026-06-18
simplywall.st
2026-06-18
simplywall.st
Germany/Semiconductors/XTRA:AIXA
Is AIXTRON (XTRA:AIXA) Quietly Cementing Its GaN Moat With ROHM’s In‑House Expansion?
June 18, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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ROHM Semiconductor recently announced a production partnership with AIXTRON SE, installing AIXTRON’s G10-GaN deposition system at its Hamamatsu plant in Japan to ramp in-house 8-inch GaN epitaxy for 650 V and
2026-06-18
news.google.com
2026-06-18
Stock Titan
2026-06-18
www.euronews.com
2026-06-18
Euronews.com
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Taiwan Semiconductor (TSM) Boosted Giverny Capital Asset Management’s Performance in Q1
Soumya Eswaran
Thu, June 18, 2026 at 4:51 AM PDT 3 min read
2330.TW
+4.15%
^GSPC
+1.08%
TSM
+6.94%
Trade TSM on Coinbase
Trading disclosure
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2026 investor letter. A copy can be downloaded here. The mode
2026-06-18
tomshardware.com
2026-06-18
Anton Shilov
Apple's Tim Cook says that Apple can no longer 'shield' its customers from increased prices of DRAM and NAND memory.
2026-06-18
www.bizjournals.com
2026-06-18
The Business Journals
www.bizjournals.com
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2026-06-18
www.ad-hoc-news.de
2026-06-18
AD HOC NEWS
Infineons, Tailwinds
Infineon's AI Tailwinds vs. Valuation Headwinds: Stock Hovers at Crossroads
18.06.2026 - 13:34:30 | boerse-global.de
Infineon shares surged 5.65% after a dip, driven by AI demand signals from SK Hynix and BE Semiconductor, but remain below record highs as valuation and seasonal headwinds persist.
Infineons - Infineon's AI Tailwinds vs. Valuation Headwinds: Stock Hovers at Cr
2026-06-18
tomshardware.com
2026-06-18
Luke James
President Donald Trump said on Thursday that Apple has agreed to work with Intel to “design and build” chips in the United States.
2026-06-18
www.marketscreener.com
2026-06-18
marketscreener.com
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2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang clearly wasn’t fazed when AI stocks tanked after the overheated U.S. jobs numbers, which seemingly fanned fears of rate hikes to come. In fact, Jensen Huang sounded genuinely excited, noting that investors should be as well at the thought of buying stock at a “cheaper price.”
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Indeed, it’s a hard concept for many momentum i
2026-06-18
www.fastcompany.com
2026-06-18
Fast Company
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2026-06-18
simplywall.st
2026-06-18
simplywall.st
United States/Semiconductors/NasdaqGS:ASML
ASML Holding (NasdaqGS:ASML) Stock Looks Fully Priced After Strong Recent Gains
June 18, 2026
Simply Wall St
ASML Holding (NasdaqGS:ASML) stock has recently drawn attention after a series of strong trailing returns, with the shares up 3.5% in the past day and 7.7% over the past week.
See our latest analysis for ASML Holding.
At a share price of $1,867.
2026-06-18
pulse2.com
2026-06-18
Pulse 2.0
Qualcomm Technologies announced the Snapdragon Reality Elite Platform, a new XR platform designed to power premium spatial computing experiences with advanced on-device AI.
The platform was introduced at Augmented World Expo and is designed for high-performance all-in-one video-see-through headsets and lightweight tethered optical-see-through devices.
Snapdragon Reality Elite is built to support
2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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2026-06-18
www.bloomberg.com
2026-06-18
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