Semiconductor News & Analysis Feed

625 articles
2026-06-22
www.fool.com 2026-06-22 The Motley Fool
Nvidia ( NVDA 1.13% ) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as much as some of its peers. In fact, the market isn't prepared at all for a 2027 where Nvidia sees strong growth. If your investment horizon spans more than a few months (as it should for an individu
2026-06-22
digitimes.com 2026-06-22
The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price gains show no sign of slowing amid tight supply from upstream vendors. Overall increases could reach 30% to 40%, after second-quarter 2026 contract prices already climbed 40%. As market prices continue to stack higher in the second half, profits at the top three memo
2026-06-22
digitimes.com 2026-06-22
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume
2026-06-22
digitimes.com 2026-06-22
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansio
2026-06-22
digitimes.com 2026-06-22
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip manufacturing. According to a Nikkei Asiareport, the company aims to support future-generation semiconductor processes in the 1nm range, extending a
2026-06-22
www.gurufocus.com 2026-06-22 GuruFocus
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2026-06-22
ts2.tech 2026-06-22 TechStock²
21 JUNE 2026 CRYPTOCURRENCY·NASDAQ:AAPL·NASDAQ:DOMH·NASDAQ:NVDA·STOCK MARKET·TECHNOLOGY 2 MINS READ WHAT DONALD TRUMP AND HIS FAMILY ARE INVESTING IN: NVIDIA, TRUMP MEDIA AND BITCOIN STOCKS BY JERZY LEWANDOWSKI Washington, June 21, 2026, 12:46 (EDT) Trump’s accounts disclosed $220 million to $750 million of transactions, including large purchases of Nvidia, Apple and an S&P 500 index fund, whi
2026-06-21
www.gurufocus.com 2026-06-21 GuruFocus
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2026-06-21
www.ad-hoc-news.de 2026-06-21 AD HOC NEWS
Infineon’s, Patent Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness 21.06.2026 - 13:34:40 | boerse-global.de Infineon shares rocket 114% as patent victory protects GaN chip dominance, targeting €12B AI revenue, but near-term revenue dips 9%. Infineon’s - Infineon’s Patent Victory and AI Infrastructure Drive 114% Stock Surge Amid Core Softness 21.06.2026 -
2026-06-21
tomshardware.com 2026-06-21 Jowi Morales
Dr. James Ries says that his Razer Naga V2 MMO gaming mouse helps him treat patients by keeping relevant medical responses at his fingertips.
2026-06-21
www.gurufocus.com 2026-06-21 GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a101b42c6aaae57e • Your IP: Click to reveal • Performance & security by Cloudflare
2026-06-21
www.theglobeandmail.com 2026-06-21 The Globe and Mail
Key Points Nvidia's $25 billion bond sale this month drew more than $85 billion in orders. The biggest issuers are highly profitable and can cover their debt with the cash they generate. SpaceX is preparing to borrow at least $20 billion even though it is losing billions. 10 stocks we like better than Space Exploration Technologies › Wall Street has found a new way to bet on artificial intell
2026-06-21
www.theglobeandmail.com 2026-06-21 The Globe and Mail
Key Points Nvidia's $25 billion bond sale this month drew more than $85 billion in orders. The biggest issuers are highly profitable and can cover their debt with the cash they generate. SpaceX is preparing to borrow at least $20 billion even though it is losing billions. 10 stocks we like better than Space Exploration Technologies › Wall Street has found a new way to bet on artificial intell
2026-06-21
www.theglobeandmail.com 2026-06-21 The Globe and Mail
Key Points Nvidia's $25 billion bond sale this month drew more than $85 billion in orders. The biggest issuers are highly profitable and can cover their debt with the cash they generate. SpaceX is preparing to borrow at least $20 billion even though it is losing billions. 10 stocks we like better than Space Exploration Technologies › Wall Street has found a new way to bet on artificial intell
2026-06-21
finance.yahoo.com 2026-06-21 Yahoo Finance
Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign? Daniel Sparks, The Motley Fool Sat, June 20, 2026 at 7:33 PM PDT 5 min read NVDA -0.97% SPCX -16.43% ORCL -5.00% AMZN -4.75% Explore stocks on Coinbase Trading disclosure Wall Street has found a new way to bet on artificial intelligence (AI): lending money to the companies building it. Over the past fe
2026-06-21
www.aol.com 2026-06-21 AOL.com
Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign? DANIEL SPARKS, THE MOTLEY FOOL Sun, June 21, 2026 at 10:33 AM GMT+8 0 Key Points Nvidia's $25 billion bond sale this month drew more than $85 billion in orders. The biggest issuers are highly profitable and can cover their debt with the cash they generate. SpaceX is preparing to borrow at least $20 b
2026-06-21
www.fool.com 2026-06-21 The Motley Fool
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2026-06-21
glavnoe.in.ua 2026-06-21 Головне в Україні
iPhone 18 Pro Could Rise to $1,399 Amid Memory Chip Shortage Serhii Bordovskyi 20 june 2026 20:25 read in ukrainian → Illustrative photo: MacRumors Apple may significantly raise prices for its future iPhone lineup due to rising memory chip costs. Analysts estimate that the starting price of the iPhone 18 Pro could reach $1,399. MacRumors reported this, citing an analysis by The Wall Street Journa
2026-06-20
finance.yahoo.com 2026-06-20 Yahoo Finance
After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...' Namrata Sen Sat, June 20, 2026 at 5:02 AM PDT 6 min read INTC +5.19% AAPL -0.34% TSLA +1.14% NVDA -0.97% Explore stocks on Coinbase Trading disclosure President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and l
2026-06-20
sg.finance.yahoo.com 2026-06-20 Yahoo Finance Singapore
After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...' Namrata Sen Sat, 20 June 2026 at 5:02 am GMT-7 6 min read INTC +5.19% AAPL -0.34% TSLA +1.14% NVDA -0.97% President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and lauded his efforts to bring chip production ba