Semiconductor News & Analysis Feed
1030 articles
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
OpenAI in Talks to Lease 10 GW Data Center in Ohio, Nvidia (NVDA) To Play an Important Role – Reuters
Talha Qureshi
Mon, June 22, 2026 at 7:12 AM PDT 2 min read
NVDA
-3.32%
9984.T
-10.09%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in tal
2026-06-22
www.timothysykes.com
2026-06-22
timothysykes.com
Micron Technology Inc. stocks have been trading up by 6.05 percent after bullish AI-memory demand forecasts lifted investor optimism.
Live Update At 09:20:57 EDT: On Monday, June 22, 2026 Micron Technology Inc. stock [NASDAQ: MU] is trending up by 6.05%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
MU has turned into a classic mome
2026-06-22
timestech.in
2026-06-22
TimesTech
BuzzProducts News
Infineon launches cloud-based virtual platform powered by AWS
to accelerate automotive microcontroller evaluation
By TimesTech -
June 22, 2026
0
205
Infineon Technologies AG is collaborating with Amazon Web Services (AWS) to accelerate microcontroller (MCU) evaluation to shorten development cycles for automotive systems. As part of this collaboration, Infineon is launching a c
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
The AI Boom Is Entering A New Phase -- And Nvidia May Not Be The Biggest Winner
Leo Sun, The Motley Fool
Mon, June 22, 2026 at 3:21 AM PDT 3 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Nvidia (
NVDA
1.13%
), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large language models (LLMs), and it locks in its customers with its proprietary software.
From fiscal 2022 to fiscal 2026 (which ended this January), Nvidia's revenue and EPS grew at CAGRs of 68% and 89%, respe
2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
16,480 Shares in NVIDIA Corporation $NVDA Purchased by S Harris Financial Group LLC
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
S Harris Financial Group LLC opened a new position in NVIDIA in Q4, buying 16,480 shares valued at about $3.07 million. NVIDIA now makes up roughly 2.9% of the firm’s portfolio.
Wall Street remains broadly bullish on NVIDIA, with analy
2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
BSN CAPITAL PARTNERS Ltd Purchases Shares of 2,506,427 NVIDIA Corporation $NVDA
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
BSN CAPITAL PARTNERS Ltd disclosed a new fourth-quarter stake in NVIDIA, buying 2,506,427 shares valued at about $463.5 million. NVIDIA now makes up 20.7% of the fund’s holdings, making it its largest position.
Wall Street sentiment remain
2026-06-22
digitimes.com
2026-06-22
AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.
2026-06-22
digitimes.com
2026-06-22
Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals and elected a new board that includes several aerospace industry veterans, underscoring the company's commitment to expanding into advanced
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
2026-06-21
www.gurufocus.com
2026-06-21
GuruFocus
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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.
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2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
DGS Capital Management LLC Purchases 2,753 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
DGS Capital Management LLC increased its NVIDIA stake by 2.9% in the fourth quarter, buying 2,753 shares to bring its total to 96,737 shares worth about $18.0 million. NVIDIA now represents roughly 3.1% of the firm’s portfolio and is its fou
2026-06-21
news.futunn.com
2026-06-21
富途牛牛
__fail__
2026-06-21
news.google.com
2026-06-21
The Motley Fool
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Is NVIDIA’s Record US$25 Billion AI Bond Deal Altering The Investment Case For NVDA?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
NVIDIA recently completed a record US$25.00 billion multi‑tranche bond sale, its largest to date, to refinance existing notes and fund AI data center and infrastructure expansion tied to growing demand from hypersca
2026-06-21
www.thelec.net
2026-06-21
thelec.net
SK hynix participates in HPE Discover Las Vegas 2026. (Photo: SK hynix)
SK hynix announced on June 19 that it participated in Hewlett Packard Enterprise's HPE Discover Las Vegas 2026 (HPED 2026).
The event was held from June 15 to June 18 local time at the Venetian Convention Center in Las Vegas. At the exhibition, SK hynix strengthened its partnership with HPE and showcased a broad portfolio of
2026-06-20
tomshardware.com
2026-06-20
Jowi Morales
Beijing says the Space Computing Industry Innovation Center will bring together rocket and satellite manufacturers, chip manufacturers, and AI labs to develop a space-based data center system.
2026-06-20
tomshardware.com
2026-06-20
Luke James
A developer has created a Chromium browser-based tool that turns Valve's second-gen Steam Controller into a self-propelled RC car.
2026-06-20
tomshardware.com
2026-06-20
Luke James
Chinese defense supplier Harbin Xinguang Optic-Electronics Technology demo’d two man-portable anti-drone lasers at a Beijing arms expo this week.