Semiconductor News & Analysis Feed
5588 articles
2026-06-15
news.bgov.com
2026-06-15
Bloomberg Government News
President Donald Trump’s approval for Nvidia to sell chips to some customers in China has potentially derailed a major AI smuggling prosecution nearing trial after the judge ordered the Justice Department to disclose internal White House communications.
In an unusual decision, a Houston federal judge earlier in June directed federal prosecutors to provide the defense nonpublic presidential materi
2026-06-15
www.tomshardware.com
2026-06-15
Tom's Hardware
Tech Industry
China's supreme court bans Infineon from selling GaN power chips in China — market-leader Innoscience secures major victory in multi-region patent war
News
By Luke James published 37 minutes ago
Two suppliers building Nvidia's 800V AI-rack power chips now block each other from key markets.
(Image credit: Getty / Pla2na)
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2026-06-15
tomshardware.com
2026-06-15
Luke James
China's Supreme People's Court on Friday upheld an injunction prohibiting Infineon from selling disputed GaN products in mainland China.
2026-06-15
www.tradingview.com
2026-06-15
TradingView
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GuruFocus
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Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement
Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement
Less than 1 min read
MU
+9.66%
NVDA
+2.92%
AMD
+7.86%
INTC
+3.10%
AI chip stocks climbed on Monday after a preliminary U.S.-Iran peace deal lifted market sentiment and eased worries about a wider energy shock.
Mic
2026-06-15
www.gadgets360.com
2026-06-15
Gadgets 360
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2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
www.openpr.com
2026-06-15
openPR.com
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Forget ASML Holding: 1 Unstoppable AI Cash-Flow Machine to Buy Hand Over Fist After the Pullback
Alex Sirois
Mon, June 15, 2026 at 6:25 AM PDT 3 min read
ASML.AS
-0.45%
NVDA
+3.49%
ASML
+2.45%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVIDIA generated $97 billion in free cash flow last year and trades at 31x earnings, which is roughly half ASML's multiple, after a 9% pullback.
ASM
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
Every retail trader on social media is currently fixated on ASML Holding (NASDAQ:ASML | ASML Price Prediction), the Dutch lithography monopoly whose shares have ripped 138.9% over the past year on Elon Musk’s Terafab buzz and an AI capex narrative that refuses to quit. But here’s what you should actually be watching.
Video Muted
ASML now trades at 62x trailing earnings with a price-to-sales rati
2026-06-15
www.gurufocus.com
2026-06-15
GuruFocus
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2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday’s and Friday’s highs after getting hard hit last Friday. The host of Stock Market Today With IBD said the ETF contains a lot of chips that are well into new high territory that really just didn’t stop at all. If you waited for confirmation, confirmation
2026-06-15
cryptobriefing.com
2026-06-15
Crypto Briefing
Nvidia plans to raise at least $20B from bond sale as AI chip demand surges
The GPU giant is reportedly tapping high-grade debt markets in what would be its largest bond offering ever
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
www.foxbusiness.com
2026-06-15
Fox Business
Gatestone Institute senior fellow Gordon Chang criticizes NVIDIA's plan to sell Vera CPUs to Chinese clients.
Gatestone Institute senior fellow Gordon Chang calls NVIDIA's sales pitch of Vera CPUs to Chinese clients 'incomprehensible.' He argues China's military-civil fusion policy guarantees military access to these advanced chips, directly aiding the PLA. Chang emphasizes that this decision hel
2026-06-15
www.msn.com
2026-06-15
MSN
Micron Technology stock was rising sharply early Monday amid a resurgence of the artificial-intelligence momentum trade, alongside reminders of the shortage in memory chips.
Micron shares were up 8.1% at $1,060.99 in the premarket with markets cheered by the prospect of a U.S.-Iran peace deal.
Shares are volatile as investors debate Micron’s valuation. The chip maker trades at a notably low forw
2026-06-15
www.barrons.com
2026-06-15
Barron's
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2026-06-15
tomshardware.com
2026-06-15
Luke James
The FBI, Google, and Lumen Technologies say they’ve dismantled a China-based phishing-as-a-service operation called Outsider Enterprise.
2026-06-15
news.google.com
2026-06-15
CNX Software
2026-06-15
autonews.gasgoo.com
2026-06-15
Gasgoo
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Industry veteran He Maojun joins onsemi, appointed as China General Manager
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Industry veteran He Maojun joins onsemi, appointed as China General Manager
Edited by Greg From Gasgoo
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June 15 , 2026 18:16 BJT
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Gasgoo Munich- onsemi announced on June 15 that Dr. He Maojun has joined the company as Vice President of System Products for China and Gener
2026-06-15
www.msn.com
2026-06-15
MSN
・The U.S. peace deal with Iran sent global markets higher on Monday.
・MU stock gained 8% in the premarket, while the Roundhill Memory ETF (DRAM) advanced 6%.
・Micron is scheduled to report its fiscal third-quarter results on June 24.
Micron stock rallied 8% in the premarket session on Monday, leading gains in the red-hot memory chip stocks, after U.S. President Donald Trump and Iranian official