Semiconductor News & Analysis Feed
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2026-06-23
www.tastylive.com
2026-06-23
tastylive
Micron stock has surged over 756% in the past year, making MU one of the best-performing large-cap stocks of 2026, fueled entirely by insatiable AI infrastructure demand for its memory chips.
Both Micron and SK Hynix have reported their entire 2026 HBM production is completely sold out, driven by the explosive memory requirements of next-generation AI accelerators like Nvidia's Blackwell B200 GPU
2026-06-23
www.cnbc.com
2026-06-23
CNBC
Shares of Nvidia have been faltering recently — and Kalshi traders predict that what the company can charge for chips is also declining.
While the artificial intelligence chipmaker is up about 12% in 2026, shares have been skidding in the past month, losing roughly 3%. In comparison, the VanEck Semiconductor ETF (SMH)
is up 84% this year, and the fund has advanced 15% in the past month.
Nvidia
2026-06-23
www.marketscreener.com
2026-06-23
marketscreener.com
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2026-06-23
news.alphastreet.com
2026-06-23
AlphaStreet
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Texas Instruments (TXN) Has a 300mm-and-Free-Cash-Flow Story Bigger Than a Chip-Cycle Label
ANALYSIS
Texas Instruments (TXN) Has a 300mm-and-Free-Cash-Flow Story Bigger Than a Chip-Cycle Label
$TXN
June 22, 2026
6 min read
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Texas Instruments is still frequently discussed as if it were just another semiconductor-cycle stock: demand softens, inventory corrects, utilization d
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock
Omor Ibne Ehsan
Mon, June 22, 2026 at 10:35 AM PDT 4 min read
2330.TW
-0.80%
NVDA
-4.13%
AVGO
-3.06%
AMD
-5.76%
TSM
-6.69%
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Chase Coleman lifted Tiger Global's TSM stake 49% to $1.04 billion, while Druckenmiller, Tepper, and Loeb all added posit
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction).
Video Muted
Chase Coleman’s Tiger Global added 49.38% to its Taiwan Semiconductor position. That lifted it to the fund’s fourth-largest holding at $1.04 billion. David Tepper boosted his stake alongside other chip names
2026-06-23
eetimes.com
2026-06-23
GlobalFoundries and Qualinx deliver Europe's first fully secure chip supply chain.
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
Positive Q2 results expected from ASML and other chip equipment makers: Wells Fargo
Jun 22, 2026, 12:14 PM ETASML Holding N.V. (ASML) Stock, AMAT Stock, KLAC Stock, LRCX StockBy: Ravikash Bakolia, SA News Editor
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Wells Fargo expects continued positive second quarter results for chip equipment makers, including for ASML (ASML), while raising its Wafer
2026-06-23
futurumgroup.com
2026-06-23
The Futurum Group
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2026-06-22
www.investopedia.com
2026-06-22
Investopedia
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2026-06-22
www.androidheadlines.com
2026-06-22
Android Headlines
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2026-06-22
eciks.org
2026-06-22
eciks.org
Micron stock hits record as AI memory demand accelerates
Published on 22 June 2026 at 10:56 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 163 times
© Micron stock hits record as AI memory demand accelerates
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Micron Technology stock hit an all-time closing high of $1,133.99 on June 18, 2026, as artificial intelligence memory demand continues to accelerate far
2026-06-22
www.indexbox.io
2026-06-22
IndexBox
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2026-06-22
eciks.org
2026-06-22
eciks.org
Intel stock surges on Apple foundry partnership, hits all-time high
Published on 22 June 2026 at 10:41 am •
Written by Chris Martin
• ★★★★★ • Reading duration : 3 minutes · read 1071 times
© Intel stock surges on Apple foundry partnership, hits all-time high
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Intel stock reached an all-time high of $135.32 on June 18, 2026, surging more than 10% after President Trump announced th
2026-06-22
eetimes.com
2026-06-22
Discover how RISC-V is reshaping AI chip design—watch to see why it's becoming the default ISA.
2026-06-22
www.tikr.com
2026-06-22
TIKR.com
Key Stats for Rigetti Computing Stock
Price change for Rigetti Computing stock: 6%
$RGTI Share Price as of Jun. 18: $21
52-Week High: $58
$RGTI Stock Price Target: $29
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Rigetti Computing (RGTI) stock is jumping after the Department of Commerce announced it will invest
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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Google Backs $3.2B AI Chip Push Against Nvidia
Google Backs $3.2B AI Chip Push Against Nvidia
Less than 1 min read
GOOG
−0.56%
NVDA
−3.06%
AMZN
+0.62%
MSFT
+1.91%
Google
GOOG
is moving deeper into custom AI chips as it tries to win a larger share of the AI data center market. The company is using a strategy that could look increasingly similar to Nvidia
NVDA
, connecting its
2026-06-22
blockonomi.com
2026-06-22
Blockonomi
blockonomi.com
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2026-06-22
autonews.gasgoo.com
2026-06-22
Gasgoo
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Tina's Talk | The Automotive Chip Battle Is No Longer About TOPS — It Is About Control
Tina's Talk
Tina's Talk | The Automotive Chip Battle Is No Longer About TOPS — It Is About Control
Xiaoying Zhou From Gasgoo
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June 23 , 2026 17:40 BJT
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Recently, automotive chips have once again moved to the center of industry debate.
On one side, BYD released its self-d
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?
Published on June 22, 2026 at 9:10 am by SAJJL NOORANNE in News
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With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is emerging as a potential beneficiary of t