Semiconductor News & Analysis Feed
7953 articles
2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
www.ksl.com
2026-06-21
KSL.com
KEY TAKEAWAYS
Micron's earnings report on June 24 will help gauge AI-driven chip demand.
Investors seek signs of AI rally sustainability amid high stock valuations.
AI spending is projected to exceed $700 billion this year, boosting tech stocks.
NEW YORK — Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Mic
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
2026-06-21
www.barchart.com
2026-06-21
Barchart.com
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) is forcing investors to revisit a familiar question from tech history. The company now trades at a valuation above its late 1990s peak, when internet enthusiasm drove many technology stocks to unsustainable levels before the “Dot Com” bubble finally burst.
This time, though, the setup is more grounded in
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon’s, Infrastructure
Infineon’s Infrastructure Rally Faces a Reality Check as Goldman Trims Its Bet
20.06.2026 - 17:55:47 | boerse-global.de
Infineon's AI infrastructure pivot fuels 113% stock surge; Goldman Sachs cut stake below 5% after a one-day flip, signaling caution amid stretched valuations and macro risks.
Infineon’s - Infineon’s Infrastructure Rally Faces a Reality Check as Goldma
2026-06-20
www.tipranks.com
2026-06-20
TipRanks
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2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon, DE0006231004
Why Infineon’s XENSIV TLE4999I3 linear Hall sensor is built for fail-safe steering
20.06.2026 - 16:58:33 | ad-hoc-news.de
Infineon’s XENSIV TLE4999I3 linear Hall sensor aims at one of the toughest jobs in the car: precise, redundant position sensing for electric power steering and other ASIL D systems. What the tiny chip promises in safety and where the limits lie.
Infineo
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:ON
ON Semiconductor (ON) Stock Has The Rally Run 17% Ahead Of Fair Value?
June 20, 2026
Simply Wall St
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ON Semiconductor (ON) continues to attract investor attention after its recent trading sessions, with the stock last closing at $121.62 and showing sizeable total returns over the past year and longer horizons.
See our latest analysis for ON
2026-06-20
seekingalpha.com
2026-06-20
Seeking Alpha
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2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.
2026-06-20
www.tomshardware.com
2026-06-20
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Rare ASML Special Edition Monopoly board unearthed in social media trade — enthusiast swaps 2007 employee gift for High-NA EUV Lego kit
News
By Mark Tyson published 3 days ago
No-cash deal looks set to go ahead, subject to regulatory approval, and no one changing their minds.
(Image credit: Monopoly Fandom Wiki)
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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
www.foxnews.com
2026-06-20
Fox News
ARTIFICIAL INTELLIGENCE
Jensen Huang says AI will reshape work like the Industrial Revolution and the US 'should absolutely lead'
Huang pointed to half a million jobs already created through AI infrastructure including data centers and chip plants
By Levi D'Amato Fox News
Published June 20, 2026 9:00am EDT
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2026-06-20
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2026-06-20
Fox News
2026-06-20
eastasiaforum.org
2026-06-20
East Asia Forum
Listen to this article
US semiconductor export controls on China are both reducing China’s access to chipmaking equipment and changing the geography through which that access is organised. Several key parts of the semiconductor equipment supply chain are becoming more deeply rooted in Southeast Asia. China’s procurement network is becoming more regionalised, more compliance-sensitive and more dep
2026-06-20
wccftech.com
2026-06-20
Wccftech
The ARM-based ecosystem has been graced by another entrant in the form of NVIDIA’s RTX Spark, and with its arrival in laptops this fall, Qualcomm and Apple should feel a little hint of worry, mainly in one category, because they have had years to address a problem existing in these notebook SoCs and have failed to do so. Well, the clock is ticking for these two companies.
2026-06-20
economictimes.indiatimes.com
2026-06-20
The Economic Times
Synopsis
Intel has appointed former SK hynix and SK On CEO Lee Seok-hee as a senior vice president in its foundry business. Lee will lead advanced packaging and system integration efforts, a crucial area for Intel's push into next-generation AI systems. His extensive experience in high-scale technology and manufacturing is expected to bolster Intel's capabilities and customer commitments in this v
2026-06-20
letsdatascience.com
2026-06-20
Let's Data Science
INFRASTRUCTURE
qualcomm
npu
compiler
edge inference
Researcher Uncovers Qualcomm NPU Compiler Internals
1 sources
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June 20, 2026
6.2
Relevance Score
Photo: datavorous.github.io · rights & takedowns
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Sagnik Bhattacharjee (datavorous) published a June 2026 reverse-engineering analysis of stripped shared-object files from Qualcomm QAIRT v2.46.0.260424, targeting libHtpPrepare.so u