Semiconductor News & Analysis Feed
381 articles
2026-06-19
cryptobriefing.com
2026-06-19
Crypto Briefing
Intel taps Seok-Hee Lee to lead foundry packaging initiative
The former SK hynix CEO returns to Intel after 15 years to run advanced packaging as a dedicated business unit
2026-06-19
cryptobriefing.com
2026-06-19
Crypto Briefing
US government warns ASML over suspected EUV machine transfer to China
Commerce Secretary Lutnick told the Dutch chip equipment giant that Washington believes one of its advanced lithography machines m
2026-06-19
cryptobriefing.com
2026-06-19
Crypto Briefing
SK Hynix shares gain 7% as AI chip demand sends stock to record high
The memory chip giant's rally helped push South Korea's KOSPI index past 8,000 points for the first time
2026-06-19
cryptobriefing.com
2026-06-19
Crypto Briefing
US raises concerns to ASML about China’s access to top chip tools
Commerce Secretary Howard Lutnick flagged worries that ASML's extreme ultraviolet lithography machines could end up in Chinese hands,
2026-06-19
cryptobriefing.com
2026-06-19
Crypto Briefing
Apple faces price hike for iPhone 18 Pro amid chip shortage
Tim Cook calls memory chip costs 'unsustainable' as AI demand drives DRAM and NAND prices through the roof
2026-06-19
www.trefis.com
2026-06-19
Trefis
Is The AI Super-Cycle Real Enough To Bet On Micron Stock?
June 18th, 2026 by Trefis Team
-68.88%
Downside
1134
Market
353
Trefis
MU
Micron Technology
After a monumental run, the memory chip maker is posting record profits and spending billions on expansion, forcing you to decide if this AI-driven boom has truly broken the industry’s old boom-and-bust habits.
After gaining 53.1%, Micron Technolog
2026-06-19
www.trefis.com
2026-06-19
Trefis
Where Applied Materials Stock Is Most Exposed
June 18th, 2026 by Trefis Team
-59.91%
Downside
617
Market
247
Trefis
AMAT
Applied Materials
The company’s AI-fueled growth story is compelling, but a single number buried in its earnings report reveals a significant geopolitical vulnerability.
Applied Materials (AMAT) stock has been on an extraordinary run, more than tripling over the past year and
2026-06-19
eetimes.com
2026-06-19
Record investment is accelerating autonomous military tech, putting edge AI and drones at the center of modern conflict.
2026-06-18
news.google.com
2026-06-18
The State
2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA (NVDA) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough?
The primary thesis is that NVIDIA is the sole-source enabler of the AI industrial revolution. The adoption of its next-generation 'Blackwell' and 'Rubin' platform
2026-06-18
www.trefis.com
2026-06-18
Trefis
The company's AI-fueled growth story is compelling, but a single number buried in its earnings report reveals a significant geopolitical vulnerability.
Applied Materials (AMAT) stock has been on an extraordinary run, more than tripling over the past year and sitting at its 52-week high. The narrative is powerful: the company is a key supplier for the AI infrastructure buildout, delivering record
2026-06-18
news.google.com
2026-06-18
Trefis
2026-06-18
www.trefis.com
2026-06-18
Trefis
After a monumental run, the memory chip maker is posting record profits and spending billions on expansion, forcing you to decide if this AI-driven boom has truly broken the industry's old boom-and-bust habits.
After gaining 53.1%, Micron Technology (MU) has transcended its identity as a cyclical chip stock to become the poster child for the hardware boom powering artificial intelligence. The com
2026-06-18
www.trefis.com
2026-06-18
Trefis
__fail__
2026-06-18
news.google.com
2026-06-18
Trefis
2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA or Marvell Technology: Which Stock Has More Upside?
June 18th, 2026 by Trefis Team
MRVL
Marvell Technology
Marvell Technology surged 15% during the past week. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives you more. NVIDIA (NVDA) stock of
2026-06-18
letsdatascience.com
2026-06-18
Let's Data Science
INFRASTRUCTURE
semiconductors
foundry market
supply chain
TSMC Capacity Crisis Benefits Samsung Foundry
4 sources
|
June 18, 2026
7.0
Relevance Score
Photo: gizmochina.com · rights & takedowns
QUICK SUMMARY
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TSMC's leading-edge capacity is fully locked up by NVIDIA, Apple, and Broadcom, prompting a wave of customer conversations with Samsung Foundry. According to Nikkei Asia, AMD is in talks
2026-06-18
digitimes.com
2026-06-18
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co
2026-06-18
www.trefis.com
2026-06-18
Trefis
Is Micron Stock’s Record-Breaking Run A Cyclical Peak Or A New AI Reality?
June 17th, 2026 by Trefis Team
-66.17%
Downside
1043
Market
353
Trefis
MU
Micron Technology
The chip giant’s AI-fueled success is undeniable, but its soaring valuation is a stark reminder of the industry’s notoriously cyclical past.
After a striking 785% gain over the past year, it’s hard to ignore Micron Technology (MU).
2026-06-18
www.trefis.com
2026-06-18
Trefis
Texas Instruments Stock And The Industrial Recovery Hiding In Plain Sight
June 17th, 2026 by Trefis Team
-15.99%
Downside
302
Market
254
Trefis
TXN
Texas Instruments
Before the chipmaker’s stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarter by quarter, for anyone listening.
Between December 2025 and June 2026, Texas Instruments (TXN) stock