Semiconductor News & Analysis Feed
2830 articles
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Applied Materials (AMAT) and EssilorLuxottica Sign Long-Term Deal, Reuters Reports
Noor Ul Ain Rehman
Mon, June 22, 2026 at 5:09 AM PDT 1 min read
AMAT
-8.19%
EL.PA
+0.62%
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Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the best AI memory stocks to buy in 2026. Reuters reported on June 16 the signing of a long-term deal between EssilorLuxottica and Applie
2026-06-22
www.tradingview.com
2026-06-22
TradingView
News
/
Quartr
/
LPK: Leadership in advanced packaging and LIDE technology drives growth amid ongoing restructuring
LPK: Leadership in advanced packaging and LIDE technology drives growth amid ongoing restructuring
Less than 1 min read
LPK
−6.05%
The conference highlighted leadership in laser-based advanced packaging, with LIDE technology driving defect-free glass structuring for next-gen chips. D
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Billionaire Money Managers Have Chosen Their Favorite AI Stock (and It's Not Nvidia or Alphabet)
Sean Williams, The Motley Fool
Mon, June 22, 2026 at 4:26 AM PDT 4 min read
NVDA
-0.97%
GOOGL
-4.99%
AMZN
-4.75%
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Trading disclosure
Over the last four years, no trend has played a bigger role in lifting Wall Street's major stock indexes to new heights than the artificial int
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Over the last four years, no trend has played a bigger role in lifting Wall Street's major stock indexes to new heights than the artificial intelligence (AI) revolution. Arguably, no companies have been more foundational to the evolution of AI than Nvidia (
NVDA
1.13%
) and Google parent Alphabet (
GOOGL
4.98%
)(
GOOG
5.07%
).
But quarterly Form 13F filings with regulators tell a different story.
2026-06-22
www.semafor.com
2026-06-22
Semafor
Rising chip demand is boosting secondary players in the semiconductor industry.
TSMC, the world’s biggest manufacturer, is at production capacity, and Samsung has seen a surge in customers: BYD and Google are both talking to the South Korean company. Samsung’s chips lag behind TSMC’s in manufacturing quality, but needs must, one executive told Nikkei.
TSMC, Intel, and Samsung are the only chipma
2026-06-22
www.etvbharat.com
2026-06-22
ETV Bharat
ETV Bharat / Technology
AI Powers Trillion-Dollar Semiconductor Boom: Can India Evolve From Design Leader To Manufacturing Giant?
India’s semiconductor ecosystem is booming with AI demand and strong design talent, but faces energy, manufacturing, and market access challenges to become a global hub.
Key gaps include manufacturing, advanced packaging, equipment making, energy infrastructure, and sk
2026-06-22
news.google.com
2026-06-22
Investing.com
2026-06-22
news.futunn.com
2026-06-22
富途牛牛
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2026-06-22
www.reuters.com
2026-06-22
Reuters
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2026-06-22
www.citybiz.co
2026-06-22
citybiz
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Former Nvidia Leaders’ EverGreen Backs AI Startups Linked to Chipmaker
JUNE 22, 2026
A community of former Nvidia employees has launched EverGreen, a platform for mentoring a
2026-06-22
www.reuters.com
2026-06-22
Reuters
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2026-06-22
roadtovr.com
2026-06-22
Road to VR
Meta Ray-Ban Display | Courtesy Meta, EssilorLuxottica
EssilorLuxottica Partners with Applied Materials to Scale AR & Smart Glasses Optics
SCOTT HAYDEN
June 22, 2026
1
EssilorLuxottica and Applied Materials have signed a long-term joint development agreement, which the companies say will accelerate the commercialization of next-gen optical systems for AR and AI-powered smart glasses.
EssilorLuxo
2026-06-22
ir.supermicro.com
2026-06-22
Supermicro
SAN JOSE, Calif. and HAMBURG, Germany, June 22, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider introduces the Data Center Building Block Solutions® (DCBBS) Blueprint for HPC based on the NVIDIA Vera Rubin NVL4 platform, announced at ISC 2026. Following Supermicro's DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVID
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
www.globaltimes.cn
2026-06-22
Global Times
Huang Jiawei, Unitree’s Director of Marketing, told the Global Times on Wednesday the new model is set for ...
Chinese food and beverage brands’ rapid rollout of “same-style” products tied to Jensen Huang has drawn widespread attention ...
Jensen Huang, founder and CEO of NVIDIA, was spotted by netizens enjoying a bowl of traditional Beijing fried ...
Unitree Robotics has partnered with Nvidia
2026-06-22
technode.global
2026-06-22
TNGlobal
Gobi Partners has invested in GreatAsic through multiple funds, including Gobi Dana Impak Ventures, a fund backed by Khazanah Nasional Berhad through Dana Impak, as part of GreatAsic‘s recently closed $6.9 million Pre-Series A round led by Vertex Ventures Southeast Asia and India.
In a statement of Monday, Malaysia-based venture capital firm Gobi Partners said the investment supports Dana Impak’s
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
www.reuters.com
2026-06-22
Reuters
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2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
www.digitimes.com
2026-06-22
digitimes
TSMC is accelerating its CoPoS rollout, replacing traditional round wafers with larger rectangular glass panels to support packaging demand for AI GPUs and HPC chips over the next several years. Supply chain sources said the first wave of demo equipment has...
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