Semiconductor News & Analysis Feed
2437 articles
2026-06-21
www.koreatimes.co.kr
2026-06-21
The Korea Times
Employees can be seein in front of Samsung Electronics' Seocho building in Seoul during a global strategy meeting, Tuesday. Yonhap
Samsung Electronics discussed ways to expand sales of high-bandwidth memory (HBM) chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday.
The world's largest memory chipmaker held its semi
2026-06-21
www.koreaherald.com
2026-06-21
The Korea Herald
Samsung Electronics' office in Seocho District, Seoul
Samsung Electronics Co. discussed ways to expand sales of high-bandwidth memory chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday.
The world's largest memory chipmaker held its semiannual global strategy meeting last week to review first-half performance and o
2026-06-21
en.yna.co.kr
2026-06-21
Yonhap News Agency
SEOUL, June 21 (Yonhap) -- Samsung Electronics Co. discussed ways to expand sales of high-bandwidth memory (HBM) chips and reviewed long-term supply agreements with major customers at a recent global strategy meeting, industry sources said Sunday.
The world's largest memory chipmaker held its semiannual global strategy meeting last week to review first-half performance and outline business strate
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
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2026-06-21
www.fool.com
2026-06-21
The Motley Fool
It's no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers' spending plans, it's likely to do so for years to come.
That said, the nature of AI spending will shift, with inference spending set to surpass that for data center infrastructure in a few years. That's why a stock like power semiconductor company ON Semiconductor (
ON
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Memory stock prices have soared this year amid a shortage driven by artificial intelligence (AI). If you're looking for an easy way to invest in these stocks, a recently launched exchange-traded fund (ETF), the Roundhill Memory ETF (
DRAM
+5.23%
), holds the biggest names.
The ETF trades for about $72 as of June 17, so $100 is enough for more than 1.25 shares if your broker offers fractional trad
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Big tech companies, including Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle, are committing hundreds of billions of dollars to capital expenditures in 2026. Most of it will go toward artificial intelligence (AI) infrastructure, with semiconductor chips a big part of that.
If you want a single ETF to capture that trend, the VanEck Semiconductor ETF (
SMH
+1.37%
) is the one to own. Year
2026-06-21
news.google.com
2026-06-21
TradingKey
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
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Texas Instruments Inc (TXN) moved up by 6.95%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The substantial upward movement in Texas Instruments shares is primarily driven by a dramatic shift in market perceptio
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
TSMC’s, Booking
TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Clients Eye Samsung and CoWoS Expansion Ramps
20.06.2026 - 16:28:21 | boerse-global.de
TSMC's advanced nodes fully booked by Nvidia, Apple, and others; clients like BYD, AMD, and Google explore Samsung. Stock near €414 record, capital budget at $52-56B for 2026.
TSMC’s - TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Client
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Applied Materials Inc (AMAT) opened up by 4.08%. The Technology Equipment sector is up by 5.07%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The upward movement in Applied Materials shares was primarily propelled by sector-wide momentum and a series of hig
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
Taiwan Semiconductor Manufacturing Company (TSMC) experienced a significant upward surge, driven b
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
NVIDIA is currently undergoing a technical correction within an established uptrend, with shares finding support near the $211.20 Fibonacci level. Analysts view this pullback as profit-taking rather than a reversal, supported by an RSI of 45.34 and thinning volume. The company’s fiscal Q1 2027 performance remains robust, featuring 85% revenue growth and a 75% gross margin. Strategic focus remains
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
Nvidia's (
NVDA
1.13%
) dominance has created a strange problem for its competitors, yet building a competing artificial intelligence (AI) chip is no longer enough to catch up. Even if a rival develops a faster processor at a lower price -- already extremely difficult-- it still faces a much bigger challenge: convincing developers to leave Nvidia's ecosystem.
That's because Nvidia's most importan
2026-06-20
tomshardware.com
2026-06-20
Hassam Nasir
Another person has fallen victim to Amazon's generous return policy, as they received a disc drive, a mousepad, and an AV receiver instead of the $700 RTX 5070 they ordered.
2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
A security researcher has added another dimension to smart lightbulbs by stealthily adding what they call a 'cyberpunk digital dead drop' full of 'banned books.'
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
__fail__
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
The 2026 AI memory supercycle has driven historic gains across the sector. SK Hynix leads in HBM market share (58%), while Samsung and Micron remain key competitors. NAND providers Kioxia and SanDisk have seen exponential growth following valuation re-ratings. HDD manufacturers, including Seagate and Western Digital, benefit from persistent cold storage demand. Despite strong Q1 performance and su
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
Nvidia (
NVDA
1.13%
) may be the world's largest company by market value, but there is plenty of upside left in its stock. Most of Nvidia's gains will come from the enormous spending on data centers, and no company appears to be slowing down in that area anytime soon.
I think there's a huge amount of potential left in Nvidia's stock, and it may shock investors as to where I believe the stock pric