Semiconductor News & Analysis Feed
6473 articles
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Prediction: This Will Be Nvidia's Stock Price in 2030
Keithen Drury, The Motley Fool
Sat, June 20, 2026 at 2:20 AM PDT 5 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) 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 compan
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Goldman lifts target as robotics push and patent win draw attention
20.06.2026 - 10:11:10 | ad-hoc-news.de
Infineon stock is back in the analyst spotlight after Goldman Sachs raised its price target and the chipmaker detailed its humanoid robotics ambitions and a fresh patent victory in GaN power chips. Saturday’s focus: long-term strategy and business mode
2026-06-20
fourweekmba.com
2026-06-20
FourWeekMBA
AI Memory Profit Supercycle: HBM Operating Income to Hit $94.5 Billion by 2029
AI News / By Gennaro Cuofano / June 20, 2026
AI chatbots like ChatGPT and Claude triggered a scramble for high-bandwidth memory (HBM). The result: a profit supercycle that will take memory chip makers from $42 billion to $94.5 billion in operating income by 2029. The substrate layer of the AI economy is printing money.
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineons, Rally
Infineon's 142% Rally Built on a GaN Legal Victory, a Chinese Court Loss, and a Robot Bet
20.06.2026 - 08:05:22 | boerse-global.de
Infineon gains GaN patent wins in Europe, but China bans sales. Stock surges 142% on NVIDIA robotics deal and AI data center growth.
Infineons - Infineon's 142% Rally Built on a GaN Legal Victory, a Chinese Court Loss, and a Robot Bet 20.06.2026 - Bi
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon, DE0006231004
Why Infineon’s AURIX TC4x is quietly reshaping car computers
20.06.2026 - 06:03:25 | ad-hoc-news.de
Infineon’s AURIX TC4x microcontroller family targets the heart of tomorrow’s car computers - safety, zonal architectures, and even AI-assisted driving. What the chips promise on paper, and why many EV and robo-taxi platforms are eyeing them.
Infineon, DE0006231004
Reviewed:
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Electronic Equipment and Components/NYSE:GLW
Corning (GLW) Is Up 8.8% After AI Fiber Deals With Nvidia, Meta, Amazon - What's Changed
June 20, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Corning highlighted multibillion-dollar risk-sharing fiber agreements with Nvidia, Meta, and Amazon, alongside stronger-than-expected first-quarter results support
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon’s, Robotics
Infineon’s Robotics Startup Challenge Kicks Off as GaN Patent Saga Unfolds on Two Fronts
20.06.2026 - 03:13:36 | boerse-global.de
Infineon pushes into humanoid robotics with artificial skin sensors while battling GaN patent losses in China; AI data center revenue growth drives stock near record highs despite high volatility.
Infineon’s - Infineon’s Robotics Startup Challenge
2026-06-20
newatlas.com
2026-06-20
New Atlas
CONSUMER TECH
Nvidia RTX Spark platform is AI workhorse first, gamer's friend second
By Monica J. White
June 19, 2026
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RTX Spark is Nvidia’s attempt to define a new class of premium Windows machines built around local AI, creator workloads, and RTX graphicsNvidia
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Nvidia is fundamentally rethinking the portable P
2026-06-20
digitimes.com
2026-06-20
Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses longstanding power and security limitations in programmable logic devices.
2026-06-20
cryptobriefing.com
2026-06-20
Crypto Briefing
Samsung, Micron, SK Hynix squeeze consumer tech amid chip shortage
Three companies control nearly all DRAM production and they're sending it somewhere that isn't your laptop
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Microsoft vs. Nvidia: Which AI Giant Is the Better Dividend Stock for the Long Haul?
Rick Orford
Fri, June 19, 2026 at 4:00 PM PDT 5 min read
MSFT
-3.18%
NVDA
-0.97%
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Trading disclosure
Microsoft sign at the headquarters by VDB Photos via Shutterstock
The AI race isn't just about which company can say "artificial intelligence" the most. It's about which ones turn it into
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Communications/NasdaqGS:CSCO
Cisco (NasdaqGS:CSCO) Faces A First As Nvidia Passes It In Data Center Switching
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia has surpassed Cisco in data center Ethernet switching revenue for the first time.
The shift reflects rising demand for AI-focused networking gear across data centers.
The change raises questions about Cisco's po
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
The Memory Boom Has Been a Gift to Micron. For Apple, It's Becoming a Problem. Or Is It?
Daniel Sparks, The Motley Fool
Fri, June 19, 2026 at 2:37 PM PDT 5 min read
MU
+6.82%
AAPL
-0.34%
NVDA
-0.97%
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Trading disclosure
For more than a year, the shortage of memory and storage chips has been a one-way windfall. As artificial intelligence (AI) data centers soaked up the wor
2026-06-20
tomshardware.com
2026-06-20
Jake Roach
AMD says it will reinstate firmware memory encryption (TSME) on non-PRO Ryzen 9000 desktop CPUs through a BIOS update in July, following the feature's removal through an earlier firmware update.
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Q1 Earnings Highs And Lows: Entegris (NASDAQ:ENTG) Vs The Rest Of The Semiconductor Manufacturing Stocks
Adam Hejl
Fri, June 19, 2026 at 1:04 PM PDT 5 min read
ENTG
+2.93%
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Trading disclosure
Q1 Earnings Highs And Lows: Entegris (NASDAQ:ENTG) Vs The Rest Of The Semiconductor Manufacturing Stocks
As the Q1 earnings season comes to a close, it's time to take stock of this quar
2026-06-20
ca.finance.yahoo.com
2026-06-20
Yahoo! Finance Canada
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 p.m. PDT 3 min read
MU
+6.82%
SNDK
+4.07%
NVDA
-0.97%
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation NVDA over the past year. The company recent
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 PM PDT 2 min read
NVDA
-0.97%
MU
+6.82%
SNDK
+4.07%
Explore stocks on Coinbase
Trading disclosure
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Optical Networking Is AI's Most Overlooked Bottleneck. Here's Why This Nvidia-Backed Company Is the Stock to Own.
Leo Sun, The Motley Fool
Fri, June 19, 2026 at 11:56 AM PDT 3 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (NASDAQ: NVDA), the world's leading producer of data center GPUs. Those c
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Everything Could Change for Micron Stock on June 24
Keithen Drury, The Motley Fool
Fri, June 19, 2026 at 11:22 AM PDT 3 min read
MU
+6.82%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) has been one of the more exciting stocks on the market so far in 2026. Its share price is up over 293% so far, and it may not be done yet. Micron reports earnings on June
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Danielle Liverance
Fri, June 19, 2026 at 10:36 AM PDT 4 min read
INTC
+5.19%
NVDA
-0.97%
AMD
+2.65%
AAPL
-0.34%
MU
+6.82%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno