Semiconductor News & Analysis Feed
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2026-06-18
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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
tomshardware.com
2026-06-18
Mark Tyson
An enterprising young man aims to catch up with the collective wealth of Elon Musk, and his first money spinner is a portable NFT minting gadget.
2026-06-18
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2026-06-18
Trefis
2026-06-18
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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
tomshardware.com
2026-06-18
Luke James
Attackers have spent the past several months smuggling malware into Steam through animated desktop wallpapers.
2026-06-18
www.proactiveinvestors.com
2026-06-18
Proactive financial news
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Written by:
Ian Lyall
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Samsung Electronics
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Samsung draws advanced chipmaking interest as TSMC capacity tightens
Published: 05:50 18 Jun 2026 EDT
Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from prospective customers seeking advanced semiconductor manufact
2026-06-18
ca.finance.yahoo.com
2026-06-18
Yahoo! Finance Canada
Samsung draws advanced chipmaking interest as TSMC capacity tightens
Proactive
Thu, June 18, 2026 at 2:50 a.m. PDT 2 min read
005930.KS
-0.14%
TSM
+6.94%
002594.SZ
-0.61%
005935.KS
+0.90%
AMD
+4.86%
Samsung draws advanced chipmaking interest as TSMC capacity tightens Proactive uses images sourced from Shutterstock
Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from pro
2026-06-18
uk.finance.yahoo.com
2026-06-18
Yahoo Finance UK
Samsung draws advanced chipmaking interest as TSMC capacity tightens
Proactive
Thu, 18 June 2026 at 2:50 am GMT-7 2 min read
005930.KS
-0.14%
2330.TW
+4.15%
002594.SZ
-0.61%
005935.KS
+0.90%
AMD
+1.35%
Samsung draws advanced chipmaking interest as TSMC capacity tightens Proactive uses images sourced from Shutterstock
Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from
2026-06-18
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2026-06-18
Trefis
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2026-06-18
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2026-06-18
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Nvidia Stock vs. Micron Stock: Wall Street Says Buy One and Sell the Other
Trevor Jennewine, The Motley Fool
Thu, June 18, 2026 at 2:32 AM PDT 4 min read
NVDA
+2.95%
MU
+8.70%
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Trading disclosure
To date, Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) are two of the biggest winners from the artificial intelligence infrastructure build-out. The stocks have added
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Tower Semiconductor and Marvell Ship Over Five Million Coherent Photonic ICs
Tower Semiconductor
Thu, June 18, 2026 at 2:30 AM PDT 3 min read
TSEM
+7.34%
MRVL
+7.27%
TSEM.TA
+1.25%
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Trading disclosure
Tower Semiconductor
Tower's advanced silicon photonics platform enables hig
2026-06-18
www.globenewswire.com
2026-06-18
GlobeNewswire
Tower’s advanced silicon photonics platform enables high-bandwidth,
energy-efficient data center connectivity
MIGDAL HAEMEK, Israel, June 18, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photonic
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
gagadget.com
2026-06-18
Gagadget.com
Apple is raising prices on its devices, and CEO Tim Cook has said publicly that the increases are unavoidable. Speaking to the Wall Street Journal, Cook cited a severe global shortage of memory chips as the driving force — one that has left Apple with little room to absorb costs any further.
"Unfortunately, price increases are unavoidable," Cook told the WSJ. "We've been doing everything we can t
2026-06-18
news.google.com
2026-06-18
Yahoo Finance
2026-06-18
openthemagazine.com
2026-06-18
Open Magazine
US President Donald Trump has announced that Apple will partner with Intel to design and manufacture chips in the United States, a move that could mark a significant shift in the global semiconductor landscape and support Washington's efforts to rebuild domestic chip manufacturing capacity.
The announcement comes amid growing concerns over supply-chain resilience, geopolitical tensions and increa
2026-06-18
letsdatascience.com
2026-06-18
Let's Data Science
INFRASTRUCTURE
semiconductors
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TSMC Capacity Crisis Benefits Samsung Foundry
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June 18, 2026
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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
finance.yahoo.com
2026-06-18
Yahoo Finance
The iShares Semiconductor ETF Is Obliterating the S&P 500 in 2026, but Is It Still a Buy? The Answer Might Surprise You.
Anthony Di Pizio, The Motley Fool
Thu, June 18, 2026 at 1:42 AM PDT 5 min read
NVDA
+2.95%
^GSPC
+1.08%
MU
+8.70%
AMD
+4.86%
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Trading disclosure
The iShares Semiconductor ETF (NASDAQ: SOXX) is an exchange-traded fund (ETF) that exclusively invests in A