Semiconductor News & Analysis Feed
427 articles
2026-06-15
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2026-06-15
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MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain
MU Stock Leads Memory Chip Rally Amid Iran Relief – DRAM Surges 6% As SK Hynix, Samsung Gain
2 min read
MU
−1.43%
KEY POINTS:
The U.S. peace deal with Iran sent global markets higher on Monday.
MU stock gained 8% in the premarket, while the Roundhill Memory ETF (DRAM) advanced 6%.
Micro
2026-06-15
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2026-06-15
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OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9)
OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports (June 9)
RefinitivLess than 1 min read
NVDA
+0.16%
9984
+10.31%
APO
−0.02%
BX
+1.58%
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2026-06-15
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2026-06-15
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REG - IQE PLC - IQE plc: Tower Semiconductor InP supply agreement
REG - IQE PLC - IQE plc: Tower Semiconductor InP supply agreement
Refinitiv4 min read
IQE
+5.35%
TSEM
+1.77%
RNS Number : 1844I IQE PLC 15 June 2026
IQE plc
Cardiff, UK
15 June 2026
IQE and Tower Semiconductor announce multi-year InP epiwafer supply agreement
- Supporting planned growth in I
2026-06-15
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2026-06-15
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Sunrise Energy Metals Agrees To Strategic Investment In Advanced Alscn Memory Semiconductor Developer Agni Semiconductor
Sunrise Energy Metals Agrees To Strategic Investment In Advanced Alscn Memory Semiconductor Developer Agni Semiconductor
RefinitivLess than 1 min read
SRL
−3.82%
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2026-06-13
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2026-06-13
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Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
2 min read
LRCX
+1.18%
AMAT
+2.64%
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned military strikes on Iran and signaled a peace deal could be signed over the weekend.
I
2026-06-13
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2026-06-13
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Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
3 min read
MU
−1.43%
NVDA
+0.16%
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us thus see how both companies per
2026-06-12
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2026-06-12
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EQS
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
4 min read
IFX
+3.89%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-06-12
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2026-06-12
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Can Synopsys' Design IP Business Rebound in Fiscal 2026?
Can Synopsys' Design IP Business Rebound in Fiscal 2026?
3 min read
SNPS
+1.13%
Synopsys’ SNPS Design IP segment faced pressure in the second quarter of fiscal 2026. Revenues declined to $454.2 million from $482 million in the year-ago quarter, while adjusted operating margin fell to 24% from 31%. The weakness was not limited
2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
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Nvidia Strikes Major AI Deal. This Stock Is Exploding Higher
Nvidia Strikes Major AI Deal. This Stock Is Exploding Higher
Less than 1 min read
SHAZ
−9.09%
NVDA
+0.37%
Sharon AI
SHAZ
surged about 25% on Friday after entering a six-year strategic compute collaboration with NVIDIA
NVDA
.
Sharon AI said the agreement will support the rollout of 72 megawatts of new data-center c
2026-06-12
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2026-06-12
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Nvidia Taps Veteran Lobbyist for Washington Role
Nvidia Taps Veteran Lobbyist for Washington Role
Less than 1 min read
NVDA
−0.14%
Nvidia (NVDA, Financials) has brought in veteran Washington insider Bruce Andrews to lead its government affairs efforts, strengthening its presence in the U.S. capital as artificial intelligence and chip policy become increasingly important.
Andre
2026-06-12
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2026-06-12
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Nvidia Stock Fans Just Got Good News From China
Nvidia Stock Fans Just Got Good News From China
Less than 1 min read
NVDA
+0.07%
Nvidia
NVDA
has begun telling Chinese customers they can place orders for its new Vera central processors, with shipments potentially starting in August, as the company looks for another route into a market constrained by U.S. export rules.
One maj
2026-06-12
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2026-06-12
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Nvidia Opens Another AI Chip Door in China
Nvidia Opens Another AI Chip Door in China
Less than 1 min read
NVDA
−0.07%
Nvidia
NVDA
is pitching its new Vera CPUs to Chinese customers, opening a fresh path into the market as U.S. export controls continue to complicate GPU sales.
Reuters reported that Nvidia has told clients in China they may be able to start placing Vera order
2026-06-12
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2026-06-12
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Banks curb hedge fund bets on SK Hynix and Samsung, Bloomberg News reports
Banks curb hedge fund bets on SK Hynix and Samsung, Bloomberg News reports
RefinitivLess than 1 min read
000660
+3.76%
005930
+7.86%
C
+3.52%
JPM
+1.41%
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2026-06-12
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2026-06-12
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Banks Curb Hedge Fund Bets On SK Hynix, Samsung After Wild Moves- Bloomberg News
Banks Curb Hedge Fund Bets On SK Hynix, Samsung After Wild Moves- Bloomberg News
RefinitivLess than 1 min read
000660
+5.05%
005930
+8.53%
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2026-06-12
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2026-06-12
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Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Less than 1 min read
005930
+11.87%
Samsung Electronics (005930) may make the interface chip for Google’s next‑gen Tensor TPU using its 2nm process; TSMC would supply the main compute die. Mass production possible by 2028.
1
Samsung E
2026-06-12
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2026-06-12
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AMD and Qualcomm Shares Are Soaring, What You Need To Know
AMD and Qualcomm Shares Are Soaring, What You Need To Know
2 min read
AMD
+7.97%
QCOM
+6.15%
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor sto
2026-06-12
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Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
2 min read
PENG
+9.93%
ON
+5.26%
PLAB
+7.33%
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressur
2026-06-12
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2026-06-12
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Nvidia Deepens Microsoft AI Alliance
Nvidia Deepens Microsoft AI Alliance
Less than 1 min read
NVDA
+1.04%
MSFT
−2.30%
NVIDIA (NVDA, Financials) is adding to its long-running work with Microsoft as more companies look for practical ways to use AI.
The latest effort connects Nvidia's chips and software with Microsoft's Azure cloud, Windows devices and business data tools. In si
2026-06-11
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2026-06-11
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Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
3 min read
NVDA
+0.61%
AMD
+3.57%
INTC
+5.55%
Semiconductor stocks rallied on Thursday after Bank of America identified agentic AI as the next major growth catalyst for the industry, creating a potentially massive opportunity for chipmaker