Semiconductor News & Analysis Feed
2664 articles
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S
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
www.manilatimes.net
2026-06-21
The Manila Times
THE government will fast-track projects and incentives that offer “a powerful draw” to semiconductor and artificial intelligence (AI) companies to invest in the Philippines, Malacañang said.
In his remarks during a visit to Texas Instruments facility in Clark, Pampanga on Friday, Executive Secretary Ralph Recto said the President has attached “a high national priority” to drawing these high-impac
2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Elmos, DE0005677108
Elmos Semiconductor Stock - long-term strategy and automotive chip focus
20.06.2026 - 16:27:56 | ad-hoc-news.de
Elmos Semiconductor Stock is shaped by its niche in automotive mixed-signal chips and a long-term strategy centered on driver-assistance, comfort and safety electronics. On this quiet news day, the focus turns to its business model and positioning.
Elmos, DE00056771
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:ON
ON Semiconductor (ON) Stock Has The Rally Run 17% Ahead Of Fair Value?
June 20, 2026
Simply Wall St
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ON Semiconductor (ON) continues to attract investor attention after its recent trading sessions, with the stock last closing at $121.62 and showing sizeable total returns over the past year and longer horizons.
See our latest analysis for ON
2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.
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
pulse2.com
2026-06-20
Pulse 2.0
Brewer Science announced it has entered into an agreement to acquire the semiconductor chemicals business line of Heraeus Epurio, a technology provider of ultrapure electronic chemicals used in semiconductor manufacturing. The deal includes the Heraeus Epurio semiconductor chemicals production site in Dayton, Ohio, along with related sales and support personnel in Asia.
This acquisition expands B
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
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2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-20
www.msn.com
2026-06-20
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-20
sg.finance.yahoo.com
2026-06-20
Yahoo Finance Singapore
ON Semiconductor (ON) Stock Could Be 17% Overvalued After Its Recent Run
Simply Wall St
Sat, 20 June 2026 at 3:13 am GMT-7 3 min read
ON
+8.16%
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
ON Semiconductor (ON) has attracted fresh attention after its recent share perform
2026-06-20
www.tekedia.com
2026-06-20
Tekedia
Intel Taps Semiconductor Veteran Seok-Hee Lee To Lead Advanced Packaging Push As Apple Deal Fuels Foundry Ambitions
June 20, 2026 | by Samuel Nwite | 0
Intel has elevated semiconductor industry veteran Seok-Hee Lee to lead its advanced packaging operations, marking the company’s determination to rebuild its manufacturing business and position itself as a major beneficiary of the artificial intel