Semiconductor News & Analysis Feed
849 articles
2026-06-16
digitimes.com
2026-06-16
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial intelligence (AI) boom is reshaping Japan's corporate landscape.
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Software/NasdaqGS:CDNS
How Cadence’s Expanded Intel 14A AI Collaboration Will Impact Cadence Design Systems (CDNS) Investors
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier in June 2026, Cadence Design Systems announced an expanded multi-year collaboration with Intel Foundry to co-optimize Intel’s upcoming 14A process node, combining Cadence’s agentic
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since the mainstream adoption of the technology began nearly four years ago, and that's not surprising, as its chips have played an instrumental role in training popular AI models.
However, the AI infrastructure ecosystem has expanded beyond Nvidia. Several companies are witnessing phenomenal growth in the
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
This Artificial Intelligence (AI) Infrastructure Stock Has Been Crushing Nvidia on the Market. Its Latest Deal Could Send the Stock Even Higher
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 2:18 PM PDT 4 min read
NVDA
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Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is up 8% and just printed an intraday record near $558, pushing the company’s market value above $900 billion for the first time.
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NVIDIA (NASDAQ:NVDA) shares are climbing 4% to roughly $214, while Intel (NASDAQ:INTC) stock is up 3% to $128 and ch
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge
David Moadel
Mon, June 15, 2026 at 9:22 AM PDT 4 min read
AMD
-7.30%
NVDA
-2.37%
INTC
-8.45%
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AMD hit a record $558 and crossed $900B in market cap Monday; NVIDIA and Intel shares advanced as a U.S.-Iran peace deal fueled broad chip buying.
AMD's Ryzen A
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia)
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 8:07 AM PDT 6 min read
NVDA
-2.37%
INTC
-8.45%
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Trading disclosure
The artificial intelligence (AI) trade has thus far been largely restric
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years.
Nvidia (
NVDA
+2.88%
) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp
2026-06-15
www.techpowerup.com
2026-06-15
TechPowerUp
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2026-06-15
www.tradingview.com
2026-06-15
TradingView
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Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement
Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement
Less than 1 min read
MU
+9.66%
NVDA
+2.92%
AMD
+7.86%
INTC
+3.10%
AI chip stocks climbed on Monday after a preliminary U.S.-Iran peace deal lifted market sentiment and eased worries about a wider energy shock.
Mic
2026-06-15
www.gurufocus.com
2026-06-15
GuruFocus
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2026-06-15
news.google.com
2026-06-15
The Motley Fool
2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
Stifel Raises Price Target for Cadence Design (CDNS) Following Intel Foundry Partnership
Published on June 15, 2026 at 4:30 am by SHERYAR SIDDIQ in News
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Cadence Design Systems Inc. (NASDAQ:CDNS) ranks among the best 5G stocks to buy right now. On June 9, Stifel maintained its Buy rating on Cadence Design Systems Inc. (NASDAQ:CDNS) and increased its price target from $395 to $432, citin
2026-06-15
uk.finance.yahoo.com
2026-06-15
Yahoo Finance UK
Stifel Raises Price Target for Cadence Design (CDNS) Following Intel Foundry Partnership
Sheryar Siddiq
Mon, 15 June 2026 at 1:30 am GMT-7 2 min read
CDNS
+0.32%
NVDA
+0.16%
Cadence Design Systems Inc. (NASDAQ:CDNS) ranks among the best 5G stocks to buy right now. On June 9, Stifel maintained its Buy rating on Cadence Design Systems Inc. (NASDAQ:CDNS) and increased its price target from $395 to $
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Stifel Raises Price Target for Cadence Design (CDNS) Following Intel Foundry Partnership
Sheryar Siddiq
Mon, June 15, 2026 at 1:30 AM PDT 2 min read
CDNS
+0.32%
NVDA
+0.16%
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Trading disclosure
Cadence Design Systems Inc. (NASDAQ:CDNS) ranks among the best 5G stocks to buy right now. On June 9, Stifel maintained its Buy rating on Cadence Design Systems Inc. (NASDAQ:CDNS)
2026-06-15
memeburn.com
2026-06-15
Memeburn
TL;DR
Nvidia hired Bruce Andrews, Intel's former government affairs chief and Obama-era Commerce Department official, as its new Chief External Affairs Officer.
The chipmaker's lobbying expenditures surged from $640,000 in 2024 to nearly $5 million in 2025, roughly a 670% increase.
Andrews' appointment comes amid tighter US chip export controls, a June 2026 crackdown on Chinese subsidiary loophol
2026-06-15
digitimes.com
2026-06-15
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end waf
2026-06-15
digitimes.com
2026-06-15
Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof. The drivetrain systems maker expects trial production at the new plant before the end of 2026, as demand tied to artificial intelligence and advanced chips reshapes sourcing patterns worldwide.
2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
Published on June 14, 2026 at 3:05 pm by RAMISH CHEEMA in News
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We recently published Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer.
Chip manufacturing giant Intel Corporation (NASDAQ:INTC) is one of the hottest stocks on the market in 2026. The shares are up by 168% year-to-date as
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Jim Cramer Says Intel (INTC) Is An Alternative To TSMC
Ramish Cheema
Sun, June 14, 2026 at 12:05 PM PDT 2 min read
INTC
+6.51%
SPCX
+19.22%
2330.TW
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Trading disclosure
We recently published Jim Cramer Didn't Hold Back On SpaceX's IPO & Discussed These 12 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer.
Chip manufacturing giant