Semiconductor News & Analysis Feed
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2026-06-22
www.barrons.com
2026-06-22
Barron's
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2026-06-22
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2026-06-22
Barron's
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2026-06-22
富途牛牛
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2026-06-22
www.digitimes.com
2026-06-22
digitimes
Former SK Hynix CEO Lee Seok-Hee is set to return to Intel as executive vice president (EVP) of Intel's foundry business, strengthening Intel's push into advanced packaging technologies. The appointment also represents another strategic move by Intel CEO...
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2026-06-22
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2026-06-22
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Broadcom's AI Semiconductor Revenue Soars
Broadcom's AI Semiconductor Revenue Soars
Written by Emily J. Thompson, Senior Investment Analyst
Source: NASDAQ.COM
Updated:
1 day ago
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Significant Revenue Growth: Broadcom's AI semiconducto
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
www.digitimes.com
2026-06-22
digitimes
According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been added to its internal product roadmap and is expected to launch in the first quarter of 2028, potentially making its public...
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2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
www.kucoin.com
2026-06-22
KuCoin
Intel CEO Patrick Gelsinger stated that his return target for Intel is "a 10-fold increase within 5 to 10 years," and he is systematically rebuilding Intel’s technology roadmap around advanced packaging, novel semiconductor materials, and next-generation substrate technologies.
In a recent podcast episode, Chen Liwu detailed his roadmap for transforming Intel: after stabilizing the balance sheet
2026-06-22
digitimes.com
2026-06-22
Former SK Hynix CEO Lee Seok-Hee is set to return to Intel as executive vice president (EVP) of Intel's foundry business, strengthening Intel's push into advanced packaging technologies. The appointment also represents another strategic move by Intel CEO Lip-Bu Tan to reorganize the company's foundry business.
2026-06-22
digitimes.com
2026-06-22
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansio
2026-06-22
digitimes.com
2026-06-22
According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been added to its internal product roadmap and is expected to launch in the first quarter of 2028, potentially making its public debut at CES 2028.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Intel Is Stealing the Foundry Spotlight. Is TSMC Still the Most Important Company in Chips?
Daniel Sparks, The Motley Fool
Sun, June 21, 2026 at 11:41 AM PDT 5 min read
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Intel (NASDAQ: INTC) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Intel (
INTC
+5.19%
) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social media that Apple had agreed to work with the company to design and build chips in the U.S. It was the latest in a run of high-profile interest that includes an announced collaboration with Nvidia.
After years of being written off, Intel's foundry comeback suddenly
2026-06-21
news.google.com
2026-06-21
The Motley Fool
2026-06-21
pulse2.com
2026-06-21
Pulse 2.0
Intel announced that Seok-Hee Lee has been appointed Executive Vice President of Intel Foundry. Lee will report directly to Intel CEO Lip-Bu Tan. In this role, he will lead advanced packaging, system integration, back-end technology development, and back-end manufacturing.
Intel said the appointment is part of the continued evolution of its foundry strategy and reflects the company’s move to esta
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Memory stock prices have soared this year amid a shortage driven by artificial intelligence (AI). If you're looking for an easy way to invest in these stocks, a recently launched exchange-traded fund (ETF), the Roundhill Memory ETF (
DRAM
+5.23%
), holds the biggest names.
The ETF trades for about $72 as of June 17, so $100 is enough for more than 1.25 shares if your broker offers fractional trad