Semiconductor News & Analysis Feed
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2026-06-22
www.sdxcentral.com
2026-06-22
SDxCentral
Nvidia tops Ethernet data center switch charts by revenue as sales soar
IDC labels Spectrum-X ‘the preferred network interconnect for large-scale AI training’
June 22, 2026 By Ben Wodecki Have your say
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– Sebastian Moss
Nvidia continues its meteoric networking march with a new report suggesting it’s now the number one vendor in the Ethernet switching
2026-06-22
www.sdxcentral.com
2026-06-22
SDxCentral
Nvidia backs AI networking switch silicon startup Upscale in $190M raise
Upscale founding reaches $2 billion following Series A-1 extension
June 22, 2026 By Ben Wodecki Have your say
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– Upscale AI
Upscale AI, the startup developing AI-focused networking switch silicon, has raised $190 million to fuel its efforts.
The Series A-1 round was led by India
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
www.therobotreport.com
2026-06-22
The Robot Report
www.therobotreport.com
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2026-06-22
www.axios.com
2026-06-22
Axios
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Nvidia-backed Reflection lands SpaceX compute deal
Madison Mills
Mon, June 22, 2026 at 8:05 AM PDT 2 min read
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Illustration: Sarah Grillo/Axios. Stock: Getty Images
Reflection — an Nvidia-backed open-source AI startup — signed a major compute agreement with SpaceXAI, securing immediate access to chips and hardware f
2026-06-22
pro.thestreet.com
2026-06-22
TheStreet Pro
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Marvell Joins the S&P 500 as We Await Micron’s ‘All-Star’ Earnings
Our eyes are on this Portfolio holding when it comes to Micron’s capex comments.
Chris Versace·Jun 22, 2026, 10:57 AM EDT
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2026-06-22
eciks.org
2026-06-22
eciks.org
Micron stock hits record as AI memory demand accelerates
Published on 22 June 2026 at 10:56 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 163 times
© Micron stock hits record as AI memory demand accelerates
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Micron Technology stock hit an all-time closing high of $1,133.99 on June 18, 2026, as artificial intelligence memory demand continues to accelerate far
2026-06-22
www.indexbox.io
2026-06-22
IndexBox
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2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
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What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
Maharathi Basu
Mon, June 22, 2026 at 7:45 AM PDT 5 min read
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Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artifi
2026-06-22
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2026-06-22
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AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
4 min read
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AAOI
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Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artificial intelli
2026-06-22
eciks.org
2026-06-22
eciks.org
Intel stock surges on Apple foundry partnership, hits all-time high
Published on 22 June 2026 at 10:41 am •
Written by Chris Martin
• ★★★★★ • Reading duration : 3 minutes · read 1071 times
© Intel stock surges on Apple foundry partnership, hits all-time high
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Intel stock reached an all-time high of $135.32 on June 18, 2026, surging more than 10% after President Trump announced th
2026-06-22
eciks.org
2026-06-22
eciks.org
SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
Published on 22 June 2026 at 10:38 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 104 times
© SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
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The VanEck Semiconductor ETF (SMH) pulled in $6.9 billion in single-day net inflows on June 18, 2026, nearly breaking $7 bill
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Artificial intelligence is reshaping semiconductor manufacturing, and KLA CorporationKLAC appears to be one of the biggest beneficiaries. While AI demand is boosting chipmakers' investments in advanced logic and high-bandwidth memory (HBM), it is also increasing the need for sophisticated process control solutions that improve yield, reliability and manufacturing efficiency.
KLA's third-quarter f
2026-06-22
blockonomi.com
2026-06-22
Blockonomi
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2026-06-22
chargedevs.com
2026-06-22
Charged EVs
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2026-06-22
www.techtimes.com
2026-06-22
Tech Times
By Adrian Parham
Published: Jun 22 2026, 10:34 AM EDT
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ASML.COM
The US Department of Commerce escalated its confrontation with Dutch semiconductor equipment manufacturer ASML on Monday, presenting specific documentary evidence that the company shipped specialized transport equipment and other c
2026-06-22
blockonomi.com
2026-06-22
Blockonomi
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