Semiconductor News & Analysis Feed
16592 articles
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.msn.com
2026-06-22
MSN
Cook confirms hikes: Tim Cook says price increases are 'unavoidable' as memory costs soar, ending Apple’s ability to shield consumers.
iPhone 18 Pro impact: Analysts project a $1,299–$1,399 starting price for the iPhone 18 Pro, up to $300 more than the iPhone 17 Pro.
Industry-wide pressure: AI-driven demand for memory chips could raise global smartphone prices by up to 20%, hitting low-end devic
2026-06-22
www.msn.com
2026-06-22
MSN
Confirmed price hikes: Tim Cook says rising memory costs make Apple product price increases 'unavoidable,' ending months of shielding customers.
Big iPhone jump: Analysts see iPhone 18 Pro starting at $1,299–$1,399, up $200–$300, with Ultra model potentially near $2,000.
AI-driven shortage: Global DRAM and NAND supplies are strained by AI data centers, pushing up costs and impacting the entire s
2026-06-22
www.bloomberg.com
2026-06-22
Bloomberg.com
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Get the most important global
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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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
www.trendforce.com
2026-06-22
TrendForce
[News] TSMC Reportedly Cuts 28nm Output by Over 25% Since Early 2026 as Advanced Node Push Accelerates
2026-06-22 Semiconductors editor
News
Please note that this article cites information from Commercial Times and Economic Daily News.
As TSMC ramps up 2nm and 3nm production, it is also accelerating the phaseout of legacy nodes. Commercial Times, citing supply chain sources, reports that
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Micron Technology (MU) – Among the Top 12 Dividend Stocks to Buy According to Billionaire Cliff Asness
Published on June 21, 2026 at 10:50 pm by VARDAH GILL in News
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Micron Technology, Inc. (NASDAQ:MU) is included among the Top 12 Dividend Stocks to Buy According to Billionaire Cliff Asness.
On June 18, Rosenblatt raised its price recommendation on Micron Technology, Inc. (NASDAQ:MU) t
2026-06-22
www.indexbox.io
2026-06-22
IndexBox
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2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Nvidia sees huge growth ahead for the industry.
Nvidia doesn't always trade at this cheap a valuation.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as much as some of its peers. In fact, the mar
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Nvidia sees huge growth ahead for the industry.
Nvidia doesn't always trade at this cheap a valuation.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as much as some of its peers. In fact, the mar
2026-06-22
eu.36kr.com
2026-06-22
36 Kr
5.4 trillion, NVIDIA becomes the largest "landlord" in the AI sector, while big model giants are reduced to "computing power tenant farmers"
新智元
2026-06-22 08:42
The tide reveals the truth! After the AI giants' IPOs, who is swimming naked under the spotlight?
When the AI myth is illuminated by the ledger, the most glaring truth finally surfaces. As the tide recedes, the carnival ends. When the se
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
1 Mind-Boggling Metric That Makes Nvidia Stock a Screaming Buy
Keithen Drury, The Motley Fool
Sun, June 21, 2026 at 7:20 PM PDT 3 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as muc
2026-06-22
www.weex.com
2026-06-22
WEEX
NVIDIA executed a 10-for-1 stock split that took effect after the close on June 7, 2024, with shares trading on a split-adjusted basis from June 10, 2024. The mechanics were simple: the pre-split price of roughly $1,208 was divided by ten, so NVDA opened the next session near $120 per share, while every holder ended up with ten times as many shares. The total value of a position did not change on
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
__fail__
2026-06-22
www.tradingview.com
2026-06-22
TradingView
News
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Asian Corporate Newswire
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EE Power Asia 2026 to Spotlight Technologies Driving the Next Era of Electrification
EE Power Asia 2026 to Spotlight Technologies Driving the Next Era of Electrification
Refinitiv3 min read
TAIWAN, June 22, 2026 - (ACN Newswire) - As demand for intelligent, efficient, and electrified systems continues to grow across industries, EE Power Asia 2026 will bring toget
2026-06-22
news.google.com
2026-06-22
EE Times India