Semiconductor News & Analysis Feed
16687 articles
2026-06-20
simplywall.st
2026-06-20
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United States/Electronic Equipment and Components/NYSE:GLW
Corning (GLW) Is Up 8.8% After AI Fiber Deals With Nvidia, Meta, Amazon - What's Changed
June 20, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Corning highlighted multibillion-dollar risk-sharing fiber agreements with Nvidia, Meta, and Amazon, alongside stronger-than-expected first-quarter results support
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Stock Could Be 195% Overvalued After Product Launch And $500 Million Offering
June 20, 2026
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Navitas Semiconductor (NVTS) has drawn fresh investor attention after pairing the launch of its high-voltage UHV-TO-247-4-ISO power package with a new US$500 million at-the-market Class A common stock off
2026-06-20
simplywall.st
2026-06-20
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United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Stock Could Be 21% Overvalued After AI Product Launches
June 20, 2026
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Applied Materials (AMAT) is back in focus after unveiling its SENZ platform for AI-powered smart glasses, launching two new AI chipmaking systems, and deepening its partnership with EssilorLuxottica around augmented reality optics
2026-06-20
news.google.com
2026-06-20
NAI500
2026-06-20
www.msn.com
2026-06-20
MSN
Record PS5 upgrade cost: SanDisk’s new officially licensed PS5 SSDs cost up to $2,959.99 for the 8TB model, far exceeding the price of the console itself.
Chip shortage pressure: Global NAND flash and DRAM shortages, fuelled by AI infrastructure demand, are keeping SSD prices high across consumer markets.
Price relief outlook: Analysts see only modest SSD price drops in late 2026, with high-capa
2026-06-20
www.techpowerup.com
2026-06-20
TechPowerUp
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2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon’s, Robotics
Infineon’s Robotics Startup Challenge Kicks Off as GaN Patent Saga Unfolds on Two Fronts
20.06.2026 - 03:13:36 | boerse-global.de
Infineon pushes into humanoid robotics with artificial skin sensors while battling GaN patent losses in China; AI data center revenue growth drives stock near record highs despite high volatility.
Infineon’s - Infineon’s Robotics Startup Challenge
2026-06-20
newatlas.com
2026-06-20
New Atlas
CONSUMER TECH
Nvidia RTX Spark platform is AI workhorse first, gamer's friend second
By Monica J. White
June 19, 2026
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RTX Spark is Nvidia’s attempt to define a new class of premium Windows machines built around local AI, creator workloads, and RTX graphicsNvidia
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Nvidia is fundamentally rethinking the portable P
2026-06-20
www.msn.com
2026-06-20
MSN
Record PS5 upgrade cost: SanDisk’s new officially licensed PS5 SSDs cost up to $2,959.99 for the 8TB model, far exceeding the price of the console itself.
Chip shortage pressure: Global NAND flash and DRAM shortages, fuelled by AI infrastructure demand, are keeping SSD prices high across consumer markets.
Price relief outlook: Analysts see only modest SSD price drops in late 2026, with high-capa
2026-06-20
digitimes.com
2026-06-20
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.
2026-06-20
digitimes.com
2026-06-20
The Trump administration has confronted ASML with concerns that one of the Dutch company's most advanced chip-making machines may have made its way into China in violation of US-led export restrictions, Bloomberg reported, citing people familiar with the matter.
2026-06-20
digitimes.com
2026-06-20
Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses longstanding power and security limitations in programmable logic devices.
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Stock Could Be 8.6% Undervalued After IQE Silicon Photonics Deal
June 20, 2026
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Tower Semiconductor (TSEM) has drawn fresh attention after IQE plc agreed to supply Indium Phosphide epiwafers under a multi-year deal related to AI data center optical connectivity and the expansion of silicon photonic
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Explore the exciting world of Taiwan Semiconductor Manufacturing(NYSE: TSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 19, 2026.
Should you buy stock in Taiwan Semico
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Explore the exciting world of Taiwan Semiconductor Manufacturing(NYSE: TSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 19, 2026.
Should you buy stock in Taiwan Semico
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Explore the exciting world of Taiwan Semiconductor Manufacturing(NYSE: TSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 19, 2026.
Should you buy stock in Taiwan Semico
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
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2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Microsoft vs. Nvidia: Which AI Giant Is the Better Dividend Stock for the Long Haul?
Rick Orford
Fri, June 19, 2026 at 4:00 PM PDT 5 min read
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Microsoft sign at the headquarters by VDB Photos via Shutterstock
The AI race isn't just about which company can say "artificial intelligence" the most. It's about which ones turn it into
2026-06-20
news.google.com
2026-06-20
Barchart.com
2026-06-20
www.marktechpost.com
2026-06-20
MarkTechPost
Artificial IntelligenceAI InfrastructureTech NewsAI Paper SummaryTechnologyAI ShortsApplicationsEditors PickLanguage ModelLarge Language ModelMachine LearningNew ReleasesOpen SourceSoftware EngineeringStaff
NVIDIA AI Introduce SpatialClaw: A Training-Free Agent That Treats Code as the Action Interface for Spatial Reasoning
By Asif Razzaq -
June 19, 2026
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