Semiconductor News & Analysis Feed
16735 articles
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
news.google.com
2026-06-20
Barchart.com
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
MSFT
-3.18%
NVDA
-0.97%
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Trading disclosure
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
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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NVIDIA
2026-06-20
cbsaustin.com
2026-06-20
KEYE
GEORGETOWN, Texas — The Texas Semiconductor Innovation Fund (TSIF) will award a grant of $3.9 million to Schunk Xycarb Technology (Xycarb) to support the expansion of their Georgetown production facility, Governor Greg Abbott announced Friday.
The project is estimated to represent over $42 million in capital investment and will double Xycarb facility's square footage, increase production and clea
2026-06-20
eetimes.com
2026-06-20
Canada sharpens its defense and tech edge with policies to boost homegrown chip power.
2026-06-20
news.google.com
2026-06-20
EE Times
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Why QUALCOMM (QCOM) Is Up 6.8% After New AI Chip Deals And Spatial Computing Push
June 20, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Qualcomm has accelerated its push beyond smartphones by launching a custom AI data center silicon program with a leading hyperscaler, unveiling its Snapdragon Reality Elite platform for spatial computin
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR
Coherent (COHR) Stock Could Be 77% Overvalued After CHIPS Act Funding News
June 20, 2026
Simply Wall St
Coherent (COHR) is back in focus after signing a letter of intent to receive up to US$50 million in CHIPS and Science Act funding to expand its Indium Phosphide semiconductor facility in Sherman, Texas.
See our latest analysis for Coh
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Communications/NasdaqGS:CSCO
Cisco (NasdaqGS:CSCO) Faces A First As Nvidia Passes It In Data Center Switching
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia has surpassed Cisco in data center Ethernet switching revenue for the first time.
The shift reflects rising demand for AI-focused networking gear across data centers.
The change raises questions about Cisco's po
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
The Memory Boom Has Been a Gift to Micron. For Apple, It's Becoming a Problem. Or Is It?
Daniel Sparks, The Motley Fool
Fri, June 19, 2026 at 2:37 PM PDT 5 min read
MU
+6.82%
AAPL
-0.34%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
For more than a year, the shortage of memory and storage chips has been a one-way windfall. As artificial intelligence (AI) data centers soaked up the wor
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
For more than a year, the shortage of memory and storage chips has been a one-way windfall. As artificial intelligence (AI) data centers soaked up the world's supply, prices for these chips have about doubled over the past year, and the companies that make them -- Micron (
MU
+6.34%
) among them -- have been some of the biggest winners of the AI boom. Now those rising costs are landing on the comp
2026-06-20
tomshardware.com
2026-06-20
Jake Roach
AMD says it will reinstate firmware memory encryption (TSME) on non-PRO Ryzen 9000 desktop CPUs through a BIOS update in July, following the feature's removal through an earlier firmware update.
2026-06-20
ts2.tech
2026-06-20
TechStock²
19 JUNE 2026
NASDAQ·NASDAQ:NVDA·NASDAQ:SPX·NVIDIA·STOCK MARKET
2 MINS READ
SPACEX SHARES DROP WITH NVIDIA GAINING VALUE; NASDAQ-100 INCLUSION QUESTION RETURNS
BY MARCIN FRĄCKIEWICZ
New York, June 19, 2026, 16:36 EDT
SpaceX ended Thursday at $185, off 3.6%. Nvidia, by contrast, was up 3.0% to $210.69. U.S. markets didn’t open Friday for Juneteenth.
Nvidia’s market cap is about $5.14 trillion, p
2026-06-20
simplywall.st
2026-06-20
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Joins NVIDIA On AI Memory While HBM4E Samples Reach Customers
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
SK hynix (KOSE:A000660) has entered a multiyear co-development partnership with NVIDIA to create advanced AI memory solutions for next-generation platforms.
The company has shipped HBM4E DRAM samples to major custome
2026-06-20
www.aol.com
2026-06-20
AOL.com
Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
ALEX SIROIS
Fri, June 19, 2026 at 10:56 PM GMT+8
0
Quick Read
TSM trades at 27x forward earnings despite management guiding above 30% revenue growth for 2026 and eight consecutive earnings beats.
SOXX surged 97% year-to-date while TSM gained only 41%, making it the cheapest pure-play foundry seat in the semiconductor sector