Semiconductor News & Analysis Feed
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2026-06-19
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2026-06-19
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SK Hynix Has a Major Warning for Micron Technology Stock Investors
HARSH CHAUHAN, THE MOTLEY FOOL
Fri, June 19, 2026 at 8:43 PM GMT+8
0
Key Points
SK Hynix is trying to address the supply constraints in the memory industry by doubling its memory production capacity over the next five years.
This may seem like a negative for Micron Technology at first, given that it has benefited from the severe
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
SK Hynix Has a Major Warning for Micron Technology Stock Investors
Harsh Chauhan, The Motley Fool
Fri, June 19, 2026 at 5:43 AM PDT 5 min read
MU
+6.82%
NVDA
-0.97%
000660.KS
-7.30%
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Trading disclosure
Memory chips have been in phenomenal demand over the past three years due to their deployment in artificial intelligence (AI) data center accelerators, such as graphics ca
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Micron Earnings Seen as Key Test for AI-Driven Market Rally (MU)
Fiona Craig
Fri, June 19, 2026 at 5:40 AM PDT 3 min read
MU
+6.82%
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Trading disclosure
Semiconductor ©Adobe Stock Images
Investors Look to Chipmaker for Signals on AI Demand
Investors are closely watching the upcoming earnings report from Micron Technology (NASDAQ:MU), viewing it as an important indicator of whet
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Semiconductor Demand Powered Camtek Ltd.’s (CAMT) Strength
Soumya Eswaran
Fri, June 19, 2026 at 5:35 AM PDT 2 min read
CAMT
+0.29%
^RUT
+0.83%
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Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q1 2026 investor letter. A copy can be downloaded here. The Wasatch Small Cap Growth Strategy lagged the benchmark,
2026-06-19
uk.finance.yahoo.com
2026-06-19
Yahoo Finance UK
Semiconductor Demand Powered Camtek Ltd.’s (CAMT) Strength
Soumya Eswaran
Fri, 19 June 2026 at 5:35 am GMT-7 2 min read
CAMT
+0.29%
^RUT
+0.83%
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A copy can be downloaded here. The Wasatch Small Cap Growth Strategy lagged the benchmark, Russell 2000 Growth Index, in the quarter,
2026-06-19
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2026-06-19
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Google Takes Aim at Nvidia
Google Takes Aim at Nvidia
Less than 1 min read
GOOG
−5.08%
Alphabet Inc. (GOOG, Financials) is getting more aggressive in the AI chip race. Google is reportedly using a Nvidia-style strategy to grow demand for its Tensor Processing Units, or TPUs. Instead of just offering chips, Google is pairing hardware with cloud services, software tools and custo
2026-06-19
simplywall.st
2026-06-19
simplywall.st
United States/Semiconductors/NasdaqGS:ON
How ON’s New Elite Pairing Studio For SiC Design Workflows Has Changed Its Investment Story
June 19, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In early June 2026, onsemi launched its cloud-based Elite Pairing Studio, an online tool that helps engineers more easily match silicon carbide (SiC) MOSFETs with gate drivers for power-hungry a
2026-06-19
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2026-06-19
The Motley Fool
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2026-06-19
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2026-06-19
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2026-06-19
www.insidermonkey.com
2026-06-19
Insider Monkey
NEWS
Nvidia (NVDA) Announces Artificial Intelligence Partnerships with 6 Major South Korean Companies
Published on June 19, 2026 at 8:19 am by MUHAMMAD ALI KHALID in News
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NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 best electric and autonomous driving stocks to buy according to hedge funds.
On June 8, following a four-day visit to South Korea, Nvidia Corp.’s (NASDAQ:NVDA) Chief Executive O
2026-06-19
english.dotdotnews.com
2026-06-19
點新聞
Apple CEO Tim Cook. (File photo)
Apple CEO Tim Cook has revealed that the company plans to raise prices on its products to offset soaring memory chip costs, which have been driven higher by the rapid expansion of artificial intelligence (AI) infrastructure.
According to an interview with Cook published by The Wall Street Journal on June 17, the Apple chief executive said price increases for Appl
2026-06-19
eetimes.com
2026-06-19
The world’s largest hyperscaler wants to seize the semiconductor moment by selling AI accelerators at scale.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Here is Why QUALCOMM (QCOM) is One of the Best Electric and Autonomous Driving Stocks to Buy
Muhammad Ali Khalid
Fri, June 19, 2026 at 5:18 AM PDT 2 min read
QCOM
-1.86%
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QUALCOMM Inc. (NASDAQ:QCOM) is one of the 10 best electric and autonomous driving stocks to buy according to hedge funds. The optimism surrounding the stocks is backed by the company's on
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Micron Likely to Beat Q3 Earnings Estimates: Time to Buy the Stock?
Anirudha Bhagat
Fri, June 19, 2026 at 5:16 AM PDT 5 min read
MU
+6.82%
TSM
+1.20%
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Trading disclosure
Micron Technology, Inc. MU will report third-quarter fiscal 2026 results after market close on June 24.
The company projects fiscal third-quarter revenues to be $35.5 billion (+/- $750 million). The Zac
2026-06-19
www.aol.com
2026-06-19
AOL.com
Apple to work with Intel on US chip design and production, Trump says
LANDON MION
Fri, June 19, 2026 at 1:37 PM GMT+8
0
President Donald Trump said Thursday that Apple has agreed to work with Intel on designing and producing chips in the U.S.
"When I won my Second Term, it was clear America needed its Semiconductor Industry to come back to the U.S.A. We design everything, but we need to BUILD it
2026-06-19
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2026-06-19
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Washington Warns ASML
Washington Warns ASML
Less than 1 min read
ASML
−0.02%
ASML
−0.12%
ASML
ASML
fell 1.79% intraday after Bloomberg reported that US Commerce Secretary Howard Lutnick told senior ASML leaders in a series of meetings that Washington is concerned one of its extreme ultraviolet lithography machines may have reached China in violation of US-led export controls.
2026-06-19
uk.finance.yahoo.com
2026-06-19
Yahoo Finance UK
JP Morgan says investors should buy this S&P 500 chip stock while it’s down (it’s not Nvidia)
Edward Sheldon, CFA
Fri, 19 June 2026 at 5:09 am GMT-7 3 min read
AVGO
-4.67%
GOOGL
-4.99%
^GSPC
-0.37%
NVDA
-0.97%
Image source: Getty Images
While the S&P 500 is currently near all-time highs, chip stock Broadcom (NASDAQ: AVGO) isn’t. In recent weeks, it has fallen almost 20%.
Analysts at JP Morgan se
2026-06-19
www.tomshardware.com
2026-06-19
Tom's Hardware
Tech Industry
Intel hires former SK hynix chief Seok-Hee Lee to lead Intel Foundry advanced packaging — company establishing section as 'focused business with dedicated leadership'
News
By Luke James published June 19, 2026
Intel carves back-end packaging into a standalone business.
(Image credit: Getty / Future Publishing)
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2026-06-19
tomshardware.com
2026-06-19
Luke James
Intel has appointed Seok-Hee Lee, the former chief executive of memory maker SK hynix and battery maker SK On, as executive vice president of Intel Foundry.
2026-06-19
www.marketscreener.com
2026-06-19
marketscreener.com
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