Semiconductor News & Analysis Feed
17317 articles
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Donald Trump’s Favorite AI Chip Stock in 2026 That Performed Better Than Nvidia (NVDA)
Fahad Saleem
Fri, June 19, 2026 at 8:38 AM PDT 2 min read
MU
+6.82%
NVDA
-0.97%
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Trading disclosure
We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Micron Technology, Inc. (NASDAQ:MU) ranks #1 (see Donald Trump Stock Portfolio: 5 Best AI and Tech
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
-4.75%
NVDA
-0.97%
AMD
+2.65%
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Trading disclosure
Quick Read
Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
Video Muted
The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
www.tradingview.com
2026-06-19
TradingView
News
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Quartr
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HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
Less than 1 min read
HBM
0
Record Q1 net sales of EUR 2 billion (+4.9% YoY) driven by strong international and like-for-like growth, with adjusted EBIT stable. Margin pressure from logistics an
2026-06-19
au.finance.yahoo.com
2026-06-19
Yahoo Finance Australia
Nvidia (NVDA) Down 4% Since Last Earnings Report: Can It Rebound?
Zacks Equity Research
Fri 19 June 2026 at 8:30 am GMT-7 5 min read
NVDA
-0.97%
^GSPC
-0.37%
It has been about a month since the last earnings report for Nvidia (NVDA). Shares have lost about 4% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nv
2026-06-19
www.theregister.com
2026-06-19
The Register
SYSTEMS
Tensordyne makes a big bet on log math to beat Nvidia
Who needs compute-hungry multiplications when you can just add logarithms
Tobias Mann
Systems editor
32
Published Fri 19 Jun 2026 // 15:30 UTC
AI infrastructure startup Tensordyne has taped out its first commercial accelerator, with fabrication on TSMC's 3nm process already underway.
Developed in collaboration with Juniper Networks
2026-06-19
www.tradingview.com
2026-06-19
TradingView
News
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Zacks
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Can ASE Technology Sustain Its Recent Margin Expansion?
Can ASE Technology Sustain Its Recent Margin Expansion?
3 min read
3711
+9.95%
ASE Technology ASX has delivered meaningful margin expansion over the past year, but the bigger question for investors is whether those gains are sustainable. First-quarter 2026 results suggest the answer is increasingly tied to the company's fast-g
2026-06-19
www.sharecast.com
2026-06-19
Sharecast.com
Benjamin Chiou
Sharecast News
19 Jun, 2026 16:14
19 Jun, 2026 16:14
ASML denies US allegations of EUV machine shipments to China
ASML
Company photo / ASML
ASML Holding
€1,655.82
16:40 22/06/26
-0.12%
-€1.98
Chip equipment giant ASML has denied allegations that it has shipped an extreme ultraviolet lithography (EUV) machine to China amid concerns in Washington that the Dutch firm violated US expor
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
QUALCOMM (QCOM) Stock Could Be 34.2% Overvalued Despite Its Recent Rally
Simply Wall St
Fri, June 19, 2026 at 8:14 AM PDT 3 min read
QCOM
-1.86%
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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
QUALCOMM (QCOM) is back in focus after a recent stretch of strong share
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Qualcomm Stock
Current Price: $226.11 (June 18, 2026 close)
Target Price (Mid): ~$241
Street Target: ~$183
Potential Total Return: ~7%
Annualized IRR: ~2% / year
Earnings Reaction: +15.12% (April 29, 2026)
Max Drawdown (1Y): 33.89% (April 7, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Qual
2026-06-19
dallasexpress.com
2026-06-19
Dallas Express
Gov. Greg Abbott announced that the state has awarded a $3.9 million grant through the Texas Semiconductor Innovation Fund (TSIF) to Schunk Xycarb Technology Inc. to support an expansion of its Georgetown production facility.
State officials said the project is expected to create 25 new jobs and generate more than $42 million in capital investment.
Abbott said the expansion will help strengthen
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Texas Awards $3.9 Million Semiconductor Grant To Xycarb Expansion In Georgetown
Dallas Express
Fri, June 19, 2026 at 8:00 AM PDT 2 min read
Worker at Schunk Xycarb Technologies Inc. in Georgetown Image by Schunk Xycarbwebsite
Gov. Greg Abbott announced that the state has awarded a $3.9 million grant through the Texas Semiconductor Innovation Fund (TSIF) to Schunk Xycarb Technology Inc. to support
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Texas Instruments Stock
Current Price: $322.86
Target Price (Mid): ~$510
Street Target: ~$294
Potential Total Return: ~58%
Annualized IRR: ~11% / year
Earnings Reaction: 19.43% (April 22, 2026)
Max Drawdown: 30.70% (November 20, 2025)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Texas Instruments
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Texas Instruments Stock
Current Price: $322.86
Target Price (Mid): ~$510
Street Target: ~$294
Potential Total Return: ~58%
Annualized IRR: ~11% / year
Earnings Reaction: 19.43% (April 22, 2026)
Max Drawdown: 30.70% (November 20, 2025)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Texas Instruments
2026-06-19
news.google.com
2026-06-19
The Motley Fool
2026-06-19
wccftech.com
2026-06-19
Wccftech
Imitation remains the highest form of flattery. After Samsung won plaudits for the Exynos 2600's novel Heat Path Block (HPB) thermal technology, Qualcomm, whose recent chips iterations have resembled a veritable inferno when it comes to their runaway heat issues, now appears to be flattering Samsung by copying its HPB tech for the upcoming Snapdragon 8 Elite Gen 6 Pro, albeit sloppily so.
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
I keep buying Taiwan Semiconductor and I am not going to stop, because every dip the market hands me looks like a gift I refuse to refuse. Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) is the one foundry that virtually every advanced chip designer on earth has to call before they can ship silicon, and I am tired of pretending that fact is priced in. When Reddit panicked on J
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
Alex Sirois
Fri, June 19, 2026 at 7:56 AM PDT 4 min read
2330.TW
+4.15%
NVDA
-0.97%
SOXX
+2.43%
TSM
+1.20%
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Trading disclosure
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-dat
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
U.S. politicians are thinking about how they can ensure that the American people can benefit from AI.
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Micron Stock
Current Price: $1,133.99 (June 18, 2026 close)
Target Price (Mid): ~$1,740
Street Target (TIKR mean): ~$930
Potential Total Return: ~54%
Annualized IRR: ~ 22% / year
Max Drawdown: 30.31% on 3/30/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Micron Technology (MU) is no longer the c