Semiconductor News & Analysis Feed
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2026-06-18
www.bisinfotech.com
2026-06-18
Bisinfotech
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2026-06-18
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2026-06-18
Yahoo Finance
Taiwan Semiconductor (TSM) Boosted Giverny Capital Asset Management’s Performance in Q1
Soumya Eswaran
Thu, June 18, 2026 at 4:51 AM PDT 3 min read
2330.TW
+4.15%
^GSPC
+1.08%
TSM
+6.94%
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Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2026 investor letter. A copy can be downloaded here. The mode
2026-06-18
tomshardware.com
2026-06-18
Anton Shilov
Apple's Tim Cook says that Apple can no longer 'shield' its customers from increased prices of DRAM and NAND memory.
2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
Jowi Morales
The U.S. is stepping up its export controls enforcement.
2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
www.ad-hoc-news.de
2026-06-18
AD HOC NEWS
Infineons, Tailwinds
Infineon's AI Tailwinds vs. Valuation Headwinds: Stock Hovers at Crossroads
18.06.2026 - 13:34:30 | boerse-global.de
Infineon shares surged 5.65% after a dip, driven by AI demand signals from SK Hynix and BE Semiconductor, but remain below record highs as valuation and seasonal headwinds persist.
Infineons - Infineon's AI Tailwinds vs. Valuation Headwinds: Stock Hovers at Cr
2026-06-18
tomshardware.com
2026-06-18
Luke James
President Donald Trump said on Thursday that Apple has agreed to work with Intel to “design and build” chips in the United States.
2026-06-18
www.upi.com
2026-06-18
upi.com
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2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang clearly wasn’t fazed when AI stocks tanked after the overheated U.S. jobs numbers, which seemingly fanned fears of rate hikes to come. In fact, Jensen Huang sounded genuinely excited, noting that investors should be as well at the thought of buying stock at a “cheaper price.”
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Indeed, it’s a hard concept for many momentum i
2026-06-18
www.fastcompany.com
2026-06-18
Fast Company
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2026-06-18
www.venturesquare.net
2026-06-18
벤처스퀘어
Domestic GaN Semiconductor Surpasses 700GHz Barrier… Achieves World’s Highest Performance with IVWORKS Technology
06/18/2026
Domestic researchers have succeeded in achieving world-class ultra-high frequency performance in the field of next-generation compound semiconductors. Semiconductor materials company IVWorks announced that a gallium nitride (GaN)-based transistor utilizing its selective reg
2026-06-18
www.trefis.com
2026-06-18
Trefis
The company's AI-fueled growth story is compelling, but a single number buried in its earnings report reveals a significant geopolitical vulnerability.
Applied Materials (AMAT) stock has been on an extraordinary run, more than tripling over the past year and sitting at its 52-week high. The narrative is powerful: the company is a key supplier for the AI infrastructure buildout, delivering record
2026-06-18
www.lse.co.uk
2026-06-18
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(Sharecast News) - Shares in Intel soared on Thursday, after Donald Trump said Apple had agreed to partner with the US tech f
2026-06-18
simplywall.st
2026-06-18
simplywall.st
United States/Semiconductors/NasdaqGS:ASML
ASML Holding (NasdaqGS:ASML) Stock Looks Fully Priced After Strong Recent Gains
June 18, 2026
Simply Wall St
ASML Holding (NasdaqGS:ASML) stock has recently drawn attention after a series of strong trailing returns, with the shares up 3.5% in the past day and 7.7% over the past week.
See our latest analysis for ASML Holding.
At a share price of $1,867.
2026-06-18
pulse2.com
2026-06-18
Pulse 2.0
Qualcomm Technologies announced the Snapdragon Reality Elite Platform, a new XR platform designed to power premium spatial computing experiences with advanced on-device AI.
The platform was introduced at Augmented World Expo and is designed for high-performance all-in-one video-see-through headsets and lightweight tethered optical-see-through devices.
Snapdragon Reality Elite is built to support
2026-06-18
news.google.com
2026-06-18
Pulse 2.0