Semiconductor News & Analysis Feed
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2026-06-18
www.proactiveinvestors.com
2026-06-18
Proactive financial news
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Ian Lyall
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Samsung Electronics
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KRX:005930
)
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Samsung draws advanced chipmaking interest as TSMC capacity tightens
Published: 05:50 18 Jun 2026 EDT
Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from prospective customers seeking advanced semiconductor manufact
2026-06-18
www.trefis.com
2026-06-18
Trefis
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2026-06-18
www.bisinfotech.com
2026-06-18
Bisinfotech
www.bisinfotech.com
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2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Tower’s advanced silicon photonics platform enables high-bandwidth,
energy-efficient data center connectivity
MIGDAL HAEMEK, Israel, June 18, 2026 -
Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photoni
2026-06-18
www.govconwire.com
2026-06-18
GovCon Wire
Photo: SandboxAQ
Home
Civilian
SandboxAQ Wins $500M CHIPS Act Award for AI-Driven Semiconductor Material Development
SandboxAQ Wins $500M CHIPS Act Award for AI-Driven Semiconductor Material Development
MILES JAMISON
June 18, 2026
CIVILIAN
,
NEWS
SandboxAQ has received a $500 million CHIPS award from the Commerce Department
Under the definitive agreement, SandboxAQ will advance U.S. semiconductor
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
Key Points
Nvidia and Micron are semiconductor companies whose chips are essential for artificial intelligence.
Nvidia's Grace Blackwell superchip is the fastest and most efficient AI accelerator on the market.
Micron is losing market share in NAND and DRAM memory to industry leaders Samsung and SK Hynix.
10 stocks we like better than Nvidia ›
To date, Nvidia(NASDAQ: NVDA) and Micron Technolo
2026-06-18
news.google.com
2026-06-18
Trefis
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Nvidia Stock vs. Micron Stock: Wall Street Says Buy One and Sell the Other
Trevor Jennewine, The Motley Fool
Thu, June 18, 2026 at 2:32 AM PDT 4 min read
NVDA
+2.95%
MU
+8.70%
Explore stocks on Coinbase
Trading disclosure
To date, Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) are two of the biggest winners from the artificial intelligence infrastructure build-out. The stocks have added
2026-06-18
www.globenewswire.com
2026-06-18
GlobeNewswire
Tower’s advanced silicon photonics platform enables high-bandwidth,
energy-efficient data center connectivity
MIGDAL HAEMEK, Israel, June 18, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photonic
2026-06-18
news.google.com
2026-06-18
Stock Titan
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Tower Semiconductor and Marvell Ship Over Five Million Coherent Photonic ICs
Tower Semiconductor
Thu, June 18, 2026 at 2:30 AM PDT 3 min read
TSEM
+7.34%
MRVL
+7.27%
TSEM.TA
+1.25%
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Trading disclosure
Tower Semiconductor
Tower's advanced silicon photonics platform enables hig
2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA or Marvell Technology: Which Stock Has More Upside?
June 18th, 2026 by Trefis Team
MRVL
Marvell Technology
Marvell Technology surged 15% during the past week. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives you more. NVIDIA (NVDA) stock of
2026-06-18
gagadget.com
2026-06-18
Gagadget.com
Apple is raising prices on its devices, and CEO Tim Cook has said publicly that the increases are unavoidable. Speaking to the Wall Street Journal, Cook cited a severe global shortage of memory chips as the driving force — one that has left Apple with little room to absorb costs any further.
"Unfortunately, price increases are unavoidable," Cook told the WSJ. "We've been doing everything we can t
2026-06-18
openthemagazine.com
2026-06-18
Open Magazine
US President Donald Trump has announced that Apple will partner with Intel to design and manufacture chips in the United States, a move that could mark a significant shift in the global semiconductor landscape and support Washington's efforts to rebuild domestic chip manufacturing capacity.
The announcement comes amid growing concerns over supply-chain resilience, geopolitical tensions and increa
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
To date, Nvidia (
NVDA
+3.08%
) and Micron Technology (
MU
+8.80%
) are two of the biggest winners from the artificial intelligence infrastructure build-out. The stocks have added 1,320% and 1,940%, respectively, since January 2023. But most Wall Street analysts think one of the two is overvalued.
Among 69 analysts, Nvidia has a median target price of $300 per share. That implies 44% upside from
2026-06-18
www.xtb.com
2026-06-18
XTB.com
SK Hynix announced that it has delivered the first HBM4E memory chips to major customers, marking the next stage in the rollout of a new generation of memory solutions for AI accelerators. The news was well received by investors, helping the company’s shares reach record highs. While at first glance this may appear to be a development relevant only to a memory manufacturer, its implications are mu
2026-06-18
interestingengineering.com
2026-06-18
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-06-18
www.inc.com
2026-06-18
inc.com
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2026-06-18
memeburn.com
2026-06-18
Memeburn
TL;DR
ByteDance is negotiating to buy 50,000+ AI chips from Shanghai-based Iluvatar CoreX, and is also considering a deal for Baidu's Kunlunxin chips
It's developing two of its own GPU types (one for training, one for inference) with TSMC manufacturing, aiming for mass production in 2026 and scaling to 350,000 units
Its 2025 AI budget is $12 billion, with 60% going to domestic suppliers like Huaw