Semiconductor News & Analysis Feed
20493 articles
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Axcelis Technologies (ACLS) Stock Valuation After Sector Momentum Lifts Semiconductor Equipment Makers
Simply Wall St
Sat, June 13, 2026 at 8:09 PM PDT 3 min read
ACLS
+3.77%
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Sector momentum lifts Axcelis Technologies (ACLS)
Axcelis Technol
2026-06-14
www.gurufocus.com
2026-06-14
GuruFocus
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2026-06-14
pulse2.com
2026-06-14
Pulse 2.0
Applied Materials announced the expansion of its manufacturing and research and development operations in Singapore with a new $500 million (S$600 million) Tampines Campus designed to support the growing global demand for semiconductors driven by artificial intelligence.
The new facility more than doubles the company’s advanced cleanroom capacity in Singapore and strengthens its global manufactur
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Goldman’s, Derivatives
Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play
14.06.2026 - 04:33:58 | boerse-global.de
Goldman Sachs raises Infineon stake to 5.15% via derivatives, bullish on AI and electrification. Stock up 123% YoY but trades well above averages.
Goldman’s - Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play 1
2026-06-14
www.aol.com
2026-06-14
AOL.com
Is Nvidia Stock a Buy?
DANIEL SPARKS, THE MOTLEY FOOL
Sun, June 14, 2026 at 10:21 AM GMT+8
0
Key Points
Nvidia's revenue growth accelerated again in its most recent quarter.
The company's data center business makes up the vast majority of its sales.
Management's guidance assumes no data center compute revenue from China.
10 stocks we like better than Nvidia ›
Few companies have ever defined a
2026-06-14
www.theglobeandmail.com
2026-06-14
The Globe and Mail
Key Points
Nvidia's revenue growth accelerated again in its most recent quarter.
The company's data center business makes up the vast majority of its sales.
Management's guidance assumes no data center compute revenue from China.
10 stocks we like better than Nvidia ›
Few companies have ever defined a technology shift the way Nvidia(NASDAQ: NVDA) has defined the rise of artificial intelligenc
2026-06-14
www.theglobeandmail.com
2026-06-14
The Globe and Mail
Key Points
Nvidia's revenue growth accelerated again in its most recent quarter.
The company's data center business makes up the vast majority of its sales.
Management's guidance assumes no data center compute revenue from China.
10 stocks we like better than Nvidia ›
Few companies have ever defined a technology shift the way Nvidia(NASDAQ: NVDA) has defined the rise of artificial intelligenc
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Few companies have ever defined a technology shift the wayNvidia(NVDA+0.15%)has defined the rise of artificial intelligence (AI). Its chips sit at the center of nearly every major AI project, and the stock has been one of the market's best performers over the past few years. A run like that keeps one question permanently in the air: at nearly $5 trillion in market value, is there still room for th
2026-06-14
www.smartkarma.com
2026-06-14
Smartkarma
www.smartkarma.com
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2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-14
www.digitimes.com
2026-06-14
digitimes
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0...
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2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.koreaherald.com
2026-06-14
The Korea Herald
SK hynix headquarters in Icheon, Gyeonggi Province (Yonhap)
SK hynix Inc. added more than 2,000 positions last year amid the global artificial intelligence boom, which has led to a sharp rise in demand for memory chips, industry sources said Sunday.
The hiring is noteworthy as it comes amid the overall slowdown in the country's job market.
According to the sources, the number of employees at SK
2026-06-14
sg.finance.yahoo.com
2026-06-14
Yahoo Finance Singapore
SharonAI Holdings (SHAZ) Stock After NVIDIA AI Deal A Fresh Look At A 11.3x P/B Valuation
Simply Wall St
Sat, 13 June 2026 at 5:16 pm GMT-7 3 min read
SHAZ
-12.85%
NVDA
+0.16%
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SharonAI Holdings (SHAZ) has drawn fresh attention
2026-06-14
digitimes.com
2026-06-14
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive a
2026-06-14
digitimes.com
2026-06-14
The global power semiconductor supply chain is undergoing another reshuffling, after Chinese chipmaker Nexperia triggered disruptions in 2025 and, more recently, China's Yangjie Technology was added to the European Union sanctions list.
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Why Tower Semiconductor (TSEM) Is Up 11.7% After Securing $1.3 Billion Silicon Photonics Deals
Simply Wall St
Sat, June 13, 2026 at 4:12 PM PDT 3 min read
TSEM
+1.77%
Trade TSEM on Coinbase
Trading disclosure
In the past week, Tower Semiconductor reported strong first-quarter results, raised guidance, and announced about US$1.30 billion of silicon photonics contracts for 2027 with customer prepay
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Tests Recurring AI Data Center Model With Australian GPU Expansion
Simply Wall St
Sat, June 13, 2026 at 4:12 PM PDT 4 min read
NVDA
+0.16%
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NVIDIA (NasdaqGS:NVDA) has entered a new capital-efficient AI data
2026-06-14
news.google.com
2026-06-14
Pulse 2.0
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Stock After 22% YTD Rise Is The Price Still Reasonable
June 14, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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If you are wondering whether QUALCOMM at around US$211.72 is still reasonably priced or already stretched, the key is to look closely at what the current valuation actually reflects.
The stock is up 22.4% year to