Semiconductor News & Analysis Feed
1169 articles
2026-06-20
digitimes.com
2026-06-20
Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses longstanding power and security limitations in programmable logic devices.
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 PM PDT 2 min read
NVDA
-0.97%
MU
+6.82%
SNDK
+4.07%
Explore stocks on Coinbase
Trading disclosure
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation
2026-06-20
ca.finance.yahoo.com
2026-06-20
Yahoo! Finance Canada
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 p.m. PDT 3 min read
MU
+6.82%
SNDK
+4.07%
NVDA
-0.97%
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation NVDA over the past year. The company recent
2026-06-20
urgentcomm.com
2026-06-20
Urgent Communications
urgentcomm.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a0ff58d0bf5dd6f8
Performance and Security by Cloudflare
Privacy
2026-06-20
www.zacks.com
2026-06-20
Zacks Investment Research
We use cookies to understand how you use our site and to improve your experience.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In ad
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%
Explore stocks on Coinbase
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.tomshardware.com
2026-06-19
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Post-silicon era gets closer as industry giants crack the 2D transistor scaling bottleneck with breakthrough tech — imec, ASML, and TSMC fab complementary 2D-material transistors at 50nm pitch on a 300mm wafer
News-analysis
By Luke James published June 19, 2026
EUV-printed 28nm gates and 94% working devices, all on standard production tooling.
(Imag
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
theedgemalaysia.com
2026-06-19
The Edge Malaysia
(June 19): Chip-equipment maker ASML said on Friday it had never shipped an extreme ultraviolet (EUV) lithography machine to China, after a report that US officials were concerned one of the company's most advanced tools may have reached the country.
"ASML has never shipped an EUV machine to China nor have we shipped to China any component, module or equipment specially designed to be used in an
2026-06-19
www.msn.com
2026-06-19
MSN
By Anusha Shah, Mrinmay Dey and Anna Peverieri
June 19 (Reuters) - Chip-equipment maker ASML said on Friday it had never shipped an extreme ultraviolet (EUV) lithography machine to China, after a report that U.S. officials were concerned one of the company's most advanced tools may have reached the country.
"ASML has never shipped an EUV machine to China nor have we shipped to China any componen
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The federal government wants more data centers to come online — as long as they do not impact the electricity supply.
2026-06-19
www.linkedin.com
2026-06-19
LinkedIn
Hedge funds upped tech and semiconductor exposure in May
CW Talent Solutions
CW Talent Solutions
Systematic Trading focussed, global, talent staffing advisory . CW connect Tier-1 investment firms with top candidates.
Published Jun 19, 2026
+ Follow
Global hedge funds increased their exposure to technology and semiconductor stocks in May, maintaining a preference for growth sectors despite ongoing
2026-06-19
eetimes.com
2026-06-19
Small in size but outsized in influence, Taiwan has become a linchpin of the global semiconductor supply chain.
2026-06-19
www.heise.de
2026-06-19
heise online
ASML in "crisis mode": EUV lithography system allegedly reached China
Only ASML can produce the most advanced semiconductor manufacturing systems. Export to China is prohibited. The US is now making a serious accusation.
listen
Print view
An open high-NA EUV system from ASML
(Image: ASML)
Jun 19, 2026 at 9:49 am CEST
3 min. read
By
Martin Holland
The US government has informed ASML that it
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
For years, Amazon (
AMZN
3.94%
) has designed its own artificial intelligence (AI) chips and kept them to itself, renting out the computing power through Amazon Web Services (AWS) rather than selling the chips themselves. A new report, however, suggests that this could be changing. Bloomberg reported that Amazon is in talks to sell its custom Trainium accelerators for use inside other companies' d
2026-06-19
digitimes.com
2026-06-19
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.
2026-06-19
www.barrons.com
2026-06-19
Barron's
__fail__
2026-06-19
www.timothysykes.com
2026-06-19
timothysykes.com
Diodes Incorporated stocks have been trading up by 17.65 percent following strong earnings guidance that boosted investor confidence.
Live Update At 17:03:56 EDT: On Thursday, June 18, 2026 Diodes Incorporated stock [NASDAQ: DIOD] is trending up by 17.65%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
DIOD has been trading like a st
2026-06-19
pluang.com
2026-06-19
Pluang
Avalanche C-Chain transactions surge 6X since June 2025 driven by stablecoins, gaming, and fee cuts
Avalanche's C-Chain has seen a six-fold increase in monthly transactions since June 2025, rising from 250,000 to nearly 1.2 million daily transactions. This surge is largely due to a 330% year-over-year increase in stablecoin transfers, especially US...
Protocol Fundamentals
Bullish
·
4 hours ago