Semiconductor News & Analysis Feed
22635 articles
2026-06-22
www.digitimes.com
2026-06-22
digitimes
According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been added to its internal product roadmap and is expected to launch in the first quarter of 2028, potentially making its public...
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2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
www.kucoin.com
2026-06-22
KuCoin
Intel CEO Patrick Gelsinger stated that his return target for Intel is "a 10-fold increase within 5 to 10 years," and he is systematically rebuilding Intel’s technology roadmap around advanced packaging, novel semiconductor materials, and next-generation substrate technologies.
In a recent podcast episode, Chen Liwu detailed his roadmap for transforming Intel: after stabilizing the balance sheet
2026-06-22
www.businesskorea.co.kr
2026-06-22
Businesskorea
AI-driven semiconductor gains lift SK Hynix to over 98% of Samsung Electronics’ value
Samsung Electronics and SK hynix. (Photo courtesy of techovedas.com)
SK hynix is rallying consecutively, closely chasing Samsung Electronics, the bellwether of the domestic stock market.
According to the Korea Exchange on June 22, the market capitalization of SK hynix was tallied at 2,050.0884 trillion won (abo
2026-06-22
www.trendforce.com
2026-06-22
TrendForce
[News] TSMC Reportedly Cuts 28nm Output by Over 25% Since Early 2026 as Advanced Node Push Accelerates
2026-06-22 Semiconductors editor
News
Please note that this article cites information from Commercial Times and Economic Daily News.
As TSMC ramps up 2nm and 3nm production, it is also accelerating the phaseout of legacy nodes. Commercial Times, citing supply chain sources, reports that
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
__fail__
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Micron Technology (MU) – Among the Top 12 Dividend Stocks to Buy According to Billionaire Cliff Asness
Published on June 21, 2026 at 10:50 pm by VARDAH GILL in News
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Micron Technology, Inc. (NASDAQ:MU) is included among the Top 12 Dividend Stocks to Buy According to Billionaire Cliff Asness.
On June 18, Rosenblatt raised its price recommendation on Micron Technology, Inc. (NASDAQ:MU) t
2026-06-22
www.indexbox.io
2026-06-22
IndexBox
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2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Nvidia sees huge growth ahead for the industry.
Nvidia doesn't always trade at this cheap a valuation.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as much as some of its peers. In fact, the mar
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Nvidia sees huge growth ahead for the industry.
Nvidia doesn't always trade at this cheap a valuation.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as much as some of its peers. In fact, the mar
2026-06-22
eu.36kr.com
2026-06-22
36 Kr
5.4 trillion, NVIDIA becomes the largest "landlord" in the AI sector, while big model giants are reduced to "computing power tenant farmers"
新智元
2026-06-22 08:42
The tide reveals the truth! After the AI giants' IPOs, who is swimming naked under the spotlight?
When the AI myth is illuminated by the ledger, the most glaring truth finally surfaces. As the tide recedes, the carnival ends. When the se
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
1 Mind-Boggling Metric That Makes Nvidia Stock a Screaming Buy
Keithen Drury, The Motley Fool
Sun, June 21, 2026 at 7:20 PM PDT 3 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as muc
2026-06-22
www.tradingview.com
2026-06-22
TradingView
News
/
Stocktwits
/
Why Is INTC Stock Jumping Over 5% In Overnight Trading?
Why Is INTC Stock Jumping Over 5% In Overnight Trading?
3 min read
INTC
+5.19%
KEY POINTS:
Intel stock closed the last session at an all-time high, surging over 10%.
Intel CEO Lip-Bu Tan said in a podcast that he is targeting a tenfold return over the next five to ten years and highlighted advanced packaging as a key growt
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
__fail__
2026-06-22
news.google.com
2026-06-22
EE Times India
2026-06-22
news.google.com
2026-06-22
EE Times India
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Nvidia (
NVDA
1.13%
) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as much as some of its peers. In fact, the market isn't prepared at all for a 2027 where Nvidia sees strong growth.
If your investment horizon spans more than a few months (as it should for an individu
2026-06-22
beincrypto.com
2026-06-22
BeInCrypto
Three catalysts are converging this week that could shift sentiment across equities, chips, and the inflation outlook. FedEx earnings, Micron’s fiscal Q3 results, and the May Personal Consumption Expenditures price index are all due in the coming days.
The combination arrives at a tense moment for markets still digesting the Iran war’s economic fallout and reassessing when the Federal Reserve mig
2026-06-22
www.trendforce.com
2026-06-22
TrendForce
[News] Micron Earnings Preview: Four Key Areas in Focus — HBM Progress, Capex and More
2026-06-22 Semiconductors editor
News
Please note that this article cites information from Reuters, Investing.com, Bloomberg, STOCK Analysis and The Elec.
As Micron prepares to report its fiscal third-quarter results on June 24, investor attention is turning to whether its strong earnings and elevated