Semiconductor News & Analysis Feed
23084 articles
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
finance.yahoo.com
2026-06-14
Yahoo Finance
Micron Reports Earnings June 24. Here's the One Number That May Make or Break the Stock.
Daniel Sparks, The Motley Fool
Sat, June 13, 2026 at 2:56 PM PDT 5 min read
MU
-1.43%
NVDA
+0.16%
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Memory specialist Micron Technology (NASDAQ: MU) is scheduled to report its fiscal third-quarter results on Wednesday, June 24, after the market closes. And expectati
2026-06-14
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2026-06-14
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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
2026-06-14
www.thelec.net
2026-06-14
thelec.net
I was recently shocked while trying to replace my laptop. High-end models that cost around the upper-1 million won range last year are now well above 3 million won. Prices have effectively doubled or tripled in just one year.
It is not only laptops. Prices of electronics containing large amounts of semiconductors have risen across the board. The shortage of semiconductors triggered by the artific
2026-06-14
www.thelec.net
2026-06-14
thelec.net
Nvidia's AI data center network infrastructure. (Photo: Nvidia)
South Korean materials, components and equipment companies are gaining traction in the co-packaged optics (CPO) market.
According to industry sources on June 12, Korean optical communication-related companies including RF Materials and Sungho Electronics are supplying key CPO-related components and equipment to global companies.
CP
2026-06-14
www.thelec.net
2026-06-14
thelec.net
Jun Young-hyun, vice chairman and head of the Device Solutions division at Samsung Electronics. (Photo: THE ELEC)
Samsung Electronics may participate in production of some components for Google's next-generation artificial intelligence semiconductor "Icefish," according to a report.
US technology media outlet The Information reported on June 11 local time that Google is discussing plans to have
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Memory specialist Micron Technology (
MU
1.02%
) is scheduled to report its fiscal third-quarter results on Wednesday, June 24, after the market closes. And expectations heading into the report are about as high as they get. Shares have surged 244% in 2026, crossing a $1 trillion market capitalization along the way -- a milestone only two other memory companies have reached.
That run has been pow
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Stock Valuation After AI Supercycle Momentum And New Board Appointment
June 14, 2026
Simply Wall St
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What Micron’s AI Supercycle Means After a New Board Appointment
Micron Technology (MU) sits at the center of an AI driven memory shortage, with strong demand for its chips, rising pricing power, upbeat quarterly resu
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
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STOCK ANALYSIS
Is Cadence Design Systems, Inc. (CDNS) A Good Stock To Buy Now?
Published on June 13, 2026 at 4:56 pm by RICARDO PILLAI in News, Stock Analysis
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Is CDNS a good stock to buy? We came across a bullish thesis on Cadence Design Systems, Inc. on ARMR Report Be The Smart Money’s Substack by Bret Rosenthal. In this article, we will summarize the bulls’ thesis on CDNS. Cadence
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Is Cadence Design Systems, Inc. (CDNS) A Good Stock To Buy Now?
Ricardo Pillai
Sat, June 13, 2026 at 1:56 PM PDT 3 min read
CDNS
+0.32%
SNPS
-0.53%
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Is CDNS a good stock to buy? We came across a bullish thesis on Cadence Design Systems, Inc. on ARMR Report Be The Smart Money's Substack by Bret Rosenthal. In this article, we will summarize the bulls' th
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA Expands Global AI Infrastructure Role With Vera And Sharon AI Deal
June 14, 2026
Simply Wall St
Reviewed by Bailey Pemberton
NVIDIA (NasdaqGS:NVDA) has launched its new AI data center CPU, Vera, designed specifically for the Chinese market.
The company has also signed a multi year cloud infrastructure partnership with Australian AI firm Sharon AI.
2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-14
www.benzinga.com
2026-06-14
Benzinga
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2026-06-14
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2026-06-14
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2026-06-14
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2026-06-14
Seoul Economic Daily
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www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Published on June 13, 2026 at 1:59 pm by FAHEEM TAHIR in News
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With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most profitable blue chip stocks to buy according to hedge funds. Meanwhile,
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
2330.TW
+2.67%
DX-Y.NYB
+0.06%
TSM
+0.68%
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Trading disclosure
With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most pr
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners With South Korea’s LG Group On Humanoid Robots And Data Centers
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) carries a profit margin of 62.97% and net income of $120.07 billion (FY26), securing its place on our list of the most profitable blue chip stocks to bu
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Hynixs, Nasdaq
SK Hynix's Nasdaq Countdown: HBM Heat, Tighter Credit, and a Smoldering Campus
13.06.2026 - 19:45:25 | boerse-global.de
SK Hynix fire at Cheongju campus doesn't dent stock; ADR listing planned amid HBM boom, supply chain pressure, and rising swap costs.
Hynixs - SK Hynix's Nasdaq Countdown: HBM Heat, Tighter Credit, and a Smoldering Campus 13.06.2026 - Bild: über boerse-global.de