Semiconductor News & Analysis Feed
2982 articles
2026-06-22
www.indexbox.io
2026-06-22
IndexBox
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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
digitimes.com
2026-06-22
The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price gains show no sign of slowing amid tight supply from upstream vendors. Overall increases could reach 30% to 40%, after second-quarter 2026 contract prices already climbed 40%. As market prices continue to stack higher in the second half, profits at the top three memo
2026-06-22
digitimes.com
2026-06-22
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansio
2026-06-22
digitimes.com
2026-06-22
SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's KOSPI exchange, a milestone that reflects how high-bandwidth memory (HBM) has redefined the value of Korea's semiconductor industry.
2026-06-22
digitimes.com
2026-06-22
China's memory makers are moving from technology catch-up to capital-market expansion, with ChangXin Memory Technologies' (CXMT) parent and Yangtze Memory Technology (YMTC) both preparing initial public offerings (IPOs) to fund future capacity growth and technology upgrades. South Korean industry players are paying particularly close attention to YMTC, which focuses on NAND Flash and is closing in
2026-06-22
www.foreignpolicyjournal.com
2026-06-22
foreignpolicyjournal.com
Nvidia has committed a direct $2 billion investment into Nebius Group (NASDAQ: NBIS), backing the company’s ambitions to scale AI data center infrastructure across its global neocloud network.
The capital injection positions Nebius as a significant player in high-performance AI computing, with the company planning to deploy Nvidia hardware and software throughout its expanding data center footpri
2026-06-21
www.marketwatch.com
2026-06-21
MarketWatch
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2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Applied Materials Stock Looks Pricey—Can AI Demand Justify the Rally?
Written by Sam Quirke | Reviewed by Shannon Harms
June 21, 2026
KEY POINTS
Applied Materials has hit its highest valuation on record, as measured by its price-to-sales ratio, surpassing the peak it reached during the dot-com bubble.
The stock is up more than 130% year to date and over 50% in the past month alone, driven by surgi
2026-06-21
news.google.com
2026-06-21
Let's Data Science
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
SG Trading Solutions LLC Invests $31.70 Million in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
SG Trading Solutions LLC bought a new stake in NVIDIA during the fourth quarter, acquiring 169,974 shares valued at about $31.7 million. The position makes NVIDIA the firm’s largest holding, at roughly 7.4% of its portfolio.
Institutional inte
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Ketron Financial Invests $134.61 Million in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Ketron Financial disclosed a new fourth-quarter stake in NVIDIA, buying 721,751 shares worth about $134.6 million. NVIDIA is now its largest holding, making up 44.8% of the portfolio.
Several analysts remain bullish on NVIDIA, with multiple firms rai
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
MidFirst Bank Takes $66.45 Million Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
MidFirst Bank disclosed a new position in NVIDIA, buying 386,777 shares valued at about $66.45 million. The stake makes NVIDIA its second-largest holding and about 5.2% of its portfolio.
Wall Street remains broadly bullish on NVIDIA, with several
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
DGS Capital Management LLC Purchases 2,753 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
DGS Capital Management LLC increased its NVIDIA stake by 2.9% in the fourth quarter, buying 2,753 shares to bring its total to 96,737 shares worth about $18.0 million. NVIDIA now represents roughly 3.1% of the firm’s portfolio and is its fou
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
BDFS Capital LLC Invests $1.91 Million in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
BDFS Capital LLC opened a new position in NVIDIA in the fourth quarter, buying 10,255 shares worth about $1.91 million. The stake makes NVIDIA the fund’s 16th-largest holding.
NVIDIA’s latest results were strong, with EPS of $1.87 and revenue of $81.61
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Banque Transatlantique SA Has $492.46 Million Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Banque Transatlantique SA trimmed its NVIDIA stake by 5.9% in the fourth quarter, but still held 2.64 million shares worth about $492.5 million. NVIDIA remains its second-largest holding and makes up 11.9% of the portfolio.
NVIDIA
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Anchor Investment Management LLC Has $16.15 Million Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Anchor Investment Management increased its NVIDIA stake by 5.2% in the fourth quarter, buying 4,267 more shares and bringing its total to 86,592 shares worth about $16.15 million.
NVIDIA continues to attract strong analyst support
2026-06-21
koreabizwire.com
2026-06-21
Koreabizwire
Samsung Focuses on HBM Expansion as AI Demand Reshapes Chip Market
Posted on June 21, 2026 by Korea Bizwire in Technology, Top News with 0 Comments
Physical samples of sixth-generation high-bandwidth memory, HBM4 and HBM3E, are on display at Samsung Electronics’ booth at the Semiconductor Exhibition (SEDEX) 2025, held at COEX in southern Seoul. (Yonhap)
SEOUL, June 21 (Korea Bizwire) — Samsung
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Arwa LLC Invests $986,000 in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arwa LLC disclosed a new position in NVIDIA during the fourth quarter, buying 5,287 shares valued at about $986,000.
NVIDIA reported a strong latest quarter, with EPS of $1.87 and revenue of $81.61 billion, both ahead of Wall Street expectations and up sharply from
2026-06-21
www.indexbox.io
2026-06-21
IndexBox
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