Semiconductor News & Analysis Feed
273 articles
2026-06-19
tomshardware.com
2026-06-19
Hassam Nasir
Epic Games has just shown off a new year-long roadmap for its launcher, promising to bring community-requested features and a faster overall platform in the next 12 months.
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
A Chinese AI lab is allegedly catching up with Anthropic.
2026-06-19
tomshardware.com
2026-06-19
Luke James
Wired has identified SK Telecom as the South Korean telecom company whose access to Anthropic's Claude Mythos model the White House ordered revoked over alleged ties to China.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Wall Street Analysts Picks Nvidia Over Micron: Here’s Why
Darryn Pollock
Fri, June 19, 2026 at 3:38 AM PDT 2 min read
NVDA
-0.97%
MU
+6.82%
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Trading disclosure
Wall Street is drawing a clear line between two of AI's biggest stock winners. Analysts broadly back Nvidia at current prices and flag Micron Technology as overvalued heading into its June 24 earnings report.
Wal
2026-06-19
beincrypto.com
2026-06-19
BeInCrypto
Wall Street is drawing a clear line between two of AI’s biggest stock winners. Analysts broadly back Nvidia at current prices and flag Micron Technology as overvalued heading into its June 24 earnings report.
Wall Street’s price targets lay it bare. Nvidia trades near $210. The 69 analysts covering it see $300, about 43% higher.
Meanwhile, Micron is the mirror image. It sits around $1,133, but t
2026-06-19
www.tomshardware.com
2026-06-19
Tom's Hardware
Peripherals Cables and Connectors USB
Best USB Chargers 2026: Our tested phone and laptop charger picks, from compact GaN to budget charging bliss
Best Picks
By Joe Shields last updated June 19, 2026
From single-port 15W to 4-port, 140W options, we've tested 20 different chargers to find which is best for your charging needs.
When you purchase through links on our site, we may earn an affiliat
2026-06-18
asia.nikkei.com
2026-06-18
Nikkei Asia
Japan chipmaker builds on $5.9bn Altium purchase that created foothold in sector
The Pictorus acquisition will help strengthen Renesas' software operations. (Photo by Nikkei)
TOKYO -- Japanese chipmaker Renesas Electronics has acquired U.S. chip design software developer Pictorus, looking to tap the startup's technology in building out its software operations as a strategic business.
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
PurePlay ETFs Makes Debut with the PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF, the First ETF Designed to Track the NVIDIA Value Chain
Business Wire
Thu, June 18, 2026 at 6:00 AM PDT 4 min read
NVDA
+0.84%
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Trading disclosure
DETROIT, June 18, 2026--(BUSINESS WIRE)--Pur
2026-06-18
news.google.com
2026-06-18
Business Wire
2026-06-18
www.futuriom.com
2026-06-18
Futuriom
www.futuriom.com
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2026-06-17
news.google.com
2026-06-17
BBC
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)
Fahad Saleem
Wed, June 17, 2026 at 6:26 AM PDT 2 min read
2330.TW
-0.63%
AAPL
-0.66%
NVDA
-0.49%
AMD
+3.04%
GOOGL
-2.40%
Explore stocks on Coinbase
Trading disclosure
We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan L
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Two of the largest asset managers on Wall Street are rewriting the rules of AI infrastructure financing, and the deal they just made public is sure to have a substantial impact on the industry as a whole. What does it mean in particular for Micron (
MU
5.50%
) and Nvidia (
NVDA
2.16%
), two of the biggest winners of the AI build-out thus far?
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NASDAQ: NVDA
Nvidia
Today's Change
(-2.16%)
2026-06-16
tomshardware.com
2026-06-16
Hassam Nasir
Intel's cancelled "Arctic Sound" AI GPU based on the original Xe-HP architecture has been pictured sporting two tiles and 32GB of HBM2E.
2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
Massive capital expenditure commitments from the world’s largest tech companies are fueling unprecedented demand for semiconductors and the ETFs that track them.
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle have collectively committed to spending nearly $700 billion on capital expenditures in 2026, representing an 81% increase over the prior year.
Fleeing father leaves 4-year-old behi
2026-06-15
digitimes.com
2026-06-15
India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while EV firms expand, Starlink faces delays, and semiconductor and tablet markets show steady structural growth.
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-15
digitimes.com
2026-06-15
South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new con
2026-06-14
tomshardware.com
2026-06-14
Luke James
David Sacks said the US government warned Anthropic that Claude Fable 5 had been jailbroken and that CEO Dario Amodei refused to fix the flaw.
2026-06-14
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,