Semiconductor News & Analysis Feed
4473 articles
2026-06-14
digitimes.com
2026-06-14
The global power semiconductor supply chain is undergoing another reshuffling, after Chinese chipmaker Nexperia triggered disruptions in 2025 and, more recently, China's Yangjie Technology was added to the European Union sanctions list.
2026-06-14
digitimes.com
2026-06-14
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive a
2026-06-14
simplywall.st
2026-06-14
simplywall.st
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
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
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
news.google.com
2026-06-14
IndexBox
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Published on June 13, 2026 at 1:13 pm by JEFF LEWIS in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In.
On June 10, 2026, Cantor Fitzgerald raised the firm’s price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575 and maintained an Overweight rating on t
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Jeff Lewis
Sat, June 13, 2026 at 10:13 AM PDT 2 min read
AMAT
+2.64%
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Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In.
On June 10, 2026, Cantor Fitzgerald raised the firm's price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575
2026-06-14
investorplace.com
2026-06-14
InvestorPlace
Meet Eric Fry
Nvidia Returned 30% Last Year, but This Stock Could Return 1,000%
There's only so much higher a $5 trillion stock can go.
25m ago · By Eric Fry, Editor, Fry's Investment Report
Listen to the audio version of this article (generated by AI).
Hello, Reader.
There’s one simple problem with investing in a company like Nvidia Corp. (NVDA):
There’s only so much upside left to a $5
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
2026-06-13
www.cnet.com
2026-06-13
CNET
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2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Nvidia’s, Double
Nvidia’s Double Game: A $10 Billion Infrastructure Play and a $170 Billion Chip Market
13.06.2026 - 13:53:25 | boerse-global.de
Nvidia’s stock hugs its 50-day moving average, but the company is quietly engineering two seismic shifts: a $10B+ data-center co-ownership with KKR and a pivot to agentic AI chips that could expand the server market to $170B by 2030.
Nvidia’s - Nvidia’s
2026-06-13
www.chartmill.com
2026-06-13
ChartMill
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Taiwan Semiconductor-SP ADR (NYSE:TSM) Displays Perfect Technical and Strong Growth Ratings
By Mill Chart – Last update: Jun 13, 2026
Quotes Stocks Mentioned
Article Mentions:
TSM
(423.93 ▲ 0.68%)
The method behind this stock pick starts with a simple premise: growth stocks are best bought when the business is compounding and the chart is cooper
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Is Down 6.7% After $500M ATM Offer And Director Exit - What's Changed
June 13, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In early June 2026, Navitas Semiconductor announced the launch of its ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package for 1,200–3,300 V applications, alongside a US$500 million at-the-market equity pro
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NYSE:TSM
US Patent Fight Puts TSMC Valuation And US Chip Supply In Focus
June 13, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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US congressional Republicans are urging the International Trade Commission to enforce US patent rights in a case involving Taiwan Semiconductor Manufacturing (NYSE:TSM).
The dispute focuses on allegations that TSMC chips inf
2026-06-13
ca.finance.yahoo.com
2026-06-13
Yahoo! Finance Canada
Navitas Semiconductor (NVTS) Is Down 6.7% After Nvidia AI MGX Showcase Tie‑In And $500M ATM Plan
Simply Wall St
Fri, June 12, 2026 at 9:13 p.m. PDT 3 min read
NVTS
+5.31%
NVDA
+0.16%
In recent days, Navitas Semiconductor announced a new ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package, filed an omnibus shelf registration and a US$500 million at‑the‑market equity program, participated in Nvidia’s A
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Navitas Semiconductor (NVTS) Is Down 6.7% After Nvidia AI MGX Showcase Tie‑In And $500M ATM Plan
Simply Wall St
Fri, June 12, 2026 at 9:13 PM PDT 3 min read
NVTS
+5.31%
NVDA
+0.16%
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Trading disclosure
In recent days, Navitas Semiconductor announced a new ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package, filed an omnibus shelf registration and a US$500 million at‑the‑marke
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR
What Coherent (COHR)'s NVIDIA AI Datacenter Deal and Indium Phosphide Pivot Mean For Shareholders
June 13, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Coherent has deepened its partnership with NVIDIA through a US$2.00 billion investment focused on next-generation optical and photonics technologies for