Semiconductor News & Analysis Feed
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2026-06-22
news.google.com
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2026-06-22
simplywall.st
2026-06-22
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United States/Semiconductors/NasdaqGS:ALGM
3 US Semiconductor Stocks With Earnings Growth And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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The latest rebound in technology and semiconductor stocks has put chip companies back in the spotlight, with the sector moving sharply after Intel’s rally on news of a new U.S. chip partnership with Apple. Combined wi
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Software/NasdaqGS:SNPS
How Investors Are Reacting To Synopsys (SNPS) Turning Ansys Deal Into Multiphysics Fusion Offerings
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Synopsys has rolled out its first Multiphysics Fusion solutions integrating Ansys technology and was selected by GRU Space and Thea Energy, while Murata announced a collabora
2026-06-22
simplywall.st
2026-06-22
simplywall.st
United States/Semiconductors/NasdaqGS:ICHR
3 US AI Semiconductor Stocks For Memory Demand And Valuation Risk
June 22, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron’s upcoming fiscal Q3 earnings on June 24 sit at the center of a powerful story in AI-focused semiconductors, with its stock up roughly 8x in 12 months and expectations running extremely high. Strong demand for
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
hbm memory
hyperscalers
semiconductor supply
cloud infrastructure
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers
2 sources
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June 21, 2026
5.2
Relevance Score
Photo: image.cnbcfm.com · rights & takedowns
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Jim Cramer wrote in his Sunday column for CNBC that the AI trade has boosted memory and semiconductor-equipment stocks while putting the major clo
2026-06-22
www.aol.com
2026-06-22
AOL.com
The Next $1 Trillion AI Winner May Already Be Hiding Inside Nvidia's Supply Chain
LEO SUN, THE MOTLEY FOOL
Mon, June 22, 2026 at 12:49 AM GMT+8
0
Key Points
Nvidia's CEO claims Marvell can become a trillion-dollar company.
Its growth is accelerating as more companies upgrade their data center infrastructure.
10 stocks we like better than Marvell Technology ›
In early June, Nvidia (NASDAQ: NVDA
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Nvidia’s CEO claims Marvell can become a trillion-dollar company.
Its growth is accelerating as more companies upgrade their data center infrastructure.
10 stocks we like better than Marvell Technology ›
In early June, Nvidia(NASDAQ: NVDA) CEO Jensen Huang predicted that Marvell Technology(NASDAQ: MRVL), which has a market cap of $272 billion, would become the "next trillion-dollar
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
The Next $1 Trillion AI Winner May Already Be Hiding Inside Nvidia's Supply Chain
Leo Sun, The Motley Fool
Sun, June 21, 2026 at 9:49 AM PDT 3 min read
MRVL
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NVDA
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Trading disclosure
In early June, Nvidia (NASDAQ: NVDA) CEO Jensen Huang predicted that Marvell Technology (NASDAQ: MRVL), which has a market cap of $272 billion, would become the "next trillion-d
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
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2026-06-22
news.google.com
2026-06-22
twelfthmagpie.com
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
3 Chip Supplier Stocks For AI Demand And P E Risk
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI driven demand for key electronics components is squeezing hardware makers like Nintendo and Sony through shortages, higher parts prices, and rising tariffs, while some upstream suppliers sit closer to the pressure point in this supply chain. When
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
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Technology (MU) Stock Could Be 123% Overvalued Before Its June 24 Earnings
June 21, 2026
Simply Wall St
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Micron Technology (MU) is back in the spotlight as investors weigh intense AI driven demand, a structural memory shortage, and fully committed high bandwidth memory capacity against an upcoming earnings report that could reset expe
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Don't Ignore The Insider Selling In Applied Materials
June 21, 2026
Simply Wall St
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We wouldn't blame Applied Materials, Inc. (NASDAQ:AMAT) shareholders if they were a little worried about the fact that Gary Dickerson, the President recently netted about US$49m selling shares at an average price of US$593. However, it's crucial to note tha
2026-06-21
www.bgr.com
2026-06-21
bgr.com
Technology
Computers
China's Own Graphics Cards Simply Can't Compete With New Nvidia GPUs In Tests
By Aaron Greenbaum June 21, 2026 7:47 am EST
RSplaneta/Shutterstock
Nvidia may be widely considered the king of the GPU industry, but some customers may prefer to seek alternatives. Nvidia's flagship RTX 5090 is amazing, but surely there must be a cheaper option out there? Well, China has tried to
2026-06-21
tomshardware.com
2026-06-21
Jowi Morales
Dr. James Ries says that his Razer Naga V2 MMO gaming mouse helps him treat patients by keeping relevant medical responses at his fingertips.
2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
People seem all-too-ready to anthropomorphize LLMs and AI chatbots like ChatGPT, Claude, and Gemini, reckons a Microsoft AI researcher.
2026-06-21
news.google.com
2026-06-21
Seeking Alpha
2026-06-21
www.techtimes.com
2026-06-21
Tech Times
By Kyle Belmonte
Published: Jun 21 2026, 06:29 AM EDT
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NVIDIA.COM
NVIDIA's consumer graphics division is operating under conditions that would have seemed implausible a year ago: GPU supply to its manufacturing partners has been cut by as much as 20 percent, two of its most capable mid-range ca
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
3 US AI Stocks With Profit Margins And Earnings Growth
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI is no longer just a story about experiments and cash burn; it is increasingly about companies that turn heavy AI investment into real earnings. With inflation, rates, and energy prices all in focus, many investors are looking