Semiconductor News & Analysis Feed
4428 articles
2026-06-20
newatlas.com
2026-06-20
New Atlas
CONSUMER TECH
Nvidia RTX Spark platform is AI workhorse first, gamer's friend second
By Monica J. White
June 19, 2026
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RTX Spark is Nvidia’s attempt to define a new class of premium Windows machines built around local AI, creator workloads, and RTX graphicsNvidia
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Nvidia is fundamentally rethinking the portable P
2026-06-20
digitimes.com
2026-06-20
The Trump administration has confronted ASML with concerns that one of the Dutch company's most advanced chip-making machines may have made its way into China in violation of US-led export restrictions, Bloomberg reported, citing people familiar with the matter.
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Stock Could Be 8.6% Undervalued After IQE Silicon Photonics Deal
June 20, 2026
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Tower Semiconductor (TSEM) has drawn fresh attention after IQE plc agreed to supply Indium Phosphide epiwafers under a multi-year deal related to AI data center optical connectivity and the expansion of silicon photonic
2026-06-20
cbsaustin.com
2026-06-20
KEYE
GEORGETOWN, Texas — The Texas Semiconductor Innovation Fund (TSIF) will award a grant of $3.9 million to Schunk Xycarb Technology (Xycarb) to support the expansion of their Georgetown production facility, Governor Greg Abbott announced Friday.
The project is estimated to represent over $42 million in capital investment and will double Xycarb facility's square footage, increase production and clea
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Why QUALCOMM (QCOM) Is Up 6.8% After New AI Chip Deals And Spatial Computing Push
June 20, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Qualcomm has accelerated its push beyond smartphones by launching a custom AI data center silicon program with a leading hyperscaler, unveiling its Snapdragon Reality Elite platform for spatial computin
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR
Coherent (COHR) Stock Could Be 77% Overvalued After CHIPS Act Funding News
June 20, 2026
Simply Wall St
Coherent (COHR) is back in focus after signing a letter of intent to receive up to US$50 million in CHIPS and Science Act funding to expand its Indium Phosphide semiconductor facility in Sherman, Texas.
See our latest analysis for Coh
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Communications/NasdaqGS:CSCO
Cisco (NasdaqGS:CSCO) Faces A First As Nvidia Passes It In Data Center Switching
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia has surpassed Cisco in data center Ethernet switching revenue for the first time.
The shift reflects rising demand for AI-focused networking gear across data centers.
The change raises questions about Cisco's po
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
The Memory Boom Has Been a Gift to Micron. For Apple, It's Becoming a Problem. Or Is It?
Daniel Sparks, The Motley Fool
Fri, June 19, 2026 at 2:37 PM PDT 5 min read
MU
+6.82%
AAPL
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NVDA
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Trading disclosure
For more than a year, the shortage of memory and storage chips has been a one-way windfall. As artificial intelligence (AI) data centers soaked up the wor
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
For more than a year, the shortage of memory and storage chips has been a one-way windfall. As artificial intelligence (AI) data centers soaked up the world's supply, prices for these chips have about doubled over the past year, and the companies that make them -- Micron (
MU
+6.34%
) among them -- have been some of the biggest winners of the AI boom. Now those rising costs are landing on the comp
2026-06-20
simplywall.st
2026-06-20
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Joins NVIDIA On AI Memory While HBM4E Samples Reach Customers
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
SK hynix (KOSE:A000660) has entered a multiyear co-development partnership with NVIDIA to create advanced AI memory solutions for next-generation platforms.
The company has shipped HBM4E DRAM samples to major custome
2026-06-20
www.msn.com
2026-06-20
MSN
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2026-06-20
mobilesyrup.com
2026-06-20
MobileSyrup
The iPhone 18 Pro’s prices could go up this year, largely due to ongoing chip and memory shortages.
When speaking to The Wall Street Journal (WSJ), Apple CEO Tim Cook said that price hikes were “unavoidable,” and that “we’re doing our best to mitigate the huge increases that are being passed to us, and we’ve been trying to shield our customers from the increases, but the situation has become unsu
2026-06-20
www.tradingview.com
2026-06-20
TradingView
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GuruFocus
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Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Less than 1 min read
MU
+6.82%
Micron
MU
stock could stay in focus after Stifel and Wedbush lifted their price targets on expectations that memory pricing and AI demand will keep improving.
Stifel raised i
2026-06-20
boisedev.com
2026-06-20
BoiseDev
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2026-06-20
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2026-06-20
GuruFocus
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2026-06-19
moneymorning.com
2026-06-19
Money Morning
TECHNOLOGY
Intel Jumped 10% on an Apple Deal. Here's Why the Whole Semiconductor Sector Just Hit a Record.
Money Morning Team
June 19, 2026
Intel (INTC) surged 10.64% yesterday, closing at $133.99. That single-day move pushed the stock up more than 500% year-over-year. The catalyst: Trump announced on social media that Apple and Intel will partner to design and manufacture chips domestically in
2026-06-19
news.google.com
2026-06-19
The Motley Fool
2026-06-19
wccftech.com
2026-06-19
Wccftech
Imitation remains the highest form of flattery. After Samsung won plaudits for the Exynos 2600's novel Heat Path Block (HPB) thermal technology, Qualcomm, whose recent chips iterations have resembled a veritable inferno when it comes to their runaway heat issues, now appears to be flattering Samsung by copying its HPB tech for the upcoming Snapdragon 8 Elite Gen 6 Pro, albeit sloppily so.
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
U.S. politicians are thinking about how they can ensure that the American people can benefit from AI.
2026-06-19
www.techtimes.com
2026-06-19
Tech Times
By Allen Lee
Published: Jun 19 2026, 10:08 AM EDT
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A visitor takes a picture of a model of SK hynix's high-bandwidth memory (HBM) technology during the 2025 World IT Show in Seoul on April 24, 2025. South Korean chip giant SK hynix reported record quarterly profits on April 24, thanks to soaring