Semiconductor News & Analysis Feed
4442 articles
2026-06-18
qz.com
2026-06-18
qz.com
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2026-06-18
tomshardware.com
2026-06-18
Luke James
President Donald Trump said on Thursday that Apple has agreed to work with Intel to “design and build” chips in the United States.
2026-06-18
www.upi.com
2026-06-18
upi.com
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2026-06-18
www.trefis.com
2026-06-18
Trefis
The company's AI-fueled growth story is compelling, but a single number buried in its earnings report reveals a significant geopolitical vulnerability.
Applied Materials (AMAT) stock has been on an extraordinary run, more than tripling over the past year and sitting at its 52-week high. The narrative is powerful: the company is a key supplier for the AI infrastructure buildout, delivering record
2026-06-18
www.lse.co.uk
2026-06-18
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(Sharecast News) - Shares in Intel soared on Thursday, after Donald Trump said Apple had agreed to partner with the US tech f
2026-06-18
simplywall.st
2026-06-18
simplywall.st
United States/Semiconductors/NasdaqGS:ASML
ASML Holding (NasdaqGS:ASML) Stock Looks Fully Priced After Strong Recent Gains
June 18, 2026
Simply Wall St
ASML Holding (NasdaqGS:ASML) stock has recently drawn attention after a series of strong trailing returns, with the shares up 3.5% in the past day and 7.7% over the past week.
See our latest analysis for ASML Holding.
At a share price of $1,867.
2026-06-18
news.google.com
2026-06-18
Pulse 2.0
2026-06-18
pulse2.com
2026-06-18
Pulse 2.0
Qualcomm Technologies announced the Snapdragon Reality Elite Platform, a new XR platform designed to power premium spatial computing experiences with advanced on-device AI.
The platform was introduced at Augmented World Expo and is designed for high-performance all-in-one video-see-through headsets and lightweight tethered optical-see-through devices.
Snapdragon Reality Elite is built to support
2026-06-18
tomshardware.com
2026-06-18
Anton Shilov
CCP directives can be lifebuoy for Chinese producers of DRAM modules and solid-state drives as domestic memory makers may be obliged to support the module industry.
2026-06-18
capacityglobal.com
2026-06-18
capacityglobal.com
capacityglobal.com
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2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Apple has officially partnered with Intel for US-based chip design and manufacturing, a move endorsed by President Trump to bolster domestic supply chains. For Apple, this reduces reliance on TSMC amid global capacity constraints, enhancing supply chain security. For Intel, securing Apple as a client marks a pivotal milestone in its transformation and validates its 18A process. This development fo
2026-06-18
www.barrons.com
2026-06-18
Barron's
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2026-06-18
news.google.com
2026-06-18
Computer Weekly
2026-06-18
www.bisinfotech.com
2026-06-18
Bisinfotech
www.bisinfotech.com
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2026-06-18
gagadget.com
2026-06-18
Gagadget.com
Apple is raising prices on its devices, and CEO Tim Cook has said publicly that the increases are unavoidable. Speaking to the Wall Street Journal, Cook cited a severe global shortage of memory chips as the driving force — one that has left Apple with little room to absorb costs any further.
"Unfortunately, price increases are unavoidable," Cook told the WSJ. "We've been doing everything we can t
2026-06-18
openthemagazine.com
2026-06-18
Open Magazine
US President Donald Trump has announced that Apple will partner with Intel to design and manufacture chips in the United States, a move that could mark a significant shift in the global semiconductor landscape and support Washington's efforts to rebuild domestic chip manufacturing capacity.
The announcement comes amid growing concerns over supply-chain resilience, geopolitical tensions and increa
2026-06-18
www.xtb.com
2026-06-18
XTB.com
SK Hynix announced that it has delivered the first HBM4E memory chips to major customers, marking the next stage in the rollout of a new generation of memory solutions for AI accelerators. The news was well received by investors, helping the company’s shares reach record highs. While at first glance this may appear to be a development relevant only to a memory manufacturer, its implications are mu
2026-06-18
www.cnbc.com
2026-06-18
CNBC
Intel
’s stock rose 10% on Thursday, after President Donald Trump said the semiconductor company had agreed to a deal with Apple
to design and build chips in the U.S.
“Stupid Presidents took our Economy for granted, and let Taiwan and others steal our Semiconductor Factories,” Trump said in a post on Truth Social. “Apple has agreed to work with Intel to design and build its Chips in America.”
I
2026-06-18
www.cnbc.com
2026-06-18
CNBC
Intel
’s stock rose 10% on Thursday, after President Donald Trump said the semiconductor company had agreed to a deal with Apple
to design and build chips in the U.S.
“Stupid Presidents took our Economy for granted, and let Taiwan and others steal our Semiconductor Factories,” Trump said in a post on Truth Social. “Apple has agreed to work with Intel to design and build its Chips in America.”
I
2026-06-18
news.google.com
2026-06-18
simplywall.st