Semiconductor News & Analysis Feed
617 articles
2026-06-22
roadtovr.com
2026-06-22
Road to VR
Meta Ray-Ban Display | Courtesy Meta, EssilorLuxottica
EssilorLuxottica Partners with Applied Materials to Scale AR & Smart Glasses Optics
SCOTT HAYDEN
June 22, 2026
1
EssilorLuxottica and Applied Materials have signed a long-term joint development agreement, which the companies say will accelerate the commercialization of next-gen optical systems for AR and AI-powered smart glasses.
EssilorLuxo
2026-06-22
broadbandbreakfast.com
2026-06-22
Broadband Breakfast
AI
In Interview with AP, Nvidia's Jensen Huang Urges Americans to Use AI More
Society has no choice but to change in the advent of AI, although Huang has been optimistic about the technology’s potential.
Associated Press
Jun 21, 2026 — 6 min read
SHERMAN, Texas, June 21, 2026 (AP) — Nvidia CEO Jensen Huang — whose work helped propel artificial intelligence — stressed in an Associated Press inte
2026-06-22
intellectia.ai
2026-06-22
Intellectia AI
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Broadcom's AI Semiconductor Revenue Soars
Broadcom's AI Semiconductor Revenue Soars
Written by Emily J. Thompson, Senior Investment Analyst
Source: NASDAQ.COM
Updated:
1 day ago
15
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Significant Revenue Growth: Broadcom's AI semiconducto
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
digitimes.com
2026-06-22
According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been added to its internal product roadmap and is expected to launch in the first quarter of 2028, potentially making its public debut at CES 2028.
2026-06-21
www.marketwatch.com
2026-06-21
MarketWatch
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2026-06-20
news.google.com
2026-06-20
NAI500
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Danielle Liverance
Fri, June 19, 2026 at 10:36 AM PDT 4 min read
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Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno
2026-06-20
247wallst.com
2026-06-20
24/7 Wall St.
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors are paying across the group cannot all be right at t
2026-06-19
www.proactiveinvestors.com
2026-06-19
Proactive financial news
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Written by:
Emily Jarvie
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No investment advice
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Micron Technology Inc
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NASDAQ:MU
)
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Micron seen benefiting from strong memory pricing ahead of fiscal Q3 results
Published: 10:20 19 Jun 2026 EDT
Micron Technology Inc (NASDAQ:MU) is positioned to benefit from stronger-than-expected memory pricing trends as
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
www.proactiveinvestors.com
2026-06-19
Proactive financial news
Tech
Hardware & Electrical Equipment
Written by:
Emily Jarvie
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No investment advice
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ASML Holding NV
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NASDAQ:ASML
XETRA:ASME
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ASML faces US questions over whether advanced chipmaking tool reached China, Bloomberg reports
Published: 08:58 19 Jun 2026 EDT
ASML Holding NV (NASDAQ:ASML, XETRA:ASME) is facing questions from the T
2026-06-19
tomshardware.com
2026-06-19
Bruno Ferreira
Tesco UK supermarket chain moves 40,000 servers off of VMWare infrastructure — mass exodus continues thanks to Broadcom's pricing shenanigans
2026-06-19
eetimes.com
2026-06-19
Small in size but outsized in influence, Taiwan has become a linchpin of the global semiconductor supply chain.
2026-06-19
news.google.com
2026-06-19
EE Times
2026-06-19
digitimes.com
2026-06-19
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.
2026-06-19
digitimes.com
2026-06-19
Taiwan's semiconductor equipment, components, and solutions providers posted robust revenue growth through the first five months of 2026, with 34 of 43 tracked companies reporting positive accumulated year-on-year figures.
2026-06-19
digitimes.com
2026-06-19
India's air-conditioner supply chain may be becoming an early test case for a broader electronics manufacturing challenge: how to trace products, components, process data, and defects across high-volume production networks.