Semiconductor News & Analysis Feed
14201 articles
2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
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2026-06-12
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Nvidia Stock Fans Just Got Good News From China
Nvidia Stock Fans Just Got Good News From China
Less than 1 min read
NVDA
+0.07%
Nvidia
NVDA
has begun telling Chinese customers they can place orders for its new Vera central processors, with shipments potentially starting in August, as the company looks for another route into a market constrained by U.S. export rules.
One maj
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA's CPU Ambitions Expand: Can It Challenge x86 Giants Now?
Anirudha Bhagat
Fri, June 12, 2026 at 5:37 AM PDT 3 min read
NVDA
+0.22%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation NVDA is no longer focused solely on graphics processing units (GPUs). The company is making a bigger push into the central processing units (CPU) market as it looks to capture a larger share of the r
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
Anirudha Bhagat
Fri, June 12, 2026 at 5:34 AM PDT 4 min read
MU
-0.28%
STX
+8.34%
SNDK
+5.78%
Explore stocks on Coinbase
Trading disclosure
Micron Technology, Inc. MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI m
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
Anirudha Bhagat
Fri, 12 June 2026 at 5:34 am GMT-7 4 min read
MU
-0.54%
STX
+6.55%
SNDK
+4.93%
Micron Technology, Inc. MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI models become larger and more data-intensive,
2026-06-12
www.moomoo.com
2026-06-12
Moomoo
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2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-12
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2026-06-12
TradingView
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Nvidia Opens Another AI Chip Door in China
Nvidia Opens Another AI Chip Door in China
Less than 1 min read
NVDA
−0.07%
Nvidia
NVDA
is pitching its new Vera CPUs to Chinese customers, opening a fresh path into the market as U.S. export controls continue to complicate GPU sales.
Reuters reported that Nvidia has told clients in China they may be able to start placing Vera order
2026-06-12
ts2.tech
2026-06-12
TechStock²
12 JUNE 2026
ARTIFICIAL INTELLIGENCE·BREAKING·NASDAQ:MU·SEMICONDUCTORS·STOCK MARKET·TECHNOLOGY
2 MINS READ
MICRON STOCK NEARS $1,000 AGAIN AS AI MEMORY RALLY FACES JUNE 24 TEST
BY KHADIJA SAEED
New York, June 12, 2026, 08:03 EDT
Micron closed Thursday at $995.87, up 11.66%, after a sharp five-session pullback.
Wall Street remains split between rising memory-price estimates and concern that the
2026-06-12
www.tikr.com
2026-06-12
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $548.71
TIKR Mid-Case Target: ~$533
TIKR High-Case Target: ~$928 | Total Return: ~87% | IRR: ~8%/year
Street Mean Target: ~$513
Earnings Reaction: -0.89% (reported May 14, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Applied Materials, Inc. (AMAT) gain
2026-06-12
mezha.net
2026-06-12
mezha.net
SK Hynix plans US Nasdaq listing to tap AI investor demand
Friday, 12 June 2026, 15:13
Sources say SK Hynix may list American depositary receipts as soon as August, aiming to broaden its investor base and capitalize on AI-driven chip demand.
Based on data from Reuters
Seoul/Singapore, June 12 – South Korean memory-chip maker SK Hynix (000660.KS) is considering Nasdaq as the future platform for
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
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2026-06-12
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2026-06-12
seekingalpha.com
2026-06-12
Seeking Alpha
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2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
aparc.fsi.stanford.edu
2026-06-12
Shorenstein Asia-Pacific Research Center
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
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All Shorenstein APARC News Commentary June 12, 2026
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Record profits led to significant employee bonuses, sparking turmoil, including internal union disputes.
South Korea's stock market has been the w
2026-06-12
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2026-06-12
GuruFocus
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2026-06-12
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2026-06-12
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