Semiconductor News & Analysis Feed
3601 articles
2026-06-23
digitimes.com
2026-06-23
Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geo
2026-06-23
drrobertcastellano.substack.com
2026-06-23
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Most Critical AI Bottleneck — And Nvidia Could Change It Overnight
DR. ROBERT CASTELLANO
JUN 23, 2026
∙ PAID
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What’s in This Article
The Most Critical AI Bottleneck
How Nvidia Changed the Rules
Table 1. Nvidia AI Accelerator Product Cadence
HBM Content Growth Is Exploding
Table 2. HBM Content Growth by Nvidia Architecture
HBM Is Consuming the Memory Industry
Table 3. HBM Share of DRAM
2026-06-23
news.google.com
2026-06-23
embedded.com
2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-23
www.theglobeandmail.com
2026-06-23
The Globe and Mail
What Happened?
A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.
NVIDIA introduced it as a platform for "wo
2026-06-23
stockstory.org
2026-06-23
StockStory
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2026-06-23
www.tradingview.com
2026-06-23
TradingView
News
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Stock Story
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Semtech and onsemi Shares Are Soaring, What You Need To Know
Semtech and onsemi Shares Are Soaring, What You Need To Know
3 min read
SMTC
−6.55%
ON
−11.01%
NVDA
−4.13%
What Happened?
A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Ve
2026-06-23
markets.financialcontent.com
2026-06-23
FinancialContent
Semtech and onsemi Shares Are Soaring, What You Need To Know
By:
StockStory
June 22, 2026 at 16:06 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the
2026-06-23
ca.finance.yahoo.com
2026-06-23
Yahoo! Finance Canada
This is a paid press release. Contact the press release distributor directly with any inquiries.
MKS Celebrates Opening of Supercenter Factory in Malaysia, Strengthening Semiconductor Manufacturing Capabilities
MKS Inc.
Mon, June 22, 2026 at 1:00 p.m. PDT 8 min read
MKSI
-7.46%
MKS Inc.
ANDOVER, Mass. and KUALA LUMPUR, Malaysia, June 22, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Could Be 15.5% Overvalued After Its Strong Run
June 23, 2026
Simply Wall St
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Taiwan Semiconductor Manufacturing (NYSE:TSM) is drawing fresh attention after recent performance data highlighted sizeable 1 year and multi year total returns, prompting investors to reassess what the current share p
2026-06-23
www.semiconductor-today.com
2026-06-23
Semiconductor Today
ASML, TSMC and imec present 300mm integration route for industry-ready 2D-material-based transistors
In partnership with equipment provider Advanced Semiconductor Materials Lithography (ASML) of Veldhoven, The Netherlands and foundry Taiwan Semiconductor Manufacturing Corp (TSMC), nanoelectronics research center imec of Leuven, Belgium has presented a novel, robust and scalable 300mm integration
2026-06-23
www.accessnewswire.com
2026-06-23
ACCESS Newswire
This technical guide from Vadzo Imaging compares the onsemi AR0821 and onsemi AR0830 sensors across HDR dynamic range, pixel architecture, 4K frame rate, NIR sensitivity, and LI-HDR capability. Both sensors are available as production ready 8MP USB camera modules from Vadzo Imaging with driver support for Windows, Linux, and macOS. The purpose of this comparison is to enable OEM engineers and syst
2026-06-23
markets.financialcontent.com
2026-06-23
FinancialContent
Vadzo Imaging Breaks Down Onsemi AR0821 vs Onsemi AR0830: HDR Performance, Pixel Architecture, and Frame Rate Trade-offs for 4K USB Camera Selection
By:
Vadzo Imaging
via
ACCESS Newswire
June 22, 2026 at 12:30 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
This technical guide from Vadzo Ima
2026-06-23
www.newswire.com
2026-06-23
Newswire.com
Vadzo Imaging Breaks Down Onsemi AR0821 vs Onsemi AR0830: HDR Performance, Pixel Architecture, and Frame Rate Trade-offs for 4K USB Camera Selection
PRESS RELEASE • JUN 22, 2026 16:30 UTC
This technical guide from Vadzo Imaging compares the onsemi AR0821 and onsemi AR0830 sensors across HDR dynamic range, pixel architecture, 4K frame rate, NIR sensitivity, and LI-HDR capability. Both sensors are
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
Maharathi Basu
Mon, June 22, 2026 at 7:45 AM PDT 5 min read
NVTS
-9.70%
AAOI
-13.89%
Explore stocks on Coinbase
Trading disclosure
Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artifi
2026-06-22
www.tradingview.com
2026-06-22
TradingView
News
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Zacks
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AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
4 min read
NVTS
−9.70%
AAOI
−13.89%
Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artificial intelli
2026-06-22
eciks.org
2026-06-22
eciks.org
SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
Published on 22 June 2026 at 10:38 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 104 times
© SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
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The VanEck Semiconductor ETF (SMH) pulled in $6.9 billion in single-day net inflows on June 18, 2026, nearly breaking $7 bill
2026-06-22
chargedevs.com
2026-06-22
Charged EVs
chargedevs.com
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2026-06-22
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2026-06-22
Blockonomi
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2026-06-22
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2026-06-22
Zacks Investment Research
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