Semiconductor News & Analysis Feed
1808 articles
2026-06-24
www.astutegroup.com
2026-06-24
Astute Group
www.astutegroup.com
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2026-06-24
stocksdownunder.com
2026-06-24
Stocks Down Under
KEY POINTS
A global chip sell-off dragged the US Nasdaq down 2.21% overnight, with the rout starting in South Korea, where memory giants Samsung and SK Hynix each fell more than 12%.
Micron tumbled about 13% to US$1,051.77, and Nvidia lost around 4%, as investors began to ask whether the AI boom has run too far.
We believe this looks more like a sharp reset after a huge rally than proof that the
2026-06-24
siliconcanals.com
2026-06-24
Silicon Canals
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2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia Is Officially the Largest Stock in the World. Is the Artificial Intelligence (AI) Giant Still Cheap?
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 7:50 PM PDT 3 min read
NVDA
+0.19%
GOOGL
+1.21%
V
+0.50%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) is the largest company in the world, and by a large margin. Second-place Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL)
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia
(
NVDA
3.99%
)
is the largest company in the world, and by a large margin. Second-place
Alphabet
(
GOOG
0.61%
)
(
GOOGL
0.85%
)
sits at a $4.5 trillion market cap, while Nvidia hovers around $5.1 trillion. That $600 billion gap is massive, equivalent to the size of
Visa
.
With Nvidia being the largest company in the world, some investors would consider the stock expensive. However, after br
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.ad-hoc-news.de
2026-06-24
Ad-hoc-news.de
Infineon, Plunge
Infineon: A 6.5% Plunge in a 111% Rally — Is the AI Story Still Intact?
24.06.2026 - 02:43:40 | boerse-global.de
Infineon shares slide 6.48% on Asian AI jitters but remain up 111% YTD. Power semi growth from AI data centers and patent wins counter auto weakness.
Infineon - Infineon: A 6.5% Plunge in a 111% Rally — Is the AI Story Still Intact? 24.06.2026 - Bild: über boerse-glob
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
digitimes.com
2026-06-24
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China's chip materials supply chain.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
2026-06-24
digitimes.com
2026-06-24
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private placement to expand chip equipment capacity, strengthen wafer reclamation services, and accelerate high-end semiconductor tool R&D.
2026-06-24
digitimes.com
2026-06-24
China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkeireported.
2026-06-24
digitimes.com
2026-06-24
Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$24
2026-06-24
digitimes.com
2026-06-24
China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
2026-06-24
digitimes.com
2026-06-24
SK Hynix disclosed in a regulatory filing to South Korea's Financial Supervisory Service on June 24 that its board has approved the issuance of new shares worth 45,453,450,000,000 won (approximately $29.4 billion) to support a listing of American Depositary Receipts on the Nasdaq Global Select Market. The board resolution was passed with all six outside directors in attendance and none absent.
2026-06-24
www.costar.com
2026-06-24
CoStar
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Reference #18.a689cc17.1782309011.7b4c60e7
https://errors.edgesuite.net/18.a689cc17.1782309011.7b4c60e7