Semiconductor News & Analysis Feed
108 articles
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-23
www.streetinsider.com
2026-06-23
StreetInsider
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2026-06-23
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2026-06-23
Investing.com
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2026-06-23
www.cnbc.com
2026-06-23
CNBC
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2026-06-22
news.futunn.com
2026-06-22
富途牛牛
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2026-06-21
tomshardware.com
2026-06-21
Luke James
NVK, the community-built open-source Vulkan driver for Nvidia GPUs in Mesa, has gained experimental DLSS support.
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
www.businessinsider.com
2026-06-21
Business Insider
When Greg Estes retired last year after nearly 16 years at Nvidia to spend more time with his family, walking away from work proved trickier than expected.
"It's really hard to go from a job like that, doing amazing things, and you just stop, and you're unemployed, looking at avocados at Safeway," said Estes, who worked closely with CEO Jensen Huang as vice president of corporate marketing and de
2026-06-20
tomshardware.com
2026-06-20
Jake Roach
AMD says it will reinstate firmware memory encryption (TSME) on non-PRO Ryzen 9000 desktop CPUs through a BIOS update in July, following the feature's removal through an earlier firmware update.
2026-06-19
communityimpact.com
2026-06-19
Community Impact | News
Schunk Xycarb Technology Inc., a production facility that manufactures components used in semiconductor wafer processing, received a $3.9 million Texas Semiconductor Innovation Fund grant, according to a June 18 state news release.
Learn more
The TSIF grant will help Xycarb expand its Georgetown facility, which will create 25 new jobs and invest $42 million in capital, according to the release.
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.
2026-06-18
www.gasworld.com
2026-06-18
gasworld
Video | The $2 trillion semiconductor opportunity
By Thomas Dee
3 days ago
~8min watch
Bookmark
Eric Balossier, Lead Semiconductor Market Analyst at TechInsights spoke to gasworld following his presentation at its Specialty Gas Summit 2026.
Balossier discusses how AI is driving chip development through to 2030 and the size of the market this will create.
He goes on to cover the supply vs demand
2026-06-18
news.google.com
2026-06-18
simplywall.st
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia)
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 8:07 AM PDT 6 min read
NVDA
-2.37%
INTC
-8.45%
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Trading disclosure
The artificial intelligence (AI) trade has thus far been largely restric
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years.
Nvidia (
NVDA
+2.88%
) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity
Jun 15, 2026, 7:09 AM ETQUALCOMM Incorporated (QCOM) Stock, QCOM:CA Stock
The Curious Analyst
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I rate Qualcomm a buy with a $299 price target, reflecting 42% upside potential from the current level.
My main growth drivers are
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lumentum Nvidia Deal Highlights AI Optics Growth And Valuation Opportunity
Simply Wall St
Sat, June 13, 2026 at 4:12 AM PDT 2 min read
LITE
+3.59%
NVDA
+0.16%
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Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Lumentum Holdings (NasdaqGS:LITE) has entered a new multi year partnership with Nvidi
2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
3 min read
NVDA
+0.61%
AMD
+3.57%
INTC
+5.55%
Semiconductor stocks rallied on Thursday after Bank of America identified agentic AI as the next major growth catalyst for the industry, creating a potentially massive opportunity for chipmaker
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Nvidia (
NVDA
2.53%
) could be moving beyond GPUs and deeper into semiconductor manufacturing. As advanced fabs need more simulation, process control, and scheduling power, Nvidia's platform may become even more critical. But after a massive run, investors still need to ask whether the upside is already priced in.
Stock prices used were the market prices of June 3, 2026. The video was published o
2026-06-10
communityimpact.com
2026-06-10
Community Impact | News
The University of Texas at Austin will be the south node of a national workforce development program to connect job seekers with educational opportunities and employers in the semiconductor industry.
What you need to know
The university announced its selection to lead part of a national effort to expand the semiconductor workforce June 9 at the Texas Advanced Computing Center on the university's