Semiconductor News & Analysis Feed
5031 articles
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
news.google.com
2026-06-22
Realnews Magazine
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?
Published on June 22, 2026 at 9:10 am by SAJJL NOORANNE in News
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With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is emerging as a potential beneficiary of t
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?
Sajjl Nooranne
Mon, June 22, 2026 at 6:10 AM PDT 2 min read
INTC
-5.21%
Trade Intel on Coinbase
Trading disclosure
With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
BOISE, Idaho, June 22, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. The agreement directly links the demands of frontier AI models to how infrastru
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
From Materials Simulation to Experimental Astronomy, New NVIDIA AI Software Unlocks Scientific Discoveries
NVIDIA CUDA-X libraries, microservices and reference code accelerate AI for science.
June 22, 2026 by Chris Porter
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At the ISC conference running in Hamburg this week, NVIDIA is introducing new software that speeds AI for science, from chemistry and materials discovery to the search
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
At ISC, JUPITER Shows What Exascale Science Looks Like
Europe’s first exascale supercomputer — running on NVIDIA Grace Hopper Superchips — is mapping the brain, modeling climate, advancing 6G AI and breaking records in quantum computing simulation.
June 22, 2026 by Chris Porter
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JUPITER, Europe’s first exascale supercomputer at Germany’s Forschungszentrum Jülich, runs on NVIDIA Grace Hop
2026-06-22
news.google.com
2026-06-22
WEEX
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
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Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
Micron Technology, Inc.
Mon, June 22, 2026 at 6:00 a.m. PDT 3 min read
MU
-11.00%
Micron Technology, Inc.
Collaboration spans memory and storage AI architecture design, supply agreement, enterprise AI adoption
2026-06-22
news.google.com
2026-06-22
Stock Titan
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
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Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
Micron Technology, Inc.
Mon, June 22, 2026 at 6:00 AM PDT 3 min read
MU
-11.82%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc.
Collaboration spans memory and storage AI architecture design, su
2026-06-22
news.google.com
2026-06-22
Business Wire
2026-06-22
sg.finance.yahoo.com
2026-06-22
Yahoo Finance Singapore
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The Dell AI Factory with NVIDIA Advances Supercomputing-Class Infrastructure Powering the Next Generation of HPC and AI
Business Wire
Mon, 22 June 2026 at 6:00 am GMT-7 6 min read
DELL
+3.44%
NVDA
-2.89%
Dell PowerEdge XE8812
New Dell PowerEdge server brings next-generation density and efficiency to t
2026-06-22
m.techflowpost.com
2026-06-22
深潮TechFlow
伯恩斯坦研报解读：明年 HBM 价格必翻 2 倍以上，存储成为 AI 的负担
2026.06.22
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伯恩斯坦研报解读：明年 HBM
价格必翻 2 倍以上，存储成…
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
2026.06.22 - 21:16:11
存储
专注Web3行业深度报道，洞察潮水流动的方向
HBM 长协锁价致盈利远低于普通 DRAM，伯恩斯坦预计 2027 年 HBM 价格将涨 2-2.5 倍，并大幅上调三星、SK 海力士、美光目标价，存储行业迎来结构性重估。
撰文：小饼
HBM 还在按年度合同锁价，普通 DRAM 已经涨了 4.5 倍。同一家晶圆厂，造普通
2026-06-22
qz.com
2026-06-22
qz.com
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2026-06-22
www.tradingview.com
2026-06-22
TradingView
News
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GuruFocus
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SK Hynix ETF Raises Options Cap After Stock's 340% Surge
SK Hynix ETF Raises Options Cap After Stock's 340% Surge
1 min read
000660
−12.47%
KOSPI
−9.99%
CSOP Asset Management is giving itself more room to maneuver inside its $14.4 billion leveraged ETF tied to SK Hynix (HXSCL), after a powerful rally in the South Korean chipmaker's shares created more pressure around exposure,
2026-06-22
news.futunn.com
2026-06-22
富途牛牛
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2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
www.gurufocus.com
2026-06-22
GuruFocus
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2026-06-22
technologymagazine.com
2026-06-22
Technology Magazine
Two decades ago, South Korea’s SK Hynix was reeling through a debt crisis that left the company nearly bankrupt. In May, it entered the trillion-dollar club, matching the world's largest technology giants.
That milestone set the stage for SK Hynix claiming the ultimate throne in chipmaking, overtaking arch rival Samsung Electronics in total market value.
Now the world’s most valuable memory chi