Semiconductor News & Analysis Feed
5035 articles
2026-06-21
uk.finance.yahoo.com
2026-06-21
Yahoo Finance UK
JPMorgan Sees Growing Fragility in Semiconductor Sector as Positioning Reaches Extremes
Fiona Craig
Sun, 21 June 2026 at 6:00 am GMT-7 1 min read
JPM
+1.92%
Semiconductor ©Adobe Stock Images
JPMorgan believes the semiconductor sector is becoming increasingly vulnerable to bouts of sharp volatility as investor positioning reaches elevated levels and valuations continue to stretch.
In a research n
2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
GMKtec's dramatically redesigned EVO-X3 'Strix Halo' Mini PC gets Lisa Su’s signature of approval.
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
www.tomshardware.com
2026-06-21
Tom's Hardware
Tech Industry
Samsung and SK hynix bonuses for chip workers flagged as a national inflation risk — Bank of Korea projects full-year inflation significantly above its 2% target
News
By Luke James published 2 days ago
Memory boom payouts worth up to $455,000 per worker are now a variable in the central bank's price outlook.
(Image credit: Samsung)
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2026-06-21
tomshardware.com
2026-06-21
Luke James
The Bank of Korea has named performance bonuses at Samsung Electronics and SK hynix as a risk to the country's inflationary stability.
2026-06-21
news.google.com
2026-06-21
Investor's Business Daily
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Shares of Micron Technology (
MU
+6.34%
) have rocketed past $1,000, propelling the company into the elite trillion-dollar club. That meteoric rise reflects the seismic shift that artificial intelligence (AI) is imposing on the semiconductor landscape, where memory chips have shifted from boring commodity to mission-critical infrastructure.
While Micron's rally is still in full swing, smart inves
2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
People seem all-too-ready to anthropomorphize LLMs and AI chatbots like ChatGPT, Claude, and Gemini, reckons a Microsoft AI researcher.
2026-06-21
www.cnx-software.com
2026-06-21
CNX Software
POSTED ON
JUNE 21, 2026 BY JEAN-LUC AUFRANC (CNXSOFT) - 1 COMMENT
ON SPACEMIT K3 PICO-ITX RISC-V CHASSIS KIT REVIEW – PART 2: WHAT WORKS, WHAT DOESN’T IN BIANBU OS 4.0
SpacemiT K3 Pico-ITX RISC-V Chassis Kit Review – Part 2: What works, what doesn’t in Bianbu OS 4.0
Last month, I received the SpacemiT K3 Pico-ITX Chassis Kit based on the company’s K3 16-core RISC-V SoC, and started the review wit
2026-06-21
www.fxempire.com
2026-06-21
FXEmpire
U.S. equities moved higher last week despite a more hawkish message from the Federal Reserve. The Dow Jones Industrial Average closed at 51,564.71, gaining 0.71% for the week. The S&P 500 ended at 7,500.58, up 0.93%, while the Nasdaq Composite advanced 2.43% to close at 26,517.93.
The primary focus this week will be inflation data, particularly the May Personal Consumption Expenditures (PCE) repo
2026-06-21
www.koreaherald.com
2026-06-21
The Korea Herald
Nvidia CEO Jensen Huang (right) poses for photos with LG Group Chairman Koo Kwang-mo after their meeting at LG Twin Towers in Yeouido, Seoul, on June 8. (Yonhap)
Senior executives from LG Group will visit Nvidia’s headquarters in California this week for talks on physical AI and robotics, in a follow-up to a recent meeting between LG Chairman Koo Kwang-mo and Nvidia CEO Jensen Huang.
Industry so
2026-06-21
www.techtimes.com
2026-06-21
Tech Times
By Kyle Belmonte
Published: Jun 21 2026, 06:29 AM EDT
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NVIDIA.COM
NVIDIA's consumer graphics division is operating under conditions that would have seemed implausible a year ago: GPU supply to its manufacturing partners has been cut by as much as 20 percent, two of its most capable mid-range ca
2026-06-21
news.google.com
2026-06-21
Let's Data Science
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Nvidia (NVDA) Stock Weighs AI Momentum Against Mixed Valuation Signals After 46% One-Year Gain
Bailey Pemberton
Sun, June 21, 2026 at 3:08 AM PDT 6 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
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With NVIDIA now trading at US$210.69, many
2026-06-21
www.phoronix.com
2026-06-21
Phoronix
Linux 7.2 Begins Making Preparations For NVIDIA "Blackwell-Next"
Written by Michael Larabel in NVIDIA on 21 June 2026 at 05:55 AM EDT. 1 Comment
When going through the VFIO subsystem patches for the ongoing Linux 7.2 merge window, there isn't too much to get excited about for end users with these changes. But there is the first time mentioning "Blackwell-Next" enablement by NVIDIA for the Linux ke
2026-06-21
www.kedglobal.com
2026-06-21
KED Global
Samsung to advance mega-fab expansion by 6 months to get ahead in capacity race; SK Hynix follows suit
A researcher in a Samsung Electronics chip cleanroom Samsung Electronics Co. is accelerating construction of a new mega-fab at its Pyeongtaek semiconductor complex by at least six months as South Korea’s memory chipmakers and their global peers race to secure dominance in the booming arti
2026-06-21
letsdatascience.com
2026-06-21
Let's Data Science
FUNDING & BUSINESS
nvidia alumni
venture network
ai infrastructure
startup investing
Ex-Nvidia Leaders Form EverGreen to Back AI Startups
3 sources
|
June 21, 2026
6.2
Relevance Score
Photo: i.insider.com · rights & takedowns
QUICK SUMMARY
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EverGreen, a global network of NVIDIA alumni formally launched in March 2026, received broader attention after Business Insider profiled the effort in Jun
2026-06-21
news.futunn.com
2026-06-21
富途牛牛
__fail__
2026-06-21
www.koreatimes.co.kr
2026-06-21
The Korea Times
People walk past the Samsung Electronics headquarters in Suwon, Gyeonggi Province, May 22. Yonhap
University departments guaranteeing jobs at Samsung Electronics and SK hynix required more competitive admissions scores than Seoul National University's (SNU) natural sciences track this year — a notable milestone given that SNU, widely regarded as Korea's most prestigious university, has long set t