Semiconductor News & Analysis Feed
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2026-06-21
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2026-06-21
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments Stock - Analyst sentiment and AI demand in focus
20.06.2026 - 22:05:53 | ad-hoc-news.de
Texas Instruments stock is drawing fresh attention as investors reassess its role in AI-related power semiconductors and digest updated analyst sentiment and consensus estimates for the chipmaker.
Texas Instruments, US8825081040
Edited by ad hoc news Long-Ter
2026-06-21
hothardware.com
2026-06-21
HotHardware
SK Hynix Fires Back In The AI Memory Race With Next Gen 48GB HBM4E
by Zak Killian — Saturday, June 20, 2026, 02:28 PM EDT
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SK hynix just announced the delivery of its 12-layer HBM4E memory samples to major hardware clients, intensifying the competition to supply the memory backbone for future AI accelerators. The new fat stacks of RAM represent a significant leap in data density and thro
2026-06-21
www.indexbox.io
2026-06-21
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2026-06-21
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2026-06-21
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NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
2026-06-21
www.barchart.com
2026-06-21
Barchart.com
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) is forcing investors to revisit a familiar question from tech history. The company now trades at a valuation above its late 1990s peak, when internet enthusiasm drove many technology stocks to unsustainable levels before the “Dot Com” bubble finally burst.
This time, though, the setup is more grounded in
2026-06-20
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2026-06-20
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2026-06-20
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2026-06-20
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2026-06-20
TradingKey
Texas Instruments Inc (TXN) moved up by 6.95%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The substantial upward movement in Texas Instruments shares is primarily driven by a dramatic shift in market perceptio
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon, DE0006231004
Why Infineon’s XENSIV TLE4999I3 linear Hall sensor is built for fail-safe steering
20.06.2026 - 16:58:33 | ad-hoc-news.de
Infineon’s XENSIV TLE4999I3 linear Hall sensor aims at one of the toughest jobs in the car: precise, redundant position sensing for electric power steering and other ASIL D systems. What the tiny chip promises in safety and where the limits lie.
Infineo
2026-06-20
tomshardware.com
2026-06-20
Jowi Morales
Beijing says the Space Computing Industry Innovation Center will bring together rocket and satellite manufacturers, chip manufacturers, and AI labs to develop a space-based data center system.
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
TSMC’s, Booking
TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Clients Eye Samsung and CoWoS Expansion Ramps
20.06.2026 - 16:28:21 | boerse-global.de
TSMC's advanced nodes fully booked by Nvidia, Apple, and others; clients like BYD, AMD, and Google explore Samsung. Stock near €414 record, capital budget at $52-56B for 2026.
TSMC’s - TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Client
2026-06-20
ts2.tech
2026-06-20
TechStock²
20 JUNE 2026
AMS:ASML·SEMICONDUCTORS
3 MINS READ
DISPUTE OVER ASML CHINA EUV ORDERS PUTS U.S. EXPORT RULES TO THE TEST
BY IWONA MAJKOWSKA
AMSTERDAM, June 20, 2026, 16:02 CEST
Bloomberg said U.S. Commerce Secretary Howard Lutnick flagged to ASML that one of its main chipmaking machines might already be in China.
ASML said it has not shipped any extreme ultraviolet lithography machines or EUV-sp
2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.
2026-06-20
news.google.com
2026-06-20
Fox News
2026-06-20
www.foxnews.com
2026-06-20
Fox News
ARTIFICIAL INTELLIGENCE
Jensen Huang says AI will reshape work like the Industrial Revolution and the US 'should absolutely lead'
Huang pointed to half a million jobs already created through AI infrastructure including data centers and chip plants
By Levi D'Amato Fox News
Published June 20, 2026 9:00am EDT
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2026-06-20
tomshardware.com
2026-06-20
Bruno Ferreira
ACE CPU extensions bring an efficient AI-oriented instruction set to x86 — new design makes matrix multiplication more power- and density-efficient