Semiconductor News & Analysis Feed
1166 articles
2026-06-22
ts2.tech
2026-06-22
TechStock²
21 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:MU·NASDAQ:NVDA·NYSE:ETN·NYSE:GE·NYSE:VRT·STOCK MARKET
2 MINS READ
AI INFRASTRUCTURE STOCKS OUTPACE NVIDIA AS POWER BECOMES THE BOTTLENECK
BY MARCIN FRĄCKIEWICZ
New York, June 21, 2026, 15:32 (EDT)
GE Vernova rose 18.0%, Vertiv 10.0% and Eaton 7.8% in the four-session week, while Nvidia gained 2.7%.
U.S. regulators gave six regional grid operators 60
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Goldman Sachs lifts target on power-chip demand
21.06.2026 - 13:17:45 | ad-hoc-news.de
Infineon stock gets renewed analyst backing as Goldman Sachs raises its price target on the German chipmaker, citing strong demand for power semiconductors and automotive applications. A look at the call, the broader analyst backdrop and the business behind the shares.
I
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Will Navitas Semiconductor's New High‑Voltage SiC Package Redefine Its Power Electronics Edge (NVTS)?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
Earlier this month, Navitas Semiconductor introduced its UHV-TO-247-4-ISO package for 1,200 V to 3,300 V GeneSiC SiC MOSFETs, combining over 12 mm creepage, more than 6,000 V integra
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:LSCC
Is Lattice Semiconductor (LSCC) Balancing Low‑Power AI Ambitions With Its Valuation And Profitability Pressures?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Lattice Semiconductor outlined its participation at the past FPGA Conference Europe, showcasing low-power FPGA advances in physical AI, advanced connectivity, security, an
2026-06-21
wccftech.com
2026-06-21
Wccftech
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
2026-06-20
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
2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
A security researcher has added another dimension to smart lightbulbs by stealthily adding what they call a 'cyberpunk digital dead drop' full of 'banned books.'
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
ON Semiconductor, US6821891035
Why onsemi’s NCDR95A170 continuous diode quietly matters for power designers
20.06.2026 - 07:30:38 | ad-hoc-news.de
With the NCDR95A170, onsemi targets engineers who need robust, efficient freewheeling and rectifier diodes for high-power drives and inverters. A closer look shows where the 1700 V silicon device convinces in daily design work - and where it demands re
2026-06-20
www.techpowerup.com
2026-06-20
TechPowerUp
403 - Access Denied
Permission denied
Status
403
Trace ID
0HNMGI6ECN01O:00000073
Your IP
47.253.216.184
Request Time
2026-06-23 02:24:46.852 UTC
Need help? Contact Us. Please mention your IP: 47.253.216.184
2026-06-20
digitimes.com
2026-06-20
Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses longstanding power and security limitations in programmable logic devices.
2026-06-20
digitimes.com
2026-06-20
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.
2026-06-20
eetimes.com
2026-06-20
Canada sharpens its defense and tech edge with policies to boost homegrown chip power.
2026-06-19
uk.finance.yahoo.com
2026-06-19
Yahoo Finance UK
Semiconductor Demand Powered Camtek Ltd.’s (CAMT) Strength
Soumya Eswaran
Fri, 19 June 2026 at 5:35 am GMT-7 2 min read
CAMT
+0.29%
^RUT
+0.83%
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A copy can be downloaded here. The Wasatch Small Cap Growth Strategy lagged the benchmark, Russell 2000 Growth Index, in the quarter,
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Semiconductor Demand Powered Camtek Ltd.’s (CAMT) Strength
Soumya Eswaran
Fri, June 19, 2026 at 5:35 AM PDT 2 min read
CAMT
+0.29%
^RUT
+0.83%
Trade Camtek on Coinbase
Trading disclosure
Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q1 2026 investor letter. A copy can be downloaded here. The Wasatch Small Cap Growth Strategy lagged the benchmark,
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
ON Semiconductor (ON) Launches GaNEXUS Gallium Nitride Power Portfolio for Enhanced Efficiency
Maham Fatima
Fri, June 19, 2026 at 3:25 AM PDT 1 min read
ON
+8.16%
Trade ON on Coinbase
Trading disclosure
ON Semiconductor Corporation (NASDAQ:ON) is one of the best US stocks to buy and hold for the next 5 years. On June 9, ON Semiconductor launched its GaNEXUS gallium nitride power portfolio, which
2026-06-19
pandaily.com
2026-06-19
Pandaily
categories.technology
Silicon Carbide Enters the AI Era: Powering the Next Generation of Data Centers
Published:
June 19, 2026
Reading Time:
2 min read
Want to read in a language you're more familiar with?
The silicon carbide device market is projected to reach $11 billion by 2031, driven by AI data center power demands, EV adoption, and renewable energy, with Chinese players rapidly expanding m
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The federal government wants more data centers to come online — as long as they do not impact the electricity supply.
2026-06-19
seekingalpha.com
2026-06-19
Seeking Alpha
__fail__
2026-06-19
digitimes.com
2026-06-19
Samsung Electronics' foundry business has signed a strategic manufacturing collaboration with Claros, a US power-management startup, to produce semiconductors designed to cut energy waste inside AI data centers, according to a Claros announcement and a report by ZDNet Korea.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Power Integrations, Lattice Semiconductor, and onsemi Stocks Trade Up, What You Need To Know
Anthony Lee
Thu, June 18, 2026 at 11:29 AM PDT 3 min read
INTC
+3.15%
AAPL
+0.81%
MU
+3.89%
CL=F
-3.19%
POWI
+3.88%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and manufacture chi