Semiconductor News & Analysis Feed
11449 articles
2026-06-21
memeburn.com
2026-06-21
Memeburn
TL;DR
Amazon may sell Trainium chips directly outside AWS.
Trainium has reached a $20 billion annual revenue run rate.
OpenAI, Anthropic, and Uber have made major Trainium commitments.
Amazon claims Trainium3 can match Nvidia Blackwell at lower cost.
Google’s external TPU push signals a wider shift toward custom AI chips.
Nvidia still leads the AI accelerator market, but hyperscaler silicon is ga
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Big tech companies, including Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle, are committing hundreds of billions of dollars to capital expenditures in 2026. Most of it will go toward artificial intelligence (AI) infrastructure, with semiconductor chips a big part of that.
If you want a single ETF to capture that trend, the VanEck Semiconductor ETF (
SMH
+1.37%
) is the one to own. Year
2026-06-21
gizmodo.com
2026-06-21
Gizmodo
The owner of this website (gizmodo.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website.
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details.
Cloudflare Ray ID: a10087350a6886d6 • Your IP: Click to reveal • Performance & security by Cloudflare
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
2026-06-21
www.ksl.com
2026-06-21
KSL.com
KEY TAKEAWAYS
Micron's earnings report on June 24 will help gauge AI-driven chip demand.
Investors seek signs of AI rally sustainability amid high stock valuations.
AI spending is projected to exceed $700 billion this year, boosting tech stocks.
NEW YORK — Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Mic
2026-06-21
www.manilatimes.net
2026-06-21
The Manila Times
THE government will fast-track projects and incentives that offer “a powerful draw” to semiconductor and artificial intelligence (AI) companies to invest in the Philippines, Malacañang said.
In his remarks during a visit to Texas Instruments facility in Clark, Pampanga on Friday, Executive Secretary Ralph Recto said the President has attached “a high national priority” to drawing these high-impac
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
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon’s, Infrastructure
Infineon’s Infrastructure Rally Faces a Reality Check as Goldman Trims Its Bet
20.06.2026 - 17:55:47 | boerse-global.de
Infineon's AI infrastructure pivot fuels 113% stock surge; Goldman Sachs cut stake below 5% after a one-day flip, signaling caution amid stretched valuations and macro risks.
Infineon’s - Infineon’s Infrastructure Rally Faces a Reality Check as Goldma
2026-06-20
www.indexbox.io
2026-06-20
IndexBox
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-20
www.indexbox.io
2026-06-20
IndexBox
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-20
www.tradingkey.com
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
mezha.net
2026-06-20
mezha.net
Wall Street awaits Micron report as investors test AI chip rally
Saturday, 20 June 2026, 18:09
Markets brace for Micron’s quarterly results, which will reveal whether AI-driven data center spending can sustain the semiconductor rally.
As reported by Reuters
Wall Street is gearing up for a new week: investors are looking for signals whether the stock market rally, fueled by AI spending, still ha
2026-06-20
www.tipranks.com
2026-06-20
TipRanks
www.tipranks.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a10077f46fece602
Performance and Security by Cloudflare
Privacy
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
Cadence Design Systems, US12541W1027
Cadence Design Systems Stock - Long-term moat in AI design tools
20.06.2026 - 16:35:07 | ad-hoc-news.de
Cadence Design Systems stands at the center of the semiconductor design cycle as demand for AI and advanced chips grows. A long-term view of its business model, margins and competitive moat explains why Wall Street treats the stock as a core holding.
Cadenc
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
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Elmos, DE0005677108
Elmos Semiconductor Stock - long-term strategy and automotive chip focus
20.06.2026 - 16:27:56 | ad-hoc-news.de
Elmos Semiconductor Stock is shaped by its niche in automotive mixed-signal chips and a long-term strategy centered on driver-assistance, comfort and safety electronics. On this quiet news day, the focus turns to its business model and positioning.
Elmos, DE00056771