Semiconductor News & Analysis Feed
11450 articles
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 sharp upward momentum and pronounced intraday volatility in Texas Instruments shares are primarily driven by a powe
2026-06-20
www.zacks.com
2026-06-20
Zacks Investment Research
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In ad
2026-06-20
www.taipeitimes.com
2026-06-20
Taipei Times
US Secretary of Commerce Howard Lutnick in a series of recent meetings outlined concerns to Dutch chip-equipment giant ASML Holding NV’s senior leaders that one of its top-of-the-line machines might have made its way into China, in violation of US-led export restrictions.
In the meetings, Lutnick expressed concern to ASML executives over the company’s extreme ultraviolet lithography (EUV) machine
2026-06-19
www.ad-hoc-news.de
2026-06-19
AD HOC NEWS
TSMCs, Capacity
TSMC's Capacity Conundrum: Record Earnings Mask the CoWoS Squeeze Forcing Clients to Samsung
19.06.2026 - 17:56:59 | boerse-global.de
Despite 58% profit surge, TSMC's advanced packaging capacity is fully booked through 2026, forcing Google, BYD, AMD, and Tesla to turn to Samsung. TSMC partners Amkor for US expansion; stock near all-time high.
TSMCs - TSMC's Capacity Conundrum: Re
2026-06-19
kalkinemedia.com
2026-06-19
Kalkine Media
Is Analog Devices (NASDAQ:ADI) Leading The Analog Chip Recovery?
S&P 500
ADI
3 min read | June 19, 2026 08:56 AM PDT | By Anmol Khazanchi
Google News:
Image source: shutterstock
Recent News
Devon Energy (NYSE:DVN): A Value Stock Story Taking Shape?
Why Bank of America (NYSE:BAC) Is Back on The Radar As A Value Stock?
Is Cheniere Energy (NYSE:LNG) The Energy Value Stock To Watch Now?
Why Vist
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The three Amazon workers claim that they've been intimidated during the Zoom meetings and were being monitored while at work.
2026-06-19
moneymorning.com
2026-06-19
Money Morning
TECHNOLOGY
Intel Jumped 10% on an Apple Deal. Here's Why the Whole Semiconductor Sector Just Hit a Record.
Money Morning Team
June 19, 2026
Intel (INTC) surged 10.64% yesterday, closing at $133.99. That single-day move pushed the stock up more than 500% year-over-year. The catalyst: Trump announced on social media that Apple and Intel will partner to design and manufacture chips domestically in
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Donald Trump’s Favorite AI Chip Stock in 2026 That Performed Better Than Nvidia (NVDA)
Fahad Saleem
Fri, June 19, 2026 at 8:38 AM PDT 2 min read
MU
+6.82%
NVDA
-0.97%
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Trading disclosure
We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Micron Technology, Inc. (NASDAQ:MU) ranks #1 (see Donald Trump Stock Portfolio: 5 Best AI and Tech
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
Video Muted
The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
-4.75%
NVDA
-0.97%
AMD
+2.65%
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Trading disclosure
Quick Read
Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
www.tradingview.com
2026-06-19
TradingView
News
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Quartr
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HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
Less than 1 min read
HBM
0
Record Q1 net sales of EUR 2 billion (+4.9% YoY) driven by strong international and like-for-like growth, with adjusted EBIT stable. Margin pressure from logistics an
2026-06-19
au.finance.yahoo.com
2026-06-19
Yahoo Finance Australia
Nvidia (NVDA) Down 4% Since Last Earnings Report: Can It Rebound?
Zacks Equity Research
Fri 19 June 2026 at 8:30 am GMT-7 5 min read
NVDA
-0.97%
^GSPC
-0.37%
It has been about a month since the last earnings report for Nvidia (NVDA). Shares have lost about 4% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nv
2026-06-19
www.theregister.com
2026-06-19
The Register
SYSTEMS
Tensordyne makes a big bet on log math to beat Nvidia
Who needs compute-hungry multiplications when you can just add logarithms
Tobias Mann
Systems editor
32
Published Fri 19 Jun 2026 // 15:30 UTC
AI infrastructure startup Tensordyne has taped out its first commercial accelerator, with fabrication on TSMC's 3nm process already underway.
Developed in collaboration with Juniper Networks
2026-06-19
www.tradingview.com
2026-06-19
TradingView
News
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Zacks
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Can ASE Technology Sustain Its Recent Margin Expansion?
Can ASE Technology Sustain Its Recent Margin Expansion?
3 min read
3711
+9.95%
ASE Technology ASX has delivered meaningful margin expansion over the past year, but the bigger question for investors is whether those gains are sustainable. First-quarter 2026 results suggest the answer is increasingly tied to the company's fast-g
2026-06-19
www.sharecast.com
2026-06-19
Sharecast.com
Benjamin Chiou
Sharecast News
19 Jun, 2026 16:14
19 Jun, 2026 16:14
ASML denies US allegations of EUV machine shipments to China
ASML
Company photo / ASML
ASML Holding
€1,655.82
16:40 22/06/26
-0.12%
-€1.98
Chip equipment giant ASML has denied allegations that it has shipped an extreme ultraviolet lithography (EUV) machine to China amid concerns in Washington that the Dutch firm violated US expor
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
QUALCOMM (QCOM) Stock Could Be 34.2% Overvalued Despite Its Recent Rally
Simply Wall St
Fri, June 19, 2026 at 8:14 AM PDT 3 min read
QCOM
-1.86%
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QUALCOMM (QCOM) is back in focus after a recent stretch of strong share
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
3 Semiconductor Stocks We Find Risky
Weixin Lin
Fri, June 19, 2026 at 8:08 AM PDT 3 min read
NXPI
+3.18%
^GSPC
-0.37%
PHIA.AS
+0.77%
QRVO
+3.62%
QCOM
-1.86%
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Trading disclosure
3 Semiconductor Stocks We Find Risky
Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more pow
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Qualcomm Stock
Current Price: $226.11 (June 18, 2026 close)
Target Price (Mid): ~$241
Street Target: ~$183
Potential Total Return: ~7%
Annualized IRR: ~2% / year
Earnings Reaction: +15.12% (April 29, 2026)
Max Drawdown (1Y): 33.89% (April 7, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Qual
2026-06-19
dallasexpress.com
2026-06-19
Dallas Express
Gov. Greg Abbott announced that the state has awarded a $3.9 million grant through the Texas Semiconductor Innovation Fund (TSIF) to Schunk Xycarb Technology Inc. to support an expansion of its Georgetown production facility.
State officials said the project is expected to create 25 new jobs and generate more than $42 million in capital investment.
Abbott said the expansion will help strengthen
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Texas Awards $3.9 Million Semiconductor Grant To Xycarb Expansion In Georgetown
Dallas Express
Fri, June 19, 2026 at 8:00 AM PDT 2 min read
Worker at Schunk Xycarb Technologies Inc. in Georgetown Image by Schunk Xycarbwebsite
Gov. Greg Abbott announced that the state has awarded a $3.9 million grant through the Texas Semiconductor Innovation Fund (TSIF) to Schunk Xycarb Technology Inc. to support