Semiconductor News & Analysis Feed
624 articles
2026-06-18
digitimes.com
2026-06-18
Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may be achieved given current trends. He pointed to stronger-than-expected exports from the AI supply chain and traditional industries such as machinery.
2026-06-18
digitimes.com
2026-06-18
Following the announcement in April 2026 that the AI5 chip design had been finalized, Tesla CEO Elon Musk introduced a new benchmark, stating that under yield considerations, the AI6 chip is expected to set a new record for maximum usable computing power per wafer.
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Micron Technology and Sandisk have delivered stunning gains to investors in 2026, driven by favorable memory market dynamics where demand is significantly outpacing supply.
Artificial intelligence (AI) data centers have been quickly cornering the available supply of memory chips, creating a substantial shortage for other applications such as smartphones, vehicles, personal computers, and gaming c
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Investors in the semiconductor capital equipment sector often face a structural question about where value is created in the supply chain. The largest equipment manufacturers—companies such as Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) and Lam Research (NYSE:LRCX)—design and sell complete semiconductor manufacturing systems. Surrounding these firms is a large ecosystem of suppliers th
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Nvidia Is Down Over 10% From Its Record High. Is This the Ultimate "Buy the Dip" Moment of 2026?
Keithen Drury, The Motley Fool
Wed, June 17, 2026 at 10:18 AM PDT 3 min read
NVDA
-0.00%
^GSPC
-0.08%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) was one of the top stocks to own in 2023, 2024, and 2025. In 2026, it hasn't been so rewarding. Although it's up around 10% so far, th
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia (
NVDA
0.15%
) was one of the top stocks to own in 2023, 2024, and 2025. In 2026, it hasn't been so rewarding. Although it's up around 10% so far, the S&P 500 (
^GSPC
0.07%
) is up by nearly 9%. So, its shareholders are barely beating the market despite the chipmaker's growth rate and its dominance in one of the most critical parts of the artificial intelligence (AI) build-out. Nvidia is al
2026-06-17
news.google.com
2026-06-17
Quiver Quantitative
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand for advanced semiconductor manufacturing technologies.
AMAT’s semiconductor systems segment delivered record revenues of $5.97 billion during the second quarter of fiscal 202
2026-06-17
au.finance.yahoo.com
2026-06-17
Yahoo Finance Australia
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Subham Roy
Wed 17 June 2026 at 6:40 am GMT-7 3 min read
AMAT
+7.93%
ASML
+6.60%
LRCX
+5.19%
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand for advanced se
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Subham Roy
Wed, June 17, 2026 at 6:40 AM PDT 3 min read
AMAT
+6.51%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials' AMAT Semiconductor Systems segment emerged as the company's primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing dema
2026-06-17
www.tradingview.com
2026-06-17
TradingView
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Zacks
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Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
3 min read
AMAT
+8.08%
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand fo
2026-06-17
www.delloro.com
2026-06-17
Dell'Oro Group
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AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth
REDWOOD CITY, Calif. – June 17, 2026 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the worldwide revenue for Data Center IT Semiconductors and Components fo
2026-06-17
www.prnewswire.com
2026-06-17
PR Newswire
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
NEWS PROVIDED BY
Dell'Oro Group
Jun 17, 2026, 08:00 ET
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AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth
REDWOOD CITY, Calif., June 17, 2026 /PRNewswire/ -- According to a recently published report by Dell'Oro
2026-06-17
www.morningstar.com
2026-06-17
Morningstar
Home
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PR Newswire
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Provided by PR Newswire Jun 17, 2026, 8:00:00 PM
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion market cap built on a near monopoly in AI accelerators, 85.23% revenue growth last quarter, and a CEO calling the AI buildout “the largest infrastructure expansion in human history.” But NVIDIA the stock and NVIDIA the
2026-06-17
www.cnbc.com
2026-06-17
CNBC
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2026-06-17
www.digitimes.com
2026-06-17
digitimes
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data...
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2026-06-17
www.spglobal.com
2026-06-17
S&P Global
2026-06-17
digitimes.com
2026-06-17
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data center deployments on another. However, during PCIM Europe 2026 in Nuremberg, Germany, industry leaders and experts discussed and dismantled thi
2026-06-17
digitimes.com
2026-06-17
Powerchip Semiconductor Manufacturing (PSMC) announced on June 16 that, effective from May 22, 2026, it purchased semiconductor production facilities and machinery from Lam Research for use in wafer production, in a transaction totaling NT$1.04 billion (approx. US$32.94 million). The move comes as the company steps up investment in equipment and new technologies to seize artificial intelligence (A