Semiconductor News & Analysis Feed
10762 articles
2026-06-17
www.trefis.com
2026-06-17
Trefis
Is Micron Stock’s Data Center Engine Stalling, Or Just Drowned Out By AI?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
Micron’s narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company’s growth now depends on one explosive segment.
With its stock up a stagger
2026-06-17
news.futunn.com
2026-06-17
富途牛牛
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2026-06-17
tomshardware.com
2026-06-17
Etiido Uko
The device mimics the brain's ability to selectively forget
2026-06-17
www.tradingview.com
2026-06-17
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Can Strong Smartphone Demand Sustain AMKR's Growth Momentum?
Can Strong Smartphone Demand Sustain AMKR's Growth Momentum?
2 min read
AMKR
+4.31%
Amkor Technology AMKR continues to benefit from a favorable shift in premium smartphone architecture as a structural growth lever. Premium device adoption is rising alongside accelerating 5G penetration and deeper on device AI integration,
2026-06-17
techxplore.com
2026-06-17
Tech Xplore
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2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
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2026-06-17
www.investing.com
2026-06-17
Investing.com
www.investing.com
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Fortinet (FTNT) Partners with NVIDIA (NVDA) to Accelerate GPU-Powered AI Security
Maham Fatima
Wed, June 17, 2026 at 6:47 AM PDT 1 min read
FTNT
-2.09%
NVDA
-0.48%
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Trading disclosure
Fortinet Inc. (NASDAQ:FTNT) is one of the 12 Best Growth Stocks Trading in Oversold Territory. On May 12, Fortinet partnered with NVIDIA (NASDAQ:NVDA) to accelerate the FortiAIGate solution
2026-06-17
www.mitsloanme.com
2026-06-17
MIT Sloan Management Review Middle East
Nvidia's Jensen Huang Wants a New Social Contract for AI
As concerns over jobs and inequality grow, the chief of the $5T AI company calls for a societal shift to fully realize AI's potential.
MITSloan ME Editorial
38 minutes ago
Topics
Automation
Data, AI, & Machine Learning
Managing Technology
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Nvidia's Jensen Huang Wants a New Social Contract for AI
OpenAI's Cash Burn
2026-06-17
www.tradingview.com
2026-06-17
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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
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%
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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
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
quantumcomputingreport.com
2026-06-17
Quantum Computing Report
The U.S. Department of Commerce’s CHIPS Research and Development Office has signed a definitive agreement awarding $500 million to AI-and-quantum technology startup SandboxAQ to address acute supply chain vulnerabilities in domestic semiconductor manufacturing. Part of a broader federal push under the Trump administration to reshore high-assurance tech manufacturing, the multi-million-dollar contr
2026-06-17
tomshardware.com
2026-06-17
Jowi Morales
Syrian users would have to deal with slow internet speeds as the undersea cable is being repaired.
2026-06-17
quantumcomputingreport.com
2026-06-17
Quantum Computing Report
SandboxAQ Secures $500 Million CHIPS Act R&D Award to Insulate Semiconductor Supply Chains
Mohamed Abdel-Kareem
3 hours ago
The U.S. Department of Commerce’s CHIPS Research and Development Office has signed a definitive agreement awarding $500 million to AI-and-quantum technology startup SandboxAQ to address acute supply chain vulnerabilities in domestic semiconductor manufacturing. Part of a br
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Texas Instruments Incorporated’s TXN long-term manufacturing expansion strategy is beginning to show meaningful benefits, raising the question of whether it can drive stronger profit margins in the years ahead. Unlike many semiconductor companies that rely heavily on third-party foundries, Texas Instruments has invested aggressively in its manufacturing network, particularly 300-millimeter wafer f
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)
Fahad Saleem
Wed, June 17, 2026 at 6:26 AM PDT 2 min read
2330.TW
-0.63%
AAPL
-0.66%
NVDA
-0.49%
AMD
+3.04%
GOOGL
-2.40%
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Trading disclosure
We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan L
2026-06-17
www.tradingview.com
2026-06-17
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ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
Less than 1 min read
ASML
+3.68%
According to estimates from 11 analysts, ASML Holding N.V. - New York Registry Shares stock's average price target has risen
2026-06-17
www.tradingview.com
2026-06-17
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Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Less than 1 min read
AMAT
+7.61%
According to estimates from 33 analysts, Applied Materials, Inc. stock's average price target has risen from $526.48 to $529.82, with forecasts ranging from $425 to
2026-06-17
news.google.com
2026-06-17
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