Semiconductor News & Analysis Feed
10767 articles
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
TradingView
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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
TradingView
News
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TradingView
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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
FashionNetwork USA
2026-06-17
tomshardware.com
2026-06-17
Zak Killian
We now have the first confirmed details about AMD's Zen 6-based Threadripper CPUs, code-named Mustang Peak.
2026-06-17
hothardware.com
2026-06-17
HotHardware
Qualcomm Accelerates AI Wearables With Snapdragon Reality Elite And START
by Aaron Leong — Wednesday, June 17, 2026, 09:15 AM EDT
Comments
Qualcomm is betting that the next wave of computing will be worn on the face and powered by AI. In two separate announcements, the chipmaker introduces Snapdragon START for personal AI smartglasses and Snapdragon Reality Elite for spatial computing.
Video
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Onto Innovation Inc.ONTO is capitalizing on rising advanced packaging demand by expanding its inspection and metrology portfolio, accelerating new product adoption and strengthening its position across high-performance AI compute applications. On the last earnings call, management highlighted that strong demand for AI compute is driving momentum across both front-end and advanced packaging, contri
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Onto Innovation Inc.ONTO is capitalizing on rising advanced packaging demand by expanding its inspection and metrology portfolio, accelerating new product adoption and strengthening its position across high-performance AI compute applications. On the last earnings call, management highlighted that strong demand for AI compute is driving momentum across both front-end and advanced packaging, contri
2026-06-17
eetimes.com
2026-06-17
Imec’s Zsolt Tokei and Arm’s Mohamed Awad explain why CMOS 2.0 could redefine semiconductor scaling beyond chiplets.
2026-06-17
www.benzinga.com
2026-06-17
Benzinga
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2026-06-17
www.foreignpolicyjournal.com
2026-06-17
foreignpolicyjournal.com
Nvidia CEO Jensen Huang has publicly dismissed the growing fear that agentic AI will destroy major software companies, offering a bullish outlook for the broader industry.
Speaking at Computex, an international information technology show held in Taiwan, Huang addressed claims that AI would render established software businesses obsolete.
Man who cut down village Christmas tree escapes jail sent
2026-06-17
www.tomshardware.com
2026-06-17
Tom's Hardware
Tech Industry Artificial Intelligence
Nvidia reveals AI robots that taught themselves to install GPUs into motherboards — video shows robot ‘solve high-precision tasks like… installing GPUs all by itself’
News
By Mark Tyson published 3 hours ago
The ENPIRE project will be open source ‘so you can host your self-running robot lab at home.’
(Image credit: Nvidia)
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2026-06-17
tomshardware.com
2026-06-17
Mark Tyson
Nvidia showcases agentic robots that can teach themselves high-precision and dexterous tasks - like PC building - in the real world.
2026-06-17
www.forbes.com
2026-06-17
Forbes
INNOVATION
ENTERPRISE TECH
As Agentic AI Reshapes Computing, Could It Reshape Qualcomm?
ByKarl Freund,
Contributor.
Founder and Principal Analyst, Cambrian-AI Research LLC
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Jun 17, 2026, 08:00am EDT
Summary
The rise of Agentic AI, capable of setting goals and executing multi-step tasks, is fundamentally altering AI infrastructure requirements. Unlike traditional generative AI, th
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
BlackRock’s Jay Jacobs told Earn Your Leisure that the hyperscalers are set to spend "close to a trillion dollars this year on CapEx", and that math problem is the entire trade. Goldman just flagged Marvell and Micron as the next-wave winners. The tape already agrees: MRVL is up 230% year to date and MU is up 244%. If you’re still treating this as a chip story, you’re already a step behind. Here a
2026-06-17
tomshardware.com
2026-06-17
Jowi Morales
National security interests could override public health concerns
2026-06-17
www.barrons.com
2026-06-17
Barron's
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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.barrons.com
2026-06-17
Barron's
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