Semiconductor News & Analysis Feed
10782 articles
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
What Makes Taiwan Semiconductor Manufacturing (TSM) a Strong Bet?
Soumya Eswaran
Tue, June 16, 2026 at 7:37 AM PDT 3 min read
2330.TW
-1.46%
MSTR
-6.35%
CL=F
-0.25%
TSM
-3.53%
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Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its "Global Growth Strategy." A copy of the letter can b
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Taiwan Semiconductor Manufacturing Co.’s (TSM) 25% Capex Budget Hike Surged Market Confidence
Soumya Eswaran
Tue, June 16, 2026 at 7:33 AM PDT 3 min read
2330.TW
-1.46%
TSM
-3.53%
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Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the "Columbia Global Technology Growth Fund". A copy of t
2026-06-16
www.tradingview.com
2026-06-16
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Q: AI-driven demand and advanced packaging fuel double-digit growth and deeper OEM partnerships
Q: AI-driven demand and advanced packaging fuel double-digit growth and deeper OEM partnerships
Less than 1 min read
Q
−5.45%
Qnity is capitalizing on AI and advanced packaging trends, driving strong growth in data centers and industrial markets. Its end-to-end materials portfolio, rapi
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.insidermonkey.com
2026-06-16
Insider Monkey
HEDGE FUND INVESTOR LETTERS
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NEWS
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Published on June 16, 2026 at 10:15 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Soumya Eswaran
Tue, June 16, 2026 at 7:15 AM PDT 3 min read
TXN
-2.44%
^GSPC
-0.57%
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Trading disclosure
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the "Madison Large Cap Fund". A copy of the letter is available to download here. The Madison Large Cap
2026-06-16
www.bakersfield.com
2026-06-16
Bakersfield.com
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2026-06-16
tomshardware.com
2026-06-16
Jowi Morales
The legendary air cooling company is diving into water (cooling).
2026-06-16
www.quiverquant.com
2026-06-16
Quiver Quantitative
Buyback Momentum: Social media chatter highlights ASML's ongoing share repurchases as a positive signal, with investors noting that earlier buys at lower levels now appear advantageous following recent price gains.
Valuation Scrutiny: Participants debate the stock's forward earnings multiple amid AI enthusiasm, questioning whether the company's EUV technology leadership fully supports premium pri
2026-06-16
www.msn.com
2026-06-16
MSN
Robinhood's CEO says business is thriving and it's cutting jobs to "maximize our talent density."
"Our ambitions require us to continuously raise our own bar," Vlad Tenev wrote in a layoff memo.
The trading platform isn't the only company that's drawn connections between worker performance and cuts.
Robinhood has a message for workers losing their jobs: The company isn't struggling. You are.
Tha
2026-06-16
wccftech.com
2026-06-16
Wccftech
The U.S. trade sanctions on Huawei pretty much mean the latter is fighting an uphill battle with other chipmakers, as it lacks access to the latest and greatest in EUV equipment. Fortunately, a new report states that later this year, when the Mate 90 series materializes, the former Chinese giant will finally show to the world that its use of DUV machinery is sufficient to mass produce competitive
2026-06-16
eetimes.com
2026-06-16
AMD acquires MEXT to slash AI memory costs and break the memory wall.
2026-06-16
www.tradingview.com
2026-06-16
TradingView
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2026-06-16
techafricanews.com
2026-06-16
TechAfrica News
Equinix said the enhanced partnership builds on years of joint work with Cisco and Nvidia, evolving into a broader ecosystem tailored to support increasingly complex AI workloads across hybrid and distributed environments.
Equinix has expanded its collaboration with Cisco and Nvidia to accelerate the shift of artificial intelligence deployments from early-stage pilots into full enterprise product
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Is Reportedly Chasing Tenstorrent In A Multibillion Dollar AI Deal
June 16, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Qualcomm is in advanced talks to acquire AI chip startup Tenstorrent in a multi billion dollar deal.
The potential acquisition is focused on strengthening Qualcomm’s AI hardware and data center presen
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.
2026-06-16
pokde.net
2026-06-16
Pokde.Net
Pokde.Net > System > Software > AI > Cadence ChipStack AI Super Agent Achieves Full Autonomy For Chip Development
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Cadence ChipStack AI Super Agent Achieves Full Autonomy For Chip Development
Last updated: June 16, 2026 9:23 pm
By
Low Boon Shen
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2 Min Read
Earlier in COMPUTEX 2026, Cadence announced the extension of its ChipStack AI Super Agent to Level-5 autonomy, des