Semiconductor News & Analysis Feed
625 articles
2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
Applied Materials (AMAT) Climbed Amid Broad-Based Growth Drivers
Soumya Eswaran
Wed, 17 June 2026 at 7:33 am GMT-7 3 min read
AMAT
+7.79%
^GSPC
+0.05%
Renaissance Investment Management, an investment management company, released its Q1 2026 “Large Cap Growth Strategy.” A copy of the letter can be downloaded here. Stocks fell sharply in the first quarter due to the Iran conflict. The Energy and Ma
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Applied Materials (AMAT) Climbed Amid Broad-Based Growth Drivers
Soumya Eswaran
Wed, June 17, 2026 at 7:33 AM PDT 3 min read
AMAT
+7.99%
Trade AMAT on Coinbase
Trading disclosure
Renaissance Investment Management, an investment management company, released its Q1 2026 "Large Cap Growth Strategy." A copy of the letter can be downloaded here. Stocks fell sharply in the first quarter due to the Iran
2026-06-17
www.datacenterdynamics.com
2026-06-17
Data Center Dynamics
Australia's Sharon AI is making moves to build out its AI capacity.
This week has seen the AI cloud company sign a six-year AI infrastructure agreement with Nvidia, and a 600PB agreement with Vast Data for its AI Operating System.
– James Manning via LinkedIn
The agreement with Nvidia will see the two deploying 72MW of AI data center capacity in Australia, using the Nvidia DSX AI factory design
2026-06-17
www.ad-hoc-news.de
2026-06-17
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments precision op amp family gains fresh investor attention as analog demand stays resilient
17.06.2026 - 08:16:14 | ad-hoc-news.de
Texas Instruments' precision operational amplifiers remain a staple on engineers' BOMs as industrial and automotive designs push for higher accuracy, lower power and long product lifecycles.
Texas Instruments, US882508104
2026-06-17
www.investing.com
2026-06-17
Investing.com
www.investing.com
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2026-06-17
www.sony-semicon.com
2026-06-17
sony-semicon.com
Sony Semiconductor Solutions Corporation (Sony) today announced the upcoming release of the LYTIA L910, an approximately 50-effective megapixel*1 image sensor for mobile applications delivering 100 dB high dynamic range imaging with low power consumption.
This is the first product in the LYTIA lineup with the LOFIC*2 structure. It also features the new HDR technology and logic circuit technology
2026-06-17
digitimes.com
2026-06-17
Samsung Electro-Mechanics (Semco) is rapidly gaining ground in the silicon capacitor market as AI infrastructure investment and technology upgrades accelerate demand. After landing its first major silicon capacitor order, the company is in talks with additional potential customers, while its multilayer ceramic capacitor (MLCC) business is also expanding and operating profit is expected to hit a re
2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
onsemi (ON) is down 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears most consistent with a broader semiconductor pullback tied to shifting interest-rate expectations and profit-taking ahead of a key Federal Reserve policy window. In addition, onsemi’s recent convertible-notes financing could be contributing to near-term technical selling
2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
United Microelectronics Corporation (UMC) is down 6.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears most consistent with a broader pullback in semiconductor equities and risk appetite rather than a single UMC-specific negative announcement. This could be because investors are taking profits after a strong run in chip names, with macro-driv
2026-06-17
www.benzinga.com
2026-06-17
Benzinga
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2026-06-17
www.gurufocus.com
2026-06-17
GuruFocus
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2026-06-17
tomshardware.com
2026-06-17
Kunal Khullar
The new G3-series peripherals focus on lightweight gaming and customization.
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.communicationstoday.co.in
2026-06-16
Communications Today
www.communicationstoday.co.in
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2026-06-16
tomshardware.com
2026-06-16
Etiido Uko
A Reddit user has shown SteamOS running on an Intel Arc B580 desktop GPU, but the early proof of concept required a Radeon-assisted install workaround and Resizable BAR to recover performance.
2026-06-16
www.msn.com
2026-06-16
MSN
Elon Musk’s SpaceX went public on Friday, exploding onto the scene with a valuation that quickly eclipsed $2 trillion.
Things went swimmingly for a while, with shares steadily rising from a debut $150 — a premium of 11 percent over the original asking price — on Friday to well over $200 on Tuesday. But after peaking at $222 Tuesday morning, SpaceX started its first sustained decline of its nascen
2026-06-16
www.msn.com
2026-06-16
MSN
Record price target: TD Cowen lifted Micron's target to $1,500, projecting strong AI-fueled growth and sustained pricing power.
Supply sold out: Micron's 2026 high-bandwidth memory output is fully booked, with 2027 orders already under negotiation.
Earnings in focus: Investors await June 24 results for signs of long-term contracts and profit margin strength.
Record-breaking rally: Micron stock
2026-06-16
digitimes.com
2026-06-16
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance, reduce infrastructure costs, and accelerate the deployment of AI, analytics, and high-performance workloads across cloud and enterprise systems.
2026-06-16
digitimes.com
2026-06-16
China has achieved mass production of ultra-pure silicon, according to the state-owned China National Nuclear Corporation (CNNC) — an essential material for building silicon-based quantum computers. The breakthrough builds on a government push to sharpen its quantum research edge and reduce its reliance on foreign technology supply chains more broadly.
2026-06-16
www.gurufocus.com
2026-06-16
GuruFocus
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