Semiconductor News & Analysis Feed
10058 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
tomshardware.com
2026-06-17
Etiido Uko
The device mimics the brain's ability to selectively forget
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron (MU) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Zacks Equity Research
Wed, June 17, 2026 at 7:00 AM PDT 4 min read
MU
+3.68%
Trade MU on Coinbase
Trading disclosure
The market expects Micron (MU) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended May 2026. This widely-known consensus outlook is importa
2026-06-17
news.google.com
2026-06-17
GlobeNewswire
2026-06-17
news.google.com
2026-06-17
Stock Titan
2026-06-17
www.eejournal.com
2026-06-17
EEJournal
June 17, 2026
Compact 240W GaN-based desktop adapters simplify integration into medical and industrial applications
XP Power introduces the APM240 series of 240W external desktop AC-DC power supplies that simplify integration in medical, home healthcare, and industrial applications. The adapters are designed for engineers developing patient treatment, patient monitoring, and surgical robots, as w
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia Stock’s Biggest Threat Now Costs $1,499 and Fits on a Desk?
Ananda Banerjee
Wed, June 17, 2026 at 6:51 AM PDT 5 min read
NVDA
-0.46%
AMD
+3.24%
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Trading disclosure
A viral post claiming a $1,499 desktop could break Nvidia's AI empire is racing across X.
The market is not waiting to judge it. Money is already leaving Nvidia stock. And that money could be flowing i
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.barchart.com
2026-06-17
Barchart.com
NVIDIA Corp video chip-by Antonio Bordunovi via iStock
Nvidia (NVDA) recently disclosed plans to sell bonds and raise capital, and investors tripped over themselves to get a piece.
The artificial intelligence chip giant pulled off one of the most talked-about debt deals in recent memory. The numbers were eye-catching, and the demand was overwhelming.
www.barchart.com
Nvidia’s AI Dominance Is Ma
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
www.tradingview.com
2026-06-17
TradingView
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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%
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
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
wtaq.com
2026-06-17
WTAQ
By Stephen Nellis
SAN FRANCISCO, June 17 (Reuters) – The U.S. government awarded $500 million on Wednesday to startup SandboxAQ to develop new chemicals and materials for domestic semiconductor manufacturing, including alternatives to PFAS and rare earth imports.
The award is part of President Donald Trump’s move to allocate research funds under the CHIPS Act, an effort that previously funded a
2026-06-17
www.nature.com
2026-06-17
Nature
Review Article
Published: 17 June 2026
The physics of GaN-based light-emitting diodes
Aurelien David & Nicolas Grandjean
Nature Reviews Physics (2026) Cite this article
Abstract
The past three decades have witnessed substantial progress in the performance of GaN-based light-emitting diodes. GaN light-emitting diodes, combined with wavelength-converting materials, enable highly efficient white-
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Is Applied Materials (AMAT) a Buy as Wall Street Analysts Look Optimistic?
Zacks Equity Research
Wed, June 17, 2026 at 6:30 AM PDT 4 min read
AMAT
+7.68%
Trade AMAT on Coinbase
Trading disclosure
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (
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.tradingview.com
2026-06-17
TradingView
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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
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.
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