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2026-06-15
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2026-06-15
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Micron’s, HBM
Micron’s HBM Production Is Sold Out Through 2026, but the Stock’s Next Move Hinges on June 24 Earnings
15.06.2026 - 09:31:26 | boerse-global.de
Micron sold all HBM output for 2026 under multi-year contracts; 2027 capacity already queued. Stock up 750% in a year, but near-term direction depends on June 24 Q3 earnings report.
Micron’s - Micron’s HBM Production Is Sold Out Through 202
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
EBC Financial Group
NVIDIA remains the stronger default AI chip entry after the pullbacks, as its growth has already been demonstrated in earnings. AMD offers the bigger catch-up trade only if accelerator adoption expands faster than the market has already priced in.
NVIDIA’s $75.2 billion Data Centre quarter gives it a stronger earnings-backed AI thesis, with AI infrastructure revenue already visible at scale.
AMD
2026-06-15
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2026-06-15
Bloomberg.com
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[News] Infineon Found to Infringe Innoscience GaN Patent, Barred from Selling Certain Products in China
2026-06-15 Semiconductors editor
News
Please note that this article cites information from Innoscience.
Innoscience announced that China’s Supreme People’s Court has upheld a sales injunction against certain gallium nitride (GaN) products manufactured by Infineon Technologies AG, bring
2026-06-15
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An entrepreneur convicted of swindling $175 million from JPMorgan Chase and its CEO, Trump critic Jamie Dimon, is now seeking a pardon from the president.
Charlie Javice and those close to her are looking to solicit support from the Trump administration for a possible pardon, as the White House considers having the president issue 250 pardons as a way to mark the nation's 250th birthday this summ
2026-06-15
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2026-06-15
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As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes...
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2026-06-15
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The Supreme People's Court in China rejected Infineon's reconsideration request on June 12, 2026, upholding a Suzhou Intermediate People's Court injunction that found Infineon had infringed two of InnoScience's core GaN invention patents. The ruling bars the...
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2026-06-15
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NEWS
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
Published on June 15, 2026 at 1:16 am by VARDAH GILL in News
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Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks.
On June 11, Barclays raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $590 from $500. It reiterat
2026-06-15
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2026-06-15
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Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
Vardah Gill
Sun, June 14, 2026 at 10:16 PM PDT 2 min read
AMAT
+2.64%
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Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Larry Robbins' 10 Dividend Stock Picks.
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
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SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
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2026-06-15
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LATEST NEWS
Qualcomm launches Snapdragon C: entry-level notebooks for around 300 US dollars with Arm chip and NPU
15. June 2026 06:00Samir Bashir
📖 Reading time: approx. 7 minutes · 1,224 words · 7,865 characters
To be honest, I had to look at the announcement twice at first: Qualcomm is bringing a chip for $300 laptops? At a time when DRAM prices are exploding and even entry-level notebooks are
2026-06-15
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2026-06-15
TrendForce
[News] SK hynix Reportedly Pulls Forward HBM4E Sample Timeline, Eyeing June–July Shipments to Key Customers
2026-06-15 Semiconductors editor
News
Please note that this article cites information from Newsis, The Chosun Daily and Yonhap News.
Samsung announced the start of HBM4E sampling in late May and later unveiled an HBM5 mock-up for the first time at COMPUTEX 2026. Against this backdr