Semiconductor News & Analysis Feed
9325 articles
2026-06-14
tomshardware.com
2026-06-14
Mark Tyson
In the context of the recent tech export bans, we look back at the Apple PowerMac G4 export ban from 1999 and Steve Jobs making marketing gold from the situation.
2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-14
tomshardware.com
2026-06-14
Jowi Morales
This could potentially hit two birds with one stone — reduce e-waste and reduce data center component demand.
2026-06-14
www.barchart.com
2026-06-14
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) stock is now close to fair value, as analysts have been raising their revenue forecasts and price targets. One of the best plays now is to sell short out-of-the-money puts, given their very high premiums. For example, short 2 weeks out MU puts with 5% below today's price yield 7.0%.
MU closed down 1.4% on Frida
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Micron Stock is Now Close to Fair Value, But Shorting 2-Week Puts Yield 7.0%
Mark R. Hake, CFA
Sun, June 14, 2026 at 6:30 AM PDT 4 min read
MU
-1.43%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) stock is now close to fair value, as analysts have been raising their revenue forecasts and price targets. One of the best
2026-06-14
tomshardware.com
2026-06-14
Denise Bertacchi
Snapmaker celebrates 10 years in business by sponsoring open-source developers and you.
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Ams, Osram
Ams Osram Marries Debt Reprieve with Agri-Tech Ambition as Infineon Sale Nears Completion
14.06.2026 - 15:05:36 | boerse-global.de
Ams Osram slashes annual interest by €40M, targets under €150M by 2028, while expanding into horticulture LEDs and awaiting €570M sensor division sale to Infineon.
Ams - Ams Osram Marries Debt Reprieve with Agri-Tech Ambition as Infineon Sale Nears Complet
2026-06-14
tomshardware.com
2026-06-14
Luke James
NIST has demonstrated a metal 3D printing method that stirs molten metal during the print by sending the laser along looping elliptical paths instead of straight lines.
2026-06-14
tomshardware.com
2026-06-14
Jowi Morales
Is this the beginning of the end for Copilot+ PCs?
2026-06-14
tomshardware.com
2026-06-14
Etiido Uko
State attorneys general have opened a broad investigation into OpenAI, subpoenaing documents on ads, user retention, data handling, minors, health data, model behavior, and safety policies.
2026-06-14
wccftech.com
2026-06-14
Wccftech
NVIDIA's Blackwell GB300 has posted record performance in AA-AgentPerf, a new benchmark that measures Agentic AI workflows.
Artificial Analysis has a new benchmark out called AA-AgentPerf, which measures how many active agents an inference deployment can support under realistic workloads, which include:
The AA-AgentPerf benchmark is used to measure three key metrics, which form the basis of mode
2026-06-14
tomshardware.com
2026-06-14
Hassam Nasir
Don't buy a MacBook is gaming is a priority.
2026-06-14
tomshardware.com
2026-06-14
Luke James
David Sacks said the US government warned Anthropic that Claude Fable 5 had been jailbroken and that CEO Dario Amodei refused to fix the flaw.
2026-06-14
tomshardware.com
2026-06-14
Etiido Uko
A preprint claims Pearl’s AI mining network consumes 320,000 GPU-equivalents and 112 MW while producing no verified useful AI computation.
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Fieldview Capital Management LLC Purchases 3,862 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Fieldview Capital Management increased its Cadence Design Systems stake by 116.4% in the fourth quarter, buying 3,862 shares to bring its total to 7,181 shares worth about $2.25 million.
Cadence Design Systems reported better
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Better AI Growth Buy Right Now: Nvidia vs Micron
Adria Cimino, The Motley Fool
Sun, June 14, 2026 at 3:30 AM PDT 5 min read
NVDA
+0.16%
MU
-1.43%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) each have seen revenue soar amid this artificial intelligence (AI) boom. This is because these companies offer something that is crucial for the devel
2026-06-14
www.aol.com
2026-06-14
AOL.com
Better AI Growth Buy Right Now: Nvidia vs Micron
ADRIA CIMINO, THE MOTLEY FOOL
Sun, June 14, 2026 at 6:30 PM GMT+8
0
Key Points
Nvidia and Micron both serve AI customers with products crucial for their success.
These stocks have each soared more than 1,000% over the past five years.
10 stocks we like better than Nvidia ›
Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) each have seen r
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Giverny Capital Inc. Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Giverny Capital Inc. nearly doubled its stake in Taiwan Semiconductor Manufacturing, increasing holdings by 96.9% in the fourth quarter to 16,069 shares valued at about $4.84 million.
Wall Street sentiment on TSM remains
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
GMT Capital Corp Sells 3,600 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
GMT Capital Corp cut its TSM stake by 34% in the fourth quarter, selling 3,600 shares and leaving it with 7,000 shares worth about $2.13 million.
Institutional ownership remains strong, with several large funds such as Fisher A
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Icon Wealth Advisors LLC Acquires 7,783 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Icon Wealth Advisors LLC increased its TSM holdings by 65.3% in the fourth quarter, buying 7,783 additional shares and bringing its total position to 19,695 shares worth about $5.98 million.
Insider activity was mixe