Semiconductor News & Analysis Feed
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2026-06-16
www.tomshardware.com
2026-06-16
Tom's Hardware
Tech Industry Manufacturing Semiconductors
TSMC says panel packaging won't replace CoWoS anytime soon for the largest future AI processors — wafer-level tech can scale to 58 massive dies in one package
News
By Anton Shilov published 16 hours ago
CoPoS may enable larger chips, but CoWoS is still better.
(Image credit: Intel)
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2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
CoPoS may enable larger chips, but CoWoS is still better.
2026-06-16
tomshardware.com
2026-06-16
Hassam Nasir
Intel's cancelled "Arctic Sound" AI GPU based on the original Xe-HP architecture has been pictured sporting two tiles and 32GB of HBM2E.
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
digitimes.com
2026-06-16
Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Informationreported, citing a person with direct knowledge of the deal. The two companies have discussed a price of US$8 billion to US$10 billion, the person said, a significant premium to Tenstorrent's last known valuation.
2026-06-16
ca.investing.com
2026-06-16
Investing.com Canada
ca.investing.com
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Privacy
2026-06-16
tomshardware.com
2026-06-16
Jowi Morales
Local governments demand more time to study how they can manage the impacts of huge data center projects.
2026-06-16
eetimes.com
2026-06-16
The company said it can consume an order of magnitude less power per token versus GPU alternatives.
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
The semiconductor rally has continued to act as a trader’s playground. In a recent comment on X, Eric Balchunas, a senior ETF analyst, remarked on a snapshot of his that half of the most-traded ETFs on that day (that was at the start of June) were related to the semiconductor industry.
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Balchunas has his fair share of experience, yet he said he’s never seen anything like that. That’s
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Semiconductor ETFs Now Dominate the Most‑Traded List — A Signal You Can’t Ignore
Joey Frenette
Mon, June 15, 2026 at 9:00 AM PDT 4 min read
NVDA
+3.48%
SOXS
-15.25%
SNDK
+6.45%
SOXX
+4.92%
SOXL
+15.17%
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Eric Balchunas said half of the most-traded ETFs in early June were semiconductor-related, a phenomenon he noted having never witnessed befo
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t
Jeremy Phillips
Mon, June 15, 2026 at 7:04 AM PDT 6 min read
NVDA
+2.41%
QQQ
+2.79%
^IXIC
+2.51%
005930.KS
+4.50%
TSM
+3.42%
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Trading disclosure
Quick Read
AIQ beat QQQ by 17 points last year, driven by SK Hynix's 211% return and Samsung, both of which are names no US index fund c
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) returned 52%, while the Invesco QQQ Trust (NASDAQ:QQQ) returned 35%. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) itself, the supposed only AI trade worth making, returned 42% over the same stretch.
V
2026-06-15
tomshardware.com
2026-06-15
Mark Tyson
GoldenEye Recomp v1.0 has been released, providing 'a native PC port of GoldenEye 007 built by statically recompiling the original game into C++' with no emulation involved.
2026-06-15
tomshardware.com
2026-06-15
Jowi Morales
This isn't a new issue at all, but it seems that automakers still don't care enough for cybersecurity on their vehicles.
2026-06-15
news.futunn.com
2026-06-15
富途牛牛
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2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
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
finance.yahoo.com
2026-06-15
Yahoo Finance
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%
Trade AMAT on Coinbase
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
On
2026-06-15
digitimes.com
2026-06-15
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 for local production and service, faster ramps for AI chip capacity, and customer demands for supply chain resilience amid de-Americanization
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
NVIDIA (NVDA): AI Factory Demand Shows How Growth Can Stay High Without Balance Sheet Strain
Habib Ur Rehman
Sun, June 14, 2026 at 12:44 PM PDT 2 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth low debt stocks to invest in right now. The company fits the list because demand for AI infrastructure is still driving exception
2026-06-15
ca.finance.yahoo.com
2026-06-15
Yahoo! Finance Canada
NVIDIA (NVDA): AI Factory Demand Shows How Growth Can Stay High Without Balance Sheet Strain
Habib Ur Rehman
Sun, June 14, 2026 at 12:44 p.m. PDT 2 min read
NVDA
+0.16%
NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth low debt stocks to invest in right now. The company fits the list because demand for AI infrastructure is still driving exceptional growth, while NVIDIA continues to carry