Semiconductor News & Analysis Feed
2437 articles
2026-06-16
www.insidermonkey.com
2026-06-16
Insider Monkey
HEDGE FUND INVESTOR LETTERS
-
NEWS
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Published on June 16, 2026 at 10:15 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison
2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) is reportedly in advanced talks to acquire AI chip startup Tenstorrent in a deal valued between $8 billion and $10 billion, according to Reuters.
The potential acquisition would mark a significant strategic expansion for Qualcomm, pushing the chipmaker beyond its traditional mobile processor and connectivity chip stronghold.
Trump plans massive July 4 celebration, ICE age
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Micron Technology is a widely followed artificial intelligence (AI) infrastructure stock, as it supplies a critical component in the form of memory chips that go into a variety of AI accelerator chips.
The company's revenue and earnings have been growing rapidly, driven by an acute shortage of memory chips. Micron is poised to release its fiscal 2026 third-quarter results on June 24, and there is
2026-06-16
www.kedglobal.com
2026-06-16
KED Global
From memory supplier to AI architect: SK Hynix deepens alliance with Nvidia
SK Group Chairman Chey Tae-won and Nvidia CEO Jensen Huang pose for a photo at SK Hynix’s exhibition booth during Computex 2026 in Taiwan on June 2, 2026 (Courtesy of Yonhap) SK Hynix Inc. is deepening its role with Nvidia Corp., moving from a key memory supplier to a full‑fledged strateg
2026-06-16
tomshardware.com
2026-06-16
Sarah Jacobsson Purewal
I test keyboards for a living, and these are the keyboards I keep coming back to.
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to his stakes in SpaceX (
SPCX
+4.36%
) and Tesla (
TSLA
1.55%
), Elon Musk's net worth now tops $1 trillion. Musk has pioneered innovations in electric vehicles. He has successfully commercialized rocket launches. And now he plans to take on Nvidia (
NVDA
2.16%
).
Musk told Baron Capital founder R
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Micron Technology (
MU
5.50%
) has been one of the best performers in the S&P 500 (
^GSPC
0.57%
) year to date, with shares up 240%. The stock has become a popular way to participate in the artificial intelligence trade because the company is a key supplier of memory chips.
I think Micron will reach $1,500 per share after the company reports fourth-quarter financial results for fiscal 2027 (which
2026-06-16
news.google.com
2026-06-16
TradingView
2026-06-16
news.google.com
2026-06-16
digitimes
2026-06-16
www.digitimes.com
2026-06-16
digitimes
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC...
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2026-06-16
www.insidermonkey.com
2026-06-16
Insider Monkey
NEWS
Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages
Published on June 16, 2026 at 2:27 am by ASHAR JAWAD in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years. While speaking at a ceremony for a new science park in Pingtung, the company’s
2026-06-16
www.tradingkey.com
2026-06-16
TradingKey
TSMC is collaborating with Ibiden and Innolux to validate glass substrates for its new CoPoS advanced packaging technology. This shift from wafer-level to panel-level processing aims to overcome limitations of traditional organic and silicon interposers. Simulation results indicate glass substrates offer significant improvements in warpage, thermal expansion, elastic modulus, power integrity, and
2026-06-16
digitimes.com
2026-06-16
SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market. According to Newsis, industry sources reported that SK Hynix had recently made positive progress in HBM4E development and was preparing to send samples soon, with shipments possibly beginning in June 2026 and no later th
2026-06-16
digitimes.com
2026-06-16
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec.
2026-06-16
digitimes.com
2026-06-16
Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible for running deployed models and generating revenue.
2026-06-16
digitimes.com
2026-06-16
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial intelligence (AI) boom is reshaping Japan's corporate landscape.
2026-06-16
digitimes.com
2026-06-16
Samsung Electronics has secured key technology for a 5nm-class magnetoresistive random-access memory cell, according to Korean financial daily Sedaily, moving ahead just four months after presenting what it described as the world's first 8nm-class MRAM at an international conference.
2026-06-16
digitimes.com
2026-06-16
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip Semiconductor delivered the key ranking shift, overtaking Taiwan's Vanguard International Semiconductor (VIS) for the first time to become the world's eighth-largest foundry.
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Shares of Micron Technology (
MU
5.50%
) surged on Monday after an investment bank's research team highlighted the memory chip leader's staggering artificial intelligence (AI)-fueled growth potential.
Image source: The Motley Fool.
Demand is outstripping supply
The rapid build-out of AI data centers is creating enormous demand for the high-speed memory chips needed to run machine-learning appli