Semiconductor News & Analysis Feed
12118 articles
2026-06-17
www.barrons.com
2026-06-17
Barron's
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2026-06-17
eetimes.com
2026-06-17
Imec’s Zsolt Tokei and Arm’s Mohamed Awad explain why CMOS 2.0 could redefine semiconductor scaling beyond chiplets.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Semiconductor Stocks Climb in Premarket Trade Following Intel Manufacturing Milestone
Fiona Craig
Wed, June 17, 2026 at 5:46 AM PDT 2 min read
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MU
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Chipmakers moved higher in premarket trading on Wednesday, with Intel (NASDAQ:INTC) leading the sector after a
2026-06-17
www.indexbox.io
2026-06-17
IndexBox
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2026-06-17
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2026-06-17
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2026-06-17
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2026-06-17
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2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
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2026-06-17
www.foreignpolicyjournal.com
2026-06-17
foreignpolicyjournal.com
Nvidia CEO Jensen Huang has publicly dismissed the growing fear that agentic AI will destroy major software companies, offering a bullish outlook for the broader industry.
Speaking at Computex, an international information technology show held in Taiwan, Huang addressed claims that AI would render established software businesses obsolete.
Man who cut down village Christmas tree escapes jail sent
2026-06-17
www.barrons.com
2026-06-17
Barron's
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2026-06-17
tomshardware.com
2026-06-17
Mark Tyson
Nvidia showcases agentic robots that can teach themselves high-precision and dexterous tasks - like PC building - in the real world.
2026-06-17
www.openpr.com
2026-06-17
openPR.com
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2026-06-17
www.delloro.com
2026-06-17
Dell'Oro Group
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AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth
REDWOOD CITY, Calif. – June 17, 2026 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the worldwide revenue for Data Center IT Semiconductors and Components fo
2026-06-17
www.forbes.com
2026-06-17
Forbes
INNOVATION
ENTERPRISE TECH
As Agentic AI Reshapes Computing, Could It Reshape Qualcomm?
ByKarl Freund,
Contributor.
Founder and Principal Analyst, Cambrian-AI Research LLC
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Jun 17, 2026, 08:00am EDT
Summary
The rise of Agentic AI, capable of setting goals and executing multi-step tasks, is fundamentally altering AI infrastructure requirements. Unlike traditional generative AI, th
2026-06-17
www.prnewswire.com
2026-06-17
PR Newswire
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
NEWS PROVIDED BY
Dell'Oro Group
Jun 17, 2026, 08:00 ET
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AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth
REDWOOD CITY, Calif., June 17, 2026 /PRNewswire/ -- According to a recently published report by Dell'Oro
2026-06-17
www.morningstar.com
2026-06-17
Morningstar
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Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Provided by PR Newswire Jun 17, 2026, 8:00:00 PM
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell
2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
Micron's price target boosted to $1,500 at Deutsche Bank; Citi also ups PT
Jun 17, 2026, 9:56 AM ETMicron Technology, Inc. (MU) StockBy: Ravikash Bakolia, SA News Editor
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Deutsche Bank raised Micron Technology's (MU) price target to $1,500 from $1,000, a 50% increase, citing AI-driven DRAM demand and pricing tailwinds.
The firm kept its Buy rati
2026-06-17
www.dallasnews.com
2026-06-17
Dallas News
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2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
BlackRock’s Jay Jacobs told Earn Your Leisure that the hyperscalers are set to spend "close to a trillion dollars this year on CapEx", and that math problem is the entire trade. Goldman just flagged Marvell and Micron as the next-wave winners. The tape already agrees: MRVL is up 230% year to date and MU is up 244%. If you’re still treating this as a chip story, you’re already a step behind. Here a
2026-06-17
tomshardware.com
2026-06-17
Jowi Morales
National security interests could override public health concerns
2026-06-17
www.trefis.com
2026-06-17
Trefis
Micron Technology Stock On A Winning Streak: Time To Get In Or Book Profits?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
Micron Technology (MU) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But