Semiconductor News & Analysis Feed
12118 articles
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron Technology Inc (MU) Gets Nvidia Nod For AI Memory Supply
Abdul Rahman
Tue, June 16, 2026 at 11:59 AM PDT 2 min read
MU
-6.18%
NVDA
-2.37%
005930.KS
+1.02%
000660.KS
+5.84%
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Trading disclosure
Micron Technology Inc (NASDAQ:MU) is one of billionaire Ken Fisher's top high growth stock picks. Micron has emerged as one of investors' favorite semiconductor stocks amid t
2026-06-17
www.lehighvalleylive.com
2026-06-17
LehighValleyLive.com
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
This is What Taiwan Semiconductor Manufacturing Company Limited (TSM) CEO Sees Happening
Abdul Rahman
Tue, June 16, 2026 at 11:58 AM PDT 2 min read
2330.TW
-0.63%
TSM
-3.53%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of billionaire Ken Fisher's top high growth stock picks. TSM shares have gained more than 40% over the past six mon
2026-06-17
www.bizjournals.com
2026-06-17
The Business Journals
www.bizjournals.com
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2026-06-17
www.thestreet.com
2026-06-17
thestreet.com
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2026-06-17
news.google.com
2026-06-17
Insider Monkey
2026-06-17
www.aol.com
2026-06-17
AOL.com
Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026
MANALI PRADHAN, CFA, THE MOTLEY FOOL
Wed, June 17, 2026 at 2:17 AM GMT+8
0
Key Points
Credo's stock has significantly outperformed Nvidia and Broadcom in 2026.
The company's high-speed cables and optical products help large AI clusters run more reliably and efficiently.
Credo's fiscal 2027 outlook remains strong, but its ri
2026-06-17
www.nokia.com
2026-06-17
Nokia
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2026-06-17
www.barchart.com
2026-06-17
Barchart.com
Close- up of computer chip with AI sign by YAKOBCHUK V via Shutterstock
The artificial intelligence boom has created a bottleneck few investors anticipated. GPUs get the headlines, but memory has become the fuel powering the entire AI ecosystem. Every new AI server requires dramatically more high-bandwidth memory (HBM), DRAM, and advanced storage than previous generations. At the same time, suppl
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Key Points
Credo's stock has significantly outperformed Nvidia and Broadcom in 2026.
The company’s high-speed cables and optical products help large AI clusters run more reliably and efficiently.
Credo’s fiscal 2027 outlook remains strong, but its rich valuation and customer concentration make it a high-risk AI stock.
10 stocks we like better than Credo Technology Group ›
Chip designers Nvidi
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026
Manali Pradhan, CFA, The Motley Fool
Tue, June 16, 2026 at 11:17 AM PDT 4 min read
NVDA
-2.37%
CRDO
-7.80%
AVGO
-4.37%
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Trading disclosure
Chip designers Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) have been two of the biggest beneficiaries of the artificial intelligence (AI) infrastructure bui
2026-06-17
eetimes.com
2026-06-17
Edge AI chip company said it can speed up engineer productivity when transferring to its hardware from months to hours.
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Chip designers Nvidia (
NVDA
2.16%
) and Broadcom (
AVGO
4.24%
) have been two of the biggest beneficiaries of the artificial intelligence (AI) infrastructure build-out. Yet in 2026, a much smaller semiconductor company, Credo Technology (
CRDO
7.80%
), is leaving both behind in share price gains.
Image source: Getty Images.
Shares of Credo are up about 74% year to date as of June 13, while Nvi
2026-06-17
www.sphericalinsights.com
2026-06-17
Spherical Insights
According to market research firm Spherical Insights, which has been working in the semiconductor, advanced packaging, chip manufacturing, artificial intelligence hardware, and electronics supply chain industry for the last 10 years, their market study indicates that the global advanced chip packaging market is experiencing substantial growth and is expected to expand significantly through 2035.
2026-06-17
developer.nvidia.com
2026-06-17
NVIDIA Developer
NVIDIA RTX technologies are deeply integrated into Unreal Engine 5 through the NVIDIA RTX Branch of Unreal Engine and the NVIDIA DLSS Unreal Engine plugin. This provides developers with direct access to advanced rendering, frame generation, and ray-traced lighting. NVIDIA is expanding this integration with new tools for building on-device AI characters and gameplay, as announced at Unreal Fest 202
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Just Raised Its Dividend 30% After Record AI Driven Results
June 17, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron Technology (NasdaqGS:MU) reported record quarterly results, with revenue close to tripling and earnings far ahead of prior expectations.
The company issued Q3 guidance that would put a single quarter’s reve
2026-06-17
www.qualcomm.com
2026-06-17
Qualcomm
Qualcomm Technologies Inc., today announced at Augmented World Expo, the Snapdragon® Scalable Turnkey AI-Ready Toolkit (START) a program designed to help brands bring their own personal AI devices to market faster and with greater flexibility, starting with smart glasses.
At the core of Snapdragon START are hardware modules powered by Snapdragon® platforms, combining advanced compute, connectivit
2026-06-17
wccftech.com
2026-06-17
Wccftech
The Taiwan Semiconductor Manufacturing Company (TSMC) is expanding its supply chain for glass substrates as part of the first step of establishing a supply chain for the chip-on-panel-on-substrate (CoPoS) packaging technology, according to supply chain sources. The glass substrates will be used in the firm's advanced versions of the chip-on-wafer-on-substrate (CoWoS) packaging technology, and TSMC
2026-06-17
siliconangle.com
2026-06-17
SiliconANGLE
Qualcomm Technologies Inc. today unveiled a brand-new chip featuring the Snapdragon Reality Elite, a rebrand of its existing line of powerful silicon designed to power next-generation immersive virtual reality and mixed reality experiences.
Reality Elite is the successor to the XR2+ Gen 2, announced during the Augmented World Expo in 2024, representing a generational leap in total power and desig
2026-06-17
www.marketscreener.com
2026-06-17
marketscreener.com
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