Semiconductor News & Analysis Feed
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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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A semiconductor factory in the US is built on a foundation that uses more concrete than the Burj Khalifa.
Why? Even the slightest vibration can disrupt production and damage millions of chips, each worth hundreds, sometimes thousands, of dollars. It ta
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
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2026-06-17
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2026-06-16
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2026-06-16
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The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) when they hear that story. Yet memory chips have quietly become just as critical to AI infrastructure as GPUs.
Every AI server requires massive amounts of DRAM and high-bandwidth memory (HBM), and sup
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
You Missed Micron’s 811% Run — but There’s Still 40% More Upside, According to Wall Street
Rich Duprey
Tue, June 16, 2026 at 8:56 AM PDT 4 min read
MU
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NVDA
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Micron's 811% run doesn't signal the end, as TD Cowen, Cantor Fitzgerald, and Susquehanna all see significant upside remaining, with price targets ranging from $1,500 to $1
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
ON Semiconductor, US6821891035
Onsemi EliteSiC MOSFET promises cooler, more efficient power for demanding designs
16.06.2026 - 17:52:38 | ad-hoc-news.de
Engineers pushing the limits of EV, solar or industrial power stages get a new flagship SiC MOSFET option from Onsemi.
ON Semiconductor, US6821891035
Onsemi EliteSiC MOSFET 1200 V 40 m? aims to become the cool-running heart of your next high-po
2026-06-16
tspasemiconductor.substack.com
2026-06-16
semivision
Japan’s Strategic Position in the Semiconductor Industry in the AI Era
Origianl Article By SemiVision Research [Reading time: 46 mins]
SEMIVISION
JUN 16, 2026
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Japan’s Strategic Position in the Semiconductor Industry in the AI Era
The History and Overall Positioning of Japan’s Semiconductor Industry
Japan is an important participant in the global semiconductor industry. After re
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Vice president of client storage solutions at Silicon Motion warns that the retail SSD market has almost disappeared as NAND makers prioritize shipments of memory to AI data centers.
2026-06-16
developer.nvidia.com
2026-06-16
NVIDIA Developer
NVIDIA delivered a clean sweep in MLPerf Training v6.0, the latest edition of industry-standard AI training benchmarks developed by the MLCommons consortium. NVIDIA achieved the fastest time to train at scale, and also delivered the highest performance when normalized on a per-accelerator basis on every benchmark. It was also the only platform to submit on every test.
MLCommons introduced new pr
2026-06-16
eu.36kr.com
2026-06-16
36 Kr
Semiconductor equipment, a new track is gaining traction
半导体产业纵横
2026-06-16 20:08
When wafers are still round, display panels are already square.
From 2025 to 2026, a new trend emerged in the semiconductor equipment industry. A group of semiconductor equipment manufacturers are intensively launching new equipment for square substrates. From lithography, metrology, CMP, photoresist stripping, elec
2026-06-16
tomshardware.com
2026-06-16
Luke James
SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.
2026-06-16
uk.finance.yahoo.com
2026-06-16
Yahoo Finance UK
Micron Technology (MU) Skyrocketed on Explosive Demand For High-Bandwidth Memory
Soumya Eswaran
Tue, 16 June 2026 at 8:04 am GMT-7 3 min read
MU
-6.18%
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s insti
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
Micron Technology (MU) Skyrocketed on Explosive Demand For High-Bandwidth Memory
Soumya Eswaran
Tue, 16 June 2026 at 8:04 am GMT-7 3 min read
MU
-6.18%
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s insti