Semiconductor News & Analysis Feed
12118 articles
2026-06-16
www.benzinga.com
2026-06-16
Benzinga
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2026-06-16
simplywall.st
2026-06-16
simplywall.st
Japan/Electrical/TSE:6503
Should Mitsubishi Electric’s 2027 Guidance and Power-Semiconductor Push Require Action From Mitsubishi Electric (TSE:6503) Investors?
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In early June 2026, Mitsubishi Electric Corporation issued consolidated earnings guidance for 2027, targeting revenue of ¥6,200.00 billion and net profit attributable
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
What Makes Taiwan Semiconductor Manufacturing (TSM) a Strong Bet?
Soumya Eswaran
Tue, June 16, 2026 at 7:37 AM PDT 3 min read
2330.TW
-1.46%
MSTR
-6.35%
CL=F
-0.25%
TSM
-3.53%
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Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its "Global Growth Strategy." A copy of the letter can b
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Taiwan Semiconductor Manufacturing Co.’s (TSM) 25% Capex Budget Hike Surged Market Confidence
Soumya Eswaran
Tue, June 16, 2026 at 7:33 AM PDT 3 min read
2330.TW
-1.46%
TSM
-3.53%
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Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the "Columbia Global Technology Growth Fund". A copy of t
2026-06-16
www.insidermonkey.com
2026-06-16
Insider Monkey
HEDGE FUND INVESTOR LETTERS
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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
finance.yahoo.com
2026-06-16
Yahoo Finance
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Soumya Eswaran
Tue, June 16, 2026 at 7:15 AM PDT 3 min read
TXN
-2.44%
^GSPC
-0.57%
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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 Large Cap
2026-06-16
www.msn.com
2026-06-16
MSN
Robinhood's CEO says business is thriving and it's cutting jobs to "maximize our talent density."
"Our ambitions require us to continuously raise our own bar," Vlad Tenev wrote in a layoff memo.
The trading platform isn't the only company that's drawn connections between worker performance and cuts.
Robinhood has a message for workers losing their jobs: The company isn't struggling. You are.
Tha
2026-06-16
techafricanews.com
2026-06-16
TechAfrica News
Equinix said the enhanced partnership builds on years of joint work with Cisco and Nvidia, evolving into a broader ecosystem tailored to support increasingly complex AI workloads across hybrid and distributed environments.
Equinix has expanded its collaboration with Cisco and Nvidia to accelerate the shift of artificial intelligence deployments from early-stage pilots into full enterprise product
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Is Lattice Semiconductor (LSCC) Outperforming Other Computer and Technology Stocks This Year?
Is Lattice Semiconductor (LSCC) Outperforming Other Computer and Technology Stocks This Year? · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 6:40 AM PDT 2 min read
LSCC
-3.69%
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Investors interested in Computer and Technology stocks should always be looking to
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Up 770% YTD, How High Can Micron Go?
Vandita Jadeja
Tue, June 16, 2026 at 6:37 AM PDT 4 min read
MU
-6.18%
NVDA
-2.37%
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Quick Read
Micron (MU) has surged 281% YTD to $1,088, but 24/7 Wall St. issues a high-confidence SELL with a $702 price target.
HBM memory is sold out through 2026, Micron can meet only two-thirds of key customer demand, and top anal
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Few stocks have rewritten their own story in 2026 the way Micron Technology (NASDAQ:MU | MU Price Prediction) has. Shares closed at $1,087.99 on June 15, up 281% year to date and 843% over the past year, with net income growing 770.8% year over year last quarter.
Our 24/7 Wall St. price target for Micron is $701.69, implying 35.51% downside over the next 12 months. The recommendation is sell, wit
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.
2026-06-16
www.openpr.com
2026-06-16
openPR.com
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2026-06-16
thequantuminsider.com
2026-06-16
The Quantum Insider
PRESS RELEASE — SEEQC, Inc. (“SEEQC” or the “Company”), a developer and manufacturer of scalable, energy efficient digital chips for quantum computing systems, today announced its participation in a four-year Microelectronics Commons Northeast Regional Defense Technology Hub (NORDTECH) program.
As one of eight U.S. Microelectronics Commons hubs, NORDTECH collaborates with regional partners across
2026-06-16
news.google.com
2026-06-16
Business Wire
2026-06-16
www.zacks.com
2026-06-16
Zacks Investment Research
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2026-06-16
tomshardware.com
2026-06-16
Andrew E. Freedman
Microsoft is updating the Surface Pro and Surface Laptop using the latest Qualcomm Snapdragon X2 chips, along with haptic feedback on the Laptop's touchpad and a new jade color.
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
Nalak Das
Tue, June 16, 2026 at 5:52 AM PDT 5 min read
NVDA
-2.37%
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The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agentic AI is expanding th
2026-06-16
www.tradingview.com
2026-06-16
TradingView
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Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
5 min read
AMD
−7.30%
INTC
−8.45%
NVDA
−2.37%
The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agenti