Semiconductor News & Analysis Feed
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2026-06-18
www.trefis.com
2026-06-18
Trefis
Is Micron Stock’s Record-Breaking Run A Cyclical Peak Or A New AI Reality?
June 17th, 2026 by Trefis Team
-66.17%
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MU
Micron Technology
The chip giant’s AI-fueled success is undeniable, but its soaring valuation is a stark reminder of the industry’s notoriously cyclical past.
After a striking 785% gain over the past year, it’s hard to ignore Micron Technology (MU).
2026-06-18
www.hpcwire.com
2026-06-18
HPCwire
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2026-06-18
www.brookings.edu
2026-06-18
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2026-06-18
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2026-06-18
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GLOBAL, PHOENIX COMMERCIAL REAL ESTATE, GENERAL BUSINESS
DAUM Helps United Integrated Services Expand U.S. Footprint Near TSMC’s Arizona Complex with $41M Land Acquisition
JUNE 17, 2026
Bob Lundstedt, Skip Corley, Jr. and Chase Heinemann
DAUM Commercial Real Estate Services, a leading provider of CRE services including brokerage, national tenant representation, con
2026-06-18
www.tomshardware.com
2026-06-18
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Intel's fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node
Features
By Luke James published 4 hours ago
Intel canceled fabs in three countries and then ran out of capacity. What gets built next will be decided this year.
When you purchase through links on our site, we may earn an affiliate commission. Here’s
2026-06-18
www.barchart.com
2026-06-18
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron (MU) shares have already more than tripled in 2026, but a senior Deutsche Bank analyst, Melissa Weathers, believes they’re not out of juice just yet.
In a research note this morning, Weathers maintained a “Buy” rating on MU and raised her price target on the memory chips specialist to $1,500, indicating potential upside of an
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
Jabin Bastian
Wed, June 17, 2026 at 1:35 PM PDT 2 min read
AMAT
+4.35%
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Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
What Happened?
Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 6.7% in the aft
2026-06-18
thehill.com
2026-06-18
The Hill
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2026-06-18
futurumgroup.com
2026-06-18
The Futurum Group
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2026-06-18
wccftech.com
2026-06-18
Wccftech
By now, everyone and their grandmother is familiar with ASML, the sole provider of EUV (Extreme Ultraviolet) capable lithography machines in the world.
As hyperscalers continue to aggressively build out compute, we constantly discover new bottlenecks at almost every level of Jensen's five-layer AI cake, down to an insulating film supplied by, of all things, an MSG manufacturer. Yet for all the no
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia has invested in many artificial intelligence (AI)-focused companies lately, and neocloud provider Nebius Group (
NBIS
+5.91%
) is one of them.
In March this year, Nvidia announced that it will invest $2 billion in Nebius to help accelerate the build-out of data centers and AI factories. Nebius specializes in designing and building dedicated AI and high-performance computing (HPC) data cent
2026-06-18
www.forbes.com
2026-06-18
Forbes
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2026-06-18
www.databricks.com
2026-06-18
Databricks
Expanding the collaboration to bring NVIDIA GPUs, the new Vera CPU, and agentic AI tooling into the Databricks platform.
NVIDIA accelerated computing powers some of the most demanding AI workloads on Databricks, from large-scale training, fine-tuning, and inference to industry-specific AI solutions. Today at Data + AI Summit, we're highlighting how NVIDIA AI infrastructure lies at the center of n
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
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TSMC: Why Premium Multiples Don't Matter For The King Of Foundries
Jun 17, 2026, 4:17 PM ETTaiwan Semiconductor Manufacturing Company Limited (TSM) StockINTC
C Jessen
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Taiwan Semiconductor (TSM) remains the industry leader, delivering exceptional revenue and EPS growth, underpinned by dominant
2026-06-18
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Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
2 min read
AMAT
+4.35%
What Happened?
Shares of semiconductor machinery manufacturer Applied Materials
AMAT
jumped 6.7% in the afternoon session after multiple analysts raised their price targets on the stock following the company's unveiling of
2026-06-18
wmbdradio.com
2026-06-18
1470 & 100.3 WMBD
By Stephen Nellis
SAN FRANCISCO, June 17 (Reuters) – The U.S. government awarded $500 million on Wednesday to startup SandboxAQ to develop new chemicals and materials for domestic semiconductor manufacturing, including alternatives to PFAS and rare earth imports.
The award is part of President Donald Trump’s move to allocate research funds under the CHIPS Act, an effort that previously funded a
2026-06-18
www.futuriom.com
2026-06-18
Futuriom
www.futuriom.com
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2026-06-18
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2026-06-18
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Texas Instruments Stock And The Industrial Recovery Hiding In Plain Sight
Trefis Team
Wed, June 17, 2026 at 12:55 PM PDT 3 min read
TXN
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Photo by Andrey Matveev on Unsplash
Before the chipmaker's stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarte