Semiconductor News & Analysis Feed
19937 articles
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
decrypt.co
2026-06-18
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2026-06-18
www.tradingview.com
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
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2026-06-18
news.google.com
2026-06-18
The Motley Fool
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
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Trading disclosure
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
2026-06-18
www.trefis.com
2026-06-18
Trefis
Texas Instruments Stock And The Industrial Recovery Hiding In Plain Sight
June 17th, 2026 by Trefis Team
-15.99%
Downside
302
Market
254
Trefis
TXN
Texas Instruments
Before the chipmaker’s stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarter by quarter, for anyone listening.
Between December 2025 and June 2026, Texas Instruments (TXN) stock
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Investors in the semiconductor capital equipment sector often face a structural question about where value is created in the supply chain. The largest equipment manufacturers—companies such as Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) and Lam Research (NYSE:LRCX)—design and sell complete semiconductor manufacturing systems. Surrounding these firms is a large ecosystem of suppliers th
2026-06-18
beavertonvalleytimes.com
2026-06-18
Beaverton Valley Times
A global logistics company is expanding its footprint in Hillsboro with plans for a new warehouse hub designed to support Oregon’s semiconductor industry.
DSV Global Transport and Logistics broke ground Wednesday, June 17, on the Oregon Regional Warehouse Hub, a 750,000-square-foot facility at 5775 N.E. 26th Court that the company says will serve semiconductor manufacturers across the state.
The
2026-06-18
marketwise.com
2026-06-18
MarketWise
marketwise.com
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2026-06-18
eetimes.com
2026-06-18
uOttawa cracks quantum turbulence, making ultra-secure communication cheaper.
2026-06-18
www.thestreet.com
2026-06-18
thestreet.com
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2026-06-18
hillsboronewstimes.com
2026-06-18
Hillsboro News Times
A global logistics company is expanding its footprint in Hillsboro with plans for a new warehouse hub designed to support Oregon’s semiconductor industry.
DSV Global Transport and Logistics broke ground Wednesday, June 17, on the Oregon Regional Warehouse Hub, a 750,000-square-foot facility at 5775 N.E. 26th Court that the company says will serve semiconductor manufacturers across the state.
The
2026-06-18
news.alphastreet.com
2026-06-18
AlphaStreet
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ASML (ASML) Has an EUV-and-Service Engine Bigger Than an AI-Capex Proxy
ANALYSIS
ASML (ASML) Has an EUV-and-Service Engine Bigger Than an AI-Capex Proxy
$ASML
June 17, 2026
5 min read
X
in
f
ASML Holding N.V. (ASML) is easy to flatten into a single trade: if investors feel good about AI data-center spending, they feel good about ASML, and if wafer-fab budgets wobble, the stock i