Semiconductor News & Analysis Feed
20210 articles
2026-06-17
drrobertcastellano.substack.com
2026-06-17
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
How AI Factories Are Creating New Winners Beyond Nvidia
DR. ROBERT CASTELLANO
JUN 17, 2026
∙ PAID
6
Share
What’s In This Article
The semiconductor equipment lesson Wall Street is missing
Table 1. AI Accelerators Have Become The Dominant Form Of Data Center Compute
Chart 1. Nvidia’s Share of AI Infrastructure Value Continues To Increase
From CPU-Centric Computing To AI Factories
Nvidia Is Becoming
2026-06-17
www.ad-hoc-news.de
2026-06-17
AD HOC NEWS
ON Semiconductor, US6821891035
ON Semiconductor unveils new GaN power module for faster, cooler EV charging
17.06.2026 - 01:42:35 | ad-hoc-news.de
ON Semiconductor’s latest silicon carbide and GaN based power module targets next generation DC fast charging, promising higher efficiency, smaller footprints, and lower total cost of ownership for demanding B2B charging operators and industrial power
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (
SNDK
5.52%
) have soared more than 700% in 2026 as of this writing, while Micron Technology (
MU
5.50%
) has more than tripled this year and recently crossed $1 trillion in market value. Both have climbed for the same reason: an artificial intelligence (AI) build-out so hungry for storage and memory that supply c
2026-06-17
news.google.com
2026-06-17
The Seattle Times
2026-06-17
marklapedus.substack.com
2026-06-17
Semiecosystem
Intel Foundry Describes New 18A-P Process
The 2nm-class process enables high-performance chips. It features a dual contact, low resistance transistor option
SEMIECOSYSTEM
JUN 17, 2026
10
1
Share
By Mark LaPedus
At this week’s VLSI Symposium, Intel Foundry provided an update on its process roadmap, including the status of its new 18A-P technology.
Targeted for the foundry market, Intel’s 18A-P p
2026-06-17
www.kxii.com
2026-06-17
KXII
Coherent breaks ground on Sherman expansion with Nvidia, announces $50M federal funding
Expansion to quadruple production capacity for AI data center components
Coherent breaks ground on Sherman expansion with Nvidia, announces $50M federal funding
By Taylor Brooks
Published: Jun. 17, 2026 at 7:00 AM GMT+8|Updated: 11 hours ago
Share
Add as a preferred source on Google
SHERMAN, Texas (KXII) - Coh
2026-06-17
eetimes.com
2026-06-17
The June 2026 edition of EE Times Magazine explores autonomous aerospace and defense systems—from orbital data centers to AI-enabled drones.
2026-06-17
blogs.nvidia.com
2026-06-17
NVIDIA Blog
AI is moving beyond chatbots and copilots into the physical world. Across laboratories, factories and hospitals, a new generation of AI agents is beginning to work alongside people, helping them understand their environment, access knowledge and take action in real time.
However, building agentic systems that combine models, skills, harnesses, tools and an agentic runtime to help people perform h
2026-06-17
developer.nvidia.com
2026-06-17
NVIDIA Developer
Developers building for AR glasses and wearable devices face an infrastructure gap. The hardware is ready, but creating AI experiences requires integrating live camera and microphone streams, multimodal AI models, enterprise data, tool use, deployment infrastructure, and device-specific runtimes.
NVIDIA XR AI is designed to address this challenge by providing a reusable foundation for connecting
2026-06-17
www.hpcwire.com
2026-06-17
HPCwire
www.hpcwire.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a0d1a068e967d705
Performance and Security by Cloudflare
Privacy
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Taiwan Semiconductor Manufacturing (NYSE:TSM) And Amkor Sign 10 Year Arizona Packaging Deal
Bailey Pemberton
Tue, June 16, 2026 at 3:12 PM PDT 3 min read
2330.TW
-0.63%
TSM
-3.53%
Trade TSM on Coinbase
Trading disclosure
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
TSMC
2026-06-17
blogs.nvidia.com
2026-06-17
NVIDIA Blog
Coherent Breaks Ground on Expanded Texas Facility, Scaling AI’s Optical Backbone
Coherent’s expansion at its Sherman, Texas, campus scales what it calls the world’s first volume production 6-inch indium phosphide fab, a key supplier across NVIDIA’s AI stack.
June 16, 2026 by NVIDIA Newsroom
0
Share
AI runs at the speed of light. More and more, that light is made in Texas.
Coherent broke ground
2026-06-17
lufkindailynews.com
2026-06-17
The Lufkin Daily News
PREV
Previous
PREVIOUS
World Cup fans show support for the France vs. Senegal match
Fans were excited to see the France vs. Senegal match, in wh…
NEXT
Next Up
NEXT UP
Nvidia CEO Jensen Huang tries to quell fears on future of te…
Nvidia CEO Jensen Huang — whose work helped enable artificia…
AP
Nvidia CEO Jensen Huang says society needs 'new social norms' in age of AI
Jun 16, 2026 Updated
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
ON Semiconductor Corp. (ON) Falls More Steeply Than Broader Market: What Investors Need to Know
ON Semiconductor Corp. (ON) Falls More Steeply Than Broader Market: What Investors Need to Know · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 3:00 PM PDT 3 min read
ON
-6.08%
^GSPC
-0.57%
^DJI
+0.64%
^IXIC
-1.15%
Trade ON on Coinbase
Trading disclosure
ON Semiconductor Corp. (ON) closed at $118.2
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Here's Why ASML (ASML) Fell More Than Broader Market
Here's Why ASML (ASML) Fell More Than Broader Market · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 2:45 PM PDT 3 min read
ASML.AS
+1.87%
^GSPC
-0.57%
^DJI
+0.64%
^IXIC
-1.15%
ASML (ASML) closed the most recent trading day at $1,803.89, moving -4.69% from the previous trading session. This move lagged the S&P 500's daily loss of 0.57%. Mea
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Qualcomm (QCOM) Dips More Than Broader Market: What You Should Know
Qualcomm (QCOM) Dips More Than Broader Market: What You Should Know · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 2:45 PM PDT 3 min read
QCOM
-3.05%
^GSPC
-0.57%
^DJI
+0.64%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm (QCOM) closed the most recent trading day at $214.07, moving -3.05% from the previous trading sessio
2026-06-17
news.google.com
2026-06-17
OregonLive.com
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
The S&P 500 (
^GSPC
0.57%
) fell 0.57% to 7,511.35, and the Nasdaq Composite (
^IXIC
1.15%
) dropped 1.15% to 26,376.34 on tech and chip weakness. The Dow Jones Industrial Average (
^DJI
+0.64%
) rose 0.64% to 51,999.67, closing a four-day winning streak at a fresh record high.
Market movers
Artificial intelligence (AI) infrastructure player CoreWeave jumped almost 10% today on bullish analyst s
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia vs. Alphabet: Which Is the Better AI Chip Stock to Own for the Next 5 Years?
Geoffrey Seiler, The Motley Fool
Tue, June 16, 2026 at 2:29 PM PDT 5 min read
NVDA
-2.37%
GOOGL
+1.06%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (NASDAQ: NVDA) with
2026-06-17
www.journalgazette.net
2026-06-17
The Journal Gazette
PREV
Previous
PREVIOUS
SpaceX buys AI coding startup Cursor for $60 billion in race…
SpaceX will move forward with its $60 billion acquisition of…
NEXT
Next Up
NEXT UP
Pizza Hut, overtaken by the arrival of delivery culture, wil…
Pizza Hut's parent company is selling the 68-year-old chain …
AP
Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Nvidia is be