Semiconductor News & Analysis Feed
20356 articles
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Elon Musk Says He's Building a Chip '2-3x Better Than Nvidia' at 10% the Cost. Should Nvidia Investors Be Worried?
Keith Speights, The Motley Fool
Tue, June 16, 2026 at 2:04 AM PDT 4 min read
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SPCX
+4.83%
TSLA
-1.58%
INTC
-8.45%
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The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to his stakes
2026-06-16
www.infoworld.com
2026-06-16
InfoWorld
Nvidia’s RTX Spark paints a future in which AI agents and locally tuned language models live on the laptop in your backpack.
Credit: ViDI Studio/Shutterstock.com
Nvidia’s new RTX Spark is one of the most interesting personal computing announcements in years. That’s because it’s not just another PC platform, but tries to redefine the role of the personal computer in the age of AI. Announced at Co
2026-06-16
www.digitimes.com
2026-06-16
digitimes
ASML, TSMC, and imec have demonstrated a major advance in the effort to bring two-dimensional (2D) semiconductor materials from research laboratories into high-volume semiconductor manufacturing. At the 2026 IEEE/JSAP Symposium on VLSI Technology and...
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2026-06-16
www.msn.com
2026-06-16
MSN
Applied Materials (AMAT) traded at its highest valuation on record based on its price-to-sales ratio, according to a chart shared on X by Creative Planning's Charlie Bilello.
Bilello said on X that Applied Materials (AMAT) was trading at more than 16 times trailing 12-month sales, surpassing its previous peak valuation of roughly 15 times sales reached during the dot-com era in April 2000.
The c
2026-06-16
www.msn.com
2026-06-16
MSN
Record-breaking raise: Nvidia secured $25 billion in bonds, its largest debt deal ever, after orders more than tripled the offering size.
Strategic financing: Beyond refinancing debt, Nvidia aims to set a liquid credit benchmark to ease future borrowing amid AI market expansion.
AI capital race: The sale aligns with big tech's $700B AI spending push, positioning Nvidia as a key player in the sec
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to his stakes in SpaceX (
SPCX
+4.36%
) and Tesla (
TSLA
1.55%
), Elon Musk's net worth now tops $1 trillion. Musk has pioneered innovations in electric vehicles. He has successfully commercialized rocket launches. And now he plans to take on Nvidia (
NVDA
2.16%
).
Musk told Baron Capital founder R
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Micron Technology (
MU
5.50%
) has been one of the best performers in the S&P 500 (
^GSPC
0.57%
) year to date, with shares up 240%. The stock has become a popular way to participate in the artificial intelligence trade because the company is a key supplier of memory chips.
I think Micron will reach $1,500 per share after the company reports fourth-quarter financial results for fiscal 2027 (which
2026-06-16
astanatimes.com
2026-06-16
The Astana Times
BY AIDA HAIDAR in EDITOR’S PICKS, INTERNATIONAL on 16 JUNE 2026
ASTANA — Kazakhstan signed $10 billion worth of agreements with the United States AI infrastructure company Firebird and technology leader NVIDIA to develop large-scale artificial intelligence infrastructure, marking one of the country’s most ambitious technology investments to date.
The agreements, signed following a June 16 meetin
2026-06-16
www.digitimes.com
2026-06-16
digitimes
Global semiconductor manufacturing equipment sales reached a record US$36.55 billion in the first quarter of 2026, driven by AI-related investment in advanced logic, DRAM, and advanced packaging capacity, according to the latest Worldwide Semiconductor...
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2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
Lam Research, US5128071082
AI wafer demand lifts Lam Research’s Sense.i platform into the spotlight
16.06.2026 - 10:44:18 | ad-hoc-news.de
Lam Research’s Sense.i etch platform is emerging as one of the key workhorses for high-aspect-ratio 3D NAND and advanced logic, as chipmakers ramp AI data center capacity and high-bandwidth memory. The modular system targets lower cost per wafer and tighter pr
2026-06-16
news.google.com
2026-06-16
EE Times
2026-06-16
news.google.com
2026-06-16
MarketBeat
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
The Zacks Analyst Blog Highlights SanDisk, Micron, Seagate Technology and Western Digital
The Zacks Analyst Blog Highlights SanDisk, Micron, Seagate Technology and Western Digital · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 1:28 AM PDT 8 min read
SNDK
-5.52%
MU
-6.18%
STX
+1.23%
WDC
+4.22%
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For Immediate Release
Chicago, IL – June 16, 2026 – Za
2026-06-16
technode.global
2026-06-16
TNGlobal
Kenanga Research said Monday that advanced packaging will become the next battleground in semiconductor value chain and benefit Malaysia’s technology players.
The research house said in a note that advanced packaging has emerged as a critical enabler of next-generation semiconductor performance, particularly as Moore’s Law slows and artificial intelligence (AI)/ high performance computing (HPC) w
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
__fail__
2026-06-16
www.mk.co.kr
2026-06-16
매일경제
사진 확대
Employees of KT's partner companies are packing set-top boxes. KT
As demand for high-bandwidth memory (HBM) for artificial intelligence (AI) servers has soared, the price of general-purpose memory in set-top boxes is also soaring. Accordingly, KT is the first telecommunications company to pay advance payments to its partners to stabilize the supply chain.
KT announced on the 16th that it re
2026-06-16
www.trefis.com
2026-06-16
Trefis
Before the stock took off, the company's overall growth looked sluggish, but management was explicitly forecasting a boom in its most important AI-related businesses.
When a stock jumps more than two hundred percent in a year, as Applied Materials (AMAT) did, the move can feel like a lightning strike, sudden and unpredictable. But sometimes, the storm clouds gather for months. You just have to kn
2026-06-16
focustaiwan.tw
2026-06-16
Focus Taiwan
Taipei, June 16 (CNA) Liao Cheng-wei (廖承威), director general of Taiwan's Intellectual Property Office (TIPO), said on Tuesday that he suspected two firms currently suing contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) for patent infringement are so-called "patent trolls."
When asked whether TIPO has knowledge of the details of the case filed with the U.S. International Trade Comm
2026-06-16
www.bisinfotech.com
2026-06-16
Bisinfotech
www.bisinfotech.com
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2026-06-16
news.google.com
2026-06-16
CNBC