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2026-06-18
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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
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2026-06-18
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2026-06-18
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2026-06-18
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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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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
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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
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2026-06-18
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2026-06-18
Design News
Cognex’s Nvidia-powered In-Sight 6900 Vision Controller offers engineers high-performance edge AI machine vision, and its OneVision cloud-based AI model developer eliminates the need for third-party AI tools.
Cognex Corp. is using Nvidia technology to transform vision inspection. Its latest machine vision solution, the In-Sight 6900 Vision Controller, uses Nvidia Jetson technology to turn “what w
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
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Citi Has a New Micron Stock Target for 2027
Citi Has a New Micron Stock Target for 2027
Less than 1 min read
MU
+2.20%
Micron Technology
MU
received a higher price target from Citi, which lifted its forecast to $1,200 from $840 while maintaining a Buy rating on the memory-chip maker.
Citi said Micron could benefit from stronger-than-anticipated pricing trends across memory m
2026-06-18
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2026-06-18
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Micron & Another AI Memory Stock to Buy Now for Big Upside
Micron & Another AI Memory Stock to Buy Now for Big Upside
2 min read
MU
+2.20%
STX
+3.37%
For quite some time, Micron Technology MU and Seagate Technology Holdings plc STX have been benefiting from the artificial intelligence (AI) boom, as rising data needs fuel demand for memory and storage solutions.
Both stocks have de
2026-06-18
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2026-06-18
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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