Semiconductor News & Analysis Feed
2982 articles
2026-06-17
www.gurufocus.com
2026-06-17
GuruFocus
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2026-06-17
www.marketscreener.com
2026-06-17
marketscreener.com
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2026-06-17
www.indexbox.io
2026-06-17
IndexBox
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2026-06-17
www.taipeitimes.com
2026-06-17
Taipei Times
Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) American depositary receipts (ADRs) rose over 4 percent in the US overnight, but its spot in the global market capitalization rankings fell one notch to No. 7, according to data released by companiesmarketcap.
The data showed shares in aerospace firm Space Exploration Technologies Corp (SpaceX) jumped almost 20 percent to overtake TSMC for sixth
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Vice president of client storage solutions at Silicon Motion warns that the retail SSD market has almost disappeared as NAND makers prioritize shipments of memory to AI data centers.
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
ASML Holding N.V. (ASML) Rallied on Market Dominance
Soumya Eswaran
Tue, 16 June 2026 at 7:40 am GMT-7 3 min read
ASML.AS
-1.91%
ASML
-4.69%
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s institutional Cl
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Taiwan Semiconductor Manufacturing Co.’s (TSM) 25% Capex Budget Hike Surged Market Confidence
Soumya Eswaran
Tue, June 16, 2026 at 7:33 AM PDT 3 min read
2330.TW
-1.46%
TSM
-3.53%
Trade TSM on Coinbase
Trading disclosure
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the "Columbia Global Technology Growth Fund". A copy of t
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
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Advanced Packaging Market Size to Worth $106.71 Billion by 2035 | Research by SNS Insider
SNS Insider pvt ltd
Tue, 16 June 2026 at 6:30 am GMT-7 6 min read
SNS Insider pvt ltd
The U.S. Advanced Packaging Market is estimated to be USD 9.66 Billion in 2025 and is projected to reach USD 21.67 Billion by
2026-06-16
www.openpr.com
2026-06-16
openPR.com
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2026-06-16
www.barrons.com
2026-06-16
Barron's
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2026-06-16
www.zacks.com
2026-06-16
Zacks Investment Research
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2026-06-16
www.marketscreener.com
2026-06-16
marketscreener.com
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2026-06-16
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2026-06-16
openPR.com
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2026-06-16
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2026-06-16
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Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
5 min read
AMD
−7.30%
INTC
−8.45%
NVDA
−2.37%
The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agenti
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
Nalak Das
Tue, June 16, 2026 at 5:52 AM PDT 5 min read
NVDA
-2.37%
Trade NVIDIA on Coinbase
Trading disclosure
The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agentic AI is expanding th
2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) is reportedly in advanced talks to acquire AI chip startup Tenstorrent in a deal valued between $8 billion and $10 billion, according to Reuters.
The potential acquisition would mark a significant strategic expansion for Qualcomm, pushing the chipmaker beyond its traditional mobile processor and connectivity chip stronghold.
Trump plans massive July 4 celebration, ICE age
2026-06-16
www.openpr.com
2026-06-16
openPR.com
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2026-06-16
www.marketscreener.com
2026-06-16
marketscreener.com
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