Semiconductor News & Analysis Feed
396 articles
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Decreased by Analog Century Management LP
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Analog Century Management LP trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.8% during the 4th quarter, according to the company in its most recent Form 13F filing w
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Axcelis Technologies (ACLS) Stock Valuation After Sector Momentum Lifts Semiconductor Equipment Makers
Simply Wall St
Sat, June 13, 2026 at 8:09 PM PDT 3 min read
ACLS
+3.77%
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Sector momentum lifts Axcelis Technologies (ACLS)
Axcelis Technol
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Stock Valuation After AI Supercycle Momentum And New Board Appointment
June 14, 2026
Simply Wall St
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What Micron’s AI Supercycle Means After a New Board Appointment
Micron Technology (MU) sits at the center of an AI driven memory shortage, with strong demand for its chips, rising pricing power, upbeat quarterly resu
2026-06-13
phys.org
2026-06-13
Phys.org
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2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lumentum Nvidia Deal Highlights AI Optics Growth And Valuation Opportunity
Simply Wall St
Sat, June 13, 2026 at 4:12 AM PDT 2 min read
LITE
+3.59%
NVDA
+0.16%
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Lumentum Holdings (NasdaqGS:LITE) has entered a new multi year partnership with Nvidi
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineons, Momentum
Infineon's Momentum Hits a Test: Jefferies Lifts Target to €96 While Chart Warns of Overextension
13.06.2026 - 12:54:24 | boerse-global.de
Infineon's 107% DAX gain pushes it 82% above 200-day MA; Jefferies raises target to €96 on AI data center growth, but high P/E and volatility pose risks.
Infineons - Infineon's Momentum Hits a Test: Jefferies Lifts Target to €96 While Char
2026-06-13
digitimes.com
2026-06-13
Linkotech said its fan-out panel-level packaging rollout is showing early momentum, with certification from a North American low-Earth-orbit satellite communications customer and first equipment deliveries completed in the first half of 2026. The company said related sales could quickly rise to double digits as a share of annual revenue, with implications for supply chains worldwide.
2026-06-13
quantumzeitgeist.com
2026-06-13
Quantum Zeitgeist
QUANTUM HARDWARE, DEEP TECH
SiC Transistors Mimic Brain Cells at 10mK for Quantum Control
June 12, 2026
BY IVY DELANEY
Engineers at HKU have demonstrated the first “brain-like” chip capable of mimicking biological neurons at a frigid 10 millikelvin, a crucial step toward solving the wiring challenges that limit quantum computer scalability. The team, led by Professor Yuhao Zhang and PhD student X
2026-06-13
www.investing.com
2026-06-13
Investing.com
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2026-06-12
simplywall.st
2026-06-12
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South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Stock Valuation Check After Strong Recent Momentum
June 12, 2026
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What SK hynix’s recent share performance might be telling investors
SK hynix (KOSE:A000660) has drawn fresh attention after a very large past 3 months return, putting its semiconductor story back in focus for investors watchi
2026-06-12
digitimes.com
2026-06-12
ChangXin Memory Technologies (CXMT), China's largest DRAM maker, plans to raise approximately CNY29.5 billion (US$4.35 billion) through an IPO on Shanghai's STAR Market, fueling debate about whether China's push into memory semiconductors can eventually erode the dominance of the industry's established players.
2026-06-12
digitimes.com
2026-06-12
In power electronics engineering, Silicon Carbide (SiC) companies are competing to achieve the absolute lowest thermal resistance (Rth), with the mindset that lower heat signature equates a superior system. However, at PCIM Europe 2026, a collaborative project between Rohm Semiconductor, Schweizer Electronic, and eMoveUs GmbH exposed a revolutionary counter-intuitive shift in design philosophy: wi
2026-06-12
digitimes.com
2026-06-12
Sigurd announced that its May revenue reached a historic high, driven by overseas customer expansion, stronger demand for AI-related chips, and rising use of advanced packaging capacity. The result suggests continued momentum in global semiconductor supply chains, with implications for networking, memory, and high-performance computing markets worldwide.
2026-06-12
simplywall.st
2026-06-12
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United States/Semiconductors/NasdaqGS:AMAT
Assessing Applied Materials (AMAT) Valuation After Strong Share Price Momentum And Premium Narrative
June 12, 2026
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Event Overview and Immediate Context
Applied Materials (AMAT) is back in focus after recent trading, as investors weigh its current share price of US$552.64 against the company’s size, with a mark
2026-06-12
developer.nvidia.com
2026-06-12
NVIDIA Developer
NVIDIA Quantum InfiniBand now offers intent-based security profiles in Unified Fabric Manager (UFM) that enable multi-tenant fabric security in a single click.
NVIDIA Quantum InfiniBand supports three profiles: General, Bare Metal Cloud, and Secured Bare Metal Cloud. Network administrators can now auto-configure:
Partition Key (PKey) isolation
Management Datagram (MAD) key protection
Global Uni
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
NVIDIA’s Outlook Gains Momentum: Stock Price to Follow
Written by Thomas Hughes | Reviewed by Clare Titus
June 11, 2026
KEY POINTS
NVIDIA's business continues to gain momentum, and catalysts are rolling down the pipe for delivery in Q3.
Analysts' sentiment trends have strengthened, pointing to a $500 price target and 150% upside.
Valuation metrics suggest this stock could top $1000 again within a
2026-06-12
www.msn.com
2026-06-12
MSN
KKR has partnered with Nvidia, Vistra, and the Kuwait Investment Authority to launch a $10 billion artificial-intelligence infrastructure company, the latest sign private equity is piling into the AI data center buildout.
KKR announced the new company Helix Digital Infrastructure on Thursday, and said Nvidia would serve as a “cornerstone strategic partner.” Nuclear and natural gas energy provider
2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-11
www.barrons.com
2026-06-11
Barron's
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