Semiconductor News & Analysis Feed
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2026-06-17
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2026-06-17
Kunal Khullar
The new G3-series peripherals focus on lightweight gaming and customization.
2026-06-17
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2026-06-17
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2026-06-17
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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
2026-06-17
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2026-06-17
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VITURE Unveils Helix, the First AI Safety Glasses Built on NVIDIA's XR AI Solution, at AWE 2026
VITURE Unveils Helix, the First AI Safety Glasses Built on NVIDIA's XR AI Solution, at AWE 2026
Provided by PR Newswire Jun 17, 2026, 12:00:00 AM
VITURE Unveils Helix, the First AI Safety Glasses Built on NVIDIA's XR AI Solution, at AWE 2026
VITURE Unveils Helix, the First AI Safe
2026-06-17
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2026-06-17
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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
Micron Technology (MU) Skyrocketed on Explosive Demand For High-Bandwidth Memory
Soumya Eswaran
Tue, 16 June 2026 at 8:04 am GMT-7 3 min read
MU
-6.18%
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 insti
2026-06-16
uk.finance.yahoo.com
2026-06-16
Yahoo Finance UK
Micron Technology (MU) Skyrocketed on Explosive Demand For High-Bandwidth Memory
Soumya Eswaran
Tue, 16 June 2026 at 8:04 am GMT-7 3 min read
MU
-6.18%
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 insti
2026-06-16
militaryembedded.com
2026-06-16
Military Embedded Systems
The next frontier: GaN HEMTs for high-reliability space and defense power architectures
Story
June 16, 2026
BLAKE SOILEAU
Infineon Technologies
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The space and defense industries face the critical challenge of delivering enhanced compute power in compact, efficient packages without compromising reliability or performance. In defense-related applications, in-orbit computing is the ba
2026-06-16
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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
news.google.com
2026-06-16
CNBC
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.insidermonkey.com
2026-06-16
Insider Monkey
HEDGE FUND INVESTOR LETTERS
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NEWS
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Published on June 16, 2026 at 10:15 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Soumya Eswaran
Tue, June 16, 2026 at 7:15 AM PDT 3 min read
TXN
-2.44%
^GSPC
-0.57%
Trade TXN on Coinbase
Trading disclosure
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the "Madison Large Cap Fund". A copy of the letter is available to download here. The Madison Large Cap
2026-06-16
www.bakersfield.com
2026-06-16
Bakersfield.com
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2026-06-16
www.investing.com
2026-06-16
Investing.com
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