Semiconductor News & Analysis Feed
12102 articles
2026-06-16
www.insidermonkey.com
2026-06-16
Insider Monkey
HEDGE FUND INVESTOR LETTERS
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NEWS
Strong Results Lifted Applied Materials (AMAT) in Q1
Published on June 16, 2026 at 10:46 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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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 downloa
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Strong Results Lifted Applied Materials (AMAT) in Q1
Soumya Eswaran
Tue, June 16, 2026 at 7:46 AM PDT 3 min read
AMAT
-3.00%
Trade AMAT 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 the letter is available to download here. In Q1 2026, t
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
Stock image
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
uk.finance.yahoo.com
2026-06-16
Yahoo Finance UK
Is this as good as it gets for Nvidia shares?
Harvey Jones
Tue, 16 June 2026 at 7:41 am GMT-7 3 min read
NVDA
-2.37%
^IXIC
-1.15%
Image source: Getty Images
Whenever I look at Nvidia (NASDAQ: NVDA) shares, I ask myself the same question. Is this as good as it gets?
As a UK-focused investor, I only started to pay serious attention to the Nasdaq-listed tech star at the start of 2024, when it trade
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
simplywall.st
2026-06-16
simplywall.st
Japan/Electrical/TSE:6503
Should Mitsubishi Electric’s 2027 Guidance and Power-Semiconductor Push Require Action From Mitsubishi Electric (TSE:6503) Investors?
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In early June 2026, Mitsubishi Electric Corporation issued consolidated earnings guidance for 2027, targeting revenue of ¥6,200.00 billion and net profit attributable
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
What Makes Taiwan Semiconductor Manufacturing (TSM) a Strong Bet?
Soumya Eswaran
Tue, June 16, 2026 at 7:37 AM PDT 3 min read
2330.TW
-1.46%
MSTR
-6.35%
CL=F
-0.25%
TSM
-3.53%
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Trading disclosure
Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its "Global Growth Strategy." A copy of the letter can b
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
www.tradingview.com
2026-06-16
TradingView
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Q: AI-driven demand and advanced packaging fuel double-digit growth and deeper OEM partnerships
Q: AI-driven demand and advanced packaging fuel double-digit growth and deeper OEM partnerships
Less than 1 min read
Q
−5.45%
Qnity is capitalizing on AI and advanced packaging trends, driving strong growth in data centers and industrial markets. Its end-to-end materials portfolio, rapi
2026-06-16
news.bloomberglaw.com
2026-06-16
Bloomberg Law News
A Houston federal judge reversed himself late Monday in a Nvidia chip smuggling case by deciding the Justice Department has satisfied discovery obligations without producing nonpublic White House communications on China policy.
In one paragraph at the end of an order delaying the trial, Senior Judge Kenneth Hoyt of the Southern District of Texas granted prosecutors’ request for reconsideration. T
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
-
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
seekingalpha.com
2026-06-16
Seeking Alpha
Top News
AMD isn't trying to 'kill Nvidia' but is challenging its business model
Jun 16, 2026, 10:11 AM ETAdvanced Micro Devices, Inc. (AMD) Stock, AMD:CA Stock, NVDA Stock, NVDA:CA StockRXTBy: Sara Sethiya, SA News Editor
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Comments
(35)
Robert Way
Nvidia (NVDA)'s AI empire wasn't built just on chips; it was built on the recurring demand for those chips. That's why Adva
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies Stock (DE0006231004): Shares under pressure after patent dispute update and lower trading
16.06.2026 - 16:09:39 | ad-hoc-news.de
Infineon shares were under pressure on June 16, 2026, after fresh legal news and a weaker session in Frankfurt. The stock was last quoted at 79.31 euros, down 2.15% on the day, according to market reports.
Infineon, DE000623
2026-06-16
tomshardware.com
2026-06-16
Jowi Morales
The legendary air cooling company is diving into water (cooling).
2026-06-16
www.quiverquant.com
2026-06-16
Quiver Quantitative
Buyback Momentum: Social media chatter highlights ASML's ongoing share repurchases as a positive signal, with investors noting that earlier buys at lower levels now appear advantageous following recent price gains.
Valuation Scrutiny: Participants debate the stock's forward earnings multiple amid AI enthusiasm, questioning whether the company's EUV technology leadership fully supports premium pri
2026-06-16
www.investing.com
2026-06-16
Investing.com
www.investing.com
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2026-06-16
www.investing.com
2026-06-16
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