Semiconductor News & Analysis Feed
10775 articles
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Fortinet (FTNT) Partners with NVIDIA (NVDA) to Accelerate GPU-Powered AI Security
Maham Fatima
Wed, June 17, 2026 at 6:47 AM PDT 1 min read
FTNT
-2.09%
NVDA
-0.48%
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Fortinet Inc. (NASDAQ:FTNT) is one of the 12 Best Growth Stocks Trading in Oversold Territory. On May 12, Fortinet partnered with NVIDIA (NASDAQ:NVDA) to accelerate the FortiAIGate solution
2026-06-17
www.mitsloanme.com
2026-06-17
MIT Sloan Management Review Middle East
Nvidia's Jensen Huang Wants a New Social Contract for AI
As concerns over jobs and inequality grow, the chief of the $5T AI company calls for a societal shift to fully realize AI's potential.
MITSloan ME Editorial
38 minutes ago
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Nvidia's Jensen Huang Wants a New Social Contract for AI
OpenAI's Cash Burn
2026-06-17
au.finance.yahoo.com
2026-06-17
Yahoo Finance Australia
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Subham Roy
Wed 17 June 2026 at 6:40 am GMT-7 3 min read
AMAT
+7.93%
ASML
+6.60%
LRCX
+5.19%
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand for advanced se
2026-06-17
www.tradingview.com
2026-06-17
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Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
3 min read
AMAT
+8.08%
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand fo
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Subham Roy
Wed, June 17, 2026 at 6:40 AM PDT 3 min read
AMAT
+6.51%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials' AMAT Semiconductor Systems segment emerged as the company's primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing dema
2026-06-17
quantumcomputingreport.com
2026-06-17
Quantum Computing Report
The U.S. Department of Commerce’s CHIPS Research and Development Office has signed a definitive agreement awarding $500 million to AI-and-quantum technology startup SandboxAQ to address acute supply chain vulnerabilities in domestic semiconductor manufacturing. Part of a broader federal push under the Trump administration to reshore high-assurance tech manufacturing, the multi-million-dollar contr
2026-06-17
tomshardware.com
2026-06-17
Jowi Morales
Syrian users would have to deal with slow internet speeds as the undersea cable is being repaired.
2026-06-17
quantumcomputingreport.com
2026-06-17
Quantum Computing Report
SandboxAQ Secures $500 Million CHIPS Act R&D Award to Insulate Semiconductor Supply Chains
Mohamed Abdel-Kareem
3 hours ago
The U.S. Department of Commerce’s CHIPS Research and Development Office has signed a definitive agreement awarding $500 million to AI-and-quantum technology startup SandboxAQ to address acute supply chain vulnerabilities in domestic semiconductor manufacturing. Part of a br
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Texas Instruments Incorporated’s TXN long-term manufacturing expansion strategy is beginning to show meaningful benefits, raising the question of whether it can drive stronger profit margins in the years ahead. Unlike many semiconductor companies that rely heavily on third-party foundries, Texas Instruments has invested aggressively in its manufacturing network, particularly 300-millimeter wafer f
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)
Fahad Saleem
Wed, June 17, 2026 at 6:26 AM PDT 2 min read
2330.TW
-0.63%
AAPL
-0.66%
NVDA
-0.49%
AMD
+3.04%
GOOGL
-2.40%
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We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan L
2026-06-17
www.tradingview.com
2026-06-17
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ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
Less than 1 min read
ASML
+3.68%
According to estimates from 11 analysts, ASML Holding N.V. - New York Registry Shares stock's average price target has risen
2026-06-17
www.tradingview.com
2026-06-17
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Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Less than 1 min read
AMAT
+7.61%
According to estimates from 33 analysts, Applied Materials, Inc. stock's average price target has risen from $526.48 to $529.82, with forecasts ranging from $425 to
2026-06-17
news.google.com
2026-06-17
FashionNetwork USA
2026-06-17
tomshardware.com
2026-06-17
Zak Killian
We now have the first confirmed details about AMD's Zen 6-based Threadripper CPUs, code-named Mustang Peak.
2026-06-17
hothardware.com
2026-06-17
HotHardware
Qualcomm Accelerates AI Wearables With Snapdragon Reality Elite And START
by Aaron Leong — Wednesday, June 17, 2026, 09:15 AM EDT
Comments
Qualcomm is betting that the next wave of computing will be worn on the face and powered by AI. In two separate announcements, the chipmaker introduces Snapdragon START for personal AI smartglasses and Snapdragon Reality Elite for spatial computing.
Video
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Onto Innovation Inc.ONTO is capitalizing on rising advanced packaging demand by expanding its inspection and metrology portfolio, accelerating new product adoption and strengthening its position across high-performance AI compute applications. On the last earnings call, management highlighted that strong demand for AI compute is driving momentum across both front-end and advanced packaging, contri
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Onto Innovation Inc.ONTO is capitalizing on rising advanced packaging demand by expanding its inspection and metrology portfolio, accelerating new product adoption and strengthening its position across high-performance AI compute applications. On the last earnings call, management highlighted that strong demand for AI compute is driving momentum across both front-end and advanced packaging, contri
2026-06-17
eetimes.com
2026-06-17
Imec’s Zsolt Tokei and Arm’s Mohamed Awad explain why CMOS 2.0 could redefine semiconductor scaling beyond chiplets.
2026-06-17
www.benzinga.com
2026-06-17
Benzinga
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2026-06-17
www.foreignpolicyjournal.com
2026-06-17
foreignpolicyjournal.com
Nvidia CEO Jensen Huang has publicly dismissed the growing fear that agentic AI will destroy major software companies, offering a bullish outlook for the broader industry.
Speaking at Computex, an international information technology show held in Taiwan, Huang addressed claims that AI would render established software businesses obsolete.
Man who cut down village Christmas tree escapes jail sent