Semiconductor News & Analysis Feed
10787 articles
2026-06-16
developer.nvidia.com
2026-06-16
NVIDIA Developer
NVIDIA delivered a clean sweep in MLPerf Training v6.0, the latest edition of industry-standard AI training benchmarks developed by the MLCommons consortium. NVIDIA achieved the fastest time to train at scale, and also delivered the highest performance when normalized on a per-accelerator basis on every benchmark. It was also the only platform to submit on every test.
MLCommons introduced new pr
2026-06-16
eu.36kr.com
2026-06-16
36 Kr
Semiconductor equipment, a new track is gaining traction
半导体产业纵横
2026-06-16 20:08
When wafers are still round, display panels are already square.
From 2025 to 2026, a new trend emerged in the semiconductor equipment industry. A group of semiconductor equipment manufacturers are intensively launching new equipment for square substrates. From lithography, metrology, CMP, photoresist stripping, elec
2026-06-16
blogs.nvidia.com
2026-06-16
NVIDIA Blog
Fastest, Largest, Strongest: NVIDIA Blackwell Sweeps MLPerf Training 6.0
NVIDIA delivers the performance, scale and reliability that frontier training requires — in benchmarks and beyond.
June 16, 2026 by Shruti Koparkar
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Every breakthrough AI model starts the same way: with a training run. The infrastructure running those training jobs shapes everything: how fast teams can iterate, what
2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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2026-06-16
www.benzinga.com
2026-06-16
Benzinga
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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
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
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
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.msn.com
2026-06-16
MSN
Robinhood's CEO says business is thriving and it's cutting jobs to "maximize our talent density."
"Our ambitions require us to continuously raise our own bar," Vlad Tenev wrote in a layoff memo.
The trading platform isn't the only company that's drawn connections between worker performance and cuts.
Robinhood has a message for workers losing their jobs: The company isn't struggling. You are.
Tha
2026-06-16
wccftech.com
2026-06-16
Wccftech
The U.S. trade sanctions on Huawei pretty much mean the latter is fighting an uphill battle with other chipmakers, as it lacks access to the latest and greatest in EUV equipment. Fortunately, a new report states that later this year, when the Mate 90 series materializes, the former Chinese giant will finally show to the world that its use of DUV machinery is sufficient to mass produce competitive
2026-06-16
eetimes.com
2026-06-16
AMD acquires MEXT to slash AI memory costs and break the memory wall.
2026-06-16
www.tradingview.com
2026-06-16
TradingView
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