Semiconductor News & Analysis Feed
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2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
When a Sequoia Capital partner compares a freshly public stock to NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) three years ago, investors pay attention. That is exactly what Sean MacGuire did on CNBC this week, arguing that “SpaceX right now is more like Nvidia three years ago than Tesla.” He went further on his personal positioning, adding, “Me as an individual, I’m going to hold my shares foreve
2026-06-17
news.google.com
2026-06-17
Yahoo Finance
2026-06-17
www.marketscreener.com
2026-06-17
marketscreener.com
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2026-06-17
tomshardware.com
2026-06-17
Kunal Khullar
The new G3-series peripherals focus on lightweight gaming and customization.
2026-06-17
www.linkedin.com
2026-06-17
LinkedIn
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Business Insider
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15h
A semiconductor factory in the US is built on a foundation that uses more concrete than the Burj Khalifa.
Why? Even the slightest vibration can disrupt production and damage millions of chips, each worth hundreds, sometimes thousands, of dollars. It ta
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
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
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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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
news.google.com
2026-06-16
TechPowerUp
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
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
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Vadzo Imaging Introduces Falcon-544MRS: 5MP Monochrome USB Camera Based on Onsemi Hyperlux LP AR0544
Vadzo Imaging
Tue, June 16, 2026 at 7:00 AM PDT 15 min read
The Falcon-544MRS is a 5MP Monochrome Rolling Shutter USB 3.2 Gen1 Camera built on the Onsemi AR0544 Hyperlux LP sensor. It is designed for i
2026-06-16
eetimes.com
2026-06-16
AMD acquires MEXT to slash AI memory costs and break the memory wall.
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
www.tradingview.com
2026-06-16
TradingView
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Lam Research Expects Packaging Growth of 50%: Is It a Hidden Catalyst?
Lam Research Expects Packaging Growth of 50%: Is It a Hidden Catalyst?
3 min read
LRCX
−5.03%
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 cata
2026-06-16
thequantuminsider.com
2026-06-16
The Quantum Insider
PRESS RELEASE — SEEQC, Inc. (“SEEQC” or the “Company”), a developer and manufacturer of scalable, energy efficient digital chips for quantum computing systems, today announced its participation in a four-year Microelectronics Commons Northeast Regional Defense Technology Hub (NORDTECH) program.
As one of eight U.S. Microelectronics Commons hubs, NORDTECH collaborates with regional partners across
2026-06-16
www.investing.com
2026-06-16
Investing.com
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2026-06-16
www.nvidia.com
2026-06-16
NVIDIA
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