Semiconductor News & Analysis Feed
135 articles
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
NVIDIA Corporation $NVDA Position Reduced by Arax Advisory Partners
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arax Advisory Partners reduced its NVIDIA stake by 28.9% in the fourth quarter, selling 121,960 shares and leaving it with 299,895 shares worth about $55.9 million.
NVIDIA reported strong quarterly results, beating EPS and revenue estimates with $1.87
2026-06-12
www.electronicsforyou.biz
2026-06-12
Electronics For You BUSINESS
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Zacks.com featured highlights include Micron Technology, Five Below and Marathon Petroleum
Zacks Equity Research
Thu, June 11, 2026 at 7:48 AM PDT 5 min read
MU
+3.30%
FIVE
+1.54%
MPC
+1.47%
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Trading disclosure
For Immediate Release
Chicago, IL – June 11, 2026 – Stocks in this week’s article are Micron Technology, Inc. MU, Five Below, Inc. FIVE and Marathon Petroleum Cor
2026-06-11
tomshardware.com
2026-06-11
Luke James
Meta has finished separating its operations from Manus, the Chinese-founded agentic AI startup it acquired for roughly $2 billion in December.
2026-06-11
www.blocksandfiles.com
2026-06-11
Blocks & Files
Hitachi Vantara and David Chapa graphic.
High-end Hitachi Vantara arrays and Nvidia AI support
Chris Mellor
BLOCKS & FILES EDITOR
Published Thu 11 Jun 2026 // 15:44 UTC
The storage world of AI training and inferencing is dominated by scale-out, mid-range file and object storage systems supporting Nvidia GPU Direct, KV Caches and its STX architecture to keep GPUs processing token data. Yet large a
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
On June 10, 2026, TSMC reported consolidated net revenue of NT$416.98 billion for May 2026, up 1.5% from April and 30.1% year on year, with revenue for January through May reaching NT$1.96 trillion, a 30.0% increase over the same period in 2025. The filing also detailed intercompany financial arrangements, including funds lent via TSMC Development to its wholly owned U.S. subsidiary TSMC Washingto
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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Micron's Parabolic Run May Have More Room To Go
Jun 10, 2026, 1:22 PM ETMicron Technology, Inc. (MU) Stock
Cavenagh Research
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Summary
Micron's equity story shines as AI-driven demand transforms memory from a commodity to a strategic infrastructure asset.
MU's exposure spans HBM, server DRAM, and SSDs, positi
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
digitimes.com
2026-06-10
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company's core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Go Parabolic in June (Hint: It's Not Nvidia)
Adam Spatacco, The Motley Fool
Tue, June 9, 2026 at 9:31 AM PDT 5 min read
NVDA
-1.97%
MU
-4.31%
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Trading disclosure
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector.
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector. While the GPU leader remains a core pillar supporting the infrastructure boom, Micron Technology (
MU
5.43%
) has emerged as another big name fueling the AI semiconductor space.
On June 24, Micron is scheduled to report earnings for its fiscal 2026 third qua
2026-06-09
www.electronicsweekly.com
2026-06-09
Electronics Weekly
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2026-06-09
digitimes.com
2026-06-09
Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil new products and reinforce its ambitions in artificial intelligence (AI), Intel's appearance left some industry observers underwhelmed.
2026-06-09
oswegocountybusiness.com
2026-06-09
Oswego County Business Magazine
Update on preparation for Micron set June 15
Post author:
Oswego County Business Magazine
Post published:
June 8, 2026
Post category:
Latest News
The Oswego County Micron Strategy Steering Committee and workgroup members will provide an update on Oswego County’s efforts to prepare for Micron Technology’s ongoing transformative investment in Central New York at its third annual summit, starting at
2026-06-08
news.google.com
2026-06-08
Tom's Hardware
2026-06-08
tomshardware.com
2026-06-08
Luke James
ASML has confirmed that a group of disgruntled workers is pushing back hard against an invitation for Elon Musk to address the equipment maker’s closed annual tech conference.
2026-06-08
www.iotinsider.com
2026-06-08
IOT Insider
SMART WORLD
Infineon targets wearable payments market with SECORA Connect X and tokenisation platform
NEWS DESK
4 MINUTES AGO
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Infineon Technologies has launched a new platform designed to bring secure contactless payments to smart wearables, as semiconductor suppliers seek to capitalise on growing demand for connected devices capable of operating independently of smartphones.
The German chipm
2026-06-07
www.aol.com
2026-06-07
AOL.com
Prediction: Micron Technology Stock Could Go Parabolic After June 24. Here's Why.
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, June 7, 2026 at 7:02 PM GMT+8
0
Key Points
The rapid increase in memory prices isn't slowing down, and that's great news for Micron Technology investors.
Micron is likely to deliver a beat-and-raise quarterly report on June 24, driven by the favorable end-market dynamics.
The st
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
Prediction: Micron Technology Stock Could Go Parabolic After June 24. Here's Why.
Harsh Chauhan, The Motley Fool
Sun, June 7, 2026 at 7:02 AM AST 4 min read
MU
-13.25%
NVDA
-6.20%
INTC
-11.28%
Micron Technology (NASDAQ: MU) stock has been on a parabolic run in 2026, with shares of the memory specialist jumping by a whopping 174% as of this writing.
A parabolic jump refers to the rapid rise in a