Semiconductor News & Analysis Feed
9839 articles
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Sandisk vs. Micron: Which AI Memory Stock Is the Better Buy After Their Monster Runs?
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 4:41 PM PDT 5 min read
SNDK
-5.52%
MU
-6.18%
NVDA
-2.37%
INTC
-8.45%
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Trading disclosure
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (NASDAQ: SNDK) have soared more than 700% in 2026 as of this
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (
SNDK
5.52%
) have soared more than 700% in 2026 as of this writing, while Micron Technology (
MU
5.50%
) has more than tripled this year and recently crossed $1 trillion in market value. Both have climbed for the same reason: an artificial intelligence (AI) build-out so hungry for storage and memory that supply c
2026-06-17
marklapedus.substack.com
2026-06-17
Semiecosystem
Intel Foundry Describes New 18A-P Process
The 2nm-class process enables high-performance chips. It features a dual contact, low resistance transistor option
SEMIECOSYSTEM
JUN 17, 2026
10
1
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By Mark LaPedus
At this week’s VLSI Symposium, Intel Foundry provided an update on its process roadmap, including the status of its new 18A-P technology.
Targeted for the foundry market, Intel’s 18A-P p
2026-06-17
www.kxii.com
2026-06-17
KXII
Coherent breaks ground on Sherman expansion with Nvidia, announces $50M federal funding
Expansion to quadruple production capacity for AI data center components
Coherent breaks ground on Sherman expansion with Nvidia, announces $50M federal funding
By Taylor Brooks
Published: Jun. 17, 2026 at 7:00 AM GMT+8|Updated: 11 hours ago
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SHERMAN, Texas (KXII) - Coh
2026-06-17
eetimes.com
2026-06-17
The June 2026 edition of EE Times Magazine explores autonomous aerospace and defense systems—from orbital data centers to AI-enabled drones.
2026-06-17
blogs.nvidia.com
2026-06-17
NVIDIA Blog
AI is moving beyond chatbots and copilots into the physical world. Across laboratories, factories and hospitals, a new generation of AI agents is beginning to work alongside people, helping them understand their environment, access knowledge and take action in real time.
However, building agentic systems that combine models, skills, harnesses, tools and an agentic runtime to help people perform h
2026-06-17
developer.nvidia.com
2026-06-17
NVIDIA Developer
Developers building for AR glasses and wearable devices face an infrastructure gap. The hardware is ready, but creating AI experiences requires integrating live camera and microphone streams, multimodal AI models, enterprise data, tool use, deployment infrastructure, and device-specific runtimes.
NVIDIA XR AI is designed to address this challenge by providing a reusable foundation for connecting
2026-06-17
www.hpcwire.com
2026-06-17
HPCwire
www.hpcwire.com
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2026-06-17
blogs.nvidia.com
2026-06-17
NVIDIA Blog
Coherent Breaks Ground on Expanded Texas Facility, Scaling AI’s Optical Backbone
Coherent’s expansion at its Sherman, Texas, campus scales what it calls the world’s first volume production 6-inch indium phosphide fab, a key supplier across NVIDIA’s AI stack.
June 16, 2026 by NVIDIA Newsroom
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AI runs at the speed of light. More and more, that light is made in Texas.
Coherent broke ground
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
ON Semiconductor Corp. (ON) Falls More Steeply Than Broader Market: What Investors Need to Know
ON Semiconductor Corp. (ON) Falls More Steeply Than Broader Market: What Investors Need to Know · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 3:00 PM PDT 3 min read
ON
-6.08%
^GSPC
-0.57%
^DJI
+0.64%
^IXIC
-1.15%
Trade ON on Coinbase
Trading disclosure
ON Semiconductor Corp. (ON) closed at $118.2
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Here's Why ASML (ASML) Fell More Than Broader Market
Here's Why ASML (ASML) Fell More Than Broader Market · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 2:45 PM PDT 3 min read
ASML.AS
+1.87%
^GSPC
-0.57%
^DJI
+0.64%
^IXIC
-1.15%
ASML (ASML) closed the most recent trading day at $1,803.89, moving -4.69% from the previous trading session. This move lagged the S&P 500's daily loss of 0.57%. Mea
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Qualcomm (QCOM) Dips More Than Broader Market: What You Should Know
Qualcomm (QCOM) Dips More Than Broader Market: What You Should Know · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 2:45 PM PDT 3 min read
QCOM
-3.05%
^GSPC
-0.57%
^DJI
+0.64%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm (QCOM) closed the most recent trading day at $214.07, moving -3.05% from the previous trading sessio
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
The S&P 500 (
^GSPC
0.57%
) fell 0.57% to 7,511.35, and the Nasdaq Composite (
^IXIC
1.15%
) dropped 1.15% to 26,376.34 on tech and chip weakness. The Dow Jones Industrial Average (
^DJI
+0.64%
) rose 0.64% to 51,999.67, closing a four-day winning streak at a fresh record high.
Market movers
Artificial intelligence (AI) infrastructure player CoreWeave jumped almost 10% today on bullish analyst s
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia vs. Alphabet: Which Is the Better AI Chip Stock to Own for the Next 5 Years?
Geoffrey Seiler, The Motley Fool
Tue, June 16, 2026 at 2:29 PM PDT 5 min read
NVDA
-2.37%
GOOGL
+1.06%
INTC
-8.45%
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Trading disclosure
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (NASDAQ: NVDA) with
2026-06-17
www.journalgazette.net
2026-06-17
The Journal Gazette
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2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
onsemi (ON) is down 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears most consistent with a broader semiconductor pullback tied to shifting interest-rate expectations and profit-taking ahead of a key Federal Reserve policy window. In addition, onsemi’s recent convertible-notes financing could be contributing to near-term technical selling
2026-06-17
news.google.com
2026-06-17
marketplace.org
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (
NVDA
2.16%
) with its graphics processing units (GPUs) and Alphabet (
GOOGL
+1.10%
) (
GOOG
+1.19%
) with its Tensor Processing Units (TPUs). The success of both is undeniable, as they are the two largest companies in the world by market cap as of this writing.
L
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron Technology (MU) Wins HBM4 Supplier Role For Nvidia Vera Rubin AI Platform
Bailey Pemberton
Tue, June 16, 2026 at 2:12 PM PDT 5 min read
MU
-6.18%
NVDA
-2.37%
Explore stocks on Coinbase
Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Micron Technology (NasdaqGS:MU) has been approv
2026-06-17
tomshardware.com
2026-06-17
Jake Roach
Intel's enhanced 18A-P has entered risk production, laying the groundwork to ramp the node into full production in the coming months.