Semiconductor News & Analysis Feed
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Up 770% YTD, How High Can Micron Go?
Vandita Jadeja
Tue, June 16, 2026 at 6:37 AM PDT 4 min read
MU
-6.18%
NVDA
-2.37%
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Micron (MU) has surged 281% YTD to $1,088, but 24/7 Wall St. issues a high-confidence SELL with a $702 price target.
HBM memory is sold out through 2026, Micron can meet only two-thirds of key customer demand, and top anal
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Is Reportedly Chasing Tenstorrent In A Multibillion Dollar AI Deal
June 16, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Qualcomm is in advanced talks to acquire AI chip startup Tenstorrent in a multi billion dollar deal.
The potential acquisition is focused on strengthening Qualcomm’s AI hardware and data center presen
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
Zacks Equity Research
Tue, June 16, 2026 at 6:30 AM PDT 4 min read
2330.TW
-1.25%
TSM
-3.53%
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Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-fir
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
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Advanced Packaging Market Size to Worth $106.71 Billion by 2035 | Research by SNS Insider
SNS Insider pvt ltd
Tue, 16 June 2026 at 6:30 am GMT-7 6 min read
SNS Insider pvt ltd
The U.S. Advanced Packaging Market is estimated to be USD 9.66 Billion in 2025 and is projected to reach USD 21.67 Billion by
2026-06-16
www.openpr.com
2026-06-16
openPR.com
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2026-06-16
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2026-06-16
Pokde.Net
Pokde.Net > System > Software > AI > Cadence ChipStack AI Super Agent Achieves Full Autonomy For Chip Development
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Cadence ChipStack AI Super Agent Achieves Full Autonomy For Chip Development
Last updated: June 16, 2026 9:23 pm
By
Low Boon Shen
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2 Min Read
Earlier in COMPUTEX 2026, Cadence announced the extension of its ChipStack AI Super Agent to Level-5 autonomy, des
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
www.djournal.com
2026-06-16
Northeast Mississippi Daily Journal
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AP Exclusive: Nvidia's Jensen Huang says society needs 'new social norms' in the…
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Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Nvidia is betting on a
2026-06-16
www.starbeacon.com
2026-06-16
Star Beacon
SHERMAN, Texas (AP) — Jensen Huang’s company Nvidia makes the computer chips that unleashed a revolution in artificial intelligence. Now he's wagering that an AI buildout can revive U.S. manufacturing, pushing past limits facing science and society.
That vision might hinge on a factory groundbreaking an hour north of Dallas.
Nvidia on Tuesday formally unveilied plans for a major upgrade to its A
2026-06-16
aibusiness.com
2026-06-16
AI Business
The South Korean startup sees itself as capable of competing with the biggest AI infrastructure providers.
The origin story of this young AI chipmaker’s name captures its ambitious goals.
“Everybody's looking for an alternative to the big incumbent in every industry. And here we are to lead one of the rebellions against the big incumbent in this AI industry -- Nvidia,” said Marshall Choy, chief
2026-06-16
apnews.com
2026-06-16
AP News
In an exclusive interview with The Associated Press, Nvidia CEO Jensen Huang says the AI age demands new social norms and encourages people to embrace the technology’s potential instead of fearing it, insisting it will create exciting “new opportunities.”
Jensen Huang, left, president and CEO of Nvidia, and Jim Anderson, CEO of Coherent, sign a ceremonial construction beam before a groundbreaking
2026-06-16
www.telegraphherald.com
2026-06-16
TelegraphHerald.com
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Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Nvidia is betti
2026-06-16
www.timothysykes.com
2026-06-16
timothysykes.com
Intel Corporation faces pressure as weakening PC chip demand overshadows AI optimism, and its stocks have been trading down by -1.95 percent.
Live Update At 09:18:02 EDT: On Tuesday, June 16, 2026 Intel Corporation stock [NASDAQ: INTC] is trending down by -1.95%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
INTC has been trading li
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Nvidia Is Back Above $5 Trillion. Here’s What Comes Next
Vandita Jadeja
Tue, June 16, 2026 at 6:16 AM PDT 4 min read
NVDA
-2.37%
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NVDA recrossed $5 trillion as Q1 FY27 Data Center revenue surged 92% to $75 billion, with Q2 guided to $91 billion.
China delivered zero Data Center compute revenue versus $4.6 billion a year ago, representing the
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is back through the $5 trillion mark. CEO Jensen Huang called “the buildout of AI factories, the largest infrastructure expansion in human history” on the most recent earnings call, and the numbers back him up.
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Data Center revenue hit $75.246 billion in Q1 FY27, up 92% year over year, with Networking alone growing 199%. The stock is up 14.
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
ca.investing.com
2026-06-16
Investing.com Canada
ca.investing.com
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2026-06-16
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2026-06-16
Seeking Alpha
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