Semiconductor News & Analysis Feed
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Semiconductor Manufacturing Stocks Q1 Results: Benchmarking Nova (NASDAQ:NVMI)
Kayode Omotosho
Wed, June 17, 2026 at 2:31 PM PDT 4 min read
NVMI
+0.68%
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Semiconductor Manufacturing Stocks Q1 Results: Benchmarking Nova (NASDAQ:NVMI)
The end of the earnings season is always a good time to take a step back and see who shined (and who didn't). Let's take a loo
2026-06-18
www.investing.com
2026-06-18
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2026-06-18
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2026-06-18
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Apple to raise prices due to memory chip shortage, CEO tells WSJ
Apple to raise prices due to memory chip shortage, CEO tells WSJ
RefinitivLess than 1 min read
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2026-06-18
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2026-06-18
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Apple to raise prices due to memory chip shortage, CEO Cook tells WSJ
Apple to raise prices due to memory chip shortage, CEO Cook tells WSJ
Refinitiv1 min read
AAPL
−0.34%
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2026-06-18
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2026-06-18
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2026-06-18
biz.chosun.com
2026-06-18
Chosunbiz
By
Jeong Du-yong
Published 2026.06.18. 06:02
Glass substrate from Appslix, SKC's semiconductor substrate manufacturing subsidiary./Courtesy of Appslix
TSMC, the world's largest foundry (contract semiconductor manufacturing) corporations, disclosed verification results for the commercialization of glass semiconductor substrates developed in an ecosystem centered on Taiwan and Japan. As a result,
2026-06-18
www.trefis.com
2026-06-18
Trefis
Is Micron Stock’s Record-Breaking Run A Cyclical Peak Or A New AI Reality?
June 17th, 2026 by Trefis Team
-66.17%
Downside
1043
Market
353
Trefis
MU
Micron Technology
The chip giant’s AI-fueled success is undeniable, but its soaring valuation is a stark reminder of the industry’s notoriously cyclical past.
After a striking 785% gain over the past year, it’s hard to ignore Micron Technology (MU).
2026-06-18
www.hpcwire.com
2026-06-18
HPCwire
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2026-06-18
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2026-06-18
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2026-06-18
www.tomshardware.com
2026-06-18
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Intel's fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node
Features
By Luke James published 4 hours ago
Intel canceled fabs in three countries and then ran out of capacity. What gets built next will be decided this year.
When you purchase through links on our site, we may earn an affiliate commission. Here’s
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia has invested in many artificial intelligence (AI)-focused companies lately, and neocloud provider Nebius Group (
NBIS
+5.91%
) is one of them.
In March this year, Nvidia announced that it will invest $2 billion in Nebius to help accelerate the build-out of data centers and AI factories. Nebius specializes in designing and building dedicated AI and high-performance computing (HPC) data cent
2026-06-18
www.databricks.com
2026-06-18
Databricks
Expanding the collaboration to bring NVIDIA GPUs, the new Vera CPU, and agentic AI tooling into the Databricks platform.
NVIDIA accelerated computing powers some of the most demanding AI workloads on Databricks, from large-scale training, fine-tuning, and inference to industry-specific AI solutions. Today at Data + AI Summit, we're highlighting how NVIDIA AI infrastructure lies at the center of n
2026-06-18
seekingalpha.com
2026-06-18
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TSMC: Why Premium Multiples Don't Matter For The King Of Foundries
Jun 17, 2026, 4:17 PM ETTaiwan Semiconductor Manufacturing Company Limited (TSM) StockINTC
C Jessen
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Taiwan Semiconductor (TSM) remains the industry leader, delivering exceptional revenue and EPS growth, underpinned by dominant
2026-06-18
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2026-06-18
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Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
2 min read
AMAT
+4.35%
What Happened?
Shares of semiconductor machinery manufacturer Applied Materials
AMAT
jumped 6.7% in the afternoon session after multiple analysts raised their price targets on the stock following the company's unveiling of
2026-06-18
wmbdradio.com
2026-06-18
1470 & 100.3 WMBD
By Stephen Nellis
SAN FRANCISCO, June 17 (Reuters) – The U.S. government awarded $500 million on Wednesday to startup SandboxAQ to develop new chemicals and materials for domestic semiconductor manufacturing, including alternatives to PFAS and rare earth imports.
The award is part of President Donald Trump’s move to allocate research funds under the CHIPS Act, an effort that previously funded a
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Texas Instruments Stock And The Industrial Recovery Hiding In Plain Sight
Trefis Team
Wed, June 17, 2026 at 12:55 PM PDT 3 min read
TXN
+2.92%
MCHP
+2.95%
NXPI
+3.18%
ADI
+2.54%
ON
+8.16%
Explore stocks on Coinbase
Trading disclosure
Photo by Andrey Matveev on Unsplash
Before the chipmaker's stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarte
2026-06-18
www.trefis.com
2026-06-18
Trefis
Texas Instruments Stock And The Industrial Recovery Hiding In Plain Sight
June 17th, 2026 by Trefis Team
-15.99%
Downside
302
Market
254
Trefis
TXN
Texas Instruments
Before the chipmaker’s stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarter by quarter, for anyone listening.
Between December 2025 and June 2026, Texas Instruments (TXN) stock
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Investors in the semiconductor capital equipment sector often face a structural question about where value is created in the supply chain. The largest equipment manufacturers—companies such as Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) and Lam Research (NYSE:LRCX)—design and sell complete semiconductor manufacturing systems. Surrounding these firms is a large ecosystem of suppliers th