Semiconductor News & Analysis Feed
10923 articles
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
Seeking Alpha
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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
decrypt.co
2026-06-18
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2026-06-18
www.tradingview.com
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
2026-06-18
marketwise.com
2026-06-18
MarketWise
marketwise.com
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2026-06-18
eetimes.com
2026-06-18
uOttawa cracks quantum turbulence, making ultra-secure communication cheaper.
2026-06-18
www.tradingview.com
2026-06-18
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Citi Has a New Micron Stock Target for 2027
Citi Has a New Micron Stock Target for 2027
Less than 1 min read
MU
+2.20%
Micron Technology
MU
received a higher price target from Citi, which lifted its forecast to $1,200 from $840 while maintaining a Buy rating on the memory-chip maker.
Citi said Micron could benefit from stronger-than-anticipated pricing trends across memory m
2026-06-18
www.tradingview.com
2026-06-18
TradingView
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Micron & Another AI Memory Stock to Buy Now for Big Upside
Micron & Another AI Memory Stock to Buy Now for Big Upside
2 min read
MU
+2.20%
STX
+3.37%
For quite some time, Micron Technology MU and Seagate Technology Holdings plc STX have been benefiting from the artificial intelligence (AI) boom, as rising data needs fuel demand for memory and storage solutions.
Both stocks have de
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Cadence Design Systems Inc (CDNS) moved up by 3.51%. The Software & IT Services sector is down by 0.91%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 2.05%; Meta Platforms Inc (META) down 3.31%; Alphabet Inc Class A (GOOGL) down 1.98%.
The upward movement of Cadence Design Systems was primarily fueled by robust secular trends in the Ele
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Synopsys Inc (SNPS) moved up by 5.41%. The Software & IT Services sector is down by 0.91%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 2.05%; Meta Platforms Inc (META) down 3.31%; Alphabet Inc Class A (GOOGL) down 1.98%.
Synopsys experienced a strong upward move today, propelled by key product announcements and ongoing momentum in the
2026-06-18
eetimes.com
2026-06-18
Machine vision has become a critical quality gate in modern industrial automation, helping manufacturers inspect products, guide robots, verify assemblies, and reduce production errors. However, reliable vision performance depends on more than the camera, lens, lighting, or software. In real factory environments, vision systems are exposed to electrical noise from motors, drives, relays, switching
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
ASML CEO says need to make sure no supply constraints for new projects like Musk’s Terafab
Jun 17, 2026, 1:57 PM ETASML Holding N.V. (ASML) Stock, SPCX StockINTC, TSMBy: Ravikash Bakolia, SA News Editor
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Pixelbizz
ASML's (ASML) CEO Christophe Fouquet said the chip equipment maker has to make sure it does not experience supply constraints when servicing new proj
2026-06-18
eetimes.com
2026-06-18
This paper provides an over view of the Melexis solutions for Zero latency high precision motor control and end of shaft position and torque sensing. A family of magnetic and inductive products for every joint type in a robot, from humanoid to Cobots, from legs to fingers.
2026-06-18
news.google.com
2026-06-18
EE Times
2026-06-18
www.benzinga.com
2026-06-18
Benzinga
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