Semiconductor News & Analysis Feed
10923 articles
2026-06-18
www.tradingview.com
2026-06-18
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AMD, Intel Rise as TSMC Capacity Tightens
AMD, Intel Rise as TSMC Capacity Tightens
Less than 1 min read
AMD
+3.49%
INTC
+4.40%
Advanced Micro Devices (AMD, Financials) and Intel moved higher as investors reacted to fresh signs that advanced chipmaking capacity remains tight. AMD rose about 3% in premarket trading. Intel gained roughly 4%.
The move followed a report that Samsu
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
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ACM Research: Advanced Packaging Just Getting Started, Keep Holding Your Gains
Jun 17, 2026, 12:39 PM ETACM Research, Inc. (ACMR) Stock
Gytis Zizys
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ACM Research, Inc. delivered strong Q1 results, with 34% y/y revenue growth and significant outperformance in ECP and Furnace segments.
Gross margins rebounded sequentially to
2026-06-18
global.morningstar.com
2026-06-18
Morningstar
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2026-06-18
global.morningstar.com
2026-06-18
Morningstar
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2026-06-18
tomshardware.com
2026-06-18
Jowi Morales
The U.S. is apparently avoiding an escalation and prioritizing stability by keeping DeepSeek, CXMT, and other Chinese companies from the Entity List, at least for now.
2026-06-17
news.google.com
2026-06-17
Phys.org
2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
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2026-06-17
tomshardware.com
2026-06-17
Hassam Nasir
Nvidia has updated RTX Remix with a bunch of new features that will help improve the fidelity and reduce the file size of modded games, along with the complexity of developing said mods.
2026-06-17
www.moomoo.com
2026-06-17
Moomoo
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2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
Is ASML (ASML) The Best Undervalued AI Stock?
Fahad Saleem
Wed, 17 June 2026 at 8:27 am GMT-7 2 min read
ASML
+7.04%
TSM
+3.08%
005930.KS
+1.02%
INTC
+3.54%
We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. ASML Holding (NASDAQ:ASML) ranks #6 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks).
Billionaire Dan Loeb’s Stake: 12,000 Shares Valued at
2026-06-17
global.morningstar.com
2026-06-17
Morningstar
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2026-06-17
www.barchart.com
2026-06-17
Barchart.com
Businessman trading stock market on teblet screen by Nespix via iStock
Texas Instruments (TXN) is one of the world’s leading analog and embedded semiconductor companies, supplying critical chips used across industrial, automotive, communications, data center, and consumer electronics markets.
Citi recently reaffirmed its bullish stance on the stock, raising its price target to $345 from $280 and
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Jim Cramer Wonders Whether Nvidia Corp (NVDA)’s Becoming Like Apple
Ramish Cheema
Wed, June 17, 2026 at 8:00 AM PDT 2 min read
NVDA
-0.51%
SPCX
-3.54%
AAPL
-0.34%
Explore stocks on Coinbase
Trading disclosure
We recently published Jim Cramer Called SpaceX A Meme Stock & Discussed These 7 Stocks. Nvidia Corp (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer.
Once Wall Street's AI darling
2026-06-17
news.google.com
2026-06-17
the-decoder.com
2026-06-17
news.google.com
2026-06-17
PCWorld
2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
Applied Materials (AMAT) Climbed Amid Broad-Based Growth Drivers
Soumya Eswaran
Wed, 17 June 2026 at 7:33 am GMT-7 3 min read
AMAT
+7.79%
^GSPC
+0.05%
Renaissance Investment Management, an investment management company, released its Q1 2026 “Large Cap Growth Strategy.” A copy of the letter can be downloaded here. Stocks fell sharply in the first quarter due to the Iran conflict. The Energy and Ma
2026-06-17
www.tradingview.com
2026-06-17
TradingView
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Zacks
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Will Keysight's VPIphotonics Acquisition Strengthen its Growth Story?
Will Keysight's VPIphotonics Acquisition Strengthen its Growth Story?
3 min read
KEYS
+1.90%
Keysight Technologies, Inc. KEYS recently announced that it has completed the buyout of VPIphotonics. VPIphotonics boasts a strong expertise in system-level simulation software for optical communication networks and photo
2026-06-17
www.investing.com
2026-06-17
Investing.com
www.investing.com
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2026-06-17
www.trefis.com
2026-06-17
Trefis
Is Micron Stock’s Data Center Engine Stalling, Or Just Drowned Out By AI?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
Micron’s narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company’s growth now depends on one explosive segment.
With its stock up a stagger
2026-06-17
news.futunn.com
2026-06-17
富途牛牛
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