Semiconductor News & Analysis Feed
10963 articles
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
finance.yahoo.com
2026-06-17
Yahoo Finance
Taiwan Semiconductor Manufacturing (NYSE:TSM) And Amkor Sign 10 Year Arizona Packaging Deal
Bailey Pemberton
Tue, June 16, 2026 at 3:12 PM PDT 3 min read
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TSMC
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
www.journalgazette.net
2026-06-17
The Journal Gazette
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Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Nvidia is be
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
www.quiverquant.com
2026-06-17
Quiver Quantitative
United Microelectronics Corporation (UMC) is down 6.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears most consistent with a broader pullback in semiconductor equities and risk appetite rather than a single UMC-specific negative announcement. This could be because investors are taking profits after a strong run in chip names, with macro-driv
2026-06-17
news.google.com
2026-06-17
marketplace.org
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.
2026-06-17
lufkindailynews.com
2026-06-17
The Lufkin Daily News
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Nvidia CEO Jensen Huang encourages engaging with AI: 'Open up ChatGPT'
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2026-06-17
cryptobriefing.com
2026-06-17
Crypto Briefing
Nvidia’s AI inference chip market share rises to 74%, cementing dominance in fastest-growing AI sector
The chipmaker expanded its lead from 66% as the AI inference market races toward $100 billion, wi
2026-06-17
marklapedus.substack.com
2026-06-17
Semiecosystem
TSMC, Amkor Form Packaging/Test Partnership
This establishes a collaboration framework for TSMC to procure from Amkor advanced packaging and testing services
SEMIECOSYSTEM
JUN 17, 2026
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By Mark LaPedus
TSMC and Amkor Technology have formed a major and long-term partnership in the advanced packaging and test arena in the United States.
The 10-year agreement establishes a collaboration f
2026-06-17
sentinelcolorado.com
2026-06-17
Sentinel Colorado
SHERMAN, Texas | 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 is formally unveiling on Tuesday plans for a major upgrade to its AI
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Lam Research (LRCX) Is Betting On Advanced Packaging For 50% Growth In 2026
Bailey Pemberton
Tue, June 16, 2026 at 1:09 PM PDT 4 min read
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Lam Research is highlighting its advanced packaging business as a key
2026-06-17
www.kvue.com
2026-06-17
KVUE
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2026-06-17
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2026-06-17
kare11.com
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2026-06-17
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2026-06-17
WWLTV.com
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2026-06-17
news.google.com
2026-06-17
Seeking Alpha
2026-06-17
www.tradingview.com
2026-06-17
TradingView
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Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Less than 1 min read
MU
−6.18%
Micron Technology
MU
looked set to extend its run after another record close and a fresh wave of Wall Street optimism around memory-chip demand tied to artificial intelligence.
Shares were closed on Monday at $1,087.99, a new hi
2026-06-17
www.qualcomm.com
2026-06-17
Qualcomm
Qualcomm Technologies Inc. today announced at Augmented World Expo the Snapdragon® Reality Elite Platform, designed to power immersive spatial computing experiences with stunning visual fidelity and deeply integrated on‑device AI across a spectrum of form factors. It will power high-performance all‑in‑one video-see-through (VST) headsets and lightweight tethered optical-see-through (OST).
“XR ado
2026-06-17
www.insidermonkey.com
2026-06-17
Insider Monkey
NEWS
This is What Taiwan Semiconductor Manufacturing Company Limited (TSM) CEO Sees Happening
Published on June 16, 2026 at 2:58 pm by ABDUL RAHMAN in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of billionaire Ken Fisher’s top high growth stock picks. TSM shares have gained more than 40% over the past six months and more than doubled over the past year.
Taiwan