Semiconductor News & Analysis Feed
10978 articles
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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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
5
1
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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
LRCX
-5.03%
AMAT
-3.00%
KLAC
-7.44%
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Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Lam Research is highlighting its advanced packaging business as a key
2026-06-17
www.wwltv.com
2026-06-17
WWLTV.com
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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
KVUE
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2026-06-17
news.google.com
2026-06-17
Seeking Alpha
2026-06-17
www.tradingview.com
2026-06-17
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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
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Why Applied Materials Inc (AMAT) Is Making Big Moves in Singapore
Abdul Rahman
Tue, June 16, 2026 at 11:59 AM PDT 2 min read
AMAT
-3.00%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials Inc (NASDAQ:AMAT) is one of billionaire Ken Fisher's top high growth stock picks. Applied Materials shares have gained more than 85% since the beginning of 2026 and have surged more than 187% over the p
2026-06-17
www.lehighvalleylive.com
2026-06-17
LehighValleyLive.com
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
This is What Taiwan Semiconductor Manufacturing Company Limited (TSM) CEO Sees Happening
Abdul Rahman
Tue, June 16, 2026 at 11:58 AM PDT 2 min read
2330.TW
-0.63%
TSM
-3.53%
Trade TSM on Coinbase
Trading disclosure
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 mon
2026-06-17
simplywall.st
2026-06-17
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Is Applied Materials (AMAT) Quietly Recasting Its AI Moat With New Precision Chipmaking Tools?
June 17, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Applied Materials introduced two advanced chipmaking systems, Centris Spectral SiN ALD and Producer Selectra Mo Etch, aimed at improving precision processing in deep 3D logi
2026-06-17
www.aol.com
2026-06-17
AOL.com
Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026
MANALI PRADHAN, CFA, THE MOTLEY FOOL
Wed, June 17, 2026 at 2:17 AM GMT+8
0
Key Points
Credo's stock has significantly outperformed Nvidia and Broadcom in 2026.
The company's high-speed cables and optical products help large AI clusters run more reliably and efficiently.
Credo's fiscal 2027 outlook remains strong, but its ri