Semiconductor News & Analysis Feed
10987 articles
2026-06-16
blogs.nvidia.com
2026-06-16
NVIDIA Blog
Fastest, Largest, Strongest: NVIDIA Blackwell Sweeps MLPerf Training 6.0
NVIDIA delivers the performance, scale and reliability that frontier training requires — in benchmarks and beyond.
June 16, 2026 by Shruti Koparkar
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Every breakthrough AI model starts the same way: with a training run. The infrastructure running those training jobs shapes everything: how fast teams can iterate, what
2026-06-16
www.bloomberg.com
2026-06-16
Bloomberg
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2026-06-16
tomshardware.com
2026-06-16
Luke James
SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
Micron Technology (MU) Skyrocketed on Explosive Demand For High-Bandwidth Memory
Soumya Eswaran
Tue, 16 June 2026 at 8:04 am GMT-7 3 min read
MU
-6.18%
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s insti
2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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2026-06-16
www.benzinga.com
2026-06-16
Benzinga
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2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
ASML Holding N.V. (ASML) Rallied on Market Dominance
Soumya Eswaran
Tue, 16 June 2026 at 7:40 am GMT-7 3 min read
ASML.AS
-1.91%
ASML
-4.69%
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s institutional Cl
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
What Makes Taiwan Semiconductor Manufacturing (TSM) a Strong Bet?
Soumya Eswaran
Tue, June 16, 2026 at 7:37 AM PDT 3 min read
2330.TW
-1.46%
MSTR
-6.35%
CL=F
-0.25%
TSM
-3.53%
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Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its "Global Growth Strategy." A copy of the letter can b
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Taiwan Semiconductor Manufacturing Co.’s (TSM) 25% Capex Budget Hike Surged Market Confidence
Soumya Eswaran
Tue, June 16, 2026 at 7:33 AM PDT 3 min read
2330.TW
-1.46%
TSM
-3.53%
Trade TSM on Coinbase
Trading disclosure
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the "Columbia Global Technology Growth Fund". A copy of t
2026-06-16
www.tradingview.com
2026-06-16
TradingView
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Q: AI-driven demand and advanced packaging fuel double-digit growth and deeper OEM partnerships
Q: AI-driven demand and advanced packaging fuel double-digit growth and deeper OEM partnerships
Less than 1 min read
Q
−5.45%
Qnity is capitalizing on AI and advanced packaging trends, driving strong growth in data centers and industrial markets. Its end-to-end materials portfolio, rapi
2026-06-16
news.google.com
2026-06-16
CNBC
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.bakersfield.com
2026-06-16
Bakersfield.com
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2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
Top News
AMD isn't trying to 'kill Nvidia' but is challenging its business model
Jun 16, 2026, 10:11 AM ETAdvanced Micro Devices, Inc. (AMD) Stock, AMD:CA Stock, NVDA Stock, NVDA:CA StockRXTBy: Sara Sethiya, SA News Editor
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Robert Way
Nvidia (NVDA)'s AI empire wasn't built just on chips; it was built on the recurring demand for those chips. That's why Adva
2026-06-16
tomshardware.com
2026-06-16
Jowi Morales
The legendary air cooling company is diving into water (cooling).
2026-06-16
www.quiverquant.com
2026-06-16
Quiver Quantitative
Buyback Momentum: Social media chatter highlights ASML's ongoing share repurchases as a positive signal, with investors noting that earlier buys at lower levels now appear advantageous following recent price gains.
Valuation Scrutiny: Participants debate the stock's forward earnings multiple amid AI enthusiasm, questioning whether the company's EUV technology leadership fully supports premium pri
2026-06-16
www.investing.com
2026-06-16
Investing.com
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2026-06-16
www.investing.com
2026-06-16
Investing.com
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