Semiconductor News & Analysis Feed
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2026-06-12
www.tradingview.com
2026-06-12
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Nvidia Taps Veteran Lobbyist for Washington Role
Nvidia Taps Veteran Lobbyist for Washington Role
Less than 1 min read
NVDA
−0.14%
Nvidia (NVDA, Financials) has brought in veteran Washington insider Bruce Andrews to lead its government affairs efforts, strengthening its presence in the U.S. capital as artificial intelligence and chip policy become increasingly important.
Andre
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Wall Street Bullish on Nvidia (NVDA), Is It a Good Stock to Buy?
Talha Qureshi
Fri, June 12, 2026 at 6:08 AM PDT 2 min read
NVDA
-0.19%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the Good Stocks to Invest in Now. Wall Street remains bullish on NVIDIA Corporation (NASDAQ:NVDA) despite around 3% decline over the past few days. The decline stems from inves
2026-06-12
seekingalpha.com
2026-06-12
Seeking Alpha
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Nvidia: Nobody Is Pricing This In
Jun 12, 2026, 9:04 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA Stock
Bohdan Kucheriavyi
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Nvidia Corporation remains a compelling buy as new growth catalysts and robust Q1 results reinforce the bullish thesis despite recent share price weakness.
N
2026-06-12
www.globalconstructionreview.com
2026-06-12
Global Construction Review
News
Bechtel to build $100bn semiconductor plant, biggest in US
Joe Quirke
12.06.26
Render courtesy of Bechtel/Micron
Micron Technology has picked Bechtel to build the first phase of what’s billed as the US’ biggest semiconductor plant in Clay, New York.
Bechtel will use digital-enabled construction technologies, modularisation and project controls to support time management, operations and coord
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
In the Artificial Intelligence (AI) space, NVIDIA Corporation NVDA has been one of the leaders during the AI boom. However, there are many other companies in the AI ecosystem that are performing extremely well as they are leaders in growing the infrastructure needed for AI spending. Two such companies are Micron TechnologyMU and Dell TechnologiesDELL. Over the past year, both stocks have more than
2026-06-12
www.barchart.com
2026-06-12
Barchart
Jen-Hsun Huan NVIDIA's Founder, President and CEO by jamesonwu1972 via Shutterstock
Analysts keep raising their Nvidia Inc (NVDA) FY 2027 revenue forecasts and their NVDA price targets. This implies that free cash flow (FCF) will be higher than expected. NVDA stock could be worth $330, +61% higher. This is based on conservative FCF margin and FCF yield assumptions.
NVDA closed at $204.87 on Thur
2026-06-12
www.barchart.com
2026-06-12
Barchart.com
Image of Jensen Huang by jamesonwu1972 via Shutterstock
When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear signal: AI has become “insanely profitable” for Taiwan Semiconductor (TSM). Those words capture exactly why TSM stock remains in a league of its own.
Over the past few months, sem
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.
Nauman Khan
Fri, June 12, 2026 at 6:00 AM PDT 4 min read
2330.TW
+2.67%
NVDA
+0.16%
AAPL
-1.52%
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Trading disclosure
When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear si
2026-06-12
www.siliconrepublic.com
2026-06-12
Silicon Republic
BUSINESS
Chipmaker Infineon readies to open new German fab
by Suhasini Srinivasaragavan
12 JUN 2026
SAVE ARTICLE
Image: © Kara/Stock.adobe.com
The new fab marks a win for the EU in its attempts to improve the bloc’s chipmaking capacity.
Global semiconductor company Infineon Technologies is set to open a new €5bn chip factory in Germany, extending its existing campus in Dresden.
The factor
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
The past month or so has not been kind to many chip stocks. Investors have grown increasingly worried that some have become overvalued and may not be worth holding. That's sent the share prices of Nvidia (
NVDA
+0.18%
), Broadcom (
AVGO
1.20%
), and Cerebras (
CBRS
6.84%
) lower over the past several weeks.
But does this volatility among semiconductor stocks really mean you should get out of thes
2026-06-12
mezha.ua
2026-06-12
Mezha
mezha.ua
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2026-06-12
www.techinsights.com
2026-06-12
TechInsights
FinFET Transistors: Tracing the Path of Evolution
Discover how FinFET transistors have revolutionized semiconductor manufacturing with improved performance and efficiency, driving advancements in modern electronic devices.
FinFET transistors, or Fin Field Effect Transistors, have revolutionized advanced semiconductor manufacturing by replacing planar FET transistors, starting with Intel's 22nm t
2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA's CPU Ambitions Expand: Can It Challenge x86 Giants Now?
Anirudha Bhagat
Fri, June 12, 2026 at 5:37 AM PDT 3 min read
NVDA
+0.22%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation NVDA is no longer focused solely on graphics processing units (GPUs). The company is making a bigger push into the central processing units (CPU) market as it looks to capture a larger share of the r
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
Anirudha Bhagat
Fri, 12 June 2026 at 5:34 am GMT-7 4 min read
MU
-0.54%
STX
+6.55%
SNDK
+4.93%
Micron Technology, Inc. MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI models become larger and more data-intensive,
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
Anirudha Bhagat
Fri, June 12, 2026 at 5:34 AM PDT 4 min read
MU
-0.28%
STX
+8.34%
SNDK
+5.78%
Explore stocks on Coinbase
Trading disclosure
Micron Technology, Inc. MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI m
2026-06-12
www.moomoo.com
2026-06-12
Moomoo
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2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-12
ts2.tech
2026-06-12
TechStock²
12 JUNE 2026
ARTIFICIAL INTELLIGENCE·BREAKING·NASDAQ:MU·SEMICONDUCTORS·STOCK MARKET·TECHNOLOGY
2 MINS READ
MICRON STOCK NEARS $1,000 AGAIN AS AI MEMORY RALLY FACES JUNE 24 TEST
BY KHADIJA SAEED
New York, June 12, 2026, 08:03 EDT
Micron closed Thursday at $995.87, up 11.66%, after a sharp five-session pullback.
Wall Street remains split between rising memory-price estimates and concern that the
2026-06-12
www.tikr.com
2026-06-12
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $548.71
TIKR Mid-Case Target: ~$533
TIKR High-Case Target: ~$928 | Total Return: ~87% | IRR: ~8%/year
Street Mean Target: ~$513
Earnings Reaction: -0.89% (reported May 14, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Applied Materials, Inc. (AMAT) gain