Semiconductor News & Analysis Feed
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2026-06-17
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Business Insider
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A semiconductor factory in the US is built on a foundation that uses more concrete than the Burj Khalifa.
Why? Even the slightest vibration can disrupt production and damage millions of chips, each worth hundreds, sometimes thousands, of dollars. It ta
2026-06-17
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2026-06-17
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2026-06-16
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2026-06-16
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The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) when they hear that story. Yet memory chips have quietly become just as critical to AI infrastructure as GPUs.
Every AI server requires massive amounts of DRAM and high-bandwidth memory (HBM), and sup
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
You Missed Micron’s 811% Run — but There’s Still 40% More Upside, According to Wall Street
Rich Duprey
Tue, June 16, 2026 at 8:56 AM PDT 4 min read
MU
-6.18%
NVDA
-2.37%
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Micron's 811% run doesn't signal the end, as TD Cowen, Cantor Fitzgerald, and Susquehanna all see significant upside remaining, with price targets ranging from $1,500 to $1
2026-06-16
tspasemiconductor.substack.com
2026-06-16
semivision
Japan’s Strategic Position in the Semiconductor Industry in the AI Era
Origianl Article By SemiVision Research [Reading time: 46 mins]
SEMIVISION
JUN 16, 2026
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Japan’s Strategic Position in the Semiconductor Industry in the AI Era
The History and Overall Positioning of Japan’s Semiconductor Industry
Japan is an important participant in the global semiconductor industry. After re
2026-06-16
eu.36kr.com
2026-06-16
36 Kr
Semiconductor equipment, a new track is gaining traction
半导体产业纵横
2026-06-16 20:08
When wafers are still round, display panels are already square.
From 2025 to 2026, a new trend emerged in the semiconductor equipment industry. A group of semiconductor equipment manufacturers are intensively launching new equipment for square substrates. From lithography, metrology, CMP, photoresist stripping, elec
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
uk.finance.yahoo.com
2026-06-16
Yahoo Finance UK
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
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.benzinga.com
2026-06-16
Benzinga
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2026-06-16
simplywall.st
2026-06-16
simplywall.st
Japan/Electrical/TSE:6503
Should Mitsubishi Electric’s 2027 Guidance and Power-Semiconductor Push Require Action From Mitsubishi Electric (TSE:6503) Investors?
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In early June 2026, Mitsubishi Electric Corporation issued consolidated earnings guidance for 2027, targeting revenue of ¥6,200.00 billion and net profit attributable
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
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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
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TSM
-3.53%
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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.msn.com
2026-06-16
MSN
Robinhood's CEO says business is thriving and it's cutting jobs to "maximize our talent density."
"Our ambitions require us to continuously raise our own bar," Vlad Tenev wrote in a layoff memo.
The trading platform isn't the only company that's drawn connections between worker performance and cuts.
Robinhood has a message for workers losing their jobs: The company isn't struggling. You are.
Tha
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Is Lattice Semiconductor (LSCC) Outperforming Other Computer and Technology Stocks This Year?
Is Lattice Semiconductor (LSCC) Outperforming Other Computer and Technology Stocks This Year? · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 6:40 AM PDT 2 min read
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Up 770% YTD, How High Can Micron Go?
Vandita Jadeja
Tue, June 16, 2026 at 6:37 AM PDT 4 min read
MU
-6.18%
NVDA
-2.37%
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Micron (MU) has surged 281% YTD to $1,088, but 24/7 Wall St. issues a high-confidence SELL with a $702 price target.
HBM memory is sold out through 2026, Micron can meet only two-thirds of key customer demand, and top anal