Semiconductor News & Analysis Feed
4064 articles
2026-06-12
ca.finance.yahoo.com
2026-06-12
Yahoo! Finance Canada
Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
Fahad Saleem
Fri, June 12, 2026 at 6:55 a.m. PDT 2 min read
TSM
+0.87%
We just covered
Harvard University Stock Portfolio 2026: Top 10 Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $232,102,708
Taiwan Semiconductor (NYSE:TSM) is the biggest hold
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
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, demand for storage solutions is rising across cloud and enterprise data centers. This trend is favoring Micron Technology’s NAND business.
2026-06-12
www.tomshardware.com
2026-06-12
Tom's Hardware
Tech Industry
Republican lawmakers urge federal agency to block imports of infringing TSMC chips as patent ruling nears — five asserted U.S. patents come from United Microelectronics Corporation
News
By Luke James published 3 hours ago
An initial determination in the case targeting TSMC's 7nm and smaller nodes is expected this month.
(Image credit: Getty / Bloomberg)
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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
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
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
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 $995.87, up 11.66%, after a sharp five-session pullback.
Wall Street remains split between rising memory-price estimates and concern that the
2026-06-12
news.google.com
2026-06-12
Yahoo Finance
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-12
aparc.fsi.stanford.edu
2026-06-12
Shorenstein Asia-Pacific Research Center
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Breadcrumb
All Shorenstein APARC News Commentary June 12, 2026
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Record profits led to significant employee bonuses, sparking turmoil, including internal union disputes.
South Korea's stock market has been the w
2026-06-12
thedefensepost.com
2026-06-12
The Defense Post
Home/Americas/Northrop Develops GaN Microchip That Acts Like ‘Brain’ to Enhance Wireless Signals
AMERICASTECHNOLOGY
Northrop Develops GaN Microchip That Acts Like ‘Brain’ to Enhance Wireless Signals
AKHSAN ERIDO ELEZHARJUNE 12, 2026
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Northrop Grumman is advancing a new gallium nitride (GaN) microchip designed to act l
2026-06-12
www.barchart.com
2026-06-12
Barchart.com
Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
The Philadelphia Semiconductor Index ($SOX) hit an all-time high of 13,998.14 on June 3, then quickly dropped 9.58% in one session, its sharpest fall in a while. The selloff followed Broadcom's (AVGO) Q2 earnings report. Even though revenue jumped 48% year-over-year (YoY) to $22.2 billion, investors were not impre
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron and Sandisk Are Up Big During the Past Year. Can the Run Continue?
Keithen Drury, The Motley Fool
Fri, June 12, 2026 at 4:20 AM PDT 4 min read
SNDK
+14.50%
MU
+11.66%
NVDA
+2.22%
Explore stocks on Coinbase
Trading disclosure
If you had the foresight to invest in Micron (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) stock during this time last year, you look like a genius right now. Micron is up a
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
If you had the foresight to invest in Micron (
MU
+11.48%
) and Sandisk (
SNDK
+14.50%
) stock during this time last year, you look like a genius right now. Micron is up about 700%, while Sandisk is up more than 3,800%. Those are monster returns in a short time frame, and would thrill any investor.
But that doesn't matter anymore. What really matters is if these two can continue their run.
Image
2026-06-12
evertiq.com
2026-06-12
Evertiq
© Evertiq
Analysis | June 12, 2026
The semiconductor industry as it is, not as it is told
Dennis Dahlgren
At Evertiq Expo Zürich, Claus Aasholm of Semiconductor Business Intelligence delivered a data-driven examination of a semiconductor industry in structural transition – and the picture looked considerably different from what most quarterly reports suggest.
Claus Aasholm has a habit that most c
2026-06-12
www.barrons.com
2026-06-12
Barron's
__fail__
2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Perseverance Asset Management International Has $8.73 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Perseverance Asset Management International boosted its stake in Taiwan Semiconductor Manufacturing by 814.8% in the fourth quarter, ending with 28,734 shares valued at about $8.73 milli
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
AI, Institutional Buying Sends Micron Shares Up by 758%
Lucas Downey
Fri, June 12, 2026 at 3:32 AM PDT 2 min read
MU
-0.14%
Trade MU on Coinbase
Trading disclosure
MU makes memory and storage solutions for AI networks, mobile, and embedded systems used by corporate and individual customers globally. The company’s second-quarter fiscal 2026 report showed $23.9 billion in revenue (a 196% year-over-