Semiconductor News & Analysis Feed
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2026-06-17
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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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2026-06-17
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2026-06-16
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2026-06-16
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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
developer.nvidia.com
2026-06-16
NVIDIA Developer
NVIDIA delivered a clean sweep in MLPerf Training v6.0, the latest edition of industry-standard AI training benchmarks developed by the MLCommons consortium. NVIDIA achieved the fastest time to train at scale, and also delivered the highest performance when normalized on a per-accelerator basis on every benchmark. It was also the only platform to submit on every test.
MLCommons introduced new pr
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
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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
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2026-06-16
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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
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2026-06-16
Yahoo Finance
Strong Results Lifted Applied Materials (AMAT) in Q1
Soumya Eswaran
Tue, June 16, 2026 at 7:46 AM PDT 3 min read
AMAT
-3.00%
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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 the letter is available to download here. In Q1 2026, t
2026-06-16
uk.finance.yahoo.com
2026-06-16
Yahoo Finance UK
Is this as good as it gets for Nvidia shares?
Harvey Jones
Tue, 16 June 2026 at 7:41 am GMT-7 3 min read
NVDA
-2.37%
^IXIC
-1.15%
Image source: Getty Images
Whenever I look at Nvidia (NASDAQ: NVDA) shares, I ask myself the same question. Is this as good as it gets?
As a UK-focused investor, I only started to pay serious attention to the Nasdaq-listed tech star at the start of 2024, when it trade
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
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
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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
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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
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2026-06-16
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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
www.insidermonkey.com
2026-06-16
Insider Monkey
HEDGE FUND INVESTOR LETTERS
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NEWS
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Published on June 16, 2026 at 10:15 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Increased Demand for AI Applications Boosted Texas Instruments (TXN) in Q1
Soumya Eswaran
Tue, June 16, 2026 at 7:15 AM PDT 3 min read
TXN
-2.44%
^GSPC
-0.57%
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Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the "Madison Large Cap Fund". A copy of the letter is available to download here. The Madison Large Cap
2026-06-16
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2026-06-16
citybiz
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GLOBAL, NEW YORK GENERAL BUSINESS, INTERNET / TECHNOLOGY
SEEQC Joins U.S. CHIPS Act–Backed Effort to Advance Scalable Quantum Chip Manufacturing
JUNE 16, 2026
SEEQC has joined a federally supported initiative aimed at accelerating the development of scalable quantum chip manufacturing in the United States, contributing technology and expertise to a multi-year progr