Semiconductor News & Analysis Feed
4765 articles
2026-06-16
digitimes.com
2026-06-16
Nvidia launched a sale of US$25 billion worth of high-grade bonds on June 15, ultimately garnering up to US$85 billion in orders, or more than triple the bond's original size. This is one of several debt offerings this year from tech giants, which are responding to investor excitement and a need for cash to capitalize on the AI boom.
2026-06-16
digitimes.com
2026-06-16
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance, reduce infrastructure costs, and accelerate the deployment of AI, analytics, and high-performance workloads across cloud and enterprise systems.
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
Why AI investor Aschenbrenner is shorting Nvidia, buying HIVE
Why AI investor Aschenbrenner is shorting Nvidia, buying HIVE · TheStreet
Jackson Alton Hinkle
Mon, 15 June 2026 at 4:56 pm GMT-7 3 min read
HIVE
+2.78%
BTC-USD
-0.82%
NVDA
-2.37%
Leopold Aschenbrenner, the former OpenAI researcher whose AI-focused fund posted blockbuster 2025 returns, used his Q1 2026 13F to do something counterintuit
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Why Micron Stock Rocketed to a Record High Today
Joe Tenebruso, The Motley Fool
Mon, June 15, 2026 at 4:50 PM PDT 2 min read
MU
-6.18%
NVDA
-2.37%
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Trading disclosure
Shares of Micron Technology (NASDAQ: MU) surged on Monday after an investment bank's research team highlighted the memory chip leader's staggering artificial intelligence (AI)-fueled growth potential.
Imag
2026-06-16
www.investing.com
2026-06-16
Investing.com
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Micron (MU) Shares Skyrocket, What You Need To Know
Adam Hejl
Mon, June 15, 2026 at 3:36 PM PDT 3 min read
MU
-6.18%
Trade MU on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) jumped 9.8% in the morning session after sentiment improved following a series of analyst price target increases, driven by strong demand for its memory chips in the artificial in
2026-06-16
news.google.com
2026-06-16
Stock Titan
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Software/NasdaqGS:CDNS
How Cadence’s Expanded Intel 14A AI Collaboration Will Impact Cadence Design Systems (CDNS) Investors
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier in June 2026, Cadence Design Systems announced an expanded multi-year collaboration with Intel Foundry to co-optimize Intel’s upcoming 14A process node, combining Cadence’s agentic
2026-06-16
news.google.com
2026-06-16
TradingView
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Alex Sirois
Mon, June 15, 2026 at 3:10 PM PDT 4 min read
MU
-6.18%
ORCL
-2.24%
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Trading disclosure
Quick Read
Memory margins historically collapse below 30% in downturns; Micron's current 74% gross margins and 760% one-year run signal a classic peak-cycle setup.
Oracle (ORCL) fell
2026-06-16
markets.businessinsider.com
2026-06-16
markets.businessinsider.com
Shenzhen, China, June 15, 2026 (GLOBE NEWSWIRE) -- Shenzhen Jewellok Technology Co., Ltd., a leading manufacturer of ultra-high purity fluid control and gas delivery solutions, today announced the continued expansion of its advanced product portfolio, including the VMB Gas Cabinet, Gas Changeover Manifold, and bulk chemical delivery system (CDS) technologies designed for semiconductor, photovoltai
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Cadence Design Systems (CDNS) Beats Stock Market Upswing: What Investors Need to Know
Cadence Design Systems (CDNS) Beats Stock Market Upswing: What Investors Need to Know · Zacks
Zacks Equity Research
Mon, June 15, 2026 at 2:50 PM PDT 3 min read
CDNS
-1.69%
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Trading disclosure
In the latest trading session, Cadence Design Systems (CDNS) closed at $394.45, marking a +2.47% m
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since the mainstream adoption of the technology began nearly four years ago, and that's not surprising, as its chips have played an instrumental role in training popular AI models.
However, the AI infrastructure ecosystem has expanded beyond Nvidia. Several companies are witnessing phenomenal growth in the
2026-06-16
www.gurufocus.com
2026-06-16
GuruFocus
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
This Artificial Intelligence (AI) Infrastructure Stock Has Been Crushing Nvidia on the Market. Its Latest Deal Could Send the Stock Even Higher
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 2:18 PM PDT 4 min read
NVDA
-2.37%
APLD
-0.43%
INTC
-8.45%
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Trading disclosure
Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Qualcomm in talks to buy Tenstorrent, The Information reports
China International Import Expo in Shanghai · Reuters
Reuters
Mon, June 15, 2026 at 1:47 PM PDT 1 min read
QCOM
-3.05%
Trade QCOM on Coinbase
Trading disclosure
June 15 (Reuters) - Qualcomm is in talks to acquire AI chip startup Tenstorrent for $8 billion to $10 billion, The Information reported on Monday citing a person with knowled
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
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2026-06-16
news.google.com
2026-06-16
Stock Titan
2026-06-16
news.google.com
2026-06-16
Stock Titan
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
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Applied Materials Unveils Deposition and Selective Etch Systems to Advance 3D Chip Scaling
Applied Materials, Inc.
Mon, June 15, 2026 at 1:05 PM PDT 5 min read
AMAT
-3.00%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc.
New systems enable precision materials engineering in high-aspec