Semiconductor News & Analysis Feed
140 articles
2026-06-16
tomshardware.com
2026-06-16
Hassam Nasir
Intel's cancelled "Arctic Sound" AI GPU based on the original Xe-HP architecture has been pictured sporting two tiles and 32GB of HBM2E.
2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
2026-06-15
digitimes.com
2026-06-15
India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while EV firms expand, Starlink faces delays, and semiconductor and tablet markets show steady structural growth.
2026-06-15
digitimes.com
2026-06-15
South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new con
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-14
tomshardware.com
2026-06-14
Luke James
David Sacks said the US government warned Anthropic that Claude Fable 5 had been jailbroken and that CEO Dario Amodei refused to fix the flaw.
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Published on June 13, 2026 at 1:59 pm by FAHEEM TAHIR in News
SHARE
With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most profitable blue chip stocks to buy according to hedge funds. Meanwhile,
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
2330.TW
+2.67%
DX-Y.NYB
+0.06%
TSM
+0.68%
Trade TSM on Coinbase
Trading disclosure
With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most pr
2026-06-13
tomshardware.com
2026-06-13
Luke James
Anthropic disabled its two most capable AI models, Claude Fable 5 and Claude Mythos 5, for every customer worldwide on Friday.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA (NVDA): A Key Part of Harvard University AI Stock Picks
Fahad Saleem
Fri, June 12, 2026 at 7:13 AM PDT 2 min read
NVDA
+0.01%
Trade NVIDIA on Coinbase
Trading disclosure
We just covered
Harvard University Stock Portfolio 2026: Top 10 Picks. NVIDIA Corporation (NASDAQ:NVDA) ranks #7 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $129,717,150
Nvidia (NASDAQ:N
2026-06-12
www.insidermonkey.com
2026-06-12
Insider Monkey
NEWS
Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
Published on June 12, 2026 at 9:55 am by FAHAD SALEEM in News
SHARE
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 hol
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.investing.com
2026-06-12
Investing.com
www.investing.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a0a8be0678405e53
Performance and Security by Cloudflare
Privacy
2026-06-12
finimize.com
2026-06-12
Finimize
Before proceeding to your request, you need to solve a puzzle, and the puzzle requires Google Translate to be disabled. Please disable Google Translate and retry.
Complete the security check before continuing. This step verifies that you are not a bot, which helps to protect your account and prevent spam.
2026-06-12
www.constructionequipmentguide.com
2026-06-12
Construction Equipment Guide
Micron Technology Inc. announced that it has selected Bechtel to partner on the engineering, procurement and construction of the first phase of Micron's historic leading-edge memory manufacturing complex in Clay, N.Y., which is planned to become the nation's largest semiconductor manufacturing facility.
Bechtel will mobilize at the White Pine Commerce Park site in Onondaga County immediately and
2026-06-12
www.designdevelopmenttoday.com
2026-06-12
Design and Development Today
www.designdevelopmenttoday.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a0a1ee2c0945277b
Performance and Security by Cloudflare
Privacy
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Citi names Broadcom, Texas Instruments, and Applied Materials top chip picks
Luke Juricic
Wed, June 10, 2026 at 1:36 PM PDT 2 min read
AVGO
+3.62%
TXN
+5.35%
AMAT
+11.19%
^GSPC
+1.75%
Explore stocks on Coinbase
Trading disclosure
Investing.com -- As the semiconductor sector navigates a massive market rally, Wall Street is increasingly looking to separate the core secular winners from short-term c
2026-06-11
au.investing.com
2026-06-11
Investing.com Australia
au.investing.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a09b4037b9213450
Performance and Security by Cloudflare
Privacy
2026-06-11
in.investing.com
2026-06-11
Investing.com India
in.investing.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a09c72baa9d5393d
Performance and Security by Cloudflare
Privacy
2026-06-11
ca.investing.com
2026-06-11
Investing.com Canada
ca.investing.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a09d26636a5b787b
Performance and Security by Cloudflare
Privacy