Semiconductor News & Analysis Feed
4497 articles
2026-06-18
www.trefis.com
2026-06-18
Trefis
Texas Instruments Stock And The Industrial Recovery Hiding In Plain Sight
June 17th, 2026 by Trefis Team
-15.99%
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Market
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Trefis
TXN
Texas Instruments
Before the chipmaker’s stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarter by quarter, for anyone listening.
Between December 2025 and June 2026, Texas Instruments (TXN) stock
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Investors in the semiconductor capital equipment sector often face a structural question about where value is created in the supply chain. The largest equipment manufacturers—companies such as Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) and Lam Research (NYSE:LRCX)—design and sell complete semiconductor manufacturing systems. Surrounding these firms is a large ecosystem of suppliers th
2026-06-18
eetimes.com
2026-06-18
Machine vision has become a critical quality gate in modern industrial automation, helping manufacturers inspect products, guide robots, verify assemblies, and reduce production errors. However, reliable vision performance depends on more than the camera, lens, lighting, or software. In real factory environments, vision systems are exposed to electrical noise from motors, drives, relays, switching
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
ASML CEO says need to make sure no supply constraints for new projects like Musk’s Terafab
Jun 17, 2026, 1:57 PM ETASML Holding N.V. (ASML) Stock, SPCX StockINTC, TSMBy: Ravikash Bakolia, SA News Editor
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Pixelbizz
ASML's (ASML) CEO Christophe Fouquet said the chip equipment maker has to make sure it does not experience supply constraints when servicing new proj
2026-06-18
simplywall.st
2026-06-18
simplywall.st
United States/Software/NasdaqGS:CDNS
Cadence Design Systems (CDNS) Stock Could Be 12.5% Overvalued After Intel Foundry Deal
June 18, 2026
Simply Wall St
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Why the Intel Foundry deal matters for Cadence Design Systems stock
Cadence Design Systems (CDNS) has drawn fresh attention after announcing a multi-year Design Technology Co Optimization partnership with Intel Found
2026-06-18
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2026-06-18
EE Times
2026-06-18
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2026-06-18
Benzinga
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2026-06-18
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finance.yahoo.com
2026-06-18
Yahoo Finance
Will Micron Split Its Stock This Year?
Jack Delaney, The Motley Fool
Wed, June 17, 2026 at 9:47 AM PDT 3 min read
MU
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NVDA
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INTC
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Trading disclosure
When it opened at around $295 per share to start 2026, the memory and data storage company Micron Technology (NASDAQ: MU) did not appear to be a likely candidate for a stock split anytime soon. But as the
2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
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2026-06-17
tomshardware.com
2026-06-17
Hassam Nasir
Nvidia has updated RTX Remix with a bunch of new features that will help improve the fidelity and reduce the file size of modded games, along with the complexity of developing said mods.
2026-06-17
www.bloomberg.com
2026-06-17
Bloomberg
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2026-06-17
Technetbook
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2026-06-17
Yahoo Finance
Jim Cramer Wonders Whether Nvidia Corp (NVDA)’s Becoming Like Apple
Ramish Cheema
Wed, June 17, 2026 at 8:00 AM PDT 2 min read
NVDA
-0.51%
SPCX
-3.54%
AAPL
-0.34%
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Trading disclosure
We recently published Jim Cramer Called SpaceX A Meme Stock & Discussed These 7 Stocks. Nvidia Corp (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer.
Once Wall Street's AI darling
2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
Applied Materials (AMAT) Climbed Amid Broad-Based Growth Drivers
Soumya Eswaran
Wed, 17 June 2026 at 7:33 am GMT-7 3 min read
AMAT
+7.79%
^GSPC
+0.05%
Renaissance Investment Management, an investment management company, released its Q1 2026 “Large Cap Growth Strategy.” A copy of the letter can be downloaded here. Stocks fell sharply in the first quarter due to the Iran conflict. The Energy and Ma
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Applied Materials (AMAT) Climbed Amid Broad-Based Growth Drivers
Soumya Eswaran
Wed, June 17, 2026 at 7:33 AM PDT 3 min read
AMAT
+7.99%
Trade AMAT on Coinbase
Trading disclosure
Renaissance Investment Management, an investment management company, released its Q1 2026 "Large Cap Growth Strategy." A copy of the letter can be downloaded here. Stocks fell sharply in the first quarter due to the Iran