Semiconductor News & Analysis Feed
14597 articles
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Micron Technology (
MU
+2.47%
) has a big event coming up on June 24: its quarterly earnings release. Normally, quarterly earnings aren't that big of an event. Still, with how quickly Micron is growing (Micron's stock is up nearly 250% in 2026 so far) and how rapidly the artificial intelligence (AI) landscape is shifting, this could be a monumental event.
While investors have enjoyed great return
2026-06-17
www.barchart.com
2026-06-17
Barchart.com
NVIDIA Corp video chip-by Antonio Bordunovi via iStock
Nvidia (NVDA) recently disclosed plans to sell bonds and raise capital, and investors tripped over themselves to get a piece.
The artificial intelligence chip giant pulled off one of the most talked-about debt deals in recent memory. The numbers were eye-catching, and the demand was overwhelming.
www.barchart.com
Nvidia’s AI Dominance Is Ma
2026-06-17
www.mitsloanme.com
2026-06-17
MIT Sloan Management Review Middle East
Nvidia's Jensen Huang Wants a New Social Contract for AI
As concerns over jobs and inequality grow, the chief of the $5T AI company calls for a societal shift to fully realize AI's potential.
MITSloan ME Editorial
38 minutes ago
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Nvidia's Jensen Huang Wants a New Social Contract for AI
OpenAI's Cash Burn
2026-06-17
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2026-06-17
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Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
3 min read
AMAT
+8.08%
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand fo
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Subham Roy
Wed, June 17, 2026 at 6:40 AM PDT 3 min read
AMAT
+6.51%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials' AMAT Semiconductor Systems segment emerged as the company's primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing dema
2026-06-17
au.finance.yahoo.com
2026-06-17
Yahoo Finance Australia
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Subham Roy
Wed 17 June 2026 at 6:40 am GMT-7 3 min read
AMAT
+7.93%
ASML
+6.60%
LRCX
+5.19%
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand for advanced se
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Oracle (
ORCL
0.62%
), one of the biggest players in the artificial intelligence (AI) hardware ecosystem, released its fiscal 2026 results (for the year ended May 31) on June 10.
The reaction to the company's financial results wasn't great, as concerns about its fast-growing capital expenditures and mounting debt to finance the build-out of new data centers led investors to press the panic button
2026-06-17
quantumcomputingreport.com
2026-06-17
Quantum Computing Report
The U.S. Department of Commerce’s CHIPS Research and Development Office has signed a definitive agreement awarding $500 million to AI-and-quantum technology startup SandboxAQ to address acute supply chain vulnerabilities in domestic semiconductor manufacturing. Part of a broader federal push under the Trump administration to reshore high-assurance tech manufacturing, the multi-million-dollar contr
2026-06-17
wtaq.com
2026-06-17
WTAQ
By Stephen Nellis
SAN FRANCISCO, June 17 (Reuters) – The U.S. government awarded $500 million on Wednesday to startup SandboxAQ to develop new chemicals and materials for domestic semiconductor manufacturing, including alternatives to PFAS and rare earth imports.
The award is part of President Donald Trump’s move to allocate research funds under the CHIPS Act, an effort that previously funded a
2026-06-17
chargedevs.com
2026-06-17
Charged EVs
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2026-06-17
www.nature.com
2026-06-17
Nature
Review Article
Published: 17 June 2026
The physics of GaN-based light-emitting diodes
Aurelien David & Nicolas Grandjean
Nature Reviews Physics (2026) Cite this article
Abstract
The past three decades have witnessed substantial progress in the performance of GaN-based light-emitting diodes. GaN light-emitting diodes, combined with wavelength-converting materials, enable highly efficient white-
2026-06-17
news.google.com
2026-06-17
TIKR.com
2026-06-17
tomshardware.com
2026-06-17
Jowi Morales
Syrian users would have to deal with slow internet speeds as the undersea cable is being repaired.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Is Applied Materials (AMAT) a Buy as Wall Street Analysts Look Optimistic?
Zacks Equity Research
Wed, June 17, 2026 at 6:30 AM PDT 4 min read
AMAT
+7.68%
Trade AMAT on Coinbase
Trading disclosure
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (
2026-06-17
quantumcomputingreport.com
2026-06-17
Quantum Computing Report
SandboxAQ Secures $500 Million CHIPS Act R&D Award to Insulate Semiconductor Supply Chains
Mohamed Abdel-Kareem
3 hours ago
The U.S. Department of Commerce’s CHIPS Research and Development Office has signed a definitive agreement awarding $500 million to AI-and-quantum technology startup SandboxAQ to address acute supply chain vulnerabilities in domestic semiconductor manufacturing. Part of a br
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)
Fahad Saleem
Wed, June 17, 2026 at 6:26 AM PDT 2 min read
2330.TW
-0.63%
AAPL
-0.66%
NVDA
-0.49%
AMD
+3.04%
GOOGL
-2.40%
Explore stocks on Coinbase
Trading disclosure
We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan L
2026-06-17
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2026-06-17
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ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
Less than 1 min read
ASML
+3.68%
According to estimates from 11 analysts, ASML Holding N.V. - New York Registry Shares stock's average price target has risen
2026-06-17
www.tradingview.com
2026-06-17
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Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Less than 1 min read
AMAT
+7.61%
According to estimates from 33 analysts, Applied Materials, Inc. stock's average price target has risen from $526.48 to $529.82, with forecasts ranging from $425 to
2026-06-17
news.google.com
2026-06-17
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