Semiconductor News & Analysis Feed
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2026-06-17
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2026-06-17
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2026-06-16
247wallst.com
2026-06-16
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The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) when they hear that story. Yet memory chips have quietly become just as critical to AI infrastructure as GPUs.
Every AI server requires massive amounts of DRAM and high-bandwidth memory (HBM), and sup
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
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%
Explore stocks on Coinbase
Trading disclosure
Quick Read
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
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2026-06-16
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
Zacks Equity Research
Tue, June 16, 2026 at 6:30 AM PDT 4 min read
2330.TW
-1.25%
TSM
-3.53%
Trade TSM 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-fir
2026-06-16
ca.investing.com
2026-06-16
Investing.com Canada
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2026-06-16
tomshardware.com
2026-06-16
Sarah Jacobsson Purewal
I test keyboards for a living, and these are the keyboards I keep coming back to.
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
CoPoS may enable larger chips, but CoWoS is still better.
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
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2026-06-16
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2026-06-16
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2026-06-16
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2026-06-16
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2026-06-16
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2026-06-16
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2026-06-16
bastillepost.com
KYOTO, Japan--(BUSINESS WIRE)--Jun 15, 2026--
Murata Manufacturing Co., Ltd. (TOKYO: 6981) (ISIN: JP3914400001) announces a new collaboration with Synopsys, Inc., enabling users of Synopsys' simulation tools to navigate directly to Murata's website to access and download the latest high-performance simulation models from Murata. The collaboration covers Synopsys' 3D electromagnetic field analysis
2026-06-16
digitimes.com
2026-06-16
Shanghai Enflame Technology is nearing a STAR Market listing, bringing another Chinese AI chipmaker closer to public markets while losses, Tencent concentration, and a small share in Nvidia-led accelerators remain unresolved.
2026-06-16
digitimes.com
2026-06-16
Global semiconductor manufacturing equipment sales reached a record US$36.55 billion in the first quarter of 2026, driven by AI-related investment in advanced logic, DRAM, and advanced packaging capacity, according to the latest Worldwide Semiconductor Equipment Market Statistics report from SEMI.