Semiconductor News & Analysis Feed
565 articles
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
On June 10, 2026, TSMC reported consolidated net revenue of NT$416.98 billion for May 2026, up 1.5% from April and 30.1% year on year, with revenue for January through May reaching NT$1.96 trillion, a 30.0% increase over the same period in 2025. The filing also detailed intercompany financial arrangements, including funds lent via TSMC Development to its wholly owned U.S. subsidiary TSMC Washingto
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
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QCraft Demonstrates Urban NOA on Qualcomm's Latest Snapdragon Ride SoC, Targets 2026 Global Mass Production
Business Wire
Thu, June 11, 2026 at 12:06 AM PDT 2 min read
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QCraft is Collaborating with Qualcomm to Build a New Generation of Intelligent Dr
2026-06-11
news.google.com
2026-06-11
Business Wire
2026-06-11
digitimes.com
2026-06-11
Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.
2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-11
digitimes.com
2026-06-11
While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric automotive future, the sentiment across the PCIM Europe 2026 exhibition floor is more pragmatic. The industry has reached a transitional maturity wall where the realities of material physics, fragmented design silos, and macroeconomic supply shocks
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
digitimes.com
2026-06-11
Largan Precision is accelerating its push into CPO-related optical components, with chairman Adam Lin revealing that the company is building its first automated pilot line at a new Taiwan facility, scheduled to be ready before September 2026.
2026-06-11
eetimes.com
2026-06-11
Pablo Valerio
"RISC-V is now," said Andrea Gallo, CEO of RISC-V International, during his keynote at this week's RISC-V Summit Europe 2026 in Bologna.
2026-06-11
digitimes.com
2026-06-11
Andy Hock, chief strategy officer at Cerebras Systems, walked onto the Main Stage at SuperAI Singapore 2026 on Wednesday carrying the company's Wafer Scale Engine — the physical chip itself — and held it up for an audience of 10,000 before placing it next to a slide showing it to scale against Nvidia's latest B200 platform. The size difference was stark.
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for QUALCOMM Stock
Today’s Performance: -7%
52-Week Range: $122 to $260
Valuation Model Target Price: around $200
Implied Upside: about 3%
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What Happened?
QUALCOMM Incorporated stock fell about 7% today, recently trading near $191 per share as investors pulled back from semiconductor stocks and questioned
2026-06-11
tech-insider.org
2026-06-11
tech-insider.org
Nvidia Earnings: $81.6B Quarter, 92% DC Surge [2026]
MARCUS CHENJUNE 10, 2026HARDWARE
Marcus Chen
June 10, 2026
14 min read
Nvidia just delivered the single largest quarter any technology company has ever reported, and Wall Street barely blinked. The chipmaker posted $81.6 billion in revenue for its first quarter of fiscal 2027, up 85% year over year, with data center revenue alone reaching $75.2
2026-06-10
qz.com
2026-06-10
qz.com
BUSINESS NEWS
SK Hynix is targeting a U.S. stock market debut as early as August
The South Korean memory chipmaker filed confidentially for a U.S. listing in March and could raise as much as $14 billion
By
Colleen Cabili
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Published 22 minutes ago
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Bloomberg / Getty Images
A U.S. stock market listing as e
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
SK Hynix U.S. stock listing ADR debut August 2026
Quartz · Bloomberg / Getty Images
Colleen Cabili
Wed, June 10, 2026 at 7:37 AM PDT 2 min read
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A U.S. stock market listing as early as August is in the works for SK Hynix, with the South Korean memory chipmaker aiming to attract a wider pool of investors and capitalize on surg
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Nvidia (
NVDA
1.32%
) has long been considered the industry standard for artificial intelligence (AI) computing stocks. Since 2023, it has been an amazing performer and has delivered strong, market-crushing returns for shareholders. However, 2026 hasn't been so kind.
Nvidia's stock is up about 12% this year, which isn't a bad return, but it's only beating the S&P 500 (
^GSPC
0.31%
) by a few perc
2026-06-10
www.gasworld.com
2026-06-10
gasworld
Lita Shon-Roy of TechInsights
AI to push semiconductor market beyond $1 trillion before end of 2026
By Anthony Wright
3 hours ago
1 min read
Bookmark
The global semiconductor market is expected to exceed $1 trillion in annual revenue before the end of 2026, with artificial intelligence responsible for more than half of that growth, according to Lita Shon-Roy, President of Materials Analysis at Te
2026-06-10
www.communicationstoday.co.in
2026-06-10
Communications Today
www.communicationstoday.co.in
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron and Sandisk Have Crushed Nvidia as the Top Artificial Intelligence (AI) Stock in 2026. Can That Continue?
Keithen Drury, The Motley Fool
Wed, June 10, 2026 at 3:50 AM PDT 4 min read
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Nvidia (NASDAQ: NVDA) has long been considered the industry standard for artificial intelligence (AI) computing stock
2026-06-10
pr.tsmc.com
2026-06-10
pr.tsmc.com
TSMC May 2026 Revenue Report
Issued by: TSMC
Issued on: 2026/06/10
TSMC May 2026 Revenue Report
HSINCHU, Taiwan, R.O.C. – June 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for May 2026: On a consolidated basis, revenue for May 2026 was approximately NT$416.98 billion, an increase of 1.5 percent from April 2026 and an increase of 30.1 percent from May 2025. Revenue for J
2026-06-10
digitimes.com
2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.