Semiconductor News & Analysis Feed
938 articles
2026-06-11
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2026-06-11
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onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
2 min read
ON
−5.84%
TER
−5.86%
PENG
−5.14%
What Happened?
A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative.
M
2026-06-11
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2026-06-11
TradingKey
NVIDIA Corp (NVDA) moved down by 3.31%. The Technology Equipment sector is down by 2.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 4.52%; NVIDIA Corp (NVDA) down 3.31%; SanDisk Corporation (SNDK) up 0.10%.
NVIDIA's stock experienced significant intraday downward volatility today, largely influenced by a confluence of broader
2026-06-11
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2026-06-11
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Micron Moves Ahead With Massive New York Fab
Micron Moves Ahead With Massive New York Fab
Less than 1 min read
MU
−5.22%
Micron Technology
MU
is moving ahead with its New York semiconductor project, naming Bechtel as the construction partner for the massive memory fab.
The facility is being built in Clay, New York, where Micron broke ground in January. Once completed, the pr
2026-06-11
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2026-06-11
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Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Less than 1 min read
TSM
−4.15%
2330
−2.17%
Nvidia CEO Jensen Huang said artificial intelligence is insanely profitable for Taiwan Semiconductor Manufacturing Co
TSM
during a speech in Taiwan, highlighting the company's key role in the global chip industry.
Huang m
2026-06-10
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2026-06-10
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Neura Robotics $1.4 Bln Series C Financing Include Tether, Qualcomm, Amazon, Nvidia
Neura Robotics $1.4 Bln Series C Financing Include Tether, Qualcomm, Amazon, Nvidia
RefinitivLess than 1 min read
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2026-06-10
www.eenewseurope.com
2026-06-10
eeNews Europe
The European Commission has published its proposals for the follow up to its CHIPS Act to address some key gaps. The first Act was criticised for its lack of impact assessments and clearly defined targets.
The new Act introduces ‘grand challenges’ and expands the range of pilot lines as well as pushing for a leading edge fab to produce AI chips in the region.
Despite the increased focus on semic
2026-06-10
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2026-06-10
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KLAC Stock Hits 52-Week High, Up 46% in 3 Months: Buy, Hold or Sell?
KLAC Stock Hits 52-Week High, Up 46% in 3 Months: Buy, Hold or Sell?
4 min read
KLAC
+0.62%
KLA Corporation KLAC is trading near a fresh 52-week high, signaling growing investor conviction in the company’s execution and its critical role in the AI-driven semiconductor equipment cycle. The stock recently touched a
2026-06-10
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2026-06-10
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Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
3 min read
ON
−5.94%
ON Semiconductor Corporation ON recently launched a GaNEXUS gallium nitride (GaN) power portfolio that could emerge as a key catalyst for its rapidly expanding AI data center business. The new portfolio is specifically designed to address the grow
2026-06-10
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2026-06-10
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AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
Less than 1 min read
TSM
−4.11%
2330
−2.17%
Taiwan Semiconductor Manufacturing Co
TSM
reported a 30.1 percent rise in May revenue, supported by strong demand for AI chips and advanced semiconductors/
TSMC said monthly sales reached NT$416.98 billion (
2026-06-10
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2026-06-10
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NVIDIA Gets the Headlines, But Micron Could Offer More Upside
NVIDIA Gets the Headlines, But Micron Could Offer More Upside
3 min read
NVDA
−2.22%
MU
−3.10%
NVIDIA Corporation NVDA has remained at the center of Wall Street attention in recent sessions as investors continue to track developments in the artificial intelligence (AI) boom. Much of the focus has been on the company’s CE
2026-06-10
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2026-06-10
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TSMC Posts 30% Revenue Growth as AI Trade Cools
TSMC Posts 30% Revenue Growth as AI Trade Cools
Less than 1 min read
TSM
−2.85%
2330
−2.17%
Taiwan Semiconductor Manufacturing Company
TSM
reported May 2026 consolidated net revenue of NT$416.975 billion ($13.17 billion), up 30.1% from May 2025 and 1.5% from April 2026. Cumulative revenue for January through May 2026 reached NT$
2026-06-10
digitimes.com
2026-06-10
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.
2026-06-10
digitimes.com
2026-06-10
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects how AI training and inference are generating more data than traditional systems can handle, making storage efficiency and affordability increasingly important worldwide.
2026-06-10
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2026-06-10
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MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
2 min read
MU
−1.41%
KEY POINTS:
Micron is scheduled to report fiscal Q3 2026 results after market close on June 24.
According to data from Fiscal AI, Wall Street on average expects the compan
2026-06-10
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2026-06-10
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Allegro MicroSystems, Micron, and onsemi Stocks Trade Down, What You Need To Know
Allegro MicroSystems, Micron, and onsemi Stocks Trade Down, What You Need To Know
2 min read
ALGM
−3.24%
MU
−1.41%
ON
−3.23%
What Happened?
A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop th
2026-06-10
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2026-06-10
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SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
Less than 1 min read
SNPS
−2.91%
Strong Q2 results led to raised full-year guidance, with double-digit EDA growth and a rebound in IP expected. AI and Ansys integration are driving ne
2026-06-10
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2026-06-10
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2026-06-10
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2026-06-10
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2026-06-09
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2026-06-09
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Can KLA Outgrow Chip Equipment Market Through 2030?
Can KLA Outgrow Chip Equipment Market Through 2030?
3 min read
KLAC
−1.19%
KLA Corporation KLAC is strengthening its position in the chip equipment market as AI-driven semiconductor complexity makes process control increasingly critical to advanced manufacturing. The company’s long-term growth case is tied less to broad capacity a
2026-06-09
www.tradingkey.com
2026-06-09
TradingKey
TSMC reported Q1 2026 revenue of $35.9 billion, with net income up 58% to NT$572.48 billion and gross margin at 66.2%. High Performance Computing, driven by AI accelerators, comprised 61% of revenue. The company raised its full-year 2026 revenue growth forecast to over 30% and expects Q2 revenue between $39.0-$40.2 billion. CoWoS capacity for AI GPUs is sold out, and 2nm node risk production begin