Semiconductor News & Analysis Feed
10822 articles
2026-06-10
www.techpowerup.com
2026-06-10
TechPowerUp
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2026-06-10
cepa.org
2026-06-10
Center for European Policy Analysis (CEPA)
The European Commission’s new Digital Sovereignty package proposes a Chips Act 2.0 that would pour taxpayer money into a sovereign artificial intelligence chip factory. A wise strategy would instead build on Europe’s existing semiconductor strengths and boost the continent’s AI appetite.
Europe’s first Chips Act, from 2022, aimed to increase the EU’s global market share to 20% by 2030, up from
2026-06-10
www.tikr.com
2026-06-10
TIKR.com
Key Stats for Cadence Design Systems Stock
Current Price: $379.62
Target Price (Mid): ~$631
Street Target: ~$385
Potential Total Return: ~60%
Annualized IRR: ~11% per year
Earnings Reaction: (3.34)% on 4/27/26
Max Drawdown: (28.85)% on 4/10/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Cadence Design Systems
2026-06-10
www.tikr.com
2026-06-10
TIKR.com
Key Stats for Cadence Design Systems Stock
Current Price: $379.62
Target Price (Mid): ~$631
Street Target: ~$385
Potential Total Return: ~60%
Annualized IRR: ~11% per year
Earnings Reaction: (3.34)% on 4/27/26
Max Drawdown: (28.85)% on 4/10/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Cadence Design Systems
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
How AI and HBM Focus at Investor Day At FormFactor (FORM) Has Changed Its Investment Story
Simply Wall St
Wed, June 10, 2026 at 6:12 AM PDT 3 min read
FORM
-3.68%
Trade FORM on Coinbase
Trading disclosure
In recent days, FormFactor’s Investor Day focused on its expanding role in AI, high‑performance computing, high‑bandwidth memory, and advanced packaging, prompting analysts to update their views
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
3.01%
), popularly known as TSMC, is the world's largest semiconductor foundry, specializing in the mass production of chips and circuits designed by fabless companies.
TSMC's factories churn out chips for the most important tech companies in the world, including Apple, Sony, Nvidia, Advanced Micro Devices, Qualcomm, and many others. In fact, TSMC notes th
2026-06-10
www.techzine.eu
2026-06-10
Techzine Global
3 MIN
INFRASTRUCTURE
TSMC sales jump 30 percent as AI chip demand stays strong
ERIK VAN KLINKEN
Jun 10, 2026, 8:34 PM GMT+8
TSMC posted a 30 percent rise in May revenue to NT$416.98 billion (roughly 11 billion euros), driven by sustained AI chip demand. Combined April and May sales are up around 24 percent year-on-year. CEO CC Wei told shareholders this month that chip supply will fall short of d
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
SLB & Qualcomm Team Up to Advance Edge AI in the Energy Sector
Zacks Equity Research
Wed, June 10, 2026 at 8:24 AM AST 2 min read
QCOM
-4.64%
VIST
+2.27%
YPF
+2.44%
EC
+2.96%
SLB
+0.47%
SLB N.V. SLB has announced a memorandum of understanding (MoU) with Qualcomm Technologies to develop edge artificial intelligence (AI) solutions for the energy industry, combining Qualcomm’s low-power edge computi
2026-06-10
www.engineering.com
2026-06-10
Engineering.com
www.engineering.com
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2026-06-10
www.barrons.com
2026-06-10
Barron's
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2026-06-10
www.networkworld.com
2026-06-10
Network World
The reported deal would add financing to an already expanding OpenAI-Nvidia infrastructure partnership.
Credit: Vitor Miranda / Shutterstock
OpenAI is reportedly in advanced talks to lease a proposed 10-gigawatt data center campus in southern Ohio in an arrangement that could include financial backing from Nvidia.
The campus could cost at least $500 billion to build at current prices for chips,
2026-06-10
kalkinemedia.com
2026-06-10
Kalkine Media
Can Cadence Design Systems Sustain Its AI-Driven Momentum?
NASDAQ COMPOSITE
CDNS
6 min read | June 10, 2026 05:13 AM PDT | By Anmol Khazanchi
Google News:
Image source: Shutterstock
Recent News
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Alphabet & Intel Chip Deal Is Reshaping The Platform Power Map
Streaming Platfor
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
/
GuruFocus
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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
finance.yahoo.com
2026-06-10
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Results Strengthened Its Key Role in the AI Trend
Soumya Eswaran
Wed, June 10, 2026 at 8:09 AM AST 4 min read
2330.TW
-2.17%
MSTR
+0.87%
TSM
-1.40%
Sands Capital Management, LLC released its Q1 2026 investor letter for its "Select Growth Strategy". A copy of the letter is available to download here. Select Growth mainly targets leading U.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
NVIDIA South Korea AI Factories Highlight Growth Ambition And Valuation Tension
Simply Wall St
Wed, June 10, 2026 at 5:07 AM PDT 3 min read
NVDA
-1.27%
SKM
-6.07%
000660.KS
-7.54%
Explore stocks on Coinbase
Trading disclosure
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
2026-06-10
www.01net.it
2026-06-10
01net
www.01net.it
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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
simplywall.st
2026-06-10
simplywall.st
United States/Software/NasdaqGS:SNPS
Synopsys (SNPS) Valuation Check As New AI Partnerships And Board Changes Shape Its Growth Story
June 10, 2026
Simply Wall St
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Synopsys (SNPS) has been busy on several fronts, with fresh Samsung Foundry collaborations on AI-powered chip design tools, a new fusion digital twin project, and an activist-backed board refresh that is reshaping how inv
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Are Billionaires and Institutional Investors Losing Faith in Nvidia? The Data Tells a Chilling Story.
Sean Williams, The Motley Fool
Wed, June 10, 2026 at 7:26 AM AST 4 min read
NVDA
-2.03%
INTC
-0.50%
For the better part of the last four years, no innovation has sparked investor interest quite like the evolution of artificial intelligence (AI). Empowering software and systems with the tools to m