Semiconductor News & Analysis Feed
10824 articles
2026-06-09
www.taipeitimes.com
2026-06-09
Taipei Times
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is now ranked ninth among the world’s 100 most valuable companies after its market capitalization more than doubled over the past year, PricewaterhouseCoopers (PwC) Taiwan said in a report last month.
TSMC’s market capitalization surged 101 percent year-on-year to US$1.427 trillion as of March 31, the accounting and consulting firm’s 2026 Global T
2026-06-09
www.taipeitimes.com
2026-06-09
Taipei Times
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2026-06-08
www.megabites.com.ph
2026-06-08
megabites.com.ph
Cadence and Samsung Foundry announced a full portfolio of Memory and Interface IP, along with expanded certification of Cadence’s agentic AI digital, custom, 3D IC, and system design and analysis (SDA) flows for Samsung Foundry’s second-generation 2nm process. This collaboration delivers a signoff-ready platform for next-generation AI infrastructure and physical AI designs across data center, edge
2026-06-08
www.engineering.com
2026-06-08
Engineering.com
www.engineering.com
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2026-06-08
www.spiceworks.com
2026-06-08
Spiceworks
www.spiceworks.com
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2026-06-08
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2026-06-08
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2026-06-08
www.marketscreener.com
2026-06-08
marketscreener.com
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2026-06-08
www.aninews.in
2026-06-08
ANI News
Semicon 2.0 to focus on chip design, manufacturing equipment and materials ecosystem: Ashwini Vaishnaw
ANI | Updated: Jun 08, 2026 20:52 IST
New Delhi [India], June 8 (ANI): The next phase of India's semiconductor mission, Semicon 2.0, will focus on chip design, semiconductor manufacturing equipment and the wider ecosystem required for chip production, Union Minister for Electronics and Informat
2026-06-08
ca.finance.yahoo.com
2026-06-08
Yahoo! Finance Canada
Intel vs. Lattice Semiconductor: Which AI Chip Stock is a Better Buy?
Supriyo Bose
Mon, June 8, 2026 at 8:18 a.m. PDT 6 min read
INTC
+12.33%
AMD
+5.09%
NVDA
+1.79%
LSCC
+3.69%
Intel Corporation INTC and Lattice Semiconductor Corporation LSCC are two premier semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Intel
2026-06-08
sherwood.news
2026-06-08
Sherwood News
Helena Cheng
2H
Nvidia and SK Hynix strike multiyear partnership on memory chips, AI data center build-out
NvidiaNVDA $208.21 (1.52%) shares are modestly higher after it announced a multiyear partnership with SK Hynix on memory chips and building out AI data centers.
The agreement secures a long-term pipeline of memory chips for Nvidia. At the center of the partnership is the integration of SK H
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Why Micron Is Still 'Pretty Cheap' Despite Its AI-Driven Run: Legato CIO Says This Is 'Not The Dot-Com Bubble'
Rishabh Mishra
Mon, June 8, 2026 at 8:01 AM PDT 5 min read
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Legato Financial Chief Investment Officer (CIO) Ryan Kelly argu
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 12% in early Monday trading, climbing to $111. Investors are reacting to a newly announced strategic collaboration with Japan’s Hitachi alongside a wave of reports suggesting that Alphabet‘s (NASDAQ:GOOGL) Google and NVIDIA (NASDAQ:NVDA) could lean on Intel’s foundry as a backup AI chip supplier.
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Intel Surges 12% as Hitachi Pact, Google-NVIDIA Foundry Buzz Fuel an AI Comeback
Justin Sullivan / Getty Images
David Moadel
Mon, June 8, 2026 at 7:59 AM PDT 4 min read
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INTC surged 11% to $111, extending a huge run as Intel and Hitachi announced a five-pillar strategic collaboration spanning foundry tool
2026-06-08
www.wtnh.com
2026-06-08
WTNH.com
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Google orders 3 million TPUs from Intel as TSMC strains
Quartz · Matthias Balk/picture alliance via Getty Images
Cris Tolomia
Mon, June 8, 2026 at 7:56 AM PDT 2 min read
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Google has placed an order with Intel to manufacture more than 3 million of its tensor processing units in 2028, according Reuters, cit
2026-06-08
qz.com
2026-06-08
qz.com
A.I.
Google is ordering millions of AI chips from Intel as TSMC strains to meet demand
The order comes as TSMC struggles to keep up with AI chip demand, prompting major tech companies to seek alternative manufacturers
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Cris Tolomia
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Matthias Balk/picture alliance via Getty Images
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Applied Materials (AMAT) is up 6.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism around AI-driven semiconductor capital spending, reinforced by Applied Materials’ recently strong quarterly results and upbeat outlook. Another likely contributor is incremental bullishness from Wall Street research notes and price-tar
2026-06-08
aimagazine.com
2026-06-08
AI Magazine
NVIDIA is turning to South Korea for memory chips to keep pace with skyrocketing global demand that shows no sign of slowing down anytime soon.
In a multi-year technology partnership with SK hynix, the American tech company is committing to developing advanced memory for global AI data centres.
This comes along with a series of technology partnerships with South Korean industrial giants, inclu
2026-06-08
www.zacks.com
2026-06-08
Zacks Investment Research
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2026-06-08
www.engineering.com
2026-06-08
Engineering.com
The companies plan work in robotics, AI data centers, cooling, 800 V power systems, ADAS and autonomous manufacturing platforms.
LG and NVIDIA are expanding their strategic collaboration across industries, Physical AI, AI Infra and mobility jointly drawing the future map of industry.
On the 8th of June, Kwang Mo Koo, Chairman and CEO of LG Corp.(left) and Jensen Huang, founder and CEO of NVIDIA(