Semiconductor News & Analysis Feed
10249 articles
2026-06-12
www.quiverquant.com
2026-06-12
Quiver Quantitative
Entegris, Inc. (ENTG) is up 6.4% today. Here is some analysis on what might have caused this price movement.
Analysis: A single, company-specific headline tied to today’s move is not clearly identifiable from widely available disclosures. The most plausible drivers are a broader risk-on swing in semiconductor-related stocks, with investors re-highlighting Entegris’ recent Q1 beat and its outlook,
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Samsung Collaborations On 2nm And 3D‑IC Put Investor Focus On Valuation
Simply Wall St
Thu, June 11, 2026 at 10:10 AM PDT 2 min read
005930.KS
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-1.47%
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Samsung Electronics has expanded its collaborations with S
2026-06-12
www.statnews.com
2026-06-12
statnews.com
Mario Aguilar/STAT
By Mario Aguilar
June 11, 2026
Health Tech Correspondent
NEW YORK — Health care artificial intelligence company Abridge on Thursday announced new deals with two trillion-dollar companies, pharma giant Eli Lilly and chipmaker Nvidia, as it aims to gain an edge in the competitive market that supports doctors and streamlines hospital billing and operations.
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2026-06-12
www.theinformation.com
2026-06-12
The Information
Developers of OpenAI’s Stargate Data Center Face Higher Costs
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2026-06-12
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2026-06-12
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2026-06-12
www.msn.com
2026-06-12
MSN
KKR has partnered with Nvidia, Vistra, and the Kuwait Investment Authority to launch a $10 billion artificial-intelligence infrastructure company, the latest sign private equity is piling into the AI data center buildout.
KKR announced the new company Helix Digital Infrastructure on Thursday, and said Nvidia would serve as a “cornerstone strategic partner.” Nuclear and natural gas energy provider
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just delivered the kind of quarter that should have sent shares to new highs. Revenue of $81.6 billion grew 85.2% year over year, Data Center clocked $75.2 billion at 92% growth, and Jensen Huang told investors “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.”
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Prediction: Nvidia Set to Hit $250 on This Date
Vandita Jadeja
Thu, June 11, 2026 at 9:41 AM PDT 4 min read
NVDA
+2.22%
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NVDA posted $81.6B in revenue with 85% growth yet trades at $208, requiring a 20% gain to reach $250 by early 2027.
Wall Street's 58 buy ratings target $298, but a conservative model pegs $256 as base case, citing mega-cap
2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-12
futurumgroup.com
2026-06-12
The Futurum Group
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2026-06-12
kotaku.com
2026-06-12
Kotaku
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2026-06-12
embeddedcomputing.com
2026-06-12
Embedded Computing Design
Openchip Adopts Baya Systems WeaveIP Fabric for AI and RISC-V Platforms
By Chad Cox
PRODUCTION EDITOR
EMBEDDED COMPUTING DESIGN
June 11, 2026
NEWS
Image Credit: Baya Systems and Openchip
Baya Systems and Openchip announced the companies have entered a strategic partnership. Openchip is licensing Baya Systems’ data-movement platform and Network-on-Chip (NoC) fabric technology to offer solutio
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
Wafer Demand Forecast – Q3 2025 Update
2 Min Read September 30, 2025
The semiconductor market is bifurcated, driven by AI growth in HBM, leading to an increase in DRAM's wafer allocation from 16% to nearly 21% by 2030.
The semiconductor market is increasingly bifurcated, with AI-related segments fueling robust growth while the rest of the industry faces headwinds from weaker end-m
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
Top-three Semiconductor Spenders Heating up with CHIPS Act Funds
Author: Louis Tran
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Semiconductor equipment order activity increased to 80 °F last week. Memory continued to lead the upturn due to its exposure to AI.
The US advanced-packaging and leading-edge foundry market is heating up long term as CHIPS Act distribution is announced. After rec
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
EUV Lithography: A Power-Hungry Path to Innovation
Discover the energy-intensive realities of EUV lithography and its impact on semiconductor innovation—read how industry leaders are addressing sustainability challenges in our full report.
The Energy Cost of Technological Advancement
Extreme ultraviolet (EUV) lithography has revolutionized semiconductor manufacturing, enabling the production of
2026-06-11
www.marketwatch.com
2026-06-11
MarketWatch
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2026-06-11
www.washingtontimes.com
2026-06-11
Washington Times
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2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Wall Street may be turning on AI, as Oracle (NYSE:ORCL | ORCL Price Prediction) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago.
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ORCL stock is now up just 2.3% from year-ago prices, and it may not be long until it’s in the red. That’s a major sh
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
Omor Ibne Ehsan
Thu, June 11, 2026 at 8:38 AM PDT 5 min read
MU
+11.66%
ORCL
-8.53%
NVDA
+2.22%
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Oracle stock has been plunging due to Wall Street souring on excessive spending
On the other hand, Micron is not leaning into the euphoria and is taking conser
2026-06-11
letsdatascience.com
2026-06-11
Let's Data Science
FUNDING & BUSINESS
nvidia
ai infrastructure
earnings
datacenter
Nvidia Reports Strong AI-driven Revenue and Guidance
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June 11, 2026
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Seeking Alpha reports that Nvidia posted Q1 revenues up 85% year-over-year to $81.6B, with gross margins at 75%, driven by robust demand for AI infrastructure. The a