Semiconductor News & Analysis Feed
823 articles
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
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
NVDA
-2.56%
MU
-3.72%
SNDK
+0.51%
^GSPC
-0.94%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) has long been considered the industry standard for artificial intelligence (AI) computing stock
2026-06-10
ca.investing.com
2026-06-10
Investing.com Canada
ca.investing.com
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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
digitimes.com
2026-06-10
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen efforts to combat semiconductor smuggling, according to Bloomberg.
2026-06-10
www.statesman.com
2026-06-10
Austin American-Statesman
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2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
www.tradingview.com
2026-06-09
TradingView
News
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Zacks
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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
ca.investing.com
2026-06-09
Investing.com Canada
Trump says Netanyahu did not defy him by attacking Iran - BBC
Stocks open higher with Israel-Iran tensions cooling, chip rebound in focus
Investing.com - Stifel raised its price target on Cadence Design Systems Inc. (NASDAQ:CDNS) to $432 from $395 while maintaining a Buy rating on the stock. The shares currently trade at $403.56, up 26% year-to-date and near their 52-week high of $416.69, though
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Barcharts
AMD (AMD) stock has been one of the top performers in 2026. Shares have surged more than 130% year-to-date (YTD), significantly outperforming rival Nvidia (NVDA), whose stock has gained about 13% over the same period.
The rally reflects growing investor confidence in AMD's position within the artificial intelligence (AI) ecosystem. Demand for the company's Instinct GPUs continues to ac
2026-06-09
ca.finance.yahoo.com
2026-06-09
Yahoo! Finance Canada
Skyworks Solutions, onsemi, and Amkor Shares Skyrocket, What You Need To Know
Petr Huřťák
Mon, June 8, 2026 at 10:53 p.m. AST 3 min read
SWKS
+2.45%
NVDA
+1.73%
AMKR
+5.14%
ON
+3.10%
Skyworks Solutions, onsemi, and Amkor Shares Skyrocket, What You Need To Know
What Happened?
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff du
2026-06-09
digitimes.com
2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-09
digitimes.com
2026-06-09
Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing supply chain.
2026-06-09
semiengineering.com
2026-06-09
Laura Peters
Majority of AI initiatives failing; synthetic data gaining traction due to limited real...
2026-06-09
www.bloomberg.com
2026-06-09
Bloomberg
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2026-06-09
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2026-06-09
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2026-06-09
www.ad-hoc-news.de
2026-06-09
AD HOC NEWS
ASML, NL0010273215
High-NA EUV lithography scanner from ASML explained for US chip fabs
08.06.2026 - 22:40:25 | ad-hoc-news.de
ASMLs High-NA EUV lithography scanner is one of the most complex tools in modern chipmaking. Here is how it works, why it matters for AI-era chips, and what US fabs need to know.
ASML, NL0010273215
ASML High-NA EUV lithography system sits at the center of the next wave
2026-06-09
ca.investing.com
2026-06-09
Investing.com Canada
ca.investing.com
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2026-06-09
tomshardware.com
2026-06-09
Matt Safford
Levelplay took to Computex with some interesting cooling concepts, like magnetic fans that can be reversed in seconds, and an AIO that puts a big tactile knob for fan control on top of your CPU.
2026-06-09
www.techinsights.com
2026-06-09
TechInsights
Chips Act 2.0 - Can €120 Billion Buy Europe a Seat at the AI Chip Table?
2 Min Read June 08, 2026
Europe’s Chips Act 2.0 aims to boost AI independence with €120B in funding, a flagship AI foundry, and new safeguards against foreign providers.
The European Commission unveiled Chips Act 2.0 on June 3, 2026, shifting from the original act's ineffective supply-side subsidies to a dema