Semiconductor News & Analysis Feed
423 articles
2026-06-12
markets.financialcontent.com
2026-06-12
FinancialContent
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
By:
StockStory
June 11, 2026 at 15:25 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace
2026-06-12
www.financialcontent.com
2026-06-12
FinancialContent
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor stocks trade at elevated multiples on future earnings, making them disproportionately sensitive to interest rates. Oil falling more than 3% and the 10-year Treasury yield dropp
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Semiconductor stocks were routed last Friday, June 5, with the sector losing a whopping $1.4 trillion in market cap in a single day. The PHLX Semiconductor Sector index shed more than 10% of its value in a single session, driven by a stronger-than-expected jobs report that has led to an increase in the odds of the Federal Reserve raising interest rates this year.
Not surprisingly, major semicondu
2026-06-11
ccianet.org
2026-06-11
CCIA
Bottom Line Up Front
Applying 25% Section 232 semiconductor tariffs to data centers would represent a 15.6% tax on data center construction.
When you tax something, you get less of it.
Data center buildout represented 92% of U.S. real GDP growth in the first half of 2025.
A 15.6% tax on data center construction would lead to the relocation, cancellation or delay of about 20% of planned 2026-2030
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
AMD has a ton of future growth priced into it.
However, Nvidia's growth rates far outpace AMD's.
10 stocks we like better than Nvidia ›
In 2026, some stocks have overtaken Nvidia(NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD(NASDAQ: AMD).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in t
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Better Artificial Intelligence (AI) Stock Buy in June: AMD vs. Nvidia (The Winner Might Surprise You)
Keithen Drury, The Motley Fool
Thu, June 11, 2026 at 1:35 AM PDT 4 min read
NVDA
-3.73%
AMD
-4.86%
INTC
-0.82%
Explore stocks on Coinbase
Trading disclosure
In 2026, some stocks have overtaken Nvidia (NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longt
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
In 2026, some stocks have overtaken Nvidia (
NVDA
3.39%
) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD (
AMD
4.63%
).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in the dust. For longtime Nvidia bulls like myself who have championed Nvidia's stock over AMD's, this is disappointing. However, a change in market sent
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Convergence Financial LLC Reduces Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Convergence Financial LLC trimmed its NVIDIA stake by 4.9% in the fourth quarter, selling 3,245 shares and leaving it with 62,437 shares valued at about $11.65 million.
NVIDIA’s recent earnings beat expectations, reporting $1.87 EPS on $81.62 billi
2026-06-11
digitimes.com
2026-06-11
Amkor Technology Korea is considering investing about KRW1 trillion (approx. US$650 million) to expand its chip packaging and testing facilities in the South Korean city of Gwangju, according to Korean media reports and city officials. The company has not officially announced the plan.
2026-06-11
digitimes.com
2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
digitimes.com
2026-06-11
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.
2026-06-11
digitimes.com
2026-06-11
Wistron ITS has officially changed its name to WITS. Chairman Ching Hsiao pointed out that the rebranding signifies the company's transition from software into the new frontier of "software-hardware integration."
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-11
digitimes.com
2026-06-11
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.
2026-06-11
news.google.com
2026-06-11
FinancialContent
2026-06-11
tomshardware.com
2026-06-11
Jake Roach
AMD has shared the first official results for its 256-core EPYC Venice CPU, saying it beats Nvidia's Vera by 3.3x in a rack-level deployment.
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.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