Semiconductor News & Analysis Feed
309 articles
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
www.openpr.com
2026-06-09
openPR.com
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2026-06-08
easternherald.com
2026-06-08
The Eastern Herald
Broadcom’s $1.2 Billion Guidance Miss Just Erased $1.3 Trillion From the Chip Market
Broadcom's Q3 AI chip guidance fell $1.2B short of expectations — and the entire semiconductor sector paid the price in its worst session since March 2020.
BY ECONOMY DESK
JUNE 8, 2026
Broadcom's AI chip revenue guidance fell $1.2 billion short of analyst expectations on June 3, 2026, triggering a two-day sector
2026-06-08
www.openpr.com
2026-06-08
openPR.com
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2026-06-08
news.futunn.com
2026-06-08
富途牛牛
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2026-06-08
digitimes.com
2026-06-08
Shanghai Belling, a Chinese analog IC supplier, has announced price adjustments for some of its products starting June 9, 2026, with increases ranging from 10% to 30%. The move is widely seen as a notable step in a fresh round of price adjustments by one of China's most established analog chipmakers.
2026-06-06
kalkinemedia.com
2026-06-06
Kalkine Media
Advanced Micro Faces Fresh AI Chip Market Attention
NASDAQ COMPOSITE
AMD
6 min read | June 06, 2026 01:20 AM PDT | By Anmol Khazanchi
Google News:
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2026-06-06
www.gurufocus.com
2026-06-06
GuruFocus
www.gurufocus.com
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2026-06-05
news.google.com
2026-06-05
GuruFocus
2026-06-05
news.google.com
2026-06-05
Kalkine Media
2026-06-05
news.google.com
2026-06-05
Jon Peddie Research
2026-06-04
news.google.com
2026-06-04
Market.us
2026-06-03
news.google.com
2026-06-03
Bits&Chips
2026-06-03
mainichi.jp
2026-06-03
毎日新聞
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2026-06-03
sourceability.com
2026-06-03
Sourceability
The semiconductor industry continues to experience massive shifts as the result of uncontrollable AI demand. Recently, Micron joined the ranks of Nvidia in the trillion-dollar market value club thanks to enormous opportunities tied to AI-driven memory demand.
Consecutively, the ongoing legal dispute involving Wingtech and Nexperia reflects the increasing complexity of geopolitical influences in
2026-06-02
www.msn.com
2026-06-02
MSN
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2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
On June 02, 2026, the A-shares market opened higher, with indices initially rising before reversing course. NVIDIA Corp NVDA saw a significant stock surge of 6.3%, increasing its market capitalization by $319 billion, making it a key driver of market gains.
The recent surge in NVIDIA's stock price follows the announcement at the GTC conference regarding its new RTX Spark chip for Windows PCs. Thi
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.tekedia.com
2026-06-02
Tekedia
IBM Surges As Nvidia Enters The Consumer PC Chip Market
June 2, 2026 | by Paul Ugbede Godwin | 0
Technology stocks captured investor attention as International Business Machines (IBM) surged more than 12% in premarket trading, while Nvidia unveiled a major expansion into the consumer PC market with its new RTX Spark chip, which will power Microsoft’s latest Surface laptop lineup.
Together, thes
2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
On June 02, 2026, the A-shares market opened higher, with indices initially rising before reversing course. NVIDIA Corp NVDA saw a significant stock surge of 6.3%, increasing its market capitalization by $319 billion, making it a key driver of market gains.
The recent surge in NVIDIA's stock price follows the announcement at the GTC conference regarding its new RTX Spark chip for Windows PCs. Thi