Semiconductor News & Analysis Feed
8161 articles
2026-06-04
news.google.com
2026-06-04
WTVB
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Artificial intelligence (AI) semiconductor giant Micron Technology (
MU
+1.56%
) recently became the latest U.S. company to join the prestigious $1 trillion market capitalization club after a run in which the stock gained an eye-popping 900% over the past year.
While the $1 trillion club is growing, it's still rarefied territory, and it's not every day companies gain entry. Micron's ascent is als
2026-06-04
news.google.com
2026-06-04
qz.com
2026-06-04
www.cnbc.com
2026-06-04
CNBC
Technology stocks fell in premarket trading Thursday, with chipmakers Broadcom
, Micron Technology
and Marvell Technology
leading the losses as investors fled the semiconductor space.
Broadcom shares were down 14.6% ahead of the market open after the company, which designs and makes customized AI chips for other technology names, reported weaker-than-expected earnings on Wednesday.
The fall wa
2026-06-04
www.sdxcentral.com
2026-06-04
SDxCentral
TSMC CEO warns AI demand could outstrip chip supply for ‘years’: report
Strait of Hormuz crisis compounds hardware shortfall, while TSMC CEO says added Arizona capacity won't meet surging U.S. demand
June 04, 2026 By Ben Wodecki Have your say
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– Taiwan Semiconductor Manufacturing Co., Ltd.
C.C. Wei, the CEO of TSMC, has issued a warning that global chips
2026-06-04
www.ad-hoc-news.de
2026-06-04
AD HOC NEWS
ASMLs, Billion
ASML's €12 Billion Buyback and EUV Capacity Debate Drive Divergent Institutional Reaction
04.06.2026 - 13:13:18 | boerse-global.de
ASML hits record high becoming Europe's most valuable firm; JPMorgan and Morgan Stanley raise price targets on EUV output flexibility, while institutional investors show divergent bets.
KI-Buchhaltung: Bearbeitungszeit sinkt um ein Drittel, Genauigkeit
2026-06-04
sg.finance.yahoo.com
2026-06-04
Yahoo Finance Singapore
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2026-06-04
news.google.com
2026-06-04
Yahoo Finance
2026-06-04
www.barrons.com
2026-06-04
Barron's
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2026-06-04
www.msn.com
2026-06-04
MSN
Micron Technology stock was dropping on Thursday amid broad weakness across the semiconductor sector. Investors are keeping a close eye on the memory-chip cycle and it could be reaching its peak shortly.
Micron shares were down 7% at $1,005.03 in premarket trading. That’s not much of a dent in its 916% gain over the past year through Wednesday’s close but might betray some nervousness about wheth
2026-06-04
www.engineersireland.ie
2026-06-04
Engineers Ireland
Tyndall National Institute has welcomed the European Commission’s proposal for a Chips Act 2.0, describing it as a decisive step in strengthening Europe’s semiconductor ecosystem and accelerating the transition from research excellence to industrial-scale capability.
Demand-generation, industrialisation, resilience, and supply chain security
The updated framework signals a major evolution in Eur
2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-04
www.msn.com
2026-06-04
MSN
Broadcom's (AVGO) -13% post-earnings selloff has renewed attention on valuations across the semiconductor sector, where many of the industry's largest companies now carry some of the market's least attractive valuation grades despite benefiting from the ongoing AI boom.
The rapid adoption of artificial intelligence has fueled a powerful rally in chip stocks over the past two years, driving many s
2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
news.google.com
2026-06-04
incrypted
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.newelectronics.co.uk
2026-06-04
New Electronics
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Neil Tyler
04 Jun 2026
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