Semiconductor News & Analysis Feed
383 articles
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
CDNS
-0.63%
INTC
+7.49%
Explore stocks on Coinbase
Trading disclosure
Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory als
2026-06-11
www.etftrends.com
2026-06-11
ETF Trends
Leveraged & Inverse Content Hub
Micron Can Shake Its Slump & Benefit This ETF
Todd Shriber June 11, 2026
Once-hot Micron (MU) is proving vulnerable to a recent uptick in volatility weighing on the artificial intelligence (AI) trade. As of late Wednesday, shares of the memory chipmaker were off 16.55% over the past week and following a recent flirtation with $1,100, the stock is clinging to $900.
2026-06-11
www.engineering.com
2026-06-11
Engineering.com
www.engineering.com
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2026-06-11
www.semafor.com
2026-06-11
Semafor
THE NEWS
Josh Parker has a tough job. As the artificial intelligence boom is greeted by a skeptical America, Nvidia’s head of sustainability wants to educate policymakers and the public about the positive impacts that the technology — and especially data centers — can have on communities.
“I don’t think it’s irrational for people to have anxiety about the future, because AI is so transformative,
2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock's New CPU Story Big Enough to Cover Its China Silence?
As management pivots hard to a massive new market, they've stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can't afford to ignore as growth slows.
With NVIDIA (NVDA) stock delivering a stunning 70.7% revenue surge over the last year, it’s easy to get swept up in the triumphant narrative.
2026-06-11
www.trefis.com
2026-06-11
Trefis
Qualcomm Stock Shines Now But Storms Hit Hard
June 11th, 2026 by Trefis Team
-4.88%
Downside
191
Market
182
Trefis
QCOM
Qualcomm
Deeper drops than the broad market are its history. The real question is whether you can stomach the recovery time.
Qualcomm (QCOM) stock took a sharp turn on June 10th, 2026, when it fell 6.9% in a single session. For a shareholder, that stings. But it is vital to pla
2026-06-11
cryptobriefing.com
2026-06-11
Crypto Briefing
Republican lawmakers challenge TSMC’s influence in Washington as lobbying spend hits $3.28M
The Taiwanese chip giant has deployed 22 lobbyists to shape US semiconductor policy, with 18 of them coming
2026-06-11
eetimes.com
2026-06-11
“We are definitely not an EDA company,” Ricursive co-founders told EE Times.
2026-06-10
www.trefis.com
2026-06-10
Trefis
Should You Pay Attention To NVIDIA Stock’s Momentum?
June 10th, 2026 by Trefis Team
-3.86%
Downside
208
Market
200
Trefis
NVDA
NVIDIA
NVIDIA (NVDA) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough?
Why Bet On NVDA Now?
The p
2026-06-10
www.trefis.com
2026-06-10
Trefis
NVIDIA or GLOBALFOUNDRIES: Which Stock Has More Upside?
June 10th, 2026 by Trefis Team
GFS
GLOBALFOUNDRIES
GLOBALFOUNDRIES fell -11% during the past week. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives you more. NVIDIA (NVDA) stock offers superi
2026-06-10
semiengineering.com
2026-06-10
Bryon Moyer
CXL is also gaining traction in AI processing, while MIPI and others are growing at the...
2026-06-10
cryptobriefing.com
2026-06-10
Crypto Briefing
Broadcom and Marvell lead AI chip market with record revenues in fiscal 2026
Custom AI accelerator chips are driving historic growth at both semiconductor giants, with Broadcom's AI revenue surging 14
2026-06-10
www.trefis.com
2026-06-10
Trefis
Micron Stock And The Two-Year Sellout
June 9th, 2026 by Trefis Team
-62.82%
Downside
949
Market
353
Trefis
MU
Micron Technology
Before the memory chipmaker’s historic run, management was telling anyone who would listen that its most important product was already sold out for years to come.
When a stock delivers a nearly eight-hundred-percent return in a year, as Micron Technology (MU) did, it ca
2026-06-10
www.trefis.com
2026-06-10
Trefis
Micron Stock And The Two-Year Sellout
June 9th, 2026 by Trefis Team
-62.82%
Downside
949
Market
353
Trefis
MU
Micron Technology
Before the memory chipmaker’s historic run, management was telling anyone who would listen that its most important product was already sold out for years to come.
When a stock delivers a nearly eight-hundred-percent return in a year, as Micron Technology (MU) did, it ca
2026-06-10
eetimes.com
2026-06-10
Efinix’ exchangeable logic-and-routing technology aims to cut power and die area while enabling memory integration and greater flexibility for AI edge designs.
2026-06-09
www.trefis.com
2026-06-09
Trefis
What Lit a Fire Under Qualcomm Stock?
June 9th, 2026 by Trefis Team
-16.48%
Downside
218
Market
182
Trefis
QCOM
Qualcomm
The chipmaker has been a market laggard for years, so what suddenly convinced investors it was time to get on board?
If you blinked, you might have missed it. Between March 10, 2026, and June 8, 2026, shares of Qualcomm (QCOM) quietly staged a monster rally, jumping 61.7%. For
2026-06-09
www.trefis.com
2026-06-09
Trefis
Before the memory chipmaker's historic run, management was telling anyone who would listen that its most important product was already sold out for years to come.
When a stock delivers a nearly eight-hundred-percent return in a year, as Micron Technology (MU) did, it can feel like a lottery ticket you wish you’d bought. But sometimes, the story has little to do with a sudden stroke of luck. Inste
2026-06-09
news.google.com
2026-06-09
Morningstar
2026-06-09
www.bdtonline.com
2026-06-09
Bluefield Daily Telegraph
HANOI, VIETNAM - Media OutReach Newswire – 9 June 2026 – VinRobotics, Vingroup's pioneering robotics company, today announced the signing of a Memorandum of Understanding (MoU) with Infineon Technologies AG, a global semiconductor leader in power systems and IoT, to explore collaboration opportunities in building next-generation robotics applications based on advanced semiconductor technology. The
2026-06-09
www.bdtonline.com
2026-06-09
Bluefield Daily Telegraph
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