Semiconductor News & Analysis Feed
2437 articles
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
If you bought Micron (
MU
3.81%
) stock at the start of 2025, you're up more than 1,000% on your investment. Many investors dream of seeing that many zeros on their percentage gain on a single stock, but few actually get those returns.
These gains have allowed Micron to become a $1 trillion company, potentially meeting all of the expectations that investors had for the company.
Unfortunately, in
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Are Qualcomm’s New Edge AI Partnerships Reframing QCOM’s Role Beyond Smartphones In Investor Models?
June 11, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Primax Electronics Ltd. announced an AI conference solution platform built on Qualcomm’s Dragonwing Q-7790 Edge AI processor, while Qualcomm also advanced partnerships in automotive a
2026-06-11
tomshardware.com
2026-06-11
Luke James
The zoo has filed a zoning appeal to overturn DC BLOX's approved permits.
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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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.fool.com
2026-06-11
The Motley Fool
There's no question that Nvidia (
NVDA
3.39%
) has been a successful investment for shareholders. The company's graphics processing units (GPUs) still dominate gaming with a 95% share of the market. Nvidia didn't stop there, adapting its processors for all manner of technology, including cryptocurrency, autonomous driving systems, robotics, cloud computing, artificial intelligence (AI), and more.
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Broadcom (
AVGO
5.12%
) has had a solid 2026, but a rough couple of weeks recently. It's up more than 13% for the year, but it used to be up around 40% prior to its earnings announcement. Now, it's down around 20% from its all-time highs.
Prior to the sell-off, it was pretty clear that Nvidia (
NVDA
3.39%
) was a better buy than Broadcom, but now that there has been a significant price correction
2026-06-11
www.tradingview.com
2026-06-11
TradingView
News
/
TradingView
/
Key facts: TSMC May Revenue Up 30.1% YoY; AI Chips Boost Growth
Key facts: TSMC May Revenue Up 30.1% YoY; AI Chips Boost Growth
Less than 1 min read
2330
−0.22%
TSMC (2330) May 2026 revenue NT$416.975B (~$13.17B), +30.1% YoY, +1.5% MoM; Jan–May revenue NT$1,961.804B (~$62B), +30.0% YoY, driven by AI infrastructure, smartphones, HPC demand
1
2
TSMC (2330) gains from rising A
2026-06-11
digitimes.com
2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
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
eetimes.com
2026-06-11
Pablo Valerio
"RISC-V is now," said Andrea Gallo, CEO of RISC-V International, during his keynote at this week's RISC-V Summit Europe 2026 in Bologna.
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Corning (
GLW
3.19%
) has manufactured glass right here in America since 1851. By 1880, it was the sole supplier of glass for Thomas Edison's original lightbulb, and today, it makes the glass for all of Apple's iPhones.
However, Corning stock has soared by 230% over the past 12 months because of red-hot demand for the company's fiber-optic cables for data centers, which help accelerate processing
2026-06-11
sg.finance.yahoo.com
2026-06-11
Yahoo Finance Singapore
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights
Zacks Equity Research
Wed, 10 June 2026 at 2:45 pm GMT-7 3 min read
QCOM
-6.92%
^GSPC
-1.62%
^DJI
-1.87%
^IXIC
-1.98%
In the latest close session, Qualcomm (QCOM) was down 6.96% at $191.12. The stock's change was less than the S&P 500's daily loss of 1.62%. Elsewhere, the Dow lost 1.87%, while the tech-heavy Nasdaq lost 1
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
__fail__
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
On June 5, SpaceX quietly announced that it had entered into a massive compute capacity agreement with Alphabet's (
GOOG
2.23%
) (
GOOGL
1.95%
) Google. SpaceX is effectively leasing access to a cluster of 110,000 Nvidia (
NVDA
3.39%
) GPUs, along with supporting CPUs, memory, and related data center hardware. In exchange, Google will pay SpaceX $920 million per month between October 2026 and June
2026-06-11
asia.nikkei.com
2026-06-11
Nikkei Asia
Japan 'excellent candidate' for South Korean chipmaker's overseas plants
SK Group Chairman Chey Tae-won says Japan would be an ideal candidate for the South Korean conglomerate to expands its chip operations. (Photo by Yuki Nakao)
TOKYO -- South Korea's SK Hynix will triple its wafer capacity by 2034 to meet soaring demand for its memory chips critical for artificial intelligence computing, SK
2026-06-11
www.tradingkey.com
2026-06-11
TradingKey
NVIDIA Corp (NVDA) moved down by 3.31%. The Technology Equipment sector is down by 2.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 4.52%; NVIDIA Corp (NVDA) down 3.31%; SanDisk Corporation (SNDK) up 0.10%.
NVIDIA's stock experienced significant intraday downward volatility today, largely influenced by a confluence of broader
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Micron (
MU
4.50%
) stock is getting hit with another sizable pullback in Wednesday's trading. The company's share price was down 3.4% as of 2:10 p.m. ET amid the backdrop of a 0.8% decline for the S&P 500 and a 4.2% decline for the Nasdaq Composite.
The market's reaction to the latest Consumer Price Index (CPI) report published by the Bureau of Labor Statistics (BLS) is weighing on stocks today.
2026-06-11
news.google.com
2026-06-11
Barron's
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Nvidia (
NVDA
2.53%
) could be moving beyond GPUs and deeper into semiconductor manufacturing. As advanced fabs need more simulation, process control, and scheduling power, Nvidia's platform may become even more critical. But after a massive run, investors still need to ask whether the upside is already priced in.
Stock prices used were the market prices of June 3, 2026. The video was published o