Semiconductor News & Analysis Feed

602 articles
2026-06-11
www.gurufocus.com 2026-06-11 GuruFocus
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2026-06-11
simplywall.st 2026-06-11 simplywall.st
United States/Semiconductors/NYSE:TSM Taiwan Export Review Puts TSMC AI Chip Growth And Valuation In Focus June 11, 2026 Simply Wall St Reviewed by Bailey Pemberton Share Copy Link Taiwan is weighing stricter controls on exports of advanced AI chips to China, including possible criminal penalties for violations. The review focuses on the most advanced AI accelerators and supporting technologies th
2026-06-11
www.gurufocus.com 2026-06-11 GuruFocus
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2026-06-11
www.gurufocus.com 2026-06-11 GuruFocus
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2026-06-11
digitimes.com 2026-06-11
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).
2026-06-11
www.gurufocus.com 2026-06-11 GuruFocus
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2026-06-11
finance.yahoo.com 2026-06-11 Yahoo Finance
Taiwan Export Curbs Put TSMC China Exposure And Valuation In Focus Simply Wall St Wed, June 10, 2026 at 9:14 AM PDT 3 min read TSM -3.20% Trade TSM on Coinbase Trading disclosure Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Taiwan is weighing stricter export controls on advanced AI chips to China, including potential crim
2026-06-10
www.msn.com 2026-06-10 MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending. “We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle
2026-06-10
finance.yahoo.com 2026-06-10 Yahoo Finance
How AI and HBM Focus at Investor Day At FormFactor (FORM) Has Changed Its Investment Story Simply Wall St Wed, June 10, 2026 at 6:12 AM PDT 3 min read FORM -3.68% Trade FORM on Coinbase Trading disclosure In recent days, FormFactor’s Investor Day focused on its expanding role in AI, high‑performance computing, high‑bandwidth memory, and advanced packaging, prompting analysts to update their views
2026-06-10
www.thefoothillsfocus.com 2026-06-10 The Foothills Focus
PREV Previous PREVIOUS DVUSD student honored for resilience and positivity Barry Goldwater High School junior Anthony Massey has faced … NEXT Next Up NEXT UP MCCCD raises property tax for first time in decade The Maricopa County Community College District (MCCCD) voted Tuesday night to ra… TOP STORY TSMC, Halo Vista meeting scheduled this week By Tom Scanlon, Foothills Focus Staff Writer 8
2026-06-10
www.gurufocus.com 2026-06-10 GuruFocus
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2026-06-10
digitimes.com 2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
simplywall.st 2026-06-10 simplywall.st
United States/Semiconductors/NasdaqGS:MU Micron’s Sold Out HBM4 Supply Puts AI Valuation Premium In Focus June 10, 2026 Simply Wall St Reviewed by Bailey Pemberton Share Copy Link Micron Technology (NasdaqGS:MU) has its 2026 HBM4 AI memory supply fully committed under long-term agreements, highlighting tight industry capacity. The company has signed new multi-year supply deals and unveiled product
2026-06-10
eetimes.com 2026-06-10
India maps out a bold $150B chip strategy for 2035—see why this time might be different.
2026-06-10
www.gurufocus.com 2026-06-10 GuruFocus
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2026-06-09
www.gurufocus.com 2026-06-09 GuruFocus
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2026-06-09
manufacturing.economictimes.indiatimes.com 2026-06-09 ET Manufacturing
Read and get insights from specially curated unique stories from editorial Manufacturing Events & Conferences: Explore and discuss challenges & trends in India's leading B2B events Join leaders & experts for roundtables, conferences, panels and discussions By continuing you agree to our Privacy Policy & Terms & Conditions We have various options to advertise with us including Events, Advertori
2026-06-09
finance.yahoo.com 2026-06-09 Yahoo Finance
Nokia’s AI Pivot Draws €1b NVIDIA Backing And Shifts Investor Focus Simply Wall St Mon, June 8, 2026 at 9:33 PM PDT 4 min read NOK +1.46% NVDA +1.73% Explore stocks on Coinbase Trading disclosure Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Nokia Oyj (HLSE:NOKIA) has outlined a transformation into an
2026-06-09
www.koreatimes.co.kr 2026-06-09 The Korea Times
Nvidia CEO Jensen Huang raises his hand as he speaks to reporters ahead of his departure from Gimpo International Airport in Seoul, Tuesday. Yonhap Nvidia CEO Jensen Huang wrapped up his five-day visit to Korea on Tuesday, focused on expanding partnerships with major Korean technology companies across a broad range of the artificial intelligence (AI) ecosystem. Huang departed from Gimpo Internat
2026-06-09
digitimes.com 2026-06-09
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn.