Semiconductor News & Analysis Feed
602 articles
2026-06-09
www.gurufocus.com
2026-06-09
GuruFocus
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2026-06-09
www.quiverquant.com
2026-06-09
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 7.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The move looks driven primarily by a broad rebound in semiconductor stocks after a sharp late-week selloff, with Qualcomm participating in the risk-on rotation. Investors also appear to be looking ahead to Qualcomm’s June 24, 2026 Investor Day and its expanding data-center
2026-06-09
www.gurufocus.com
2026-06-09
GuruFocus
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2026-06-09
www.ad-hoc-news.de
2026-06-09
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): Earnings beat and growth momentum put focus on chip demand cycle
08.06.2026 - 21:00:19 | ad-hoc-news.de
Texas Instruments surprised with stronger Q1 2026 earnings and a clear growth uptick in its analog and embedded chip business. What is driving the numbers, and what could this mean for the stock in a shifting semiconductor
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
CPU surrounded by rare earth minerals by Pingingz via Shutterstock
USA Rare Earth (USAR) was in focus on June 5 after the company secured $1.6 billion in federal funding, reinforcing its role as a key player in U.S. efforts to reshore critical mineral supply chains.
USAR is leveraging CHIPS and Science Act provisions alongside Inflation Reduction Act rewards to build out an integrated mine-to-m
2026-06-08
www.aninews.in
2026-06-08
ANI News
Semicon 2.0 to focus on chip design, manufacturing equipment and materials ecosystem: Ashwini Vaishnaw
ANI | Updated: Jun 08, 2026 20:52 IST
New Delhi [India], June 8 (ANI): The next phase of India's semiconductor mission, Semicon 2.0, will focus on chip design, semiconductor manufacturing equipment and the wider ecosystem required for chip production, Union Minister for Electronics and Informat
2026-06-08
eletric-vehicles.com
2026-06-08
eletric-vehicles.com
Image Credit: Nvidia x Hyundai
Home | Nvidia and Hyundai Deepen Alliance With New Focus on Robotaxis and Physical AI
Nvidia and Hyundai Deepen Alliance With New Focus on Robotaxis and Physical AI
Posted by
Matilde Alves
8th June 2026
4 min read
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Canada’s New Emissions Rules Draw Fire From Both Industry and Climate Groups
Nvidia‘s founder and CEO Jensen Huang visited Hyundai Moto
2026-06-08
focustaiwan.tw
2026-06-08
Focus Taiwan
Taipei, June 8 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) is now ranked ninth among the world's 100 most valuable companies after its market capitalization more than doubled over the past year, PwC Taiwan has said in a report.
TSMC's market capitalization surged 101 percent year-on-year to US$1.427 trillion as of March 31, according to the accounting and consulting firm's "2026 Global To
2026-06-08
focustaiwan.tw
2026-06-08
Focus Taiwan
Taipei, June 8 (CNA) Taiwan shares fell sharply in early trading Monday, with the benchmark index shedding more than 2,600 points as investors reacted to a sharp sell-off on Wall Street and mounting concerns that high interest rates could derail the artificial intelligence-driven market rally.
The Taiex fell below its 20-day moving average, dropping to around 42,389 points shortly after the marke
2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-08
digitimes.com
2026-06-08
Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.
2026-06-08
digitimes.com
2026-06-08
Andhra Pradesh is positioning itself as a semiconductor packaging hub, focusing on an entry point into the chip supply chain while wafer fabrication remains a long-term goal. Officials said packaging activities are already underway, as Indian states used Computex in Taipei to attract Taiwanese electronics and AI supply chain investment.
2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-08
www.gurufocus.com
2026-06-08
GuruFocus
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-07
www.gurufocus.com
2026-06-07
GuruFocus
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2026-06-07
www.gurufocus.com
2026-06-07
GuruFocus
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2026-06-07
www.gurufocus.com
2026-06-07
GuruFocus
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2026-06-07
www.gurufocus.com
2026-06-07
GuruFocus
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2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e