Semiconductor News & Analysis Feed
602 articles
2026-06-04
www.gurufocus.com
2026-06-04
GuruFocus
Cerebras Systems (CBRS) is expanding relationships across the artificial intelligence infrastructure market and is open to additional collaborations similar to its existing arrangement with Amazon (AMZN), according to comments made Wednesday at the Bloomberg Tech conference.
Cerebras Chief Executive Andrew Feldman said the company is working with a broad range of technology suppliers involved in
2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
focustaiwan.tw
2026-06-04
Focus Taiwan
Taipei, June 4 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) Chairman and CEO C.C. Wei (魏哲家) said Thursday the chipmaker delivered a record year in 2025, with its stock more than doubling and cash dividends growing over 30 percent, while expressing confidence that booming demand for artificial intelligence will sustain growth in the years ahead.
Speaking at TSMC's annual shareholders' meeti
2026-06-04
www.gurufocus.com
2026-06-04
GuruFocus
On June 04, 2026, Mitsubishi Electric Corp MIELY announced plans to start shipping samples of its new 5th-generation silicon carbide metal-oxide-semiconductor field-effect transistors (SiC-MOSFETs) in bare die form by late June. These components are engineered for inverters in electric vehicles, plug-in hybrids, and other electrified vehicles. The new transistors boast a low on-resistance that is
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
On June 03, 2026, NVIDIA Corp NVDA announced its collaboration with Infineon to integrate the Optiga Trusted Platform Module (TPM), SLB 9672, into Nvidia's Jetson Thor platform. This innovative security solution is designed to protect cryptographic keys and ensure system integrity by operating at the chip level. Through this integration, a certified, quantum-resilient root of trust is established,
2026-06-03
eetimes.com
2026-06-03
NSTC Minister Wu shares Taiwan's four-pillar shift from chipmaker to AI enabler.
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
Texas Instruments Incorporated TXN has announced a significant change in its executive team. Ms. Knecht, a seasoned professional with over 25 years of experience at the company, has been appointed as the new Chief Accounting Officer. This appointment is a testament to her extensive expertise and dedication to the company.
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
On June 02, 2026, Synopsys Inc SNPS shares rose 3.3% today, reaching a current price of $508.35. The stock has experienced notable price fluctuations over the past year, with a 52-week high of $651.73 and a low of $376.18.
Based on the current price of $508.35, Synopsys Inc appears to be undervalued when compared to the GF Value™ of $660.98, representing a margin of safety of 23.1%. This underval
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
On June 02, 2026, Texas Instruments Inc TXN shares rose 5.1% today, closing at $308.12. The stock has experienced a volatile year, trading between a 52-week high of $331.51 and a low of $152.73. Its year-to-date performance reflects a significant increase of 79.7%.
The current price of Texas Instruments Inc TXN at $308.12 is significantly above the GF Value™ estimate of $210.16, marking the stock
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
On June 02, 2026, Texas Instruments TXN announced the appointment of Julie Knecht as its new Chief Financial Officer, effective August 1. She takes over from Rafael Lizardi, who will retire after a notable 25-year tenure with the company. To ensure a smooth transition, Lizardi will remain available in an advisory capacity until August 31.
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
gvwire.com
2026-06-03
GV Wire
NVIDIA and Microsoft on Saturday unveiled a new generation of Windows computers designed to run artificial intelligence agents directly on users’ devices, marking what the companies described as a major shift in personal computing.
The new platform, called RTX Spark, is built around a custom NVIDIA superchip that delivers up to one petaflop of AI computing performance and as much as 128 gigabytes
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Amkor Technology (AMKR) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: AMKR’s move appears tied to a mix of ongoing investor optimism around advanced packaging demand and company-specific momentum from recent disclosures about expanding its Arizona footprint and deepening work with large chip customers. The rally may also be getting an extra push
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
Marvell Technology MRVL shares jumped in premarket trade on Tuesday after Nvidia chief executive Jensen Huang said the chip designer could be the next semiconductor company to reach a $1 trillion valuation, tying the call to rising demand for AI infrastructure.
The comments came during Computex in Taipei, where Huang appeared with Marvell chief executive Matt Murphy.
Huang said the industry is s
2026-06-03
simplywall.st
2026-06-03
simplywall.st
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2026-06-03
www.pcmag.com
2026-06-03
PCMag
Nvidia's upcoming RTX Spark PC chip is coming to laptops, but also mini PCs, and Microsoft will be among the vendors developing one.
At its Build conference, Microsoft introduced the Surface RTX Spark Dev box, which has been designed to run Windows 11 Pro and has enough computing power to run AI models locally.
The mini PC isn’t exactly for consumers, though; Microsoft is pitching it to softwa
2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
On June 02, 2026, the A-shares market opened higher, with indices initially rising before reversing course. NVIDIA Corp NVDA saw a significant stock surge of 6.3%, increasing its market capitalization by $319 billion, making it a key driver of market gains.
The recent surge in NVIDIA's stock price follows the announcement at the GTC conference regarding its new RTX Spark chip for Windows PCs. Thi
2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
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