Semiconductor News & Analysis Feed
6646 articles
2026-06-11
eetimes.com
2026-06-11
“We are definitely not an EDA company,” Ricursive co-founders told EE Times.
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
5-star analyst revisits Nvidia stock on peculiar GPU demand situation
Moz Farooque
Wed, June 10, 2026 at 9:37 AM PDT 4 min read
NVDA
-2.91%
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Nvidia (NVDA) has spent most of the AI boom dealing with "good" problems, chief among them that its most important chips remain very hard to get.
According to TheFly, Wedbush analyst Matt Bryson just revisited Nvid
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Assessing Texas Instruments (TXN) Valuation After AI Tailwinds And New EV Battery Monitoring Launch
Simply Wall St
Wed, June 10, 2026 at 9:15 AM PDT 4 min read
TXN
-1.76%
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Texas Instruments (TXN) is back in focus after a rebound in semiconduct
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%
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Taiwan is weighing stricter export controls on advanced AI chips to China, including potential crim
2026-06-11
tomshardware.com
2026-06-11
Jake Roach
AMD has shared the first official results for its 256-core EPYC Venice CPU, saying it beats Nvidia's Vera by 3.3x in a rack-level deployment.
2026-06-11
www.tomshardware.com
2026-06-11
Tom's Hardware
PC Components CPUs
AMD fires back at Nvidia, claiming 256-core Zen 6 'Venice' CPU beats Vera by 3.3x in rack-level performance — company shares first estimated EPYC Venice benchmarks
News
By Jake Roach published 4 hours ago
Mind the footnotes on this one.
(Image credit: AMD)
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens
David Moadel
Wed, June 10, 2026 at 8:49 AM PDT 4 min read
AMD
-4.39%
AVGO
-4.84%
NVDA
-2.55%
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Broadcom and AMD each fell 4% while NVIDIA slid 3%, as AI guidance disappointment, Fed fears, and looming mega IPOs deepened the chip rout.
Broadcom's Q3 AI revenue outlook of $
2026-06-10
www.localsyr.com
2026-06-10
WSYR
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron picks Bechtel as construction partner to build first of four plants in semiconductor-making ‘fab’ complex
Andrew Donovan
Wed, June 10, 2026 at 8:39 AM PDT 1 min read
MU
-4.69%
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CLAY, N.Y. (WSYR-TV) — Now that the trees on the site have been cut down, Micron announced a construction partner for the next phase of its $100 billion “megafab” project at th
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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Neura Robotics $1.4 Bln Series C Financing Include Tether, Qualcomm, Amazon, Nvidia
Neura Robotics $1.4 Bln Series C Financing Include Tether, Qualcomm, Amazon, Nvidia
RefinitivLess than 1 min read
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
SK Hynix U.S. stock listing ADR debut August 2026
Quartz · Bloomberg / Getty Images
Colleen Cabili
Wed, June 10, 2026 at 7:37 AM PDT 2 min read
000660.KS
+1.22%
NVDA
-3.73%
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A U.S. stock market listing as early as August is in the works for SK Hynix, with the South Korean memory chipmaker aiming to attract a wider pool of investors and capitalize on surg
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
3 Semiconductor Stocks to Buy Following the Recent Chip Sector Sell-Off
Geoffrey Seiler, The Motley Fool
Wed, June 10, 2026 at 7:37 AM PDT 5 min read
NVDA
-3.73%
AVGO
-5.12%
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The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go straight up forever. Last week, semiconductor stocks as a class got caug
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Selects Bechtel for New York Semiconductor Project as U.S. Manufacturing Expansion Moves Forward (MU)
Fiona Craig
Wed, June 10, 2026 at 10:36 AM AST 3 min read
MU
-1.83%
chip semiconductor pcb 2 NEW SIZE ©Jon Sullivan
The appointment of Bechtel advances construction of Micron's planned New York memory manufacturing complex, a project expected to become the largest semiconductor facility in
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, SanDisk, and SK hynix Investors Should Fear One Thing: Elon Musk
Rich Duprey
Wed, June 10, 2026 at 7:17 AM PDT 4 min read
MU
-2.23%
SNDK
+2.74%
000660.KS
-7.54%
NVDA
-2.49%
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Musk argues the U.S. has zero high-volume memory fabs, and that delayed projects won't reach production until sometime between 2028 and 2030, leaving AI demand s
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Silicon Valley CEO Says Nvidia Has One Weakness — and He Plans to Exploit It
Rich Duprey
Wed, June 10, 2026 at 6:55 AM PDT 5 min read
NVDA
-2.44%
CBRS
+6.57%
INTC
-0.93%
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Frank Bruno argues Nvidia's training-optimized GPU architecture risks the same fate Intel faced when smartphones made PC chips obsolete.
Cerebras' wafer-scale processors c
2026-06-10
www.phoronix.com
2026-06-10
Phoronix
NVIDIA Engineer Devises Patch To Significantly Reduce GCC Bootstrap Time
Written by Michael Larabel in GNU on 10 June 2026 at 09:30 AM EDT. 4 Comments
NVIDIA engineer Kyrylo Tkachov posted a patch for testing yesterday to significantly reduce the amount of time it takes the GNU Compiler Collection (GCC) for conducting a native bootstrap. The time spent in the configure process for native GCC build
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%
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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
finance.yahoo.com
2026-06-10
Yahoo Finance
2 Semiconductor Stocks with Exciting Potential and 1 We Brush Off
Petr Huřťák
Wed, June 10, 2026 at 6:05 AM PDT 3 min read
^GSPC
-0.35%
MTSI
+0.47%
NVMI
+2.30%
ASYS
+3.62%
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2 Semiconductor Stocks with Exciting Potential and 1 We Brush Off
Semiconductors are the core infrastructure powering the Information Age. The amount of data we ingest is also incre
2026-06-10
www.syracuse.com
2026-06-10
Syracuse.com
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