Semiconductor News & Analysis Feed
6701 articles
2026-06-09
www.trefis.com
2026-06-09
Trefis
What Lit a Fire Under Qualcomm Stock?
June 9th, 2026 by Trefis Team
-16.48%
Downside
218
Market
182
Trefis
QCOM
Qualcomm
The chipmaker has been a market laggard for years, so what suddenly convinced investors it was time to get on board?
If you blinked, you might have missed it. Between March 10, 2026, and June 8, 2026, shares of Qualcomm (QCOM) quietly staged a monster rally, jumping 61.7%. For
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide
Qualcomm
David Moadel
Tue, June 9, 2026 at 8:47 AM PDT 5 min read
MRVL
-11.32%
QCOM
-8.79%
NVDA
-2.36%
AAPL
-3.74%
MSFT
-2.50%
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Quick Read
Qualcomm dropped 8% and Marvell Technology fell 10% as ByteDance's custom ASIC deal ignites export-control fears and a secto
2026-06-09
www.thehindubusinessline.com
2026-06-09
BusinessLine
AGNIT Semiconductors, an indigenous Gallium Nitride (GaN) semiconductor start-up, has officially opened a new 350-square-foot advanced testing laboratory at the Indian Institute of Science (IISc) in Bengaluru. Financed through a ₹3 crore investment, the facility is designed to enhance domestic semiconductor testing and validation infrastructure, specifically tailored for high-power radio-frequency
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
Corning (GLW) is a global materials science powerhouse with a 175-year legacy of life-changing invention. The company operates across optical communications, display technologies, specialty materials, automotive, and life sciences. Corning is today one of the most compelling AI infrastructure plays hiding in plain
2026-06-09
tomshardware.com
2026-06-09
Luke James
Elon Musk laid out the first detailed design of SpaceX's AI1 satellite in a 30-minute video posted to the company's X account.
2026-06-09
tomshardware.com
2026-06-09
Hassam Nasir
It was likely a parting gift from the company.
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Assessing ASML Holding (NasdaqGS:ASML) Valuation After A Strong Multi‑Period Share Price Run
Simply Wall St
Tue, June 9, 2026 at 8:11 AM PDT 4 min read
ASML
-1.68%
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ASML Holding stock:
2026-06-09
news.google.com
2026-06-09
Watertown Daily Times
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Why Tower Semiconductor Soared in May
Billy Duberstein, The Motley Fool
Tue, June 9, 2026 at 7:40 AM PDT 3 min read
TSEM
-3.90%
NVDA
-1.15%
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Shares of specialty semiconductor foundry Tower Semiconductor (NASDAQ: TSEM) rallied 15.5% in May, according to data from S&P Global Market Intelligence.
Tower delivered strong first-quarter earnings on May 13, a
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
The Tell-Tale Rally in Micron's Stock
Trefis Team
Tue, June 9, 2026 at 7:30 AM PDT 2 min read
MU
-5.44%
^GSPC
-0.71%
NVDA
-1.66%
AMD
-5.25%
WDC
-2.56%
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Trefis: MU Stock Insights
The stock ignored its own good news last week, so what finally sent it flying? A deal for its biggest competitor.
If you were watching Micron Technology (MU) last week, you mi
2026-06-09
sg.finance.yahoo.com
2026-06-09
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
SLB Collaborates with Qualcomm on Edge AI Solutions for Energy Operations
Business Wire
Tue, 9 June 2026 at 7:28 am GMT-7 4 min read
QCOM
-9.01%
SLB
-2.63%
Collaboration combines edge computing and energy workflows to support real-time operational decision-making
HOUSTON, June 09, 2026--(BUSINESS WIR
2026-06-09
www.phoronix.com
2026-06-09
Phoronix
RISC-V CPU Performance Up 8x In Five Years: SiFive HiFive Unmatched To SpacemiT K3
Written by Michael Larabel in Processors on 9 June 2026 at 10:12 AM EDT. Page 1 of 6. Add A Comment.
Recently I published some initial SpacemiT K3 benchmarks for that first-to-market RISC-V RVA23 SoC with the K3 Pico-ITX mini computer. In there was a comparison against modern Intel Core Ultra and AMD Ryzen desktop
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Intel Becomes Plan B for the Semiconductor Industry. Here's How That's a Winning Strategy
Rich Duprey
Tue, June 9, 2026 at 7:09 AM PDT 4 min read
2330.TW
+0.44%
MSFT
-2.02%
AMZN
-0.42%
TSM
+0.26%
GOOG
+0.31%
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The semiconductor industry has spent the last several years confronting a reality few expected: there simply aren't enough advanced chip manufact
2026-06-09
manufacturingdigital.com
2026-06-09
Manufacturing Digital
While the focus is often on automation systems and the machinery needed to support them, another challenge is emerging behind the scenes. How do operators protect facilities from electrical faults before they cause disruption?
Siemens and Infineon Technologies are now partnering to address that problem with a new approach to circuit protection designed for power-critical environments.
The compan
2026-06-09
news.google.com
2026-06-09
iTWire
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Prediction: 1 Semiconductor Stock That Will Be Worth More Than Micron by 2028
Adam Levy, The Motley Fool
Tue, June 9, 2026 at 7:06 AM PDT 5 min read
MU
-6.84%
NVDA
-2.72%
INTC
-6.78%
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Micron Technology (NASDAQ: MU) is the latest AI semiconductor stock to join the $1 trillion club. The memory chipmaker has been one of the hottest stocks over the last 12
2026-06-09
www.trefis.com
2026-06-09
Trefis
Before the memory chipmaker's historic run, management was telling anyone who would listen that its most important product was already sold out for years to come.
When a stock delivers a nearly eight-hundred-percent return in a year, as Micron Technology (MU) did, it can feel like a lottery ticket you wish you’d bought. But sometimes, the story has little to do with a sudden stroke of luck. Inste
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Barcharts
AMD (AMD) stock has been one of the top performers in 2026. Shares have surged more than 130% year-to-date (YTD), significantly outperforming rival Nvidia (NVDA), whose stock has gained about 13% over the same period.
The rally reflects growing investor confidence in AMD's position within the artificial intelligence (AI) ecosystem. Demand for the company's Instinct GPUs continues to ac
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Applied Materials, Inc. (AMAT) Eyes Growing Southeast Asia Workforce by 25%
Catherine Talavera
Tue, June 9, 2026 at 6:39 AM PDT 2 min read
AMAT
+5.51%
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best AI Stocks to Buy in June. On June 3, Nikkei Asia reported that Applied Materials is targeting a 25% expansion of its Southeast Asia workforce this
2026-06-09
news.google.com
2026-06-09
Morningstar