Semiconductor News & Analysis Feed
1175 articles
2026-06-12
www.kiplinger.com
2026-06-12
Kiplinger
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Wall Street Bullish on Nvidia (NVDA), Is It a Good Stock to Buy?
Talha Qureshi
Fri, June 12, 2026 at 6:08 AM PDT 2 min read
NVDA
-0.19%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the Good Stocks to Invest in Now. Wall Street remains bullish on NVIDIA Corporation (NASDAQ:NVDA) despite around 3% decline over the past few days. The decline stems from inves
2026-06-12
www.tradingview.com
2026-06-12
TradingView
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Nvidia Stock Fans Just Got Good News From China
Nvidia Stock Fans Just Got Good News From China
Less than 1 min read
NVDA
+0.07%
Nvidia
NVDA
has begun telling Chinese customers they can place orders for its new Vera central processors, with shipments potentially starting in August, as the company looks for another route into a market constrained by U.S. export rules.
One maj
2026-06-12
www.gurufocus.com
2026-06-12
GuruFocus
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2026-06-12
www.barchart.com
2026-06-12
Barchart.com
Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
The Philadelphia Semiconductor Index ($SOX) hit an all-time high of 13,998.14 on June 3, then quickly dropped 9.58% in one session, its sharpest fall in a while. The selloff followed Broadcom's (AVGO) Q2 earnings report. Even though revenue jumped 48% year-over-year (YoY) to $22.2 billion, investors were not impre
2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.
2026-06-12
www.gadgets360.com
2026-06-12
Gadgets 360
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2026-06-12
www.benzinga.com
2026-06-12
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2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon, The
Infineon: The Unseen Backbone of AI’s Power Grid Draws Goldman’s Upgrade
12.06.2026 - 12:14:36 | boerse-global.de
Infineon shares fell 2.4% on Broadcom caution but Goldman raised target to €88. The chipmaker shifts from auto supplier to AI power infrastructure with Dresden fab and Nvidia security partnership.
Infineon - Infineon: The Unseen Backbone of AI’s Power Grid Draws Goldman
2026-06-12
www.benzinga.com
2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
en.sedaily.com
2026-06-12
Seoul Economic Daily
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2026-06-12
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2026-06-12
Seoul Economic Daily
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2026-06-12
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2026-06-12
marketscreener.com
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2026-06-12
www.digitimes.com
2026-06-12
digitimes
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC.
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2026-06-12
www.trendforce.com
2026-06-12
TrendForce
[News] Samsung Reportedly in Talks for Google 2nm TPU I/O Die Order; 2028 Mass Production Eyed
2026-06-12 Semiconductors editor
News
Please note that this article cites information from Business Korea, The Information, Reuters, The Korea Herald, and ETNews.
Google is reportedly considering Samsung for part of its next-generation AI processor production. According to Business Korea, citin
2026-06-12
www.electronicsforyou.biz
2026-06-12
Electronics For You BUSINESS
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2026-06-12
www.tradingview.com
2026-06-12
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Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Less than 1 min read
005930
+11.87%
Samsung Electronics (005930) may make the interface chip for Google’s next‑gen Tensor TPU using its 2nm process; TSMC would supply the main compute die. Mass production possible by 2028.
1
Samsung E
2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.