Semiconductor News & Analysis Feed
1176 articles
2026-06-12
digitimes.com
2026-06-12
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.
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.
2026-06-12
digitimes.com
2026-06-12
TSMC has been drawn into a patent infringement complaint in the US by Ireland-based patent licensing firms Longitude Licensing and Marlin Semiconductor. The companies have claimed that the US government could block imports to the US of chips made by TSMC as a result of the case, and have enlisted several members of Congress to support their position, drawing market attention.
2026-06-12
www.chosun.com
2026-06-12
조선일보
By Kang Da-eun
Published 2026.06.12. 08:53
Samsung Electronics builds a state-of-the-art foundry (semiconductor contract manufacturing) factory in Taylor City, Texas, USA. /Courtesy of Samsung Electronics
Google is reportedly considering entrusting part of the production of its self-developed next-generation AI semiconductor, the Tensor Processing Unit (TPU), to Samsung Electronics, according to
2026-06-12
news.google.com
2026-06-12
WTVB
2026-06-12
kfgo.com
2026-06-12
The Mighty 790 KFGO
By Max A. Cherney
SAN FRANCISCO, June 11 (Reuters) – Nvidia has hired veteran lobbyist Bruce Andrews to head government affairs in Washington, D.C., two sources briefed on the matter said on Thursday.
Andrews served as chipmaking rival Intel’s government affairs chief under former CEO Pat Gelsinger. During the Obama administration, Andrews was a Commerce Department official.
N
2026-06-12
www.investing.com
2026-06-12
Investing.com
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2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Nvidia hires veteran lobbyist Bruce Andrews to head government affairs, sources say
A NVIDIA logo is pictured on its facility at the High-tech park at Yokne'am · Reuters
Max A. Cherney
Thu, June 11, 2026 at 3:20 PM PDT
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By Max A. Cherney
SAN FRANCISCO, June 11 (Reuters) - Nvidia has hired veteran lobbyist Bruce Andrews to he
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
TSMC Governance Shift Puts Valuation And Board Authority In Focus
Simply Wall St
Thu, June 11, 2026 at 3:13 PM PDT 3 min read
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Taiwan Semiconductor Manufacturing (TWSE:2330) received shareholder approva
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Semiconductor stocks were routed last Friday, June 5, with the sector losing a whopping $1.4 trillion in market cap in a single day. The PHLX Semiconductor Sector index shed more than 10% of its value in a single session, driven by a stronger-than-expected jobs report that has led to an increase in the odds of the Federal Reserve raising interest rates this year.
Not surprisingly, major semicondu
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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NVIDIA: The AI Story Just Got Even Bigger
Jun 11, 2026, 11:30 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA Stock
Dhierin Bechai
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Nvidia remains a Strong Buy as AI demand accelerates and the company’s earnings and guidance surpass expectations.
NVDA’s new reporting structure und
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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2026-06-11
tomshardware.com
2026-06-11
Luke James
Meta has finished separating its operations from Manus, the Chinese-founded agentic AI startup it acquired for roughly $2 billion in December.
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron Got a Major Vote of Confidence From Nvidia’s Jensen Huang on AI Returns. I Still Wouldn’t Chase MU Stock Here.
Image of Jensen Huang by jamesonwu1972 via Shutterstock
Ebube Jones
Thu, June 11, 2026 at 7:30 AM PDT 5 min read
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Few endorsements carry more weight than a nod from Nvidia (NVDA), CEO Jensen Huang. Speaking in Tai
2026-06-11
stockstotrade.com
2026-06-11
StocksToTrade
Intel Corporation stocks have been trading up by 11.15 percent following upbeat chip demand forecasts and strong AI data-center momentum.
Key Takeaways Traders Need To Know
Shares ripped 10–12% after reports that Alphabet/Google and Nvidia tapped Intel as a backup manufacturer for advanced processors amid TSMC capacity constraints.
Wells Fargo lifted its INTC price target to $110 from $85, pointi
2026-06-11
www.benzinga.com
2026-06-11
Benzinga
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2026-06-11
www.koranmanado.co.id
2026-06-11
Koran Manado
www.koranmanado.co.id
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2026-06-11
analyticsindiamag.com
2026-06-11
Analytics India Magazine
"From HBM leader to trillion-dollar giant, SK Hynix has become a critical pillar of the AI supply chain."
Afew years ago, a meme went viral during the AI boom, comparing NVIDIA to a company selling shovels during a gold rush. As AI companies rushed to build models and data centres, NVIDIA supplied the chips that made it all possible.
But every shovel maker needs its own suppliers. For NVIDIA, on