Semiconductor News & Analysis Feed
1176 articles
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Apple's AI Reveal Hands An Unexpected Win To Google, NVIDIA
Anusuya Lahiri
Thu, June 11, 2026 at 4:31 AM PDT 6 min read
AAPL
-0.57%
NVDA
+0.84%
GOOG
-2.62%
^IXIC
+0.44%
Explore stocks on Coinbase
Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Apple Inc.’s latest AI announcements sparked a fresh debate on Wall Street, with a
2026-06-11
www.techtimes.com
2026-06-11
Tech Times
By Kyle Belmonte
Published: Jun 11 2026, 06:15 AM EDT
Share on Facebook
Share on Twitter
Share on LinkedIn
Share on Reddit
Share on Flipboard
Share on Pocket
APPLE.COM
With supplier component production already underway and a September 2026 launch on the horizon, the iPhone 18 Pro is taking shape as an unusual upgrade cycle — one in which the biggest improvement is optical rather than computatio
2026-06-11
www.msn.com
2026-06-11
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here.
Investment products and services are offered through Moomoo Financial Inc., Member SIPC./FINRA.
For further inform
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
QCraft Demonstrates Urban NOA on Qualcomm's Latest Snapdragon Ride SoC, Targets 2026 Global Mass Production
Business Wire
Thu, June 11, 2026 at 12:06 AM PDT 2 min read
QCOM
-6.92%
Trade QCOM on Coinbase
Trading disclosure
QCraft is Collaborating with Qualcomm to Build a New Generation of Intelligent Dr
2026-06-11
news.google.com
2026-06-11
Business Wire
2026-06-11
www.msn.com
2026-06-11
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-11
www.thefastmode.com
2026-06-11
The Fast Mode
SDG&E, Qualcomm Technologies, and the University of California San Diego’s Scripps Institution of Oceanography announced Edge Alert Sentinel (EAS), a new collaboration that brings artificial intelligence (AI) directly to the front lines of wildfire and extreme weather response.
Designed to detect and analyze rapidly changing conditions in real time, the initiative represents a new approach to en
2026-06-11
eetimes.com
2026-06-11
Pablo Valerio
Gartner's VP analyst David Gonzalez shares strategies for profitability and technology in supply chain management.
2026-06-11
digitimes.com
2026-06-11
Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly filing.
2026-06-11
digitimes.com
2026-06-11
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
www.tweaktown.com
2026-06-11
TweakTown
Google orders Intel Foundry to produce over three million TPUs for 2028 amid TSMC capacity crunch
The reported order would be the largest external win in Intel Foundry's history, coming as TSMC's capacity crunch pushes customers to look elsewhere.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jun 10, 2026 6:10 PM CDT
2 minutes & 15 seconds read time
TL;DR: Google reportedly ordered over th
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials
Simply Wall St
Wed, June 10, 2026 at 11:11 AM PDT 5 min read
INTC
-0.82%
GOOG
-2.48%
NVDA
-3.73%
Explore stocks on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Google has selected Intel to manufacture mo
2026-06-11
www.techtimes.com
2026-06-11
Tech Times
By Jerry Owens
Published: Jun 10 2026, 13:27 PM EDT
Share on Facebook
Share on Twitter
Share on LinkedIn
Share on Reddit
Share on Flipboard
Share on Pocket
The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY I
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
Home
Stock Ideas
Long Ideas
Tech
Micron's Parabolic Run May Have More Room To Go
Jun 10, 2026, 1:22 PM ETMicron Technology, Inc. (MU) Stock
Cavenagh Research
9.48K Followers
Follow
5
Share
Save
Play
(13min)
Comments
Summary
Micron's equity story shines as AI-driven demand transforms memory from a commodity to a strategic infrastructure asset.
MU's exposure spans HBM, server DRAM, and SSDs, positi
2026-06-11
blogs.nvidia.com
2026-06-11
NVIDIA Blog
NVIDIA Accelerates Google DeepMind’s DiffusionGemma for Local AI
The new Diffusion Gemma open model generates text in parallel — not one token at a time — and is optimized to run on the NVIDIA RTX PRO platform, NVIDIA DGX Spark systems and GeForce RTX GPUs.
June 10, 2026 by Michael Fukuyama
0
Share
Today, Google DeepMind released DiffusionGemma — an experimental open model built for exceptional
2026-06-11
www.bloomberg.com
2026-06-11
Bloomberg.com
To continue, please click the box below to let us know you're not a robot.
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy.
For inquiries related to this message please contact our support team and provide the reference ID below.
Get the most important global
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry
Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration
News-analysis
By Luke James published 3 days ago
TSMC's CoWoS lines are sold out through 2027, and Intel's EMIB is the only credible second source.
When you purchase through links on our site, we may earn an affiliate commission. Here’s how