Semiconductor News & Analysis Feed
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2026-06-05
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2026-06-05
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2026-06-04
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2026-06-04
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Cerebras Systems (CBRS) is expanding relationships across the artificial intelligence infrastructure market and is open to additional collaborations similar to its existing arrangement with Amazon (AMZN), according to comments made Wednesday at the Bloomberg Tech conference.
Cerebras Chief Executive Andrew Feldman said the company is working with a broad range of technology suppliers involved in
2026-06-04
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2026-06-04
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On June 04, 2026, Mitsubishi Electric Corp MIELY announced plans to start shipping samples of its new 5th-generation silicon carbide metal-oxide-semiconductor field-effect transistors (SiC-MOSFETs) in bare die form by late June. These components are engineered for inverters in electric vehicles, plug-in hybrids, and other electrified vehicles. The new transistors boast a low on-resistance that is
2026-06-03
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2026-06-03
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On June 03, 2026, NVIDIA Corp NVDA announced its collaboration with Infineon to integrate the Optiga Trusted Platform Module (TPM), SLB 9672, into Nvidia's Jetson Thor platform. This innovative security solution is designed to protect cryptographic keys and ensure system integrity by operating at the chip level. Through this integration, a certified, quantum-resilient root of trust is established,
2026-06-03
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2026-06-03
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Texas Instruments Incorporated TXN has announced a significant change in its executive team. Ms. Knecht, a seasoned professional with over 25 years of experience at the company, has been appointed as the new Chief Accounting Officer. This appointment is a testament to her extensive expertise and dedication to the company.
2026-06-03
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2026-06-03
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On June 02, 2026, Synopsys Inc SNPS shares rose 3.3% today, reaching a current price of $508.35. The stock has experienced notable price fluctuations over the past year, with a 52-week high of $651.73 and a low of $376.18.
Based on the current price of $508.35, Synopsys Inc appears to be undervalued when compared to the GF Value™ of $660.98, representing a margin of safety of 23.1%. This underval
2026-06-03
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2026-06-03
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On June 02, 2026, Texas Instruments Inc TXN shares rose 5.1% today, closing at $308.12. The stock has experienced a volatile year, trading between a 52-week high of $331.51 and a low of $152.73. Its year-to-date performance reflects a significant increase of 79.7%.
The current price of Texas Instruments Inc TXN at $308.12 is significantly above the GF Value™ estimate of $210.16, marking the stock
2026-06-03
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2026-06-03
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On June 02, 2026, Texas Instruments TXN announced the appointment of Julie Knecht as its new Chief Financial Officer, effective August 1. She takes over from Rafael Lizardi, who will retire after a notable 25-year tenure with the company. To ensure a smooth transition, Lizardi will remain available in an advisory capacity until August 31.
2026-06-03
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2026-06-03
GuruFocus
Marvell Technology MRVL shares jumped in premarket trade on Tuesday after Nvidia chief executive Jensen Huang said the chip designer could be the next semiconductor company to reach a $1 trillion valuation, tying the call to rising demand for AI infrastructure.
The comments came during Computex in Taipei, where Huang appeared with Marvell chief executive Matt Murphy.
Huang said the industry is s
2026-06-02
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2026-06-02
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On June 02, 2026, the A-shares market opened higher, with indices initially rising before reversing course. NVIDIA Corp NVDA saw a significant stock surge of 6.3%, increasing its market capitalization by $319 billion, making it a key driver of market gains.
The recent surge in NVIDIA's stock price follows the announcement at the GTC conference regarding its new RTX Spark chip for Windows PCs. Thi
2026-06-02
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2026-06-02
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2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
On June 02, 2026, the A-shares market opened higher, with indices initially rising before reversing course. NVIDIA Corp NVDA saw a significant stock surge of 6.3%, increasing its market capitalization by $319 billion, making it a key driver of market gains.
The recent surge in NVIDIA's stock price follows the announcement at the GTC conference regarding its new RTX Spark chip for Windows PCs. Thi
2026-06-02
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2026-06-02
GuruFocus
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2026-06-02
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2026-06-02
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2026-06-02
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2026-06-02
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2026-06-02
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On June 01, 2026, NVIDIA's announcement at the Taipei International Computer Show regarding its new PC processor has significantly altered the chip market landscape, leading to sharp declines in the stock prices of traditional chip giants. Qualcomm Inc QCOM +5.17%
81
experienced a pre-market drop of 9.5%, as investors reacted to NVIDIA's entry into the market with its RTX Spark chip, which poses
2026-06-01
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2026-06-01
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Micron Technology MU heads into its fiscal third-quarter earnings release on June 24 with investor expectations elevated after a period of rapid growth fueled by artificial intelligence-related demand.
Micron has been one of the primary beneficiaries of the AI infrastructure buildout, as memory chips remain essential for high-performance computing and data-center deployments. The company reported
2026-06-01
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2026-06-01
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2026-06-01
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On June 01, 2026, Counterpoint Research reported a significant decline in the global smartphone market, forecasting a 13.9% drop in shipments to 1.08 billion units this year. This news comes at a time when Super Micro Computer Inc SMCI +7.02%
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is navigating its own challenges and opportunities in the technology sector.
2026-06-01
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