Semiconductor News & Analysis Feed
2852 articles
2026-06-11
www.msn.com
2026-06-11
MSN
Semiconductor equipment stocks marched higher on Wednesday amid continued strong demand for new chip gear amid the artificial intelligence boom. Applied MaterialsAMAT and other chip gear stocks are trading at record highs.
Cantor Fitzgerald analyst C.J. Muse on Wednesday raised his price targets on four semiconductor equipment stocks: Applied Materials, ASMLASML, KLAKLAC and Lam ResearchLRCX. He
2026-06-11
tomshardware.com
2026-06-11
Hassam Nasir
The physical die and package size have shrunk compared to current-gen offerings.
2026-06-11
news.google.com
2026-06-11
EE Times
2026-06-11
www.investors.com
2026-06-11
Investor's Business Daily
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2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and NVIDIA (NASDAQ:NVDA) shares are down 3% to $202. The intraday selloff extends a rough stretch for AI-hardware leaders.
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No single catalyst fully explains the slide. Three overlap
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens
David Moadel
Wed, June 10, 2026 at 8:49 AM PDT 4 min read
AMD
-4.39%
AVGO
-4.84%
NVDA
-2.55%
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Trading disclosure
Quick Read
Broadcom and AMD each fell 4% while NVIDIA slid 3%, as AI guidance disappointment, Fed fears, and looming mega IPOs deepened the chip rout.
Broadcom's Q3 AI revenue outlook of $
2026-06-10
www.investing.com
2026-06-10
Investing.com
www.investing.com
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2026-06-10
www.eenewseurope.com
2026-06-10
eeNews Europe
The European Commission has published its proposals for the follow up to its CHIPS Act to address some key gaps. The first Act was criticised for its lack of impact assessments and clearly defined targets.
The new Act introduces ‘grand challenges’ and expands the range of pilot lines as well as pushing for a leading edge fab to produce AI chips in the region.
Despite the increased focus on semic
2026-06-10
ca.investing.com
2026-06-10
Investing.com Canada
ca.investing.com
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2026-06-10
www.aol.com
2026-06-10
AOL.com
3 Semiconductor Stocks to Buy Following the Recent Chip Sector Sell-Off
GEOFFREY SEILER, THE MOTLEY FOOL
Wed, June 10, 2026 at 10:37 PM GMT+8
0
Key Points
Nvidia is the leading provide of chips for AI model training, and it's well positioned for inference and agentic AI.
AMD has a huge opportunity with its data center chips.
Broadcom is a leader in custom chips and optical components.
10 stock
2026-06-10
tomshardware.com
2026-06-10
Luke James
Besides Samsung Heavy, Japan’s MOL is also building a 73 MW floating data center with Karpowership for a 2027 deployment.
2026-06-10
www.theglobeandmail.com
2026-06-10
The Globe and Mail
Key Points
Nvidia is the leading provide of chips for AI model training, and it's well positioned for inference and agentic AI.
AMD has a huge opportunity with its data center chips.
Broadcom is a leader in custom chips and optical components.
10 stocks we like better than Nvidia ›
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go strai
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
3 Semiconductor Stocks to Buy Following the Recent Chip Sector Sell-Off
Geoffrey Seiler, The Motley Fool
Wed, June 10, 2026 at 7:37 AM PDT 5 min read
NVDA
-3.73%
AVGO
-5.12%
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Trading disclosure
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go straight up forever. Last week, semiconductor stocks as a class got caug
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go straight up forever. Last week, semiconductor stocks as a class got caught up in a sell-off triggered by the lackluster guidance that Broadcom (
AVGO
5.00%
) delivered with its quarterly report on June 3, and many top names tumbled sharply.
Dips like these aren't unusual, and they can be gre
2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
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GuruFocus
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AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
Less than 1 min read
TSM
−4.11%
2330
−2.17%
Taiwan Semiconductor Manufacturing Co
TSM
reported a 30.1 percent rise in May revenue, supported by strong demand for AI chips and advanced semiconductors/
TSMC said monthly sales reached NT$416.98 billion (
2026-06-10
www.investing.com
2026-06-10
Investing.com
www.investing.com
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2026-06-10
cepa.org
2026-06-10
Center for European Policy Analysis (CEPA)
The European Commission’s new Digital Sovereignty package proposes a Chips Act 2.0 that would pour taxpayer money into a sovereign artificial intelligence chip factory. A wise strategy would instead build on Europe’s existing semiconductor strengths and boost the continent’s AI appetite.
Europe’s first Chips Act, from 2022, aimed to increase the EU’s global market share to 20% by 2030, up from
2026-06-10
news.google.com
2026-06-10
AD HOC NEWS
2026-06-10
www.thehindubusinessline.com
2026-06-10
BusinessLine
Engineering and technology company Bosch has launched the third-generation Silicon Carbide semiconductors, as per the company.
These advanced chips control energy flow within the vehicle’s power electronics, specifically the inverter. This new generation delivers roughly 20 per cent higher performance, translating to a longer driving range without the need for larger batteries, improved battery u
2026-06-10
www.syracuse.com
2026-06-10
Syracuse.com
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