Semiconductor News & Analysis Feed
202 articles
2026-06-13
www.manilatimes.net
2026-06-13
The Manila Times
SUZHOU, China, June 13, 2026 /PRNewswire/ -- In a landmark decision for the global semiconductor industry, the Supreme People's Court of China has officially issued a final review decision sustaining a sales injunction against Infineon Technologies. The ruling means that effective immediately, Infineon is prohibited from selling its relevant Gallium Nitride (GaN) products within mainland China, ma
2026-06-13
www.fool.com
2026-06-13
The Motley Fool
Nvidia (
NVDA
+0.15%
) has been one of the biggest artificial intelligence (AI) success stories so far. The company provides a crucial tool -- and one of the highest quality -- used in the development of this technology. This is the graphics processing unit (GPU), a chip that powers important tasks such as the training of models.
The company's GPU strengths and its portfolio of related products a
2026-06-13
digitimes.com
2026-06-13
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
www.gadgets360.com
2026-06-12
Gadgets 360
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2026-06-12
wccftech.com
2026-06-12
Wccftech
NVIDIA has reportedly reached out to several Chinese clients to adopt its upcoming Vera CPUs & there is a lot of interest building up.
NVIDIA's GPUs have faced a hard time in China. The company saw US regulations restrict them from selling Hopper chips, while the more advanced Blackwell generation is entirely banned. NVIDIA's CEO stated a few months back that their China share has dropped to Zero
2026-06-12
news.google.com
2026-06-12
IndexBox
2026-06-12
news.google.com
2026-06-12
Stock Titan
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just delivered the kind of quarter that should have sent shares to new highs. Revenue of $81.6 billion grew 85.2% year over year, Data Center clocked $75.2 billion at 92% growth, and Jensen Huang told investors “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.”
Video Muted
Yet
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Prediction: Nvidia Set to Hit $250 on This Date
Vandita Jadeja
Thu, June 11, 2026 at 9:41 AM PDT 4 min read
NVDA
+2.22%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVDA posted $81.6B in revenue with 85% growth yet trades at $208, requiring a 20% gain to reach $250 by early 2027.
Wall Street's 58 buy ratings target $298, but a conservative model pegs $256 as base case, citing mega-cap
2026-06-11
www.forbes.com
2026-06-11
Forbes
INNOVATION
CLOUD
Nvidia Buys Kumo AI To Bring AI Predictions To Business Data
ByJanakiram MSV,
Senior Contributor.
I cover emerging technologies with a focus on infrastructure and AI
Follow Author
Jun 10, 2026, 10:31am EDTJun 10, 2026, 02:40pm EDT
Nvidia HQ
NVIDIA
Nvidia has acquired Kumo AI, a four-year-old startup that builds foundation models for making predictions from business data, Fort
2026-06-10
digitimes.com
2026-06-10
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen efforts to combat semiconductor smuggling, according to Bloomberg.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Go Parabolic in June (Hint: It's Not Nvidia)
Adam Spatacco, The Motley Fool
Tue, June 9, 2026 at 9:31 AM PDT 5 min read
NVDA
-1.97%
MU
-4.31%
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Trading disclosure
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector.
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector. While the GPU leader remains a core pillar supporting the infrastructure boom, Micron Technology (
MU
5.43%
) has emerged as another big name fueling the AI semiconductor space.
On June 24, Micron is scheduled to report earnings for its fiscal 2026 third qua
2026-06-09
tomshardware.com
2026-06-09
Luke James
Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Prediction: 1 Semiconductor Stock That Will Be Worth More Than Micron by 2028
Adam Levy, The Motley Fool
Tue, June 9, 2026 at 7:06 AM PDT 5 min read
MU
-6.84%
NVDA
-2.72%
INTC
-6.78%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) is the latest AI semiconductor stock to join the $1 trillion club. The memory chipmaker has been one of the hottest stocks over the last 12
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Micron Technology (
MU
+2.00%
) is the latest AI semiconductor stock to join the $1 trillion club. The memory chipmaker has been one of the hottest stocks over the last 12 months, climbing nearly 800% as of this writing. And some analysts think the stock can continue climbing higher from here.
But investors may be better off buying a different semiconductor stock. A giant in its own right, it's a
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM)
Fiona Craig
Tue, June 9, 2026 at 5:51 AM PDT 2 min read
TSM
+1.45%
Trade TSM on Coinbase
Trading disclosure
chip semiconductor pcb 3 NEW SIZE ©PickPik
Taiwan Semiconductor Manufacturing (NYSE:TSM) shares fell around 1% in premarket trading on Tuesday following a Bloomberg report that Taiwan is evaluating s
2026-06-09
digitimes.com
2026-06-09
Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed to showcase their hardware, Computex presented a different picture: AI computing platforms, edge inference, physical AI architectures, and the ecosystems behind robots took center stage.
2026-06-09
digitimes.com
2026-06-09
After concluding a meeting with SK Group on the morning of June 8, Nvidia CEO Jensen Huang traveled to LG Group's headquarters, the LG Twin Towers in Seoul's Yeouido district, for a formal meeting with LG Chairman Koo Kwang-mo. The discussions underscored a widening strategic partnership between the two companies across robotics, AI infrastructure, mobility technologies, and advanced AI developmen