Semiconductor News & Analysis Feed
204 articles
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
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.
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
www.fool.com
2026-06-08
The Motley Fool
__fail__
2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Nvidia’s, Billion
Nvidia’s $119 Billion Order Backlog and Seoul HBM Pacts Paint a Picture of Scarcity, Not Weak Demand
07.06.2026 - 21:35:01 | boerse-global.de
Nvidia locks in HBM4 memory for Vera Rubin amid warning of multi-year advanced chip shortage; stock dips 5% but analysts see 45% upside.
Nvidia’s - Nvidia’s $119 Billion Order Backlog and Seoul HBM Pacts Paint a Picture of Scarcity, Not W
2026-06-07
www.aol.com
2026-06-07
AOL.com
Prediction: Micron Technology Stock Could Go Parabolic After June 24. Here's Why.
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, June 7, 2026 at 7:02 PM GMT+8
0
Key Points
The rapid increase in memory prices isn't slowing down, and that's great news for Micron Technology investors.
Micron is likely to deliver a beat-and-raise quarterly report on June 24, driven by the favorable end-market dynamics.
The st
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
Prediction: Micron Technology Stock Could Go Parabolic After June 24. Here's Why.
Harsh Chauhan, The Motley Fool
Sun, June 7, 2026 at 7:02 AM AST 4 min read
MU
-13.25%
NVDA
-6.20%
INTC
-11.28%
Micron Technology (NASDAQ: MU) stock has been on a parabolic run in 2026, with shares of the memory specialist jumping by a whopping 174% as of this writing.
A parabolic jump refers to the rapid rise in a
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
Micron Technology (
MU
12.36%
) stock has been on a parabolic run in 2026, with shares of the memory specialist jumping by a whopping 174% as of this writing.
A parabolic jump refers to the rapid rise in a company's shares in a short time, akin to the right side of a parabolic curve. The sharp increase in memory prices explains the red-hot rally in Micron stock this year. The good news for invest
2026-06-07
www.tikr.com
2026-06-07
TIKR.com
Key Stats for QUALCOMM Stock
52-Week Range: $122 to $260
Current Price: $216
Street Mean Target: $180
Street High Target: $300
Analyst Consensus: 10 Buy, 2 Outperform, 22 Hold, 3 Underperform, 2 Sell
TIKR Model Target (Sept. 2030): $236
Most investors never know if a stock is truly undervalued or overpriced. TIKR’s professional-grade valuation tools give you a clear, data-backed answer across 60,
2026-06-06
simplywall.st
2026-06-06
simplywall.st
__fail__
2026-06-06
zamin.uz
2026-06-06
Zamin.uz
EU Announces Restrictions on US Cloud Services and Chips Act 2.0
15:22 / 06.06.2026
·
9
·
Technology
The European Commission has presented a new package of initiatives aimed at reducing the European Union's technological dependence on the US and China. The proposals include support for microchip manufacturers, development of a private cloud services network, and new requirements for storing and p
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
__fail__
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
When it comes to outperforming Nvidia (
NVDA
5.93%
), investors may underestimate what a major accomplishment that is. Despite its huge size, the artificial intelligence (AI) chipmaker reported 85% revenue growth in the 2027 fiscal first quarter (ended April 26), a feat difficult for most smaller companies growing from much smaller bases.
Nonetheless, amid a cloud and AI build-out, a key Nvidia p
2026-06-06
247wallst.com
2026-06-06
24/7 Wall St.
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2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
__fail__
2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
CHARTBOOK TOP LINKS
Top Links 1123 Financially conflicted. How Nvidia nudged Micron onto the AI train. Kültürkampf & Chinmaxxing Russian elites.
Great links, images, and reading from Chartbook Newsletter by Adam Tooze
ADAM TOOZE
JUN 05, 2026
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2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
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2026-06-05
www.fool.com
2026-06-05
The Motley Fool
Nvidia continues to deliver excellent financial performance, while the stock price increases only modestly.
Nvidia (
NVDA
+2.08%
) reported an overall fantastic quarter.
*Stock prices used were the afternoon prices of May 28, 2026. The video was published on May 30, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now
2026-06-04
simplywall.st
2026-06-04
simplywall.st
__fail__
2026-06-04
siliconangle.com
2026-06-04
SiliconANGLE
Nvidia Corp. has bagged itself another artificial intelligence startup, acquiring four-year-old model maker Kumo AI Inc.
The company designs AI models focused on making extremely accurate business predictions. It’s the latest in a string of startups acquired by the chipmaker in the last couple of years. Nvidia didn’t disclose the terms of the acquisition, but the deal has already been finalized,