Semiconductor News & Analysis Feed
6213 articles
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
AMD and Intel Drop 5%, NVIDIA Slips 3% Amid Korean-Led Chip Selloff Bulls Say Is “Healthy”
David Moadel
Tue, June 23, 2026 at 10:23 AM PDT 4 min read
AMD
-5.76%
NVDA
-4.13%
INTC
-6.14%
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AMD stock and Intel stock each dropped 5% Tuesday and NVIDIA stock pulled back 3% as Korea's KOSPI 10% retreat rattled supply chains linking U.S. chipmakers
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
eetimes.com
2026-06-24
Synopsys debuts Multiphysics Fusion tools post-Ansys, unifying EDA and physics for advanced node and 3DIC designs.
2026-06-24
www.tradingview.com
2026-06-24
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Rigetti vs. IonQ: Which Quantum Stock Wins After Quantinuum's IPO?
Rigetti vs. IonQ: Which Quantum Stock Wins After Quantinuum's IPO?
4 min read
IONQ
−0.81%
RGTI
−0.47%
QNT
+13.46%
After a volatile start to 2026, quantum computing stocks have staged an impressive comeback. Since April 1, shares of IonQ IONQ have surged 109.9%, while Rigetti Computing RGTI has rallied 58.4%, both si
2026-06-24
news.google.com
2026-06-24
EE Times
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
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2026-06-24
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Marvell Technology, Himax, and IPG Photonics Stocks Trade Down, What You Need To Know
Marvell Technology, Himax, and IPG Photonics Stocks Trade Down, What You Need To Know
3 min read
MRVL
−9.36%
HIMX
−9.52%
IPGP
−8.77%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansio
2026-06-24
www.financialcontent.com
2026-06-24
FinancialContent
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, In
2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom
Published on June 23, 2026 at 12:10 pm by HABIB UR REHMAN in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing high-bandwidth memory stocks to buy. The company’s latest relevant financial update came on June 10, 2026, when it reported May revenue
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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The artificial intelligence boom has created a new industrial race. Companies are spending hundreds of billions of dollars building the computing infrastructure needed to power AI models, but the challenge is no longer just buying more chips. The bottleneck is everything surrounding those chips — electricity, land, memory, and increasingly, water.
As AI factories grow from tradition
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom
Habib Ur Rehman
Tue, June 23, 2026 at 9:10 AM PDT 1 min read
2330.TW
-4.02%
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the fastest-growing high-bandwidth memory stocks to buy. The company's latest relevant financial update came on June 10, 2026, when it reported May revenue o
2026-06-24
www.taipeitimes.com
2026-06-24
Taipei Times
A cross-party delegation led by Legislative Speaker Han Kuo-yu (韓國瑜) on Monday visited contract chipmaker Taiwan Semiconductor Manufacturing Co’s (TSMC) campus in Arizona, the Legislative Yuan said yesterday.
The delegation met with TSMC Arizona CEO Ray Chuang (莊瑞萍) to discuss the chipmaker’s investment in Phoenix, the legislature said in a statement.
Han, Chuang and the TSMC subsidiary’s manage
2026-06-23
seekingalpha.com
2026-06-23
Seeking Alpha
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2026-06-23
www.thestreet.com
2026-06-23
thestreet.com
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2026-06-23
www.kucoin.com
2026-06-23
KuCoin
AI needs a good "brain" to develop a body.
Article author and source: Semi-Industry Spectrum
Recently, Muxi Co., Ltd. and UBTECH signed a strategic cooperation agreement in Nanjing to jointly establish Xuanxuan Chuangzhi Technology (Wuxi) Co., Ltd., focusing on the research and development and mass production of embodied intelligence edge chips. Muxi is a domestic high-performance GPU company, w
2026-06-23
www.streetinsider.com
2026-06-23
StreetInsider
www.streetinsider.com
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2026-06-23
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2026-06-23
Investor's Business Daily
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2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Intel (INTC) And UMC Team Up On 12nm And 3nm Chip Development
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Intel (NasdaqGS:INTC) and United Microelectronics Corporation have agreed to jointly develop 12nm and 3nm chip manufacturing processes.
The collaboration will use Intel’s Arizona facilities as part of the company’s IDM 2.0 foundry strate
2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
Cerebras Systems will report its inaugural quarterly earnings after market close on June 23, Eastern Time. Investors are focused on the company’s transition from IPO storytelling to operational verification amid a sector-wide pivot toward AI inference. Wedbush maintains an "Outperform" rating, citing the WSE-3 chip’s speed advantages and independence from HBM-related supply constraints. Key perfor