Semiconductor News & Analysis Feed
1150 articles
2026-06-10
www.reuters.com
2026-06-10
Reuters
__fail__
2026-06-10
www.theinformation.com
2026-06-10
The Information
Developers of OpenAI’s Stargate Data Center Face Higher Costs
Save 25% to unlock this story
Unlimited access to our journalism, newsletters, charts and data library, and event discounts.
Annual + Deep Research, 60+ org charts, proprietary databases and survey results.
Search, find and engage with others who are serious about tech and business.
Follow and be a part of discussions about tech, f
2026-06-10
digitimes.com
2026-06-10
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
2026-06-10
digitimes.com
2026-06-10
WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to NT$1.073 billion (US$33.9 million) in May 2026, the company's second-highest monthly total on record. For global readers tracking the semiconductor supply chain, the results signal how AI infrastructure demand is resha
2026-06-10
digitimes.com
2026-06-10
Lens maker Largan Precision held its shareholders' meeting on June 9, where chairman Adam Lin, long known for his terse public remarks, appeared relaxed and offered unusually detailed views on the industry, technology, and Largan's own operations. His comments showed clear optimism toward the company's development of fiber array units (FAUs).
2026-06-10
digitimes.com
2026-06-10
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects how AI training and inference are generating more data than traditional systems can handle, making storage efficiency and affordability increasingly important worldwide.
2026-06-10
digitimes.com
2026-06-10
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company's core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite
2026-06-10
digitimes.com
2026-06-10
Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that would expand its backend chipmaking footprint as demand for high-bandwidth memory and AI-related chips grows.
2026-06-10
digitimes.com
2026-06-10
Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking Asia's semiconductor supply chain. The Taiwan-based company said the deal will fund equipment purchases and foreign-currency materials, while modestly diluting existing shareholders.
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
__fail__
2026-06-10
www.thestreet.com
2026-06-10
thestreet.com
__fail__
2026-06-10
www.aol.com
2026-06-10
AOL.com
Why Micron Stock Is Sinking Today
KEITH NOONAN, THE MOTLEY FOOL
Wed, June 10, 2026 at 2:10 AM GMT+8
0
Key Points
Chip stocks are getting hit with broad selling action in Tuesday's trading.
Macroeconomic and geopolitical dynamics are factoring into Micron's pullback.
Investors also appear to be nervous about the impact that SpaceX's IPO could have on the stock market.
10 stocks we like better t
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Micron (
MU
5.25%
) stock is getting hit with sell-offs in Tuesday's trading and was down 3.7% as of 1:45 p.m. ET. At the same point in the daily session, the S&P 500 and the Nasdaq Composite were down 0.8% and 1.9%, respectively. Micron stock had been off as much as 10% earlier in trading.
Valuations for artificial intelligence (AI) chip stocks are taking substantial steps back today in a broad
2026-06-10
eetimes.com
2026-06-10
Efinix’ exchangeable logic-and-routing technology aims to cut power and die area while enabling memory integration and greater flexibility for AI edge designs.
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
__fail__
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
Home
Earnings Analysis
Tech
Micron: Dancing Near The Exit (Downgrade)
Jun 09, 2026, 11:39 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockSOXX, SOXL
Kenio Fontes
2.71K Followers
Follow
5
Share
Save
Play
(14min)
Comments
(9)
Summary
Micron Technology, Inc. is downgraded to a Sell rating due to excessive volatility and stretched expectations post $1 trillion market cap.
Recent pr
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
Cadence Design's deal with Intel's foundry is 'incrementally positive' for EDA firm: Stifel
Jun 09, 2026, 9:19 AM ETCadence Design Systems, Inc. (CDNS) Stock, INTC StockTSM, SSNLFBy: Chris Ciaccia, SA News Editor
Copy Link
Save
Play
(2min)
Comments
(3)
Cadence Design Systems's (CDNS) announcement of an expanded deal with Intel Foundry (INTC) to accelerate Intel 14A process optimization is “increm
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
Home
Tech
Broadcom, Nvidia, And The Tech Sector: A Call To Moderate The AI Excitement
Jun 09, 2026, 7:00 AM ETBroadcom Inc. (AVGO) StockNVDA
High Alpha Professor
Investing Group
Follow
5
Share
Save
Play
(16min)
Comments
Summary
Broadcom delivered record Q2 results, but a minor revenue miss triggered a massive sector-wide selloff, highlighting extreme valuation sensitivity in AI semiconductors.
AV
2026-06-09
autonews.gasgoo.com
2026-06-09
Gasgoo
Home
/
News
/
Why is NVIDIA striking so many partnerships recently?
NVIDIA
Why is NVIDIA striking so many partnerships recently?
Edited by Betty From Gasgoo
|
June 9 , 2026 17:32 BJT
f
SHARE
TWEET
in
SHARE
SHARE
Gasgoo Munich- Over the past week, NVIDIA has been signing strategic partnerships across the globe at a dizzying pace.
On June 8, NVIDIA and SK Hynix unveiled a multi-year technical part
2026-06-09
www.ynetnews.com
2026-06-09
Ynetnews
Updates
Red Mail
28°
Tel Aviv-Jaffa
Search
Main
Israel News
Mideast & World News
Tech & Digital
Real Estate
Finance
Lifestyle
Health & Science
Jewish World
Travel
More
Tech & Digital
by Taboola
Promoted Links
You Might Also Like
Think You’re Safe Online? Only If You Have This
Webroot
Learn More
‘The masks just fell down after Oct. 7’: Jewish German actress says Israel support cost her role
jewish