Semiconductor News & Analysis Feed
1150 articles
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nokia’s AI Pivot Draws €1b NVIDIA Backing And Shifts Investor Focus
Simply Wall St
Mon, June 8, 2026 at 9:33 PM PDT 4 min read
NOK
+1.46%
NVDA
+1.73%
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Nokia Oyj (HLSE:NOKIA) has outlined a transformation into an
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Friday was brutal for chip stocks. The iShares Semiconductor ETF (
SOXX
+5.87%
), a broad gauge of the group, sank about 10% to around $540 -- one of its worst single sessions in years -- as investors fled the corner of the market that has powered much of the artificial intelligence (AI) trade. The tech-heavy Nasdaq Composite fell more than 4% -- its worst day since April 2025, and the selling rea
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Semiconductor Stocks Just Had Their Worst Day in Years. Is the AI Chip Boom Cracking, or Is This a Buying Opportunity?
Daniel Sparks, The Motley Fool
Mon, June 8, 2026 at 9:43 PM AST 5 min read
NVDA
+1.73%
MRVL
+9.63%
^IXIC
+0.86%
MU
+9.87%
INTC
+11.19%
Friday was brutal for chip stocks. The iShares Semiconductor ETF (NASDAQ: SOXX), a broad gauge of the group, sank about 10% to around $540 -- one
2026-06-09
digitimes.com
2026-06-09
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.
2026-06-09
digitimes.com
2026-06-09
MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced mat
2026-06-09
digitimes.com
2026-06-09
India's semiconductor push is creating an opening for companies outside the traditional chipmaking chain, including advanced materials suppliers that could serve electronics, sensor, battery, and semiconductor-related applications before the country's own wafer fabrication ecosystem matures.
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Nvidia (
NVDA
+1.70%
) dominates many headlines about the booming artificial intelligence (AI) market. As the world's largest producer of data center GPUs for training AI algorithms, it's still selling the best picks and shovels for the AI gold rush.
Yet over the past 12 months, an oft-overlooked optical networking stock outperformed Nvidia by a wide margin. That stock was Coherent (
COHR
+6.15%
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nvidia Gets The Headlines. But This Optical Networking Stock Was The Bigger AI Surprise
Leo Sun, The Motley Fool
Mon, June 8, 2026 at 12:43 PM PDT 3 min read
NVDA
+1.73%
COHR
+6.63%
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Trading disclosure
Nvidia (NASDAQ: NVDA) dominates many headlines about the booming artificial intelligence (AI) market. As the world's largest producer of data center GPUs for training AI a
2026-06-09
news.ufl.edu
2026-06-09
University of Florida
In a collaboration linking academia, tech firms, autism advocates and a significantly underemployed population, the University of Florida is establishing a new pipeline of semiconductor workers perfect for the job.
Preparing for its second class, the program educates and prepares autistic students — people considered neurodivergent — using virtual reality and other custom tools for careers in se
2026-06-09
news.ufl.edu
2026-06-09
University of Florida
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2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Looking For The Next Nvidia? Bank of America Says You Already Know The Answer
Looking For The Next Nvidia? Bank of America Says You Already Know The Answer
Piero Cingari
Mon, June 8, 2026 at 11:01 AM PDT 5 min read
NVDA
+1.21%
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While Wall Street keeps hu
2026-06-09
www.investopedia.com
2026-06-09
Investopedia
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2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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Earnings Analysis
Tech
Micron: Buckle Up For What Is About To Happen
Jun 08, 2026, 12:58 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
Julia Ostian
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Micron Technology, Inc. offers explosive upside but is now highly sensitive to market sentiment, making it riskier and more volatile than before.
MU's re
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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2026-06-09
www.taipeitimes.com
2026-06-09
Taipei Times
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is now ranked ninth among the world’s 100 most valuable companies after its market capitalization more than doubled over the past year, PricewaterhouseCoopers (PwC) Taiwan said in a report last month.
TSMC’s market capitalization surged 101 percent year-on-year to US$1.427 trillion as of March 31, the accounting and consulting firm’s 2026 Global T
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
Nvidia GPU demand stays strong as Blackwell becomes more difficult to acquire: Wedbush
Jun 08, 2026, 9:44 AM ETNVIDIA Corporation (NVDA) Stock, P StockBy: Brandon Evans, SA News Editor
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Nvidia (NVDA) continues to see elevated demand for its Grace Blackwell systems, including the GB300 and the B300, as several customers indicated these are becoming more difficult to sourc
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
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2026-06-08
www.cnbc.com
2026-06-08
CNBC
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2026-06-08
www.tomshardware.com
2026-06-08
Tom's Hardware
PC Components GPUs
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