Semiconductor News & Analysis Feed
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2026-06-12
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FREMONT, Calif., June 11, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology
2026-06-12
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2026-06-12
Kotaku
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2026-06-12
embeddedcomputing.com
2026-06-12
Embedded Computing Design
Openchip Adopts Baya Systems WeaveIP Fabric for AI and RISC-V Platforms
By Chad Cox
PRODUCTION EDITOR
EMBEDDED COMPUTING DESIGN
June 11, 2026
NEWS
Image Credit: Baya Systems and Openchip
Baya Systems and Openchip announced the companies have entered a strategic partnership. Openchip is licensing Baya Systems’ data-movement platform and Network-on-Chip (NoC) fabric technology to offer solutio
2026-06-12
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2026-06-12
Design and Development Today
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2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
TechInsights
EUV Lithography: A Power-Hungry Path to Innovation
Discover the energy-intensive realities of EUV lithography and its impact on semiconductor innovation—read how industry leaders are addressing sustainability challenges in our full report.
The Energy Cost of Technological Advancement
Extreme ultraviolet (EUV) lithography has revolutionized semiconductor manufacturing, enabling the production of
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
China Analysis: BYD Semiconductor’s Revenue Growth and Capacity Ramp-Up Outlook
2 Min Read September 19, 2025
BYD Semiconductor's rapid growth in power semiconductors sees revenue increase 5x since 2021, boosting its IGBT and SiC capabilities by 2026.
BYD Semiconductor has rapidly scaled its power semiconductor business, with revenue growing more than 5x since 2021 and wafer fab c
2026-06-11
www.marketwatch.com
2026-06-11
MarketWatch
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2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
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The market has entered an unusual phase where investors are no longer rewarding every company tied to artificial intelligence. Instead, capital is becoming more selective. High-profile opportunities are competing directly for investor dollars, valuations are facing greater scrutiny, and even market leaders are being forced to prove they deserve premium status.
That shift is now show
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia Breaks Below $200, Approaches Bear Market Territory. How Much Further Can It Fall?
Rich Duprey
Thu, June 11, 2026 at 8:44 AM PDT 4 min read
NVDA
+0.74%
SPCX
0.00%
AMD
+3.25%
AVGO
+2.04%
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Nvidia has dropped roughly 15% from its $236 all-time high, sitting just 5% away from official bear market territory at $189.
The SpaceX IPO is pull
2026-06-11
www.washingtontimes.com
2026-06-11
Washington Times
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2026-06-11
www.moomoo.com
2026-06-11
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2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Wall Street may be turning on AI, as Oracle (NYSE:ORCL | ORCL Price Prediction) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago.
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ORCL stock is now up just 2.3% from year-ago prices, and it may not be long until it’s in the red. That’s a major sh
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
Omor Ibne Ehsan
Thu, June 11, 2026 at 8:38 AM PDT 5 min read
MU
+11.66%
ORCL
-8.53%
NVDA
+2.22%
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Oracle stock has been plunging due to Wall Street souring on excessive spending
On the other hand, Micron is not leaning into the euphoria and is taking conser
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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NVIDIA: The AI Story Just Got Even Bigger
Jun 11, 2026, 11:30 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA Stock
Dhierin Bechai
Investing Group Leader
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Nvidia remains a Strong Buy as AI demand accelerates and the company’s earnings and guidance surpass expectations.
NVDA’s new reporting structure und
2026-06-11
letsdatascience.com
2026-06-11
Let's Data Science
FUNDING & BUSINESS
nvidia
ai infrastructure
earnings
datacenter
Nvidia Reports Strong AI-driven Revenue and Guidance
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June 11, 2026
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Seeking Alpha reports that Nvidia posted Q1 revenues up 85% year-over-year to $81.6B, with gross margins at 75%, driven by robust demand for AI infrastructure. The a
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
HEDGE FUND INVESTOR LETTERS
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NEWS
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Published on June 11, 2026 at 11:23 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
This Semiconductor Stock Has More Than Tripled This Year – But Wolfe Research Sees Another 36% Upside
Rounak Jain
Thu, June 11, 2026 at 8:24 AM PDT 3 min read
MU
+5.47%
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Wolfe raised its Micron forecasts to reflect an approximately 45% increase in memory pricing in the third quarter and stronger pricing trends through 2026.
The firm also raised its calendar