Semiconductor News & Analysis Feed
21553 articles
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Google orders 3 million TPUs from Intel as TSMC strains
Quartz · Matthias Balk/picture alliance via Getty Images
Cris Tolomia
Mon, June 8, 2026 at 7:56 AM PDT 2 min read
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Google has placed an order with Intel to manufacture more than 3 million of its tensor processing units in 2028, according Reuters, cit
2026-06-08
qz.com
2026-06-08
qz.com
A.I.
Google is ordering millions of AI chips from Intel as TSMC strains to meet demand
The order comes as TSMC struggles to keep up with AI chip demand, prompting major tech companies to seek alternative manufacturers
By
Cris Tolomia
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Matthias Balk/picture alliance via Getty Images
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
ASML Holding (ASML) is up 5.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can ramp shipments of EUV lithography tools faster than investors had been modeling, alongside multiple bullish analyst price-target increases. The broader AI-driven semiconductor-capex narrative has also been supportive, especial
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Applied Materials (AMAT) is up 6.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism around AI-driven semiconductor capital spending, reinforced by Applied Materials’ recently strong quarterly results and upbeat outlook. Another likely contributor is incremental bullishness from Wall Street research notes and price-tar
2026-06-08
www.techtimes.com
2026-06-08
Tech Times
By Jerry Owens
Published: Jun 08 2026, 10:48 AM EDT
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The logo of SK hynix is displayed on a glass wall during the 2026 World IT Show in Seoul on April 22, 2026. JUNG YEON-JE/GETTY IMAGES
Nvidia and SK hynix announced a multiyear technology partnership on June 7 to co-develop the next generation
2026-06-08
aimagazine.com
2026-06-08
AI Magazine
NVIDIA is turning to South Korea for memory chips to keep pace with skyrocketing global demand that shows no sign of slowing down anytime soon.
In a multi-year technology partnership with SK hynix, the American tech company is committing to developing advanced memory for global AI data centres.
This comes along with a series of technology partnerships with South Korean industrial giants, inclu
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Micron (
MU
+11.38%
) stock got caught in an epic sell-off last week as semiconductor chip stocks lost $1 trillion in market capitalization. Micron crashed 13.5% Friday -- but today it's bouncing back.
Shares of the computer memory specialist gained 6.9% through 10:20 a.m. ET Monday, and investors may have Nvidia (
NVDA
+1.61%
) CEO Jensen Huang to thank for this. As StreetInsider.com reports, Hu
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Nvidia Stock Will Trade at This Price in 2027
NVIDIA Blog / Press
Vandita Jadeja
Mon, June 8, 2026 at 7:27 AM PDT 4 min read
NVDA
+1.88%
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Quick Read
NVDA trades at just 26x forward earnings despite 85% revenue growth and $48.55B in free cash flow generated last quarter.
Jensen Huang's $91B Q2 revenue guidance and $119B in supply commitments confirm AI i
2026-06-08
www.tradingview.com
2026-06-08
TradingView
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Should You Buy, Sell or Hold AMAT Stock After a 167% Rise in a Year?
Should You Buy, Sell or Hold AMAT Stock After a 167% Rise in a Year?
3 min read
AMAT
+8.17%
Applied Materials AMAT shares have climbed 166.8% in a year, surpassing the Zacks Electronics - Semiconductors industry and Zacks Computer and Technology sector’s return of 91.8% and 43.5%, respectively.
AMAT Past 12-Month
2026-06-08
www.zacks.com
2026-06-08
Zacks Investment Research
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2026-06-08
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2026-06-08
Zacks Investment Research
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2026-06-08
www.engineering.com
2026-06-08
Engineering.com
The companies plan work in robotics, AI data centers, cooling, 800 V power systems, ADAS and autonomous manufacturing platforms.
LG and NVIDIA are expanding their strategic collaboration across industries, Physical AI, AI Infra and mobility jointly drawing the future map of industry.
On the 8th of June, Kwang Mo Koo, Chairman and CEO of LG Corp.(left) and Jensen Huang, founder and CEO of NVIDIA(
2026-06-08
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2026-06-08
9to5Toys
2026-06-08
www.marketscreener.com
2026-06-08
marketscreener.com
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2026-06-08
www.benzinga.com
2026-06-08
Benzinga
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2026-06-08
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2026-06-08
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2026-06-08
interestingengineering.com
2026-06-08
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Valuation Scrutiny: Market participants are closely examining ASML Holding's elevated price-to-earnings ratio amid questions over long-term earnings growth in the semiconductor equipment sector. Some highlight that recent analyst commentary questions whether current multiples align with projected demand slowdowns for advanced lithography tools.
Record High Context: Shares reached new peaks recent
2026-06-08
www.datacenterdynamics.com
2026-06-08
Data Center Dynamics
South Korean cloud provider Naver is to expand its fleet of Nvidia GPUs.
As part of a series of announcements centered on South Korea, Nvidia this week announced that Naver will be expanding its sovereign AI infrastructure, starting at 55MW, with plans to move to a gigawatt scale.
– Naver
The Korean cloud firm will be using Nvidia’s DSX platform to rapidly design, build, and scale full-stack AI