Semiconductor News & Analysis Feed
23091 articles
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
Micron Technology, Inc.MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI models become larger and more data-intensive, demand for storage solutions is rising across cloud and enterprise data centers. This trend is favoring Micron Technology’s NAND business.
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
Tech
China’s Nvidia challenger MetaX eyes Hong Kong share sale to fund AI ambitions
Shanghai-listed AI chipmaker plans H-share sale to fund next-generation GPU development, supply-chain investment and global expansion
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Wency Chenin Shanghai
Published: 9:44pm, 12 Jun 2026
MetaX, a Shanghai-based graphics processing unit (GPU) design
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
It hasn’t been all too clean a breakout for shares of AI chip giant Nvidia (NASDAQ:NVDA | NVDA Price Prediction), which is still down close to 13% after tumbling off its mid-May highs. Indeed, it seems like the company can do everything right and still get rewarded with a reaction that’s relatively muted compared to the rest of the semiconductor scene.
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Even if some think that shares
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
3 Reasons It Might Be Time Buy the Dip in NVIDIA Stock
Joey Frenette
Fri, June 12, 2026 at 6:41 AM PDT 3 min read
NVDA
-0.01%
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Trading disclosure
Quick Read
NVDA trades at just 23x forward earnings while delivering growth.
Nvidia is funneling capital into AI stack alliances and investments, embedding itself in the AI revolution well beyond GPU hardware.
Don't wait: the a
2026-06-12
videocardz.com
2026-06-12
VideoCardz.com
videocardz.com
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2026-06-12
www.tomshardware.com
2026-06-12
Tom's Hardware
Tech Industry
Republican lawmakers urge federal agency to block imports of infringing TSMC chips as patent ruling nears — five asserted U.S. patents come from United Microelectronics Corporation
News
By Luke James published 3 hours ago
An initial determination in the case targeting TSMC's 7nm and smaller nodes is expected this month.
(Image credit: Getty / Bloomberg)
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2026-06-12
tomshardware.com
2026-06-12
Luke James
Four Republican members of Congress have urged the U.S. ITC to block imports of foreign-made chips found to infringe U.S. patents
2026-06-12
news.google.com
2026-06-12
TradingView
2026-06-12
news.google.com
2026-06-12
HotHardware
2026-06-12
www.tradingview.com
2026-06-12
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Nvidia Strikes Major AI Deal. This Stock Is Exploding Higher
Nvidia Strikes Major AI Deal. This Stock Is Exploding Higher
Less than 1 min read
SHAZ
−9.09%
NVDA
+0.37%
Sharon AI
SHAZ
surged about 25% on Friday after entering a six-year strategic compute collaboration with NVIDIA
NVDA
.
Sharon AI said the agreement will support the rollout of 72 megawatts of new data-center c
2026-06-12
www.globalconstructionreview.com
2026-06-12
Global Construction Review
News
Bechtel to build $100bn semiconductor plant, biggest in US
Joe Quirke
12.06.26
Render courtesy of Bechtel/Micron
Micron Technology has picked Bechtel to build the first phase of what’s billed as the US’ biggest semiconductor plant in Clay, New York.
Bechtel will use digital-enabled construction technologies, modularisation and project controls to support time management, operations and coord
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
In the Artificial Intelligence (AI) space, NVIDIA Corporation NVDA has been one of the leaders during the AI boom. However, there are many other companies in the AI ecosystem that are performing extremely well as they are leaders in growing the infrastructure needed for AI spending. Two such companies are Micron TechnologyMU and Dell TechnologiesDELL. Over the past year, both stocks have more than
2026-06-12
www.barchart.com
2026-06-12
Barchart.com
Image of Jensen Huang by jamesonwu1972 via Shutterstock
When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear signal: AI has become “insanely profitable” for Taiwan Semiconductor (TSM). Those words capture exactly why TSM stock remains in a league of its own.
Over the past few months, sem
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.
Nauman Khan
Fri, June 12, 2026 at 6:00 AM PDT 4 min read
2330.TW
+2.67%
NVDA
+0.16%
AAPL
-1.52%
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When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear si
2026-06-12
www.siliconrepublic.com
2026-06-12
Silicon Republic
BUSINESS
Chipmaker Infineon readies to open new German fab
by Suhasini Srinivasaragavan
12 JUN 2026
SAVE ARTICLE
Image: © Kara/Stock.adobe.com
The new fab marks a win for the EU in its attempts to improve the bloc’s chipmaking capacity.
Global semiconductor company Infineon Technologies is set to open a new €5bn chip factory in Germany, extending its existing campus in Dresden.
The factor
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Sharon AI Shares Jump on Major NVIDIA Compute Infrastructure Partnership (SHAZ)
Fiona Craig
Fri, June 12, 2026 at 5:58 AM PDT 2 min read
NVDA
-0.32%
SHAZ
-11.22%
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Trading disclosure
artificial intelligence ai chip 2 NEW SIZE ©Asih Wahyuni
Sharon AI Holdings Inc. (NASDAQ:SHAZ) shares surged 25% on Friday after the company announced a six-year strategic compute collaborati
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
The past month or so has not been kind to many chip stocks. Investors have grown increasingly worried that some have become overvalued and may not be worth holding. That's sent the share prices of Nvidia (
NVDA
+0.18%
), Broadcom (
AVGO
1.20%
), and Cerebras (
CBRS
6.84%
) lower over the past several weeks.
But does this volatility among semiconductor stocks really mean you should get out of thes
2026-06-12
mezha.ua
2026-06-12
Mezha
mezha.ua
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2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
www.tradingview.com
2026-06-12
TradingView
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Nvidia Stock Fans Just Got Good News From China
Nvidia Stock Fans Just Got Good News From China
Less than 1 min read
NVDA
+0.07%
Nvidia
NVDA
has begun telling Chinese customers they can place orders for its new Vera central processors, with shipments potentially starting in August, as the company looks for another route into a market constrained by U.S. export rules.
One maj