Semiconductor News & Analysis Feed
68 articles
2026-06-11
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-10
tomshardware.com
2026-06-10
Luke James
China is drafting a plan to spend roughly 2 trillion yuan over five years on a nationwide grid of AI data centers.
2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Here's How Much a $1000 Investment in Applied Materials Made 10 Years Ago Would Be Worth Today
Zacks Equity Research
Tue, June 9, 2026 at 5:30 AM PDT 3 min read
AMAT
+5.52%
Trade AMAT on Coinbase
Trading disclosure
For most investors, how much a stock's price changes over time is important. Not only can it impact your investment portfolio, but it can also help you compare investment results acros
2026-06-09
digitimes.com
2026-06-09
Samsung Electronics signaled that discussions on cooperation with Nvidia are progressing smoothly, and that collaboration in next-generation memory and foundry services will continue to expand. The comment was made by Samsung Electronics co-CEO and head of the Device Solutions (DS) division Young-hyun Jun following talks with Nvidia CEO Jensen Huang and senior executives at The Shilla hotel in Jun
2026-06-06
www.tikr.com
2026-06-06
TIKR.com
Key Fundamental Metrics for CDNS Stock
52-Week Range: $262.75 to $416.69
Current Stock Price: $376.19
Street Consensus Target Price: ~$384
Q1 2026 Revenue: $1.474B (+20% YoY)
Q1 2026 Non-GAAP Operating Margin: 44.7%
Q1 2026 Non-GAAP EPS: $1.96 (+25% YoY)
Record Backlog: $8.0B
FY2026 Revenue Guidance: ~17% YoY growth
Mid-Case 10-Year Forward Stock Price Target: ~$848
Now Live: Discover how much up
2026-06-05
tomshardware.com
2026-06-05
Jowi Morales
These "makeshift" structures are housing hardware that costs millions of dollars in total.
2026-06-05
tomshardware.com
2026-06-05
Jowi Morales
Shelbyville mayor Scott Ferguson (R) made these remarks likelly without knowing that he was being recorded, and it has ignited a political firestorm in the small town.
2026-06-05
news.google.com
2026-06-05
EurekAlert!
2026-06-05
news.google.com
2026-06-05
The Motley Fool
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-05
tomshardware.com
2026-06-05
Aaron Klotz
AMD's Frank Azor hits back against allegations suggesting AMD will skip RDNA 3.5 integration with FSR 4.1.
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
__fail__
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Check out how magnificently Nvidia (
NVDA
3.58%
) stock has performed in recent years:
TIME PERIOD
AVERAGE ANNUAL RETURN
Past 1 year
62.22%
Past 3 years
78.30%
Past 5 years
67.76%
Past 10 years
68.93%
Past 15 years
50.68%
Source: Data from Morningstar.com as of June 2, 2026.
That's enough to turn a single $10,000 investment into more than $130,000 ove
2026-06-04
www.moomoo.com
2026-06-04
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Broadcom Drops After Earnings, as Its AI Chips Are Doubted. What's Next?
84K Views · 56 Posts
Moomoo Insights
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09:21
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Broadcom's AI Guide Missed. Google And Nvidia Fears Made It Worse
$Bro
2026-06-04
www.cnbc.com
2026-06-04
CNBC
Printed circuit boards sit underneath almost every chip, a necessity in nearly every electronic. They make up a quiet but crucial piece of the booming artificial intelligence market, and represent a growing problem for the U.S., because nearly all AI circuit boards, for Nvidia
and others, are made in China.
Circuit boards present all sorts of opportunities for adversaries to sneak through malici
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
When Nvidia (
NVDA
0.75%
) reported earnings last month, much of the focus was on its impressive numbers and encouraging outlook. And it's hard to argue with that, given that the growth story around the tech giant and its artificial intelligence (AI) chips is what makes the stock a buy. As long as its results are strong, demand is robust, and the outlook is solid, investors are likely to continue
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-02
www.thedailyupside.com
2026-06-02
The Daily Upside
Move aside, Mac Mini. Nvidia is making PCs specifically designed for running AI agents, CEO Jensen Huang announced Monday at a tech conference in Taipei.
Nvidia is introducing a new chip, the RTX Spark, to power its small-but-mighty laptops (the smallest model weighs three pounds and measures 14 millimeters). The chip, which Nvidia called “the most efficient PC chip ever built” will eventually be