Semiconductor News & Analysis Feed
3765 articles
2026-06-11
digitimes.com
2026-06-11
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.
2026-06-11
www.marketwatch.com
2026-06-11
MarketWatch
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Amazon Is the Latest AI Giant to Sign a Blockbuster Deal With This Under-the-Radar Semiconductor Company (Behind Nvidia and Meta)
Anthony Di Pizio, The Motley Fool
Wed, June 10, 2026 at 3:50 PM PDT 5 min read
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Corning (NYSE: GLW) has manufactured glass right here in America since 1851. By 1880,
2026-06-11
drrobertcastellano.substack.com
2026-06-11
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Best-of-Breed Divide in Semiconductor Equipment Is Becoming Clearer
DR. ROBERT CASTELLANO
JUN 11, 2026
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What’s in this article
The Semiconductor Equipment Market Is No Longer Moving in Unison
Applied Materials Lost Leadership Despite Industry Growth
Table 1: Semiconductor Equipment Revenues for Applied Materials and ASML (2015–2025)
Chart 1: Applied Materials Share of Global WFE Ma
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Corning (
GLW
3.19%
) has manufactured glass right here in America since 1851. By 1880, it was the sole supplier of glass for Thomas Edison's original lightbulb, and today, it makes the glass for all of Apple's iPhones.
However, Corning stock has soared by 230% over the past 12 months because of red-hot demand for the company's fiber-optic cables for data centers, which help accelerate processing
2026-06-11
cnycentral.com
2026-06-11
WSTM
WASHINGTON — Representative John Mannion (D, 22) spoke with CNY Central's Megan Coleman about several issues and topics facing Central New Yorkers and in the country. That includes the allegations against Van Duyn Center for Rehabilitation & Nursing, Micron, data centers and more.
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2026-06-11
www.idahopress.com
2026-06-11
Idaho Press
BOISE — Hot air balloons weren’t launched Wednesday morning, but a new partnership was announced for the upcoming Spirit of Boise Balloon Classic.
Micron has come on board as the key sponsor of the annual hot air balloon festival, investing in the continuity of the community event.
“It is a treasured tradition for this region, the Treasure Valley, and it is important for us to make sure that thi
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.fool.com
2026-06-11
The Motley Fool
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2026-06-11
www.foxbusiness.com
2026-06-11
Fox Business
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings amid a market pullback in artificial intelligence and semiconductor stocks on 'The Claman Countdown.'
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings and the broader AI market. Schoenfeld addresses the semiconductor sector’s recent pullback, calling it a healthy correction
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?
David Beren
Wed, June 10, 2026 at 12:31 PM PDT 4 min read
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Quick Read
SOXX outpaced SMH by 23 percentage points in 2026, but SMH's 10-year return of 2,148% dwarfs SOXX's 1,833%.
SMH concentrates in mega-cap design leaders like N
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both ride the same AI cycle. The reason the choice still matters is that their indexes draw different lines around what counts as a chip stock and how much any one name can move the fund. I
2026-06-11
www.constructiondive.com
2026-06-11
Construction Dive
DIVE BRIEF
Bechtel wins role on $100B Micron New York megafab
The general contractor will mobilize immediately at the Clay, New York, site to begin the next phase of construction.
Published June 10, 2026
Sebastian Obando
Senior Reporter
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Rendering of Micron’s semiconductor megafab campus upon completion in Clay, N.Y. Courtesy of Bechtel
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2026-06-11
www.eenewseurope.com
2026-06-11
eeNews Europe
Michael Chapman, President, CEO, and Co-founder of Cortus, has worked in processor design since the early days of modern semiconductor development. Over the course of his career, he has contributed to projects ranging from automotive microcontrollers and CAN technology to processor architectures and system-level design tools. In 2005, he co-founded Cortus, a company focused on embedded processor I
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron & 2 Momentum Stocks to Buy Now for Explosive Upside
Micron & 2 Momentum Stocks to Buy Now for Explosive Upside · Zacks
Tirthankar Chakraborty
Wed, June 10, 2026 at 12:00 PM PDT 4 min read
MU
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FIVE
+2.63%
MPC
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Investors now aiming for exceptional returns should concentrate on high-momentum stocks. To uncover stocks with further upsid
2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Micron Moves Ahead With Massive New York Fab
Micron Moves Ahead With Massive New York Fab
Less than 1 min read
MU
−5.22%
Micron Technology
MU
is moving ahead with its New York semiconductor project, naming Bechtel as the construction partner for the massive memory fab.
The facility is being built in Clay, New York, where Micron broke ground in January. Once completed, the pr
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Micron (
MU
4.50%
) stock is getting hit with another sizable pullback in Wednesday's trading. The company's share price was down 3.4% as of 2:10 p.m. ET amid the backdrop of a 0.8% decline for the S&P 500 and a 4.2% decline for the Nasdaq Composite.
The market's reaction to the latest Consumer Price Index (CPI) report published by the Bureau of Labor Statistics (BLS) is weighing on stocks today.
2026-06-11
investingnews.com
2026-06-11
Investing News Network
SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced that its CEO Carlos Moreira, will moderate the high-profile panel "Quantum Semiconductors Scaling from Lab to Fab" at the Global Semiconductor Alliance ("GSA") European Executive Forum that is being hel
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Why Micron Stock Is Losing Ground Again Today
Keith Noonan, The Motley Fool
Wed, June 10, 2026 at 11:36 AM PDT 3 min read
MU
-4.12%
SPCX
0.00%
^GSPC
-1.32%
^IXIC
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NVDA
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Micron (NASDAQ: MU) stock is getting hit with another sizable pullback in Wednesday's trading. The company's share price was down 3.4% as of 2:10 p.m. ET amid the backdrop
2026-06-11
www.benzinga.com
2026-06-11
Benzinga
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