Semiconductor News & Analysis Feed
1978 articles
2026-06-08
easternherald.com
2026-06-08
The Eastern Herald
Broadcom’s $1.2 Billion Guidance Miss Just Erased $1.3 Trillion From the Chip Market
Broadcom's Q3 AI chip guidance fell $1.2B short of expectations — and the entire semiconductor sector paid the price in its worst session since March 2020.
BY ECONOMY DESK
JUNE 8, 2026
Broadcom's AI chip revenue guidance fell $1.2 billion short of analyst expectations on June 3, 2026, triggering a two-day sector
2026-06-08
www.iotinsider.com
2026-06-08
IOT Insider
SMART WORLD
Infineon targets wearable payments market with SECORA Connect X and tokenisation platform
NEWS DESK
4 MINUTES AGO
0
Infineon Technologies has launched a new platform designed to bring secure contactless payments to smart wearables, as semiconductor suppliers seek to capitalise on growing demand for connected devices capable of operating independently of smartphones.
The German chipm
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
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ASML: Three Risks The Market Is Completely Ignoring
Jun 08, 2026, 4:50 AM ETASML Holding N.V. (ASML) Stock, ASML:CA Stock, ASMLF Stock
The Quality Growth Investor
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ASML Holding NV remains a dominant, high-quality growth monopoly in semiconductor lithography, but its current valuation is excessively rich.
ASML trades at ~54x
2026-06-08
focustaiwan.tw
2026-06-08
Focus Taiwan
Taipei, June 8 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) is now ranked ninth among the world's 100 most valuable companies after its market capitalization more than doubled over the past year, PwC Taiwan has said in a report.
TSMC's market capitalization surged 101 percent year-on-year to US$1.427 trillion as of March 31, according to the accounting and consulting firm's "2026 Global To
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
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Google TPU V8 Vs. Nvidia: How Inference Is Rewriting The AI Market
Jun 08, 2026, 3:49 AM ETAlphabet Inc. (GOOGL) Stock, NVDA Stock, GOOG:CA Stock, GOOG Stock, NVDA:CA Stock
Beth Kindig
Investing Group Leader
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Google announced that it will begin selling TPUs to select third-party data center operators, marking the company'
2026-06-08
www.msn.com
2026-06-08
MSN
・Despite the supply-demand gap, CEO Wei added that TSMC will refrain from suddenly raising prices to maintain a stable business.
・Two plots of land acquired in Arizona should be enough to satisfy TSMC's needs for a decade, Wei said.
・CEO Wei stated that the company will not be able to meet demands from its American customers even after its manufacturing facilities get operational in the U.S.
Ta
2026-06-08
www.marketscreener.com
2026-06-08
marketscreener.com
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2026-06-08
counterpointresearch.com
2026-06-08
Counterpoint Research
This report provides a comprehensive view of DRAM and NAND Flash market demand and supply trends. It features a unique 3-dimensional tracker that captures data across Brand, Application, and Type — in both bits and revenue terms — offering unparalleled insights into the rapidly evolving dynamics of the memory industry amid the adoption of Gen AI.
Counterpoint research is a young and fast growing
2026-06-08
www.marketscreener.com
2026-06-08
marketscreener.com
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2026-06-08
www.marketscreener.com
2026-06-08
marketscreener.com
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2026-06-08
news.futunn.com
2026-06-08
富途牛牛
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2026-06-08
www.indexbox.io
2026-06-08
IndexBox
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2026-06-08
news.futunn.com
2026-06-08
富途牛牛
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2026-06-08
www.openpr.com
2026-06-08
openPR.com
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2026-06-08
www.marketwatch.com
2026-06-08
MarketWatch
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2026-06-08
news.futunn.com
2026-06-08
富途牛牛
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2026-06-08
www.fool.com
2026-06-08
The Motley Fool
These are excellent AI companies, but only one can be the better investment in this comparison.
After a hotter-than-expected jobs report, the stock market is falling.
*Stock prices used were the afternoon prices of June 5, 2026. The video was published on June 7, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… a
2026-06-08
digitimes.com
2026-06-08
Shanghai Belling, a Chinese analog IC supplier, has announced price adjustments for some of its products starting June 9, 2026, with increases ranging from 10% to 30%. The move is widely seen as a notable step in a fresh round of price adjustments by one of China's most established analog chipmakers.
2026-06-08
digitimes.com
2026-06-08
US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities.
2026-06-08
digitimes.com
2026-06-08
ChangXin Memory Technologies (CXMT) is gaining attention as a potential new force in the global DRAM market, but memory module vendors say the Chinese chipmaker is not offering the low-cost DDR5 supply many in the PC sector had hoped for.