Semiconductor News & Analysis Feed
69 articles
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
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Musk's Terafab Plans Put ASML In Investor Spotlight
Musk's Terafab Plans Put ASML In Investor Spotlight
Less than 1 min read
TSLA
+1.18%
ASML
+4.41%
INTC
+7.44%
ASML
+4.84%
Elon Musk is expected to put ASML's annual technology conference firmly on investors' radar on Thursday, as he appears virtually to discuss Terafab, his proposed semiconductor manufacturing venture aimed at
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Musk to Address ASML Event as SpaceX IPO Nears and Terafab Plans Advance (SPCX)
Fiona Craig
Thu, June 11, 2026 at 3:44 AM PDT 3 min read
SPCX
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ASML
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TSLA
-3.80%
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Elon Musk is set to make a virtual appearance at a technology event hosted by semiconductor equipment leader ASML on Thursday, where he is expected
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.reuters.com
2026-06-11
Reuters
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2026-06-10
news.google.com
2026-06-10
24/7 Wall St.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, SanDisk, and SK hynix Investors Should Fear One Thing: Elon Musk
Rich Duprey
Wed, June 10, 2026 at 7:17 AM PDT 4 min read
MU
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Musk argues the U.S. has zero high-volume memory fabs, and that delayed projects won't reach production until sometime between 2028 and 2030, leaving AI demand s
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?
David Moadel
Tue, June 9, 2026 at 12:30 PM PDT 5 min read
NVDA
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Musk's AI5 chip targets a 50x performance leap over AI4 at 10% of NVIDIA's cost, while NVDA's data center revenue hit $75
2026-06-09
tomshardware.com
2026-06-09
Luke James
Elon Musk laid out the first detailed design of SpaceX's AI1 satellite in a 30-minute video posted to the company's X account.
2026-06-09
tomshardware.com
2026-06-09
Etiido Uko
SpaceX's new Gigasat factory will mass-produce AI satellites for orbital data centers. Musk says the company is targeting 1 GW of space AI compute by 2027 and 100 GW per year by 2030.
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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2026-06-08
news.google.com
2026-06-08
Tom's Hardware
2026-06-08
tomshardware.com
2026-06-08
Luke James
ASML has confirmed that a group of disgruntled workers is pushing back hard against an invitation for Elon Musk to address the equipment maker’s closed annual tech conference.
2026-06-08
www.marketwatch.com
2026-06-08
MarketWatch
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2026-06-08
cryptobriefing.com
2026-06-08
Crypto Briefing
Elon Musk to speak at ASML’s virtual technology conference amid employee backlash
The Tesla and SpaceX CEO will join ASML's CEO for a fireside chat focused on the ambitious $55B Terafab semiconductor
2026-06-08
www.benzinga.com
2026-06-08
Benzinga
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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