Semiconductor News & Analysis Feed
234 articles
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Samsung Collaborations On 2nm And 3D‑IC Put Investor Focus On Valuation
Simply Wall St
Thu, June 11, 2026 at 10:10 AM PDT 2 min read
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Samsung Electronics has expanded its collaborations with S
2026-06-11
www.pcmag.com
2026-06-11
PCMag
Memory is in short supply, and GPU generations are delayed, so there's been a lot of talk of older cards making a comeback. But while Nvidia board partner Manli's 12GB RTX 3060 re-release makes sense, the RTX 3050 it's re-launching alongside it with a mere 6GB of VRAM is a harder sell.
The RTX 5050 is already available at less than $300, and on-board graphics offers more compelling performance in
2026-06-11
www.techradar.com
2026-06-11
TechRadar
Pro
A knee-jerk reaction or something more? Nvidia's market cap dropped by almost $330 billion in 24 hours as the AI giant reeled from Broadcom's poor guidance
News
By Rahim Amir published 6 hours ago
A peer-based correction in chipmaker stocks
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A picture from Nvidia's Computex 2026 Keynote eve
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for QUALCOMM Stock
Today’s Performance: -7%
52-Week Range: $122 to $260
Valuation Model Target Price: around $200
Implied Upside: about 3%
Analyze your favorite stocks like QUALCOMM Incorporated with TIKR (It’s free) >>>
What Happened?
QUALCOMM Incorporated stock fell about 7% today, recently trading near $191 per share as investors pulled back from semiconductor stocks and questioned
2026-06-11
www.barchart.com
2026-06-11
Barchart
A concept image showing a ray of light passing through cyberspace_ Image by metamorworks via Shutterstock_
Quantum computing just got its “Uncle Sam” moment.
The U.S. government is investing more than $2 billion into quantum initiatives, and that changes the conversation. This is no longer just a futuristic science project buried inside research labs. It’s becoming a national technology race, a
2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry
Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration
News-analysis
By Luke James published 3 days ago
TSMC's CoWoS lines are sold out through 2027, and Intel's EMIB is the only credible second source.
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2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Nvidia (
NVDA
1.32%
) has long been considered the industry standard for artificial intelligence (AI) computing stocks. Since 2023, it has been an amazing performer and has delivered strong, market-crushing returns for shareholders. However, 2026 hasn't been so kind.
Nvidia's stock is up about 12% this year, which isn't a bad return, but it's only beating the S&P 500 (
^GSPC
0.31%
) by a few perc
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron and Sandisk Have Crushed Nvidia as the Top Artificial Intelligence (AI) Stock in 2026. Can That Continue?
Keithen Drury, The Motley Fool
Wed, June 10, 2026 at 3:50 AM PDT 4 min read
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Nvidia (NASDAQ: NVDA) has long been considered the industry standard for artificial intelligence (AI) computing stock
2026-06-10
digitimes.com
2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.
2026-06-10
digitimes.com
2026-06-10
Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further into AI servers, optical modules, and industrial control applications.
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning Apple, we were paying 4 times earnings. When we bought Amazon for AWS, we were getting it for f
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
Slaven Vlasic / Getty Images Entertainment via Getty Images
Thomas Richmond
Tue, June 9, 2026 at 11:54 AM PDT 4 min read
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Sacerdote paid 4x earnings for NVDA and 5x for TSLA by targeting earnings powe
2026-06-09
manufacturing.economictimes.indiatimes.com
2026-06-09
ET Manufacturing
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2026-06-09
news.google.com
2026-06-09
EE Times Asia
2026-06-09
digitimes.com
2026-06-09
Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a new round of price increases in July, mainly for its SP-Cap capacitor products, with hikes ranging from 5% to 30% depending on the specification.
2026-06-09
digitimes.com
2026-06-09
MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced mat
2026-06-08
www.megabites.com.ph
2026-06-08
megabites.com.ph
Cadence and Samsung Foundry announced a full portfolio of Memory and Interface IP, along with expanded certification of Cadence’s agentic AI digital, custom, 3D IC, and system design and analysis (SDA) flows for Samsung Foundry’s second-generation 2nm process. This collaboration delivers a signoff-ready platform for next-generation AI infrastructure and physical AI designs across data center, edge
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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Semiconductor Bonding Market: USD 1.45 Billion by 2031 with Consumer Electronics Holding 38.23% Share in 2025 | Mordor Intelligence Report
PR Newswire
Mon, June 8, 2026 at 8:24 AM PDT 5 min read
HYDERABAD, India, June 8, 2026 /PRNewswire/ -- According to Mordor Intelligence, the global semiconductor b
2026-06-08
www.aninews.in
2026-06-08
ANI News
Semicon 2.0 to focus on chip design, manufacturing equipment and materials ecosystem: Ashwini Vaishnaw
ANI | Updated: Jun 08, 2026 20:52 IST
New Delhi [India], June 8 (ANI): The next phase of India's semiconductor mission, Semicon 2.0, will focus on chip design, semiconductor manufacturing equipment and the wider ecosystem required for chip production, Union Minister for Electronics and Informat
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Nvidia Stock Will Trade at This Price in 2027
NVIDIA Blog / Press
Vandita Jadeja
Mon, June 8, 2026 at 7:27 AM PDT 4 min read
NVDA
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NVDA trades at just 26x forward earnings despite 85% revenue growth and $48.55B in free cash flow generated last quarter.
Jensen Huang's $91B Q2 revenue guidance and $119B in supply commitments confirm AI i