Semiconductor News & Analysis Feed
2501 articles
2026-06-12
kfgo.com
2026-06-12
The Mighty 790 KFGO
By Max A. Cherney
SAN FRANCISCO, June 11 (Reuters) – Nvidia has hired veteran lobbyist Bruce Andrews to head government affairs in Washington, D.C., two sources briefed on the matter said on Thursday.
Andrews served as chipmaking rival Intel’s government affairs chief under former CEO Pat Gelsinger. During the Obama administration, Andrews was a Commerce Department official.
N
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Nvidia hires veteran lobbyist Bruce Andrews to head government affairs, sources say
A NVIDIA logo is pictured on its facility at the High-tech park at Yokne'am · Reuters
Max A. Cherney
Thu, June 11, 2026 at 3:20 PM PDT
NVDA
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INTC
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By Max A. Cherney
SAN FRANCISCO, June 11 (Reuters) - Nvidia has hired veteran lobbyist Bruce Andrews to he
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
TSMC Governance Shift Puts Valuation And Board Authority In Focus
Simply Wall St
Thu, June 11, 2026 at 3:13 PM PDT 3 min read
TSM
+3.26%
2330
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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Taiwan Semiconductor Manufacturing (TWSE:2330) received shareholder approva
2026-06-12
news.google.com
2026-06-12
GuruFocus
2026-06-12
www.techbriefs.com
2026-06-12
Tech Briefs
JUNE 12, 2026 | RF & MICROWAVE ELECTRONICS | DEFENSE | ELECTRONICS & COMPUTERS | MANUFACTURING & PROTOTYPING | SEMICONDUCTORS & ICS
This New GaN Chip Provides W-Band Wireless Links for Military Radars
RF & Microwave INSIDER
Microscope photo of Northrop Grumman’s high-frequency GaN microwave chip. (Image: Northrop Grumman)
Northrop Grumman has built a new Gallium Nitride (GaN) chip that sets a n
2026-06-12
tomshardware.com
2026-06-12
Luke James
OpenAI says it has banned two clusters of ChatGPT accounts it believes are operating from China, and that used its models for covert influence campaigns targeting U.S. tech and policy debates.
2026-06-12
www.quiverquant.com
2026-06-12
Quiver Quantitative
Entegris, Inc. (ENTG) is up 6.4% today. Here is some analysis on what might have caused this price movement.
Analysis: A single, company-specific headline tied to today’s move is not clearly identifiable from widely available disclosures. The most plausible drivers are a broader risk-on swing in semiconductor-related stocks, with investors re-highlighting Entegris’ recent Q1 beat and its outlook,
2026-06-12
www.rcrwireless.com
2026-06-12
RCR Wireless News
www.rcrwireless.com
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2026-06-11
www.techinsights.com
2026-06-11
TechInsights
EUV Lithography: A Power-Hungry Path to Innovation
Discover the energy-intensive realities of EUV lithography and its impact on semiconductor innovation—read how industry leaders are addressing sustainability challenges in our full report.
The Energy Cost of Technological Advancement
Extreme ultraviolet (EUV) lithography has revolutionized semiconductor manufacturing, enabling the production of
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Wall Street may be turning on AI, as Oracle (NYSE:ORCL | ORCL Price Prediction) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago.
Video Muted
ORCL stock is now up just 2.3% from year-ago prices, and it may not be long until it’s in the red. That’s a major sh
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
Omor Ibne Ehsan
Thu, June 11, 2026 at 8:38 AM PDT 5 min read
MU
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ORCL
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NVDA
+2.22%
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Quick Read
Oracle stock has been plunging due to Wall Street souring on excessive spending
On the other hand, Micron is not leaning into the euphoria and is taking conser
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
HEDGE FUND INVESTOR LETTERS
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NEWS
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Published on June 11, 2026 at 11:23 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Soumya Eswaran
Thu, June 11, 2026 at 8:23 AM PDT 3 min read
TXN
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Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy of the letter is avail
2026-06-11
tomshardware.com
2026-06-11
Luke James
Meta has finished separating its operations from Manus, the Chinese-founded agentic AI startup it acquired for roughly $2 billion in December.
2026-06-11
www.tradingkey.com
2026-06-11
TradingKey
Texas Instruments Inc (TXN) moved up by 3.48%. The Technology Equipment sector is up by 2.89%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 2.49%; NVIDIA Corp (NVDA) up 1.44%; Intel Corp (INTC) up 10.07%.
Texas Instruments' recent stock performance and intraday volatility can be attributed to several key factors, primarily stemming f
2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock’s New CPU Story Big Enough to Cover Its China Silence?
June 11th, 2026 by Trefis Team
-0.13%
Downside
200
Market
200
Trefis
NVDA
NVIDIA
As management pivots hard to a massive new market, they’ve stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can’t afford to ignore as growth slows.
With NVIDIA (NVDA) stock delivering a stunning 70.7% revenue
2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
3 min read
NVTS
+1.71%
Navitas Semiconductor NVTS recently unveiled a new isolated package for its silicon carbide (SiC) MOSFETs. At first glance, this may seem like a routine product update. However, the launch highlights the company's efforts to st
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
Rimmi Singhi
Thu, June 11, 2026 at 6:37 AM PDT 4 min read
STM
-1.05%
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Trading disclosure
Navitas Semiconductor NVTS recently unveiled a new isolated package for its silicon carbide (SiC) MOSFETs. At first glance, this may seem like a routine product update. However, the launch highlights the company's efforts