Semiconductor News & Analysis Feed
2503 articles
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Micron (
MU
12.36%
) investors have had a banner year, with the stock rising over 270% so far. If you invested in a broad market index fund, a return like that can take well over a decade to achieve. This skyrocketing surge speaks to the results investors can obtain by picking individual stocks, but what's in the past is in the past. What really matters is what's coming.
Despite Micron's strong r
2026-06-07
www.kedglobal.com
2026-06-07
KED Global
Nvidia ready to invest in Korea’s robotics, physical AI segments: Jensen Huang
Nvidia CEO Jensen Huang (Courtesy of Hankyung DB) TAIPEI – Nvidia Corp. Chief Executive Jensen Huang said on Monday that the company is prepared to invest in South Korea’s robotics and physical AI segments and strengthen its cooperation with Korean tech firms, stressing the country&
2026-06-07
tomshardware.com
2026-06-07
Aaron Klotz
YouTuber challenges himself to alleviate a CPU bottleneck with a Core i7-6700K paired with an RTX 3080 through overclocking.
2026-06-07
news.google.com
2026-06-07
Hoover Institution
2026-06-07
easternherald.com
2026-06-07
The Eastern Herald
EU Launches Tech Sovereignty Package: Cloud Act Bars US Hyperscalers, Chips Act 2.0 Claims Emergency Override Powers
Cloud and AI Development Act would bar US hyperscalers from sensitive EU contracts; Chips Act 2.0 gives Brussels power to override commercial supply deals during crises.
BY TECHNOLOGY DESK
JUNE 7, 2026
Henna Virkkunen, Executive Vice-President for Tech Sovereignty, Security and Dem
2026-06-07
www.aol.com
2026-06-07
AOL.com
A $360 Semiconductor ETF Position Became $638 in Just Over Five Months. Here’s the Real Story.
AUSTIN SMITH
Sun, June 7, 2026 at 5:30 PM GMT+8
0
TechAnimationStock / Shutterstock.com
Quick Read
SMH surged 77% YTD and 157% over the trailing year, with AI capex lifting design houses, memory makers, and equipment vendors across the entire stack.
SMH outpaced SPY by roughly 7x YTD, fueled by NVIDIA'
2026-06-07
247wallst.com
2026-06-07
24/7 Wall St.
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2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-07
digitimes.com
2026-06-07
JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing, power modules, and next-generation data centers.
2026-06-07
digitimes.com
2026-06-07
Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus, the national semiconductor champion formed to commercialize advanced node chips, to fund plant construction, equipment and research for 2nm and 1.4nm chips. The funding was executed through the Information-Technolog
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-07
news.google.com
2026-06-07
Crypto Briefing
2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
Nvidia’s profit margins projected to remain above 70% through 2030
Hyperscalers' deep dependence on Nvidia's AI chips leaves few alternatives, giving the company pricing power that most industries can
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
tomshardware.com
2026-06-07
Luke James
Security researcher Rasmus Moorats has demonstrated that Creative's Sound Blaster Katana V2X gaming soundbar can be hijacked over Bluetooth from up to 16 yards away.
2026-06-06
seekingalpha.com
2026-06-06
Seeking Alpha
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2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.fool.com
2026-06-06
The Motley Fool
When it comes to outperforming Nvidia (
NVDA
5.93%
), investors may underestimate what a major accomplishment that is. Despite its huge size, the artificial intelligence (AI) chipmaker reported 85% revenue growth in the 2027 fiscal first quarter (ended April 26), a feat difficult for most smaller companies growing from much smaller bases.
Nonetheless, amid a cloud and AI build-out, a key Nvidia p