Semiconductor News & Analysis Feed
4488 articles
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.cnbc.com
2026-06-12
CNBC
As he gears up to take SpaceX public in the largest IPO on record, CEO Elon Musk on Thursday spoke to employees of ASML, Europe’s most valuable company, underscoring the importance of chip manufacturing to his two main businesses.
As the sole provider of a crucial advanced chipmaking machine, ASML will be a likely supplier for Musk’s massive chip fabrication plant in Texas known as Terafab.
Call
2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
NVIDIA RTX 5000 Super GPU refreshes could arrive Q4 2026, complete with 5060 Super - but don't expect RTX 6000 until 2028
Moore's Law is Dead has reduced his performance uplift estimates very slightly with the Super variants, but they should be around 10% quicker on average.
VIEW GALLERY - 2
Darren Allan
Tech Reporter
Published Jun 11, 2026 11:53 AM CDT
2 minutes & 15 seconds read time
TL;DR: NVID
2026-06-12
news.google.com
2026-06-12
Barron's
2026-06-12
embeddedcomputing.com
2026-06-12
Embedded Computing Design
Openchip Adopts Baya Systems WeaveIP Fabric for AI and RISC-V Platforms
By Chad Cox
PRODUCTION EDITOR
EMBEDDED COMPUTING DESIGN
June 11, 2026
NEWS
Image Credit: Baya Systems and Openchip
Baya Systems and Openchip announced the companies have entered a strategic partnership. Openchip is licensing Baya Systems’ data-movement platform and Network-on-Chip (NoC) fabric technology to offer solutio
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
+11.66%
ORCL
-8.53%
NVDA
+2.22%
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Trading disclosure
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
finance.yahoo.com
2026-06-11
Yahoo Finance
This Semiconductor Stock Has More Than Tripled This Year – But Wolfe Research Sees Another 36% Upside
Rounak Jain
Thu, June 11, 2026 at 8:24 AM PDT 3 min read
MU
+5.47%
Trade MU on Coinbase
Trading disclosure
Wolfe raised its Micron forecasts to reflect an approximately 45% increase in memory pricing in the third quarter and stronger pricing trends through 2026.
The firm also raised its calendar
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
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2026-06-11
stocktwits.com
2026-06-11
Stocktwits
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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
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Bechtel Megafab Deal Tests AI Memory Growth And Cash Discipline
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Micron Technology selected Bechtel as its engineering, procurement, and construction partner for the first phase of its new memory chip megafab in Clay, New York.
The project is described as the largest private investment in New Y
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA South Korea Alliances Highlight Shift To Full Stack And Physical AI
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) announced new multi year alliances in South Korea focused on next generation AI infrastructure and physical AI systems.
The company is partnering with SK hynix on advanced memory supply
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron New York Megafab With Bechtel Reshapes AI Memory Supply Story
Simply Wall St
Thu, June 11, 2026 at 7:11 AM PDT 5 min read
MU
+2.38%
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Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
Micron Technology (NasdaqGS:MU) has selected Be
2026-06-11
www.connectmoney.com
2026-06-11
connectmoney.com
Latest News
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June 11, 2026
By: Joe Palmisano
KKR, NVIDIA, Kuwait Launch $10B AI Infrastructure Platform
A consortium led by KKR, the Kuwait Investment Authority, NVIDIA and Vistra have launched Helix Digital Infrastructure, a new company designed to address growing demand for integrated AI infrastructure solutions by combining data center,
2026-06-11
www.quiverquant.com
2026-06-11
Quiver Quantitative
Semiconductor Rally Sparks Buzz: Social media users are noting Applied Materials' strong performance amid broader sector gains, with the stock climbing over 6% in recent trading. Analysts' bullish price targets, including 650 dollars from one firm, are generating excitement about potential valuation shifts.
Singapore Expansion Draws Attention: Discussions highlight the company's new facilities in
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-11
www.barrons.com
2026-06-11
Barron's
__fail__
2026-06-11
ccianet.org
2026-06-11
CCIA
Bottom Line Up Front
Applying 25% Section 232 semiconductor tariffs to data centers would represent a 15.6% tax on data center construction.
When you tax something, you get less of it.
Data center buildout represented 92% of U.S. real GDP growth in the first half of 2025.
A 15.6% tax on data center construction would lead to the relocation, cancellation or delay of about 20% of planned 2026-2030
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Applied Materials (AMAT) Is One Of the Best High-Bandwidth Memory Stocks To Buy
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
AMAT
+7.22%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 4, Evercore ISI analyst Mark Lipacis reiterated a Buy rati