Semiconductor News & Analysis Feed
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Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
Corning (GLW) is a global materials science powerhouse with a 175-year legacy of life-changing invention. The company operates across optical communications, display technologies, specialty materials, automotive, and life sciences. Corning is today one of the most compelling AI infrastructure plays hiding in plain
2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Communications/NasdaqGS:LITE
Does AI-Fueled Guidance And Nvidia Deal Reshape The Bull Case For Lumentum Holdings (LITE)?
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Lumentum Holdings recently raised its fourth-quarter guidance and reported very large year-over-year revenue growth, citing intense AI-driven demand for its cloud networking and optical compon
2026-06-09
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2026-06-09
Barchart.com
Semiconductor by Gorodenkoff via Shutterstock
The semiconductor industry has spent the last several years confronting a reality few expected: there simply aren't enough advanced chip manufacturing options. Taiwan Semiconductor Manufacturing Company (TSM) has become the dominant producer of leading-edge chips, powering everything from artificial intelligence accelerators to smartphones. As AI dema
2026-06-09
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2026-06-09
Yahoo Finance
Intel Becomes Plan B for the Semiconductor Industry. Here's How That's a Winning Strategy
Rich Duprey
Tue, June 9, 2026 at 7:09 AM PDT 4 min read
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The semiconductor industry has spent the last several years confronting a reality few expected: there simply aren't enough advanced chip manufact
2026-06-09
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2026-06-09
MIT Sloan Management Review Middle East
Apple Taps Google and Nvidia to Power Next-Generation AI
At the WWDC, Apple also announced an overhauled version of Siri, as it bid farewell to its longtime chief Tim Cook, who will be succeeded by John Ternus
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Apple Taps Google and Nvidia to Po
2026-06-09
www.ept.ca
2026-06-09
Electronic Products & Technology
Tool helps engineers by analyzing device combinations and recommending well-matched SiC MOSFET and gate driver pairings based on their system requirements
onsemi has rolled-out its Elite Pairing Studio, an online design tool that enables engineers to move beyond traditional component-level selection to quickly identify recommended combinations of silicon carbide (SiC) MOSFETs and gate drivers bas
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Applied Materials, Inc. (AMAT) Eyes Growing Southeast Asia Workforce by 25%
Catherine Talavera
Tue, June 9, 2026 at 6:39 AM PDT 2 min read
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best AI Stocks to Buy in June. On June 3, Nikkei Asia reported that Applied Materials is targeting a 25% expansion of its Southeast Asia workforce this
2026-06-09
eetimes.com
2026-06-09
Don’t let the bodies pile up
2026-06-09
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2026-06-09
TradingKey
TSMC reported Q1 2026 revenue of $35.9 billion, with net income up 58% to NT$572.48 billion and gross margin at 66.2%. High Performance Computing, driven by AI accelerators, comprised 61% of revenue. The company raised its full-year 2026 revenue growth forecast to over 30% and expects Q2 revenue between $39.0-$40.2 billion. CoWoS capacity for AI GPUs is sold out, and 2nm node risk production begin
2026-06-09
www.bnnbloomberg.ca
2026-06-09
BNN Bloomberg
SEOUL, June 9 (Reuters) - Samsung Electronics is considering the construction of an advanced semiconductor packaging facility in the southwestern South Korean city of Gwangju, the Korea Economic Daily said on Tuesday.
Here are some details:
Samsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country’s largest conglomera
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Here's How Much a $1000 Investment in Applied Materials Made 10 Years Ago Would Be Worth Today
Zacks Equity Research
Tue, June 9, 2026 at 5:30 AM PDT 3 min read
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2026-06-09
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2026-06-09
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Applied Materials Announces Cash Dividend
Applied Materials, Inc.
Tue, 9 June 2026 at 4:35 am GMT-7 2 min read
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Applied Materials, Inc.
SANTA CLARA, Calif., June 09, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a quarterly cash di
2026-06-09
www.datacenterdynamics.com
2026-06-09
Data Center Dynamics
South Korea's SK Telecom is partnering with Nvidia on a "gigawatt-scale" AI cloud platform in the country.
This will see SK Telecom deploy AI factories in the country based on the Nvidia DSX platform, with the first set to come online in 2027.
– Nvidia
The Nvidia DSX is a full-stack reference architecture including software, hardware, and operations. The AI cloud platform will provide compute f
2026-06-09
rbj.net
2026-06-09
Rochester Business Journal
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www.electronicsmedia.info
2026-06-09
Electronics Media
Nexperia and Semikron Danfoss Explore Strategic Collaboration on SiC Power Modules for Automotive Applications
By Electronics Media -
June 9, 2026
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SiC Power Modules – Nexperia B.V. and Semikron Danfoss GmbH have signed a Memorandum of Understanding (MoU) to explore a strategic collaboration on silicon carbide (SiC)-based power modules for automotive trac