Semiconductor News & Analysis Feed
13659 articles
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, SanDisk, and SK hynix Investors Should Fear One Thing: Elon Musk
Rich Duprey
Wed, June 10, 2026 at 7:17 AM PDT 4 min read
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Musk argues the U.S. has zero high-volume memory fabs, and that delayed projects won't reach production until sometime between 2028 and 2030, leaving AI demand s
2026-06-10
news.google.com
2026-06-10
24/7 Wall St.
2026-06-10
www.tradingview.com
2026-06-10
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Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
Will GaNEXUS Accelerate ON's AI Data Center Growth Story?
3 min read
ON
−5.94%
ON Semiconductor Corporation ON recently launched a GaNEXUS gallium nitride (GaN) power portfolio that could emerge as a key catalyst for its rapidly expanding AI data center business. The new portfolio is specifically designed to address the grow
2026-06-10
www.barrons.com
2026-06-10
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2026-06-10
autonews.gasgoo.com
2026-06-10
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Cockpit-Driving Fusion, Qualcomm Unveils Another Major Move
Qualcomm
Cockpit-Driving Fusion, Qualcomm Unveils Another Major Move
Edited by Taylor From Gasgoo
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June 10 , 2026 22:06 BJT
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Gasgoo Munich-In Wuxi this June, cockpit-driving fusion took center stage at the 2026 Qualcomm Automotive Technology and Cooperation Summit. The Snapdragon 8775 has entere
2026-06-10
quantumzeitgeist.com
2026-06-10
Quantum Zeitgeist
ARTIFICIAL INTELLIGENCE, HIGH PERFORMANCE COMPUTING
NextSilicon Productizes Arbel RISC-V Core Into 64-Core Enterprise Processor
June 10, 2026
BY IVY DELANEY
NextSilicon is expanding beyond acceleration, announcing plans to productize its Arbel RISC-V core into 64-core and 128-core enterprise processors designed for artificial intelligence and high-performance computing. Originally conceived as th
2026-06-10
247wallst.com
2026-06-10
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The artificial intelligence boom has created one of the most dominant technology companies Wall Street has ever seen. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has become the backbone of modern AI infrastructure, growing from a gaming-chip specialist into a company worth trillions of dollars. Its data center revenue exploded from $15 billion in fiscal 2023 to almost $194 billion in
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Silicon Valley CEO Says Nvidia Has One Weakness — and He Plans to Exploit It
Rich Duprey
Wed, June 10, 2026 at 6:55 AM PDT 5 min read
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Frank Bruno argues Nvidia's training-optimized GPU architecture risks the same fate Intel faced when smartphones made PC chips obsolete.
Cerebras' wafer-scale processors c
2026-06-10
www.insidermonkey.com
2026-06-10
Insider Monkey
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Jim Cramer’s 15 Stock Calls: NVIDIA and Costco, and Caution About the Market
Published on June 10, 2026 at 9:44 am by SYEDA SEIRUT JAVED in Hedge Funds, News
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In this article, we will look at the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. The host of CNBC’s Mad Money said on Monday that a growing lis
2026-06-10
www.foreignpolicyjournal.com
2026-06-10
foreignpolicyjournal.com
Nebius Group (NASDAQ: NBIS) shares climbed more than 5% on Tuesday after the AI cloud company unveiled a new Physical AI Living Lab developed in partnership with NVIDIA (NASDAQ: NVDA).
The initiative marks a significant expansion of the existing relationship between the two companies, targeting the fast-growing market for AI-driven robotics applications across the UK and Europe.
Iran launches re
2026-06-10
www.msn.com
2026-06-10
MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending.
“We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle
2026-06-10
www.tradingview.com
2026-06-10
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AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes
Less than 1 min read
TSM
−4.11%
2330
−2.17%
Taiwan Semiconductor Manufacturing Co
TSM
reported a 30.1 percent rise in May revenue, supported by strong demand for AI chips and advanced semiconductors/
TSMC said monthly sales reached NT$416.98 billion (
2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Construction/NYSE:AGX
NVIDIA And Two Quiet Compounders With Solid Balance Sheet Strength
June 10, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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With inflation readings, bond yields and energy costs all in focus, many investors are looking for companies that already have the financial strength to handle a wide range of conditions. That is where stocks with high retu
2026-06-10
www.thestreet.com
2026-06-10
thestreet.com
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2026-06-10
www.hpcwire.com
2026-06-10
HPCwire
www.hpcwire.com
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2026-06-10
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2026-06-10
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2026-06-10
www.phoronix.com
2026-06-10
Phoronix
NVIDIA Engineer Devises Patch To Significantly Reduce GCC Bootstrap Time
Written by Michael Larabel in GNU on 10 June 2026 at 09:30 AM EDT. 4 Comments
NVIDIA engineer Kyrylo Tkachov posted a patch for testing yesterday to significantly reduce the amount of time it takes the GNU Compiler Collection (GCC) for conducting a native bootstrap. The time spent in the configure process for native GCC build
2026-06-10
www.investing.com
2026-06-10
Investing.com
www.investing.com
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2026-06-10
www.barrons.com
2026-06-10
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2026-06-10
cepa.org
2026-06-10
Center for European Policy Analysis (CEPA)
The European Commission’s new Digital Sovereignty package proposes a Chips Act 2.0 that would pour taxpayer money into a sovereign artificial intelligence chip factory. A wise strategy would instead build on Europe’s existing semiconductor strengths and boost the continent’s AI appetite.
Europe’s first Chips Act, from 2022, aimed to increase the EU’s global market share to 20% by 2030, up from