Semiconductor News & Analysis Feed
274 articles
2026-06-11
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2026-06-11
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Key facts: TSMC May Revenue Up 30.1% YoY; AI Chips Boost Growth
Key facts: TSMC May Revenue Up 30.1% YoY; AI Chips Boost Growth
Less than 1 min read
2330
−0.22%
TSMC (2330) May 2026 revenue NT$416.975B (~$13.17B), +30.1% YoY, +1.5% MoM; Jan–May revenue NT$1,961.804B (~$62B), +30.0% YoY, driven by AI infrastructure, smartphones, HPC demand
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TSMC (2330) gains from rising A
2026-06-11
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2026-06-11
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ASML Surges 64%, Yet Trades At Cheapest Relative Valuation In A Decade
ASML Surges 64%, Yet Trades At Cheapest Relative Valuation In A Decade
1 min read
ASML
−2.45%
AMAT
−0.44%
TSM
−4.48%
ASML
−0.08%
ASML Holding
ASML
has climbed to fresh record highs in 2026, but the rally is telling investors a more complicated story. Shares are up 64% this year, yet ASML has still lagged t
2026-06-11
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2026-06-11
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onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
2 min read
ON
−5.84%
TER
−5.86%
PENG
−5.14%
What Happened?
A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative.
M
2026-06-11
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2026-06-11
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Micron Moves Ahead With Massive New York Fab
Micron Moves Ahead With Massive New York Fab
Less than 1 min read
MU
−5.22%
Micron Technology
MU
is moving ahead with its New York semiconductor project, naming Bechtel as the construction partner for the massive memory fab.
The facility is being built in Clay, New York, where Micron broke ground in January. Once completed, the pr
2026-06-11
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Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Less than 1 min read
TSM
−4.15%
2330
−2.17%
Nvidia CEO Jensen Huang said artificial intelligence is insanely profitable for Taiwan Semiconductor Manufacturing Co
TSM
during a speech in Taiwan, highlighting the company's key role in the global chip industry.
Huang m
2026-06-10
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2026-06-10
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Neura Robotics $1.4 Bln Series C Financing Include Tether, Qualcomm, Amazon, Nvidia
Neura Robotics $1.4 Bln Series C Financing Include Tether, Qualcomm, Amazon, Nvidia
RefinitivLess than 1 min read
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2026-06-10
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KLAC Stock Hits 52-Week High, Up 46% in 3 Months: Buy, Hold or Sell?
KLAC Stock Hits 52-Week High, Up 46% in 3 Months: Buy, Hold or Sell?
4 min read
KLAC
+0.62%
KLA Corporation KLAC is trading near a fresh 52-week high, signaling growing investor conviction in the company’s execution and its critical role in the AI-driven semiconductor equipment cycle. The stock recently touched a
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
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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
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NVIDIA Gets the Headlines, But Micron Could Offer More Upside
NVIDIA Gets the Headlines, But Micron Could Offer More Upside
3 min read
NVDA
−2.22%
MU
−3.10%
NVIDIA Corporation NVDA has remained at the center of Wall Street attention in recent sessions as investors continue to track developments in the artificial intelligence (AI) boom. Much of the focus has been on the company’s CE
2026-06-10
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2026-06-10
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TSMC Posts 30% Revenue Growth as AI Trade Cools
TSMC Posts 30% Revenue Growth as AI Trade Cools
Less than 1 min read
TSM
−2.85%
2330
−2.17%
Taiwan Semiconductor Manufacturing Company
TSM
reported May 2026 consolidated net revenue of NT$416.975 billion ($13.17 billion), up 30.1% from May 2025 and 1.5% from April 2026. Cumulative revenue for January through May 2026 reached NT$
2026-06-10
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2026-06-10
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MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
2 min read
MU
−1.41%
KEY POINTS:
Micron is scheduled to report fiscal Q3 2026 results after market close on June 24.
According to data from Fiscal AI, Wall Street on average expects the compan
2026-06-10
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Allegro MicroSystems, Micron, and onsemi Stocks Trade Down, What You Need To Know
Allegro MicroSystems, Micron, and onsemi Stocks Trade Down, What You Need To Know
2 min read
ALGM
−3.24%
MU
−1.41%
ON
−3.23%
What Happened?
A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop th
2026-06-10
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SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
Less than 1 min read
SNPS
−2.91%
Strong Q2 results led to raised full-year guidance, with double-digit EDA growth and a rebound in IP expected. AI and Ansys integration are driving ne
2026-06-10
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2026-06-10
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2026-06-10
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2026-06-10
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2026-06-09
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Can KLA Outgrow Chip Equipment Market Through 2030?
Can KLA Outgrow Chip Equipment Market Through 2030?
3 min read
KLAC
−1.19%
KLA Corporation KLAC is strengthening its position in the chip equipment market as AI-driven semiconductor complexity makes process control increasingly critical to advanced manufacturing. The company’s long-term growth case is tied less to broad capacity a
2026-06-09
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2026-06-09
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2026-06-09
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Wolfspeed - Introduces Fifth-Generation Sic Mosfets For 1200 V And 750 V Applications
Wolfspeed - Introduces Fifth-Generation Sic Mosfets For 1200 V And 750 V Applications
RefinitivLess than 1 min read
WOLF
+0.65%
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2026-06-09
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2026-06-09
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Key facts: Intel tests 18A multi‑die; backup AI foundry; Cadence 14A
Key facts: Intel tests 18A multi‑die; backup AI foundry; Cadence 14A
Less than 1 min read
INTC
+11.19%
Intel is testing its 18A process and advanced packaging to see if four GPU dies can be fused into one chip for Nvidia’s 2028 Feynman GPUs; trials assess multi‑die fabrication feasibility.
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