Semiconductor News & Analysis Feed
288 articles
2026-06-12
www.quiverquant.com
2026-06-12
Quiver Quantitative
Amkor Technology, Inc. (AMKR) is up 7.6% today. Here is some analysis on what might have caused this price movement.
Analysis: The day’s specific catalyst is not clearly identifiable from widely circulated company news, but the move appears consistent with renewed optimism around Amkor’s advanced packaging roadmap and multi-year growth targets discussed recently. This could also be momentum tied
2026-06-12
digitimes.com
2026-06-12
A strike by South Korea's ready-mix concrete transport union is disrupting major semiconductor construction sites and raising concerns about wider industrial spillovers. If the stoppage continues, delays could spread beyond building projects and affect production schedules that matter to global technology supply chains and investors.
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
AI's land‑grab era is giving way to hard questions about costs, pricing power, and semiconductor cyclicality. Discover why rising model prices, tighter supply chains, and shifting unit economics may reshape the winners and losers in this space by watching the video below.
*This video was published on May 29, 2026.
2026-06-11
news.google.com
2026-06-11
Yahoo Finance
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
On June 5, SpaceX quietly announced that it had entered into a massive compute capacity agreement with Alphabet's (
GOOG
2.23%
) (
GOOGL
1.95%
) Google. SpaceX is effectively leasing access to a cluster of 110,000 Nvidia (
NVDA
3.39%
) GPUs, along with supporting CPUs, memory, and related data center hardware. In exchange, Google will pay SpaceX $920 million per month between October 2026 and June
2026-06-11
www.tradingkey.com
2026-06-11
TradingKey
NVIDIA Corp (NVDA) moved down by 3.31%. The Technology Equipment sector is down by 2.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 4.52%; NVIDIA Corp (NVDA) down 3.31%; SanDisk Corporation (SNDK) up 0.10%.
NVIDIA's stock experienced significant intraday downward volatility today, largely influenced by a confluence of broader
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
3 Reasons Why Growth Investors Shouldn't Overlook Micron (MU)
Zacks Equity Research
Wed, June 10, 2026 at 9:45 AM PDT 3 min read
MU
-3.94%
Trade MU on Coinbase
Trading disclosure
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all
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
MU
-2.23%
SNDK
+2.74%
000660.KS
-7.54%
NVDA
-2.49%
Explore stocks on Coinbase
Trading disclosure
Quick Read
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.fool.com
2026-06-10
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
3.01%
), popularly known as TSMC, is the world's largest semiconductor foundry, specializing in the mass production of chips and circuits designed by fabless companies.
TSMC's factories churn out chips for the most important tech companies in the world, including Apple, Sony, Nvidia, Advanced Micro Devices, Qualcomm, and many others. In fact, TSMC notes th
2026-06-10
sg.finance.yahoo.com
2026-06-10
Yahoo Finance Singapore
Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
Zacks Equity Research
Wed, 10 June 2026 at 6:00 am GMT-7 5 min read
TXN
+5.35%
^GSPC
+1.75%
Texas Instruments (TXN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near futu
2026-06-10
ca.finance.yahoo.com
2026-06-10
Yahoo! Finance Canada
Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
Zacks Equity Research
Wed, June 10, 2026 at 6:00 a.m. PDT 5 min read
TXN
-0.93%
^GSPC
-0.81%
Texas Instruments (TXN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near fut
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Ark Investment's Cathie Wood has made a name for herself as a champion of stocks with potentially disruptive technologies. Her flagship Ark Innovation ETF (
ARKK
1.07%
) has had mixed results, up 49% over the past year but down 8.7% on average over the last five, as of the end of April.
Nonetheless, when she makes moves, it tends to be notable. Recently, she has been trimming her stake in Advance
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Are Billionaires and Institutional Investors Losing Faith in Nvidia? The Data Tells a Chilling Story.
Sean Williams, The Motley Fool
Wed, June 10, 2026 at 7:26 AM AST 4 min read
NVDA
-2.03%
INTC
-0.50%
For the better part of the last four years, no innovation has sparked investor interest quite like the evolution of artificial intelligence (AI). Empowering software and systems with the tools to m
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Ark Investment's Cathie Wood Just Sold AMD Shares and Bought Nvidia. Is That the Right Move for Investors?
Geoffrey Seiler, The Motley Fool
Wed, June 10, 2026 at 3:49 AM PDT 4 min read
NVDA
-2.35%
AMD
-3.20%
ARKK
-0.73%
Explore stocks on Coinbase
Trading disclosure
Ark Investment's Cathie Wood has made a name for herself as a champion of stocks with potentially disruptive technologies. Her flagsh
2026-06-10
digitimes.com
2026-06-10
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
2026-06-10
digitimes.com
2026-06-10
Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking Asia's semiconductor supply chain. The Taiwan-based company said the deal will fund equipment purchases and foreign-currency materials, while modestly diluting existing shareholders.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
The S&P 500 Just Added This AI Semiconductor Stock For Index Investors
Bram Berkowitz, The Motley Fool
Tue, June 9, 2026 at 9:43 AM PDT 4 min read
^GSPC
-0.85%
NVDA
-1.66%
MRVL
-10.40%
Explore stocks on Coinbase
Trading disclosure
More and more artificial intelligence names continue to invade the broader benchmark S&P 500 Index.
The latest addition is the semiconductor company Marvell Technology
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
More and more artificial intelligence names continue to invade the broader benchmark S&P 500 Index.
The latest addition is the semiconductor company Marvell Technology (
MRVL
10.50%
). The stock surged on the news yesterday but had fallen by more than 7% as of 11:13 a.m. ET today.
Being added to the S&P 500 is a big deal because it is one of, if not the most followed, indexes and market benchmar
2026-06-09
au.finance.yahoo.com
2026-06-09
Yahoo Finance Australia
Nvidia CEO sends strong message to stock market investors
Hillary Remy
Tue 9 June 2026 at 4:03 am GMT-7 6 min read
NVDA
+1.73%
^KS11
+8.18%
000660.KS
+15.91%
Jensen Huang was in Seoul on June 8, meeting South Korean business leaders, when the question about the selloff came. US tech shares had dropped Friday on concerns over a possible interest rate hike. South Korea's Kospi Index was tumbling th