Semiconductor News & Analysis Feed

12113 articles
2026-06-12
www.investing.com 2026-06-12 Investing.com
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2026-06-12
www.msn.com 2026-06-12 MSN
KKR has partnered with Nvidia, Vistra, and the Kuwait Investment Authority to launch a $10 billion artificial-intelligence infrastructure company, the latest sign private equity is piling into the AI data center buildout. KKR announced the new company Helix Digital Infrastructure on Thursday, and said Nvidia would serve as a “cornerstone strategic partner.” Nuclear and natural gas energy provider
2026-06-12
247wallst.com 2026-06-12 24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just delivered the kind of quarter that should have sent shares to new highs. Revenue of $81.6 billion grew 85.2% year over year, Data Center clocked $75.2 billion at 92% growth, and Jensen Huang told investors “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.” Video Muted Yet
2026-06-12
finance.yahoo.com 2026-06-12 Yahoo Finance
Prediction: Nvidia Set to Hit $250 on This Date Vandita Jadeja Thu, June 11, 2026 at 9:41 AM PDT 4 min read NVDA +2.22% Trade NVIDIA on Coinbase Trading disclosure Quick Read NVDA posted $81.6B in revenue with 85% growth yet trades at $208, requiring a 20% gain to reach $250 by early 2027. Wall Street's 58 buy ratings target $298, but a conservative model pegs $256 as base case, citing mega-cap
2026-06-12
www.cnbc.com 2026-06-12 CNBC
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2026-06-12
tomshardware.com 2026-06-12 Zhiye Liu
Graphics card manufacturer Manli adds new GeForce RTX 3060 and GeForce RTX 3050 SKUs to its portfolio.
2026-06-12
www.tradingview.com 2026-06-12 TradingView
News / GuruFocus / Nvidia Deepens Microsoft AI Alliance Nvidia Deepens Microsoft AI Alliance Less than 1 min read NVDA +1.04% MSFT −2.30% NVIDIA (NVDA, Financials) is adding to its long-running work with Microsoft as more companies look for practical ways to use AI. The latest effort connects Nvidia's chips and software with Microsoft's Azure cloud, Windows devices and business data tools. In si
2026-06-12
futurumgroup.com 2026-06-12 The Futurum Group
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2026-06-12
www.moomoo.com 2026-06-12 Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here. FREMONT, Calif., June 11, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology
2026-06-12
kotaku.com 2026-06-12 Kotaku
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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
2026-06-12
www.designdevelopmenttoday.com 2026-06-12 Design and Development Today
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2026-06-12
www.rcrwireless.com 2026-06-12 RCR Wireless News
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2026-06-11
www.techinsights.com 2026-06-11 TechInsights
EUV Lithography: A Power-Hungry Path to Innovation Discover the energy-intensive realities of EUV lithography and its impact on semiconductor innovation—read how industry leaders are addressing sustainability challenges in our full report. The Energy Cost of Technological Advancement Extreme ultraviolet (EUV) lithography has revolutionized semiconductor manufacturing, enabling the production of
2026-06-11
www.techinsights.com 2026-06-11 TechInsights
  China Analysis: BYD Semiconductor’s Revenue Growth and Capacity Ramp-Up Outlook     2 Min Read     September 19, 2025     BYD Semiconductor's rapid growth in power semiconductors sees revenue increase 5x since 2021, boosting its IGBT and SiC capabilities by 2026. BYD Semiconductor has rapidly scaled its power semiconductor business, with revenue growing more than 5x since 2021 and wafer fab c
2026-06-11
www.techinsights.com 2026-06-11 TechInsights
  Wafer Demand Forecast – Q3 2025 Update     2 Min Read     September 30, 2025     The semiconductor market is bifurcated, driven by AI growth in HBM, leading to an increase in DRAM's wafer allocation from 16% to nearly 21% by 2030. The semiconductor market is increasingly bifurcated, with AI-related segments fueling robust growth while the rest of the industry faces headwinds from weaker end-m
2026-06-11
www.techinsights.com 2026-06-11 TechInsights
  Top-three Semiconductor Spenders Heating up with CHIPS Act Funds Author: Louis Tran         Read Full Article Start My Free Trial Semiconductor equipment order activity increased to 80 °F last week. Memory continued to lead the upturn due to its exposure to AI. The US advanced-packaging and leading-edge foundry market is heating up long term as CHIPS Act distribution is announced. After rec
2026-06-11
247wallst.com 2026-06-11 24/7 Wall St.
Video Muted The market has entered an unusual phase where investors are no longer rewarding every company tied to artificial intelligence. Instead, capital is becoming more selective. High-profile opportunities are competing directly for investor dollars, valuations are facing greater scrutiny, and even market leaders are being forced to prove they deserve premium status.  That shift is now show
2026-06-11
finance.yahoo.com 2026-06-11 Yahoo Finance
Nvidia Breaks Below $200, Approaches Bear Market Territory. How Much Further Can It Fall? Rich Duprey Thu, June 11, 2026 at 8:44 AM PDT 4 min read NVDA +0.74% SPCX 0.00% AMD +3.25% AVGO +2.04% Explore stocks on Coinbase Trading disclosure Quick Read Nvidia has dropped roughly 15% from its $236 all-time high, sitting just 5% away from official bear market territory at $189. The SpaceX IPO is pull
2026-06-11
www.moomoo.com 2026-06-11 Moomoo
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