Semiconductor News & Analysis Feed
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2026-06-11
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2026-06-11
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2026-06-11
analyticsindiamag.com
2026-06-11
Analytics India Magazine
"From HBM leader to trillion-dollar giant, SK Hynix has become a critical pillar of the AI supply chain."
Afew years ago, a meme went viral during the AI boom, comparing NVIDIA to a company selling shovels during a gold rush. As AI companies rushed to build models and data centres, NVIDIA supplied the chips that made it all possible.
But every shovel maker needs its own suppliers. For NVIDIA, on
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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Marvell Technology: Better AI Stock Than Nvidia
Jun 11, 2026, 7:31 AM ETMarvell Technology, Inc. (MRVL) Stock
Bears of Wall Street
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Marvell Technology is evolving into a pivotal AI infrastructure player, with recent earnings, guidance, and strategic moves reinforcing its value proposition.
MRVL's
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Apple's AI Reveal Hands An Unexpected Win To Google, NVIDIA
Anusuya Lahiri
Thu, June 11, 2026 at 4:31 AM PDT 6 min read
AAPL
-0.57%
NVDA
+0.84%
GOOG
-2.62%
^IXIC
+0.44%
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Apple Inc.’s latest AI announcements sparked a fresh debate on Wall Street, with a
2026-06-11
wccftech.com
2026-06-11
Wccftech
With multiple supply chain reports focusing on Intel's EMIB-T chip packaging technology, analyst Ming-Chi Kuo has shared that TSMC's next-generation packaging technology, CoPoS, will enter mass production in 2028. CoPoS, short for chip-on-panel-on-substrate, seeks to overcome the limitations of the current CoWoS (chip-on-wafer-on-substrate) packaging technology by increasing the area on which the
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Qualcomm Incorporated $QCOM Shares Sold by Saturna Capital Corp
Written by MarketBeat
June 11, 2026
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KEY POINTS
Saturna Capital Corp reduced its Qualcomm stake by 11% in the fourth quarter, selling 5,888 shares and ending with 47,811 shares valued at about $8.18 million.
Institutional ownership remains very high, with hedge funds and other institutional investors h
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Export Review Puts TSMC AI Chip Growth And Valuation In Focus
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Taiwan is weighing stricter controls on exports of advanced AI chips to China, including possible criminal penalties for violations.
The review focuses on the most advanced AI accelerators and supporting technologies th
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron Stock Is Up Over 1,000% Since 2025 and Is Now a $1 Trillion Company. Is It Still a Buy?
Keithen Drury, The Motley Fool
Thu, June 11, 2026 at 4:25 AM PDT 3 min read
MU
-4.70%
NVDA
-3.73%
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If you bought Micron (NASDAQ: MU) stock at the start of 2025, you're up more than 1,000% on your investment. Many investors dream of seeing that many zeros on t
2026-06-11
evertiq.com
2026-06-11
Evertiq
© Applied Materials
Business | June 11, 2026
Applied Materials opens $500 million manufacturing campus in Singapore
Evertiq
Applied Materials has expanded its manufacturing and R&D operations in Singapore with the opening of the Tampines Campus, a USD 500 million facility that more than doubles the company's cleanroom capacity in the country. The campus is already operating at volume production.
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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2026-06-11
wccftech.com
2026-06-11
Wccftech
The 3nm node remains a popular pick for AI firms as it offers a blend of efficiency, performance, and price, but given that there’s only one wafer manufacturer in the entire world to develop this technology with little complications, TSMC appears to have its hands full. According to the latest statistics, even after ramping production up to 175,000 monthly units for Q2 2026, the Taiwanese semicond
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Saturna Capital Corp Trims Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 11, 2026
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KEY POINTS
Saturna Capital Corp trimmed its Texas Instruments stake by 3.1% in the fourth quarter, selling 8,327 shares and leaving it with 257,365 shares valued at about $44.65 million.
Wall Street sentiment is mixed but leaning positive: several analyst
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
If you bought Micron (
MU
3.81%
) stock at the start of 2025, you're up more than 1,000% on your investment. Many investors dream of seeing that many zeros on their percentage gain on a single stock, but few actually get those returns.
These gains have allowed Micron to become a $1 trillion company, potentially meeting all of the expectations that investors had for the company.
Unfortunately, in
2026-06-11
tomshardware.com
2026-06-11
Mark Tyson
A Redditor's powerful gaming PC just might have just saved their life after its splintered G.Skill RAM sticks diverted a bullet shot through the wall.
2026-06-11
pulse2.com
2026-06-11
Pulse 2.0
QBit Semiconductor announced the acquisition of a 60% stake in Singapore-based SinChip Technology, expanding its ASIC design services capabilities and strengthening its presence in high-growth markets, including Edge AI, high-performance computing, optical communications, and automotive semiconductors.
The transaction, completed on June 5, gives QBit operational control of SinChip, which will be
2026-06-11
tomshardware.com
2026-06-11
Anton Shilov
Biwin signs a 24-months supply agreement with an unknown NAND maker to get memory worth $1.86 billion.
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Saturna Capital Corp
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Saturna Capital Corp reduced its stake in Taiwan Semiconductor Manufacturing by 4.6% in the fourth quarter, selling 98,334 shares. It still remains a major holder, with TSM as its largest position and about $620.3 million invested
2026-06-11
www.intelligentcio.com
2026-06-11
Intelligent CIO
www.intelligentcio.com
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2026-06-11
www.engineerlive.com
2026-06-11
Engineer Live
11th June 2026
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Cambridge GaN Devices (CGD), a specialist in innovative GaN (Gallium Nitride)-based power devices, joins forces with NXP Semiconductors to accelerate time to market in data centre and automotive markets
The International Energy Agency predicts that energy use by data centres will double by 2030, making energy-efficiency improvements a key imperative. It is forecasted
2026-06-11
www.investing.com
2026-06-11
Investing.com
www.investing.com
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