Semiconductor News & Analysis Feed
12126 articles
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 12% in early Monday trading, climbing to $111. Investors are reacting to a newly announced strategic collaboration with Japan’s Hitachi alongside a wave of reports suggesting that Alphabet‘s (NASDAQ:GOOGL) Google and NVIDIA (NASDAQ:NVDA) could lean on Intel’s foundry as a backup AI chip supplier.
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Intel Surges 12% as Hitachi Pact, Google-NVIDIA Foundry Buzz Fuel an AI Comeback
Justin Sullivan / Getty Images
David Moadel
Mon, June 8, 2026 at 7:59 AM PDT 4 min read
NVDA
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INTC surged 11% to $111, extending a huge run as Intel and Hitachi announced a five-pillar strategic collaboration spanning foundry tool
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Can Synopsys Stock Hit $600 by March 2027?
Vandita Jadeja
Mon, June 8, 2026 at 7:57 AM PDT 4 min read
SNPS
-1.03%
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SNPS is down 1% YTD at $465, despite 42% revenue growth, as Ansys acquisition debt and a Zacks Sell rating weigh on sentiment.
Norges Bank's new $730 million stake and Samsung Foundry's AI design validation on 2nm nodes are live ca
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s what you should actually be watching.
The Marvell trade is mathematically exhausted
Last Friday’s leverage shakeout told you everything. Marvell dropped 16.74% in a single session on J
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback
Bet_Noire / Getty Images
Alex Sirois
Mon, June 8, 2026 at 7:56 AM PDT 3 min read
MRVL
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+2.82%
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+1.34%
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Marvell's GAAP net income cratered 81% year over year while 76% of its revenue comes from customers actively building silicon t
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Google orders 3 million TPUs from Intel as TSMC strains
Quartz · Matthias Balk/picture alliance via Getty Images
Cris Tolomia
Mon, June 8, 2026 at 7:56 AM PDT 2 min read
GOOG
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INTC
+11.19%
TSM
+2.80%
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Google has placed an order with Intel to manufacture more than 3 million of its tensor processing units in 2028, according Reuters, cit
2026-06-08
qz.com
2026-06-08
qz.com
A.I.
Google is ordering millions of AI chips from Intel as TSMC strains to meet demand
The order comes as TSMC struggles to keep up with AI chip demand, prompting major tech companies to seek alternative manufacturers
By
Cris Tolomia
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Matthias Balk/picture alliance via Getty Images
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Why Did Micron Stock Bounce Back Today?
Rich Smith, The Motley Fool
Mon, June 8, 2026 at 7:50 AM PDT 3 min read
MU
+9.77%
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+1.44%
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Micron (NASDAQ: MU) stock got caught in an epic sell-off last week as semiconductor chip stocks lost $1 trillion in market capitalization. Micron crashed 13.5% Friday -- but today it's boun
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
ASML Holding (ASML) is up 5.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can ramp shipments of EUV lithography tools faster than investors had been modeling, alongside multiple bullish analyst price-target increases. The broader AI-driven semiconductor-capex narrative has also been supportive, especial
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Applied Materials (AMAT) is up 6.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism around AI-driven semiconductor capital spending, reinforced by Applied Materials’ recently strong quarterly results and upbeat outlook. Another likely contributor is incremental bullishness from Wall Street research notes and price-tar
2026-06-08
www.techtimes.com
2026-06-08
Tech Times
By Jerry Owens
Published: Jun 08 2026, 10:48 AM EDT
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The logo of SK hynix is displayed on a glass wall during the 2026 World IT Show in Seoul on April 22, 2026. JUNG YEON-JE/GETTY IMAGES
Nvidia and SK hynix announced a multiyear technology partnership on June 7 to co-develop the next generation
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
A close-up of the Broadcom logo on a smartphone by Timon via Adobe Stock
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years.
2026-06-08
aimagazine.com
2026-06-08
AI Magazine
NVIDIA is turning to South Korea for memory chips to keep pace with skyrocketing global demand that shows no sign of slowing down anytime soon.
In a multi-year technology partnership with SK hynix, the American tech company is committing to developing advanced memory for global AI data centres.
This comes along with a series of technology partnerships with South Korean industrial giants, inclu
2026-06-08
www.semiconductor-today.com
2026-06-08
Semiconductor Today
At the PCIM Europe 2026 (Power Electronics, Intelligent Motion, Renewable Energy and Energy Management) Expo & Conference in Nuremberg, Germany (9–11 June), Fraunhofer Institute for Applied Solid State Physics IAF is presenting the latest developments in gallium nitride (GaN) power electronics.
The highlight is a demonstrator of a bidirectional, single-phase 800V DC off-board charging systems for
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Micron (
MU
+11.38%
) stock got caught in an epic sell-off last week as semiconductor chip stocks lost $1 trillion in market capitalization. Micron crashed 13.5% Friday -- but today it's bouncing back.
Shares of the computer memory specialist gained 6.9% through 10:20 a.m. ET Monday, and investors may have Nvidia (
NVDA
+1.61%
) CEO Jensen Huang to thank for this. As StreetInsider.com reports, Hu
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
247wallst.com
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Nvidia Stock Will Trade at This Price in 2027
NVIDIA Blog / Press
Vandita Jadeja
Mon, June 8, 2026 at 7:27 AM PDT 4 min read
NVDA
+1.88%
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NVDA trades at just 26x forward earnings despite 85% revenue growth and $48.55B in free cash flow generated last quarter.
Jensen Huang's $91B Q2 revenue guidance and $119B in supply commitments confirm AI i
2026-06-08
www.tradingview.com
2026-06-08
TradingView
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Should You Buy, Sell or Hold AMAT Stock After a 167% Rise in a Year?
Should You Buy, Sell or Hold AMAT Stock After a 167% Rise in a Year?
3 min read
AMAT
+8.17%
Applied Materials AMAT shares have climbed 166.8% in a year, surpassing the Zacks Electronics - Semiconductors industry and Zacks Computer and Technology sector’s return of 91.8% and 43.5%, respectively.
AMAT Past 12-Month
2026-06-08
www.zacks.com
2026-06-08
Zacks Investment Research
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2026-06-08
www.zacks.com
2026-06-08
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