Semiconductor News & Analysis Feed
12129 articles
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Nvidia (
NVDA
5.93%
) has long been a giant in the world of graphics processing units (GPUs), or high-powered chips that fuel the simultaneous computations needed for certain applications. In the company's early days, it mainly sold GPUs to the gaming market, but in more recent times, these chips have become the staple of AI -- and turned into a billion-dollar profit engine for Nvidia.
Nvidia als
2026-06-06
aimagazine.com
2026-06-06
AI Magazine
NVIDIA’s Jensen Huang used his Computex keynote to push back on fears that AI will make software businesses obsolete. He argues this is an “incredible time” to build software that AI agents can use.
He says: “A lot of people have said: ‘Jensen, AI is coming. Agentic AI is coming. Therefore, all of the software companies are going to go out of business.’ I said it is exactly the opposite.
“This i
2026-06-06
the-decoder.com
2026-06-06
the-decoder.com
Short News
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SpaceX signs $920 million per month deal with Google for 110,000 Nvidia AI chips ahead of IPO
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
Jun 6, 2026
SpaceX signed a $920 million per month contract with Google, according to an SEC filing. The deal runs from October 2026 through June 2029, potentially
2026-06-06
www.tikr.com
2026-06-06
TIKR.com
Key Fundamental Metrics for CDNS Stock
52-Week Range: $262.75 to $416.69
Current Stock Price: $376.19
Street Consensus Target Price: ~$384
Q1 2026 Revenue: $1.474B (+20% YoY)
Q1 2026 Non-GAAP Operating Margin: 44.7%
Q1 2026 Non-GAAP EPS: $1.96 (+25% YoY)
Record Backlog: $8.0B
FY2026 Revenue Guidance: ~17% YoY growth
Mid-Case 10-Year Forward Stock Price Target: ~$848
Now Live: Discover how much up
2026-06-06
www.tbsnews.net
2026-06-06
The Business Standard
Chip slump erases $1.3t in stock market value
Nvidia, the world's most valuable chipmaker, fell about 6%, cleaving more than $300 billion from its market capitalisation
Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken February 25, 2022. REUTERS/Florence Lo/Illustration/File Photo
US-traded chipmakers plunged on Friday, losing about $1.3 trillion in
2026-06-06
www.magzter.com
2026-06-06
Magzter
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TSMC expects demand for artificial intelligence chips to outpace supply for an extended period, with CEO C. C. Weiindicating it will take “a long time” before the company can fully meet global needs.
The outlook underscores how deeply Al has reshaped the semiconducto
2026-06-06
www.ad-hoc-news.de
2026-06-06
AD HOC NEWS
Infineons, Correction
Infineon's 13% Correction Puts 58 Euro Floor in Spotlight as AI Trade Fair Looms
06.06.2026 - 07:35:41 | boerse-global.de
Infineon's 13% sell-off after 95% YTD rally tests uptrend; 50-day MA at €58 holds. PCIM Europe fair to validate AI product story. RSI at 55.1 signals normalisation, not panic.
Infineons - Infineon's 13% Correction Puts 58 Euro Floor in Spotlight as AI Tr
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Nvidia still dominates the market for chips used in artificial intelligence (AI) data centers. But AI is such a tremendous opportunity that second place isn't so bad in this case. Statista estimates that the AI chip market will continue to grow, reaching $333 billion by the end of the decade.
That leaves plenty of room for other companies to make investors quite a bit of money over the coming yea
2026-06-06
www.kavout.com
2026-06-06
Kavout
The semiconductor sector, a bellwether for technology and often a leading indicator for broader market sentiment, experienced a sharp downturn on June 5, 2026, with bellwethers Advanced Micro Devices (AMD) and Intel (INTC) leading the decline. AMD shares plummeted 10.86% to close at $466.38, while Intel saw an even steeper drop of 11.28%, ending the day at $99.17. This significant sell-off followe
2026-06-06
michaelparekh.substack.com
2026-06-06
AI: Reset to Zero
WEEKLY ROUNDUP
AI: TSMC's 'AI Fed' 30% Target, Nvidia AI PCs, Anthropic Files IPO & More. AI-RTZ #1109.
.....busy week ending Friday June 5, 2026
MICHAEL PAREKH
JUN 06, 2026
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TSMC is still the Fed of the Global AI Economy: Taiwan Semiconductor (TSMC) CEO C.C. Wei did his best Fed chairman impersonation and bounded AI chip growth at a 30% rate for the near term for this AI Tech Wave. He said
2026-06-06
www.moneycontrol.com
2026-06-06
Moneycontrol.com
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2026-06-06
cryptobriefing.com
2026-06-06
Crypto Briefing
Taiwan Semiconductor Manufacturing strengthens silicon shield strategy with $250B US investment deal
TSMC keeps its most advanced chip production at home while expanding globally, reinforcing Taiwan's
2026-06-06
cryptobriefing.com
2026-06-06
Crypto Briefing
Nvidia plans to recruit talent for South Korea R&D center
Jensen Huang's visit to Seoul kicks off hiring for a facility focused on physical AI, robotics, and infrastructure, deepening Nvidia's ties wi
2026-06-06
www.digitimes.com
2026-06-06
digitimes
Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics...
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2026-06-06
www.digitimes.com
2026-06-06
digitimes
Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate appearances of his Korea trip.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this functio
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Many tech stocks fell on Friday, as the artificial intelligence (AI)-fueled rally ran out of steam.
Here's how some of the top AI stocks fared today:
Nvidia (
NVDA
5.93%
), down 6%
Intel (
INTC
11.92%
), down 11%
Nebius (
NBIS
12.17%
), down 12%
Arm Holdings (
ARM
12.75%
), down 13%
Marvell Technology (
MRVL
15.74%
), down 16%
Image source: Getty Images.
The culprit
The downturn appears to ha
2026-06-06
www.moomoo.com
2026-06-06
Moomoo
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2026-06-06
stockinvest.us
2026-06-06
StockInvest.us
The NVIDIA stock price fell by -6.20% on the last day (Friday, 5th Jun 2026) from $218.66 to $205.10. During the last trading day the stock fluctuated 5.15% from a day low at $204.34 to a day high of $214.87. The price has fallen in 7 of the last 10 days and is down by -6.56% for this period. Volume fell on the last day along with the stock, which is actually a good sign as volume should follow th
2026-06-06
www.tweaktown.com
2026-06-06
TweakTown
SK Hynix plans to double wafer production capacity by 2030 as chairman warns AI will keep memory tight
Chairman Chey Tae-won says AI demand will keep memory tight through 2030 and SK Hynix will spend whatever it takes to double capacity.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published Jun 5, 2026 7:00 PM CDT
2-minute read time
TL;DR: SK Group plans to double wafer production within five year
2026-06-06
digitimes.com
2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.