Semiconductor News & Analysis Feed

907 articles
2026-06-11
www.tradingkey.com 2026-06-11 TradingKey
Texas Instruments Inc (TXN) moved up by 3.48%. The Technology Equipment sector is up by 2.89%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 2.49%; NVIDIA Corp (NVDA) up 1.44%; Intel Corp (INTC) up 10.07%. Texas Instruments' recent stock performance and intraday volatility can be attributed to several key factors, primarily stemming f
2026-06-11
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News / Zacks / Can Navitas' Latest SiC Innovation Strengthen Its Market Position? Can Navitas' Latest SiC Innovation Strengthen Its Market Position? 3 min read NVTS +1.71% Navitas Semiconductor NVTS recently unveiled a new isolated package for its silicon carbide (SiC) MOSFETs. At first glance, this may seem like a routine product update. However, the launch highlights the company's efforts to st
2026-06-11
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News / Reuters / KKR launches $10 billion AI infrastructure company with Nvidia, Vistra KKR launches $10 billion AI infrastructure company with Nvidia, Vistra RefinitivLess than 1 min read KKR −2.04% NVDA +1.13% VST +4.07% AMZN −0.32% © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create a free account to read this news Join for f
2026-06-11
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News / GuruFocus / Musk's Terafab Plans Put ASML In Investor Spotlight Musk's Terafab Plans Put ASML In Investor Spotlight Less than 1 min read TSLA +1.18% ASML +4.41% INTC +7.44% ASML +4.84% Elon Musk is expected to put ASML's annual technology conference firmly on investors' radar on Thursday, as he appears virtually to discuss Terafab, his proposed semiconductor manufacturing venture aimed at
2026-06-11
news.google.com 2026-06-11 The Korea Times
2026-06-11
www.bloomberg.com 2026-06-11 Bloomberg
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2026-06-11
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News / EQS / Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective… Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution 4 min read IFX −0.74% Infineon Technologies AG Infineon Technologies AG: Release acc
2026-06-11
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News / TradingView / Key facts: TSMC May Revenue Up 30.1% YoY; AI Chips Boost Growth Key facts: TSMC May Revenue Up 30.1% YoY; AI Chips Boost Growth Less than 1 min read 2330 −0.22% TSMC (2330) May 2026 revenue NT$416.975B (~$13.17B), +30.1% YoY, +1.5% MoM; Jan–May revenue NT$1,961.804B (~$62B), +30.0% YoY, driven by AI infrastructure, smartphones, HPC demand 1 2 TSMC (2330) gains from rising A
2026-06-11
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News / GuruFocus / ASML Surges 64%, Yet Trades At Cheapest Relative Valuation In A Decade ASML Surges 64%, Yet Trades At Cheapest Relative Valuation In A Decade 1 min read ASML −2.45% AMAT −0.44% TSM −4.48% ASML −0.08% ASML Holding ASML has climbed to fresh record highs in 2026, but the rally is telling investors a more complicated story. Shares are up 64% this year, yet ASML has still lagged t
2026-06-11
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News / Stock Story / onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know 2 min read ON −5.84% TER −5.86% PENG −5.14% What Happened? A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative. M
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
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News / GuruFocus / Micron Moves Ahead With Massive New York Fab Micron Moves Ahead With Massive New York Fab Less than 1 min read MU −5.22% Micron Technology MU is moving ahead with its New York semiconductor project, naming Bechtel as the construction partner for the massive memory fab. The facility is being built in Clay, New York, where Micron broke ground in January. Once completed, the pr
2026-06-11
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News / GuruFocus / Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans Less than 1 min read TSM −4.15% 2330 −2.17% Nvidia CEO Jensen Huang said artificial intelligence is insanely profitable for Taiwan Semiconductor Manufacturing Co TSM during a speech in Taiwan, highlighting the company's key role in the global chip industry. Huang m
2026-06-10
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News / Reuters / Neura Robotics $1.4 Bln Series C Financing Include Tether, Qualcomm, Amazon, Nvidia Neura Robotics $1.4 Bln Series C Financing Include Tether, Qualcomm, Amazon, Nvidia RefinitivLess than 1 min read © Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.html Sign in or create a free account to read this news Join for free Compare charts
2026-06-10
www.eenewseurope.com 2026-06-10 eeNews Europe
The European Commission has published its proposals for the follow up to its CHIPS Act to address some key gaps. The first Act was criticised for its lack of impact assessments and clearly defined targets. The new Act introduces ‘grand challenges’ and expands the range of pilot lines as well as pushing for a leading edge fab to produce AI chips in the region. Despite the increased focus on semic
2026-06-10
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News / Zacks / KLAC Stock Hits 52-Week High, Up 46% in 3 Months: Buy, Hold or Sell? KLAC Stock Hits 52-Week High, Up 46% in 3 Months: Buy, Hold or Sell? 4 min read KLAC +0.62% KLA Corporation KLAC is trading near a fresh 52-week high, signaling growing investor conviction in the company’s execution and its critical role in the AI-driven semiconductor equipment cycle. The stock recently touched a
2026-06-10
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News / Zacks / Will GaNEXUS Accelerate ON's AI Data Center Growth Story? Will GaNEXUS Accelerate ON's AI Data Center Growth Story? 3 min read ON −5.94% ON Semiconductor Corporation ON recently launched a GaNEXUS gallium nitride (GaN) power portfolio that could emerge as a key catalyst for its rapidly expanding AI data center business. The new portfolio is specifically designed to address the grow
2026-06-10
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News / GuruFocus / AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes AI Boom Sends TSMC Sales Soaring 30% as Chip Appetite Explodes Less than 1 min read TSM −4.11% 2330 −2.17% Taiwan Semiconductor Manufacturing Co TSM reported a 30.1 percent rise in May revenue, supported by strong demand for AI chips and advanced semiconductors/ TSMC said monthly sales reached NT$416.98 billion (
2026-06-10
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News / Zacks / NVIDIA Gets the Headlines, But Micron Could Offer More Upside NVIDIA Gets the Headlines, But Micron Could Offer More Upside 3 min read NVDA −2.22% MU −3.10% NVIDIA Corporation NVDA has remained at the center of Wall Street attention in recent sessions as investors continue to track developments in the artificial intelligence (AI) boom. Much of the focus has been on the company’s CE
2026-06-10
www.tradingview.com 2026-06-10 TradingView
News / GuruFocus / TSMC Posts 30% Revenue Growth as AI Trade Cools TSMC Posts 30% Revenue Growth as AI Trade Cools Less than 1 min read TSM −2.85% 2330 −2.17% Taiwan Semiconductor Manufacturing Company TSM reported May 2026 consolidated net revenue of NT$416.975 billion ($13.17 billion), up 30.1% from May 2025 and 1.5% from April 2026. Cumulative revenue for January through May 2026 reached NT$