Semiconductor News & Analysis Feed
10817 articles
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation As NVIDIA Investment And AI Demand Reshape Growth And Supply Chain Risks
June 12, 2026
Simply Wall St
Coherent (COHR) has returned to focus after strong AI data center demand, upbeat financial guidance, and a US$2b investment from NVIDIA coincided with fresh supply chain risks tied to critical optical
2026-06-12
news.google.com
2026-06-12
WTVB
2026-06-12
kfgo.com
2026-06-12
The Mighty 790 KFGO
By Max A. Cherney
SAN FRANCISCO, June 11 (Reuters) – Nvidia has hired veteran lobbyist Bruce Andrews to head government affairs in Washington, D.C., two sources briefed on the matter said on Thursday.
Andrews served as chipmaking rival Intel’s government affairs chief under former CEO Pat Gelsinger. During the Obama administration, Andrews was a Commerce Department official.
N
2026-06-12
www.investing.com
2026-06-12
Investing.com
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2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Nvidia hires veteran lobbyist Bruce Andrews to head government affairs, sources say
A NVIDIA logo is pictured on its facility at the High-tech park at Yokne'am · Reuters
Max A. Cherney
Thu, June 11, 2026 at 3:20 PM PDT
NVDA
+2.22%
INTC
+9.27%
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By Max A. Cherney
SAN FRANCISCO, June 11 (Reuters) - Nvidia has hired veteran lobbyist Bruce Andrews to he
2026-06-12
eetimes.com
2026-06-12
Rebellions leverages memory-centric AI chip designs with SK Hynix and Samsung to fuel IPO ambitions.
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading 2.7% Higher - Still a Buy?
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
TSMC shares rose 2.7% on Thursday, trading around $419.67 after briefly touching $422.25, as investors continued to react positively to the company’s momentum.
Analysts have been raising earnings estimates and price targets, citing strong
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Electrical/NYSE:VRT
Vertiv Extends NVIDIA Alliance To Target AI Data Centers And Margins
June 12, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Vertiv Holdings Co (NYSE:VRT) has expanded its collaboration with NVIDIA to co-develop AI focused data center solutions, including an 800 volt DC power architecture.
The company has also launched a production grade digital
2026-06-12
www.bizjournals.com
2026-06-12
The Business Journals
www.bizjournals.com
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2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Samsung, Weaves
Samsung Weaves AI Into Its Core: From Office Chatbots to 2nm Chips and a $175 Million Genomics Bet
11.06.2026 - 22:53:58 | boerse-global.de
Samsung adopts ChatGPT, Gemini, Claude; partners with STMicro on auto chips, Google on 2nm AI chip; invests $175M in genome sequencing. Analysts see 77% upside.
Samsung - Samsung Electronics 11.06.2026 - Bild: über boerse-global.de
Samsung E
2026-06-12
www.investing.com
2026-06-12
Investing.com
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2026-06-12
www.cutoday.info
2026-06-12
CU Today
06/11/2026 04:14 pm
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SAN JOSE, Calif.—Nvidia has unveiled a new blueprint aimed at helping FIs replace sprawling collections of artificial intelligence tools with a single AI model trained on transaction data that can be used for fraud detection, credit underwriting and risk management, according to PYMNTS.
PYMNTS reported the approach is modeled on how large language models learn f
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Arm (ARM), NVIDIA (NVDA) Executive Highlight Shift Toward Agentic AI Computing
Maham Fatima
Thu, June 11, 2026 at 1:15 PM PDT 2 min read
ARM
+11.32%
NVDA
+2.22%
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Arm Holdings (NASDAQ:ARM) is one of the best IPO stocks to buy and hold for 2 years. On June 2, Chris Bergey, Arm's Executive VP of the Edge AI Business Unit, announced that the newly unveiled
2026-06-12
news.google.com
2026-06-12
Yahoo! Finance Canada
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor stocks trade at elevated multiples on future earnings, making them disproportionately sensitive to interest rates. Oil falling more than 3% and the 10-year Treasury yield dropping to 4.47% rel
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Semiconductor stocks were routed last Friday, June 5, with the sector losing a whopping $1.4 trillion in market cap in a single day. The PHLX Semiconductor Sector index shed more than 10% of its value in a single session, driven by a stronger-than-expected jobs report that has led to an increase in the odds of the Federal Reserve raising interest rates this year.
Not surprisingly, major semicondu
2026-06-12
tomshardware.com
2026-06-12
Luke James
OpenAI says it has banned two clusters of ChatGPT accounts it believes are operating from China, and that used its models for covert influence campaigns targeting U.S. tech and policy debates.
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Rising memory costs, in-house solutions, and shifting capital returns are reshaping expectations for vendors' total cost of ownership, margin durability, and growth prospects. Watch the video below to see how this might affect Nvidia (
NVDA
+2.30%
) and investor valuation assumptions.
*This video was published on May 29, 2026.
2026-06-12
www.timothysykes.com
2026-06-12
timothysykes.com
Entegris Inc. stocks have been trading up by 10.29 percent following robust semiconductor demand driving strong growth expectations.
Live Update At 14:33:03 EDT: On Thursday, June 11, 2026 Entegris Inc. stock [NASDAQ: ENTG] is trending up by 10.29%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
ENTG’s tape shows a stock grinding hig